PLATFORM OVERVIEW

BOOKKEEPING, AUTOMATED. 

All your bookkeeping tools and accounting data — under one roof! Experience the power first-hand below!

Trusted by Hundreds of Firms Nationwide

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Meet your new best friends

Botkeeper Infinite's modules do more than just automate your bookkeeping.

Activity Hub

Botkeeper now offers a centralized space for all communications, feedback, and interactions within the platform. Standardized communication ensures seamless interactions between firms and their clients, keeping everyone's priorities aligned in one accessible location.

Work

Quickly create, access, and manage all your firm’s outstanding tasks in one secure place, assigning tasks as needed, or arranging them into projects with recurring tasks. Request credentials, documents — really anything you can imagine — and see at a glance whether it’s done. 

Documents

Our Documents tool offers secure and efficient document management. Enjoy unlimited storage, easy searchability within a standardized client folder structure, and the flexibility to organize with sub-folders and custom folders tailored to your firm's needs. Access important documents from anywhere.

Transaction Manager

Transaction Manager enhances efficiency with AI-driven transaction categorization. High-confidence transactions are seamlessly integrated, while others are flagged for review, ensuring accuracy and control.


Smart Connect

No more incorrect passwords, security barriers, and tedious manual logins. Smart Connect quickly and easily links all of your clients' financial data so you can quickly and easily get the information you need without any middleman.

Password Manager

Find every password you need securely saved and ready for your access without needing a spreadsheet, post-its, or a steel-trap memory. Doesn’t even matter what password it is, Password Manager has you covered for everything from Amazon to Zillow.

Bot Review

We’ve automated searching through the general ledger to find discrepancies. Bot Review flags the variances and exceptions you need to review. Easily review and fix any exceptions detected in your client's financials in real-time, leaving you with pristine books.

Client & User Management

Client & User Management gives you control over who gets access to what within Botkeeper Infinite. Invite users, define roles, and set permissions at both the firm and client levels. Share, restrict, and manage user access to data, documents, records, and tasks across all your users — without sacrificing security.

Financial Insights (COMING SOON)

Our partnership with Google introduces Insights, a tool that clarifies the "why" behind financial numbers. With  a focus on relevant KPIs and metrics, Insights transforms you into an advisory powerhouse, enabling you to narrate your clients' financial stories like never before.

Auto Bank Reconciliations
(COMING SOON)

Automation allows you to quickly review variances between extracted statement details and general ledger (GL) activity for seamless reconciliations. The system even automates the reconciliation when no issues are found.

Journal Entry (JE) Automation

Splitting out loan data or payroll categories is tedious and time-consuming. Our innovative (and highly effective) solution? Automate amortization schedules and loans in real-time, syncing directly with the general ledger. Future functionality includes managing variable interest loans.

Your firm, doing what it does best.

Automated bookkeeping that gives you the flexibility and time you need.

With Botkeeper Infinite, you take direct control of the platform. Its unlimited flexibility, efficiency, and machine learning means it's always ready to work with you, and always getting better.

Streamline your processes, improve your accuracy, make more efficient use of your firm's time — you finally have the power to make it all happen.

  • Amazing support with options to add more if you need it.
  • Frictionless, online signup.
  • Bring as few or as many clients as you like onto the platform.
  • Annual or month-to-month agreements give you ultimate flexibility.
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Here's what they're saying on the street

The reaction to Botkeeper Infinite has been phenomenal. Here's a taste of what we've been hearing.

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“I’m excited to invite more clients in so we can streamline all of our communications and move away from emails/calls”
Firm Associate
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“This is going to be incredibly valuable for the accounting industry”
Firm Founder/CEO
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“I really like that I can see all of the transactions' predictions and their confidence... it's awesome knowing how much work is being automated and all of the time being saved!"
Firm CAS Director
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“We love being able to see and control everything going on with the client’s books. The additional visibility allows for us to never question where things are at.”
Firm Sr. Manager of Business Services
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“I’ve tried Infinite for 2 weeks and I’m thrilled, I’m excited, and can’t wait to be fully in the bot. Our goal is to have all of our clients in Infinite.” 
Tax & Accounting Manager
12986
"I love (the Activity Hub), because you can see everything in one place... This is like the Work hub on steroids."
Firm Principal

Make your automated bookkeeping dreams come true

Sign up today and start reaping all the benefits of Botkeeper Infinite. Your firm will be glad you did!

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