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•BOTKEEPER PLATFORM AND FEATURES•

All your bookkeeping tools and accounting data — under one roof!
Check out the Botkeeper Operating System below, and experience the
power first-hand. 

 

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One Bookkeeping Solution to Rule Them All

Manual bookkeeping comes with a lot of problems. So we built an intuitive platform to automate the tasks that slow you down. 

Finding the right tools for your firm can be tough. The Botkeeper Operating System brings all your bookkeeping tools and data into one easy-to-use, powerful solution. You’ll save valuable time and get all the capacity you need to provide a personalized client experience, pursue higher-margin opportunities, and attract new customers at scale.

Transaction Manager

Automate away manual work by putting your books on autopilot with Botkeeper's Transaction Manager. Watch as ML & AI auto-categorize transactions right in front of your eyes!

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Smart Connect

Effortlessly pull bank and credit card statements using Botkeeper Smart Connect, which links directly to a client's financial accounts and fetches statements from over 4,600 financial institutions.

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Work (formerly Task Manager)

Be more deliberate with your firm's time with "Work." Simplify communication, improve staff oversight, and manage all your firm’s outstanding tasks in one secure place.

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Password Manager

Forgotten passwords are a thing of the past. Password Manager offers you a secure, centralized, and streamlined view of all your clients' credentials. Bye-bye, sticky notes on the monitor and wasted time searching for passwords!

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Documents

Eliminate paper management with the Botkeeper Documents, an easy and centralized way to receive the important documents needed to complete your clients' accounting in a super-secure, file sharing and storage environment.

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Business Insights

Flip the script on how you digest, analyze, and present data with Botkeeper's Business Insights. See trends, data visualization, KPIs, overlay financial and non-financial datasets, and easily create recurring reports, plus more!

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Experiencing portal pains?

Firm management and user control are a breeze with the Portal Manager.

Portal Manager allows you to have total control over your platform. Manage what firm and client users see and do with user controls, and scope new clients quickly with the Botkeeper Scoping Tool.

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TransMan SD_2022_kpa
 

"With bookkeeping running seamlessly with Botkeeper...

I’m able to focus my time on reviewing output and making recommendations to my clients rather than just spending all my time on categorizing transactions, preparing statements and documents."

Check out Botkeeper Reviews on G2Crowd and Capterra!

A Solution Purpose-Built for your Accounting Firm and Your Clients.

 

How Botkeeper Partners Are Revolutionizing Their Firms With Botkeeper

A.J. Hosenfeld, RiverRidge CPAs
Botkeeper has allowed me to get back to the pieces of my job I most enjoy: reviewing financials, tax planning, and tax prep. I can spend my time on the higher-value services for my clients, which I see as reviewing the financial reports produced by Botkeeper and tax planning.
AJ Hosenfeld
Partner, RiverRidge CPAs
★★★★★
Jimmy Lee, Senior Manager Bennett Thrasher LLP
Botkeeper is now handling the transaction categorizing and reconciliation work, saving us anywhere from 2 to 4 hours per month, per client. As I help to build out the CAS service line, because of Botkeeper, I have a longer runway before having to bring on another associate that would cost probably $70k per year.
Jimmy Lee
Senior Manager, Bennett Thrasher
★★★★★
Evan Paris, JHR Consulting LLC
The Botkeeper portal was clearly built for those who provide accounting services and is a tool that, when presented to clients, shows that the CPA firm has been deliberate and thoughtful on how they intend to provide services to their clients: professionally and efficiently.
Evan Paris
Principal, JHR Consulting LLC
★★★★★

AUTOMATE THE BOOKKEEPING. BE MORE HUMAN.

Run your firm with confidence knowing you’re getting your client's bookkeeping done with the help of accounting automation. We’ll handle everything from top to bottom, so you can focus on reaching your goals and helping your firm thrive. Simply put, Botkeeper enables you to be more human.

 

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