Transaction Manager quickly categorizes transactions, assigning confidence levels to each. While high-confidence transactions use our AutoPush feature to flow the transactions directly to the QBO or XERO ledger, medium-and low-confidence transactions are flagged for your team’s review.
Save Time, Money, Headaches
•BOTKEEPER PLATFORM AND FEATURES•
All your bookkeeping tools and accounting data — under one roof!
Check out the Botkeeper Operating System below, and experience the
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.
A Solution Purpose-Built for your Accounting Firm and Your Clients.
How Botkeeper Partners Are Revolutionizing Their Firms With Botkeeper
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.
Partner, RiverRidge CPAs
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.
Senior Manager, Bennett Thrasher
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.
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.