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Smart Connect

SEAMLESSLY CONNECT TO CLIENTS' ACCOUNTS

Forget about incorrect passwords, security barriers, and tedious manual logins. Smart Connect quickly and easily links all of your clients' financial data for a completely revolutionized month-end close.

 

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IT'S EASY TO CONNECT TO FINANCIAL STATEMENTS...

Botkeeper's Smart Connect uses a highly secure connection service. It creates a direct link to your client's bank and credit card accounts, delivering bank statements for 4600+ financial institutions. Simultaneously, it handles multi-factor authentication, security questions, and one-time passcodes via text or phone call.

...and to client data

Pull in your clients' account data from over 16,000 financial institutions across the US and Canada in just a few simple stepsno technical skills required.

Smart Connect seamlessly handles multi-factor authentication security questions and one-time passcodes via text or phone callsso you can get back to business.

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Your view of various client accounts is efficient...

Supercharge your efficiency with a consolidated view of your client accounts, real-time connection status, balance information, aggregated cash available, credit used, and net cash.

Keep your finger on the pulse with automated tasks and email notification capabilities for when client account credentials change or get disconnected.

AND ALL IN ONE GLORIOUSLY BEAUTIFUL SPOT.

Manage your client's financial data in one secure location. Effortlessly access a consolidated view and transaction-level details with a few simple clicks.

Don’t leave your clients’ login info lying around. Safeguard it and your platform with industry-standard security using Two-Factor Authentication (2FA), and 256-bit encryption within the BOS platform.

 

FREQUENTLY ASKED QUESTIONS

Aside from "what's for dinner," we hear these a lot:

  • What is Smart Connect?

    Botkeeper Smart Connect provides secure access to your clients’ financial accounts with real-time visibility into account balances, transaction details, and the most recent bank statements.

  • What can Smart Connect do?

    • Connect your financial institutions and their respective accounts.
    • Display which accounts are connected or disconnected.
    • Provide transaction details when you click on an account.
    • Prepare customizable transaction lists as CSV files.
    • Fetch bank statements for Finicity-certified financial institutions. Once your client sets up the connection, bank statements are available for the previous 6 months on a rolling basis.
    • Automatically notify you if/when an account has been disconnected.
    • Display all financial accounts with balance information, connection status, aggregate cash available, credit used, and net cash.
    • Make you rich, popular, and beautiful. (Okay, maybe not. But we're planning it for an update.)
  • What types of accounts can be connected through Smart Connect?

    Checking, savings, credit card, line of credit, loan, money market, CDs, investments, and mortgage accounts. The transaction details page currently supports checking, savings, and credit card accounts. Statement fetching is available for all account types, but it’s only available to select financial institutions (more than 4,600 and growing!).

  • Is there a limit to the number of connections made within Smart Connect?

    Please. We laugh at limits. HA! There’s no limit to the number of connections. We only ask that you connect accounts that are relevant to the services being offered.

  • Do I have to pay extra for Smart Connect?

    As if we'd do that! Smart Connect is included in all of Botkeeper’s standard Accounting Partner Packages.

BOOKKEEPING IS FOR BOTS.
DRIVING CLIENT VALUE IS FOR HUMANS.

Bring your accounting or bookkeeping firm into the future with the Botkeeper Operating System, an all-in-one financial platform to manage all bookkeeping, communicate with clients, and innovate your practice. Provide a seamless experience for your clients while keeping costs low and accuracy high. Botkeeper makes your firm more productive while reducing stress and providing you with time for more important (and more valuable!) tasks.

 

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