7 Experts Weigh In On the Future of Accounting
Every industry is impacted by the rise of technology and automation, and for many, that can be an...
Using a highly secure connection service, Botkeeper's Smart Connect functionality creates a direct link to your client's bank and credit card accounts, delivering bank statements for over 4600+ financial institutions, while handling multi-factor authentication, security questions, and one-time passcodes via text or phone calls- so you can get out of the sticky notes and back to business.
Average Partner Hours Saved Per Month
You have questions. We get it. We also have answers.
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.
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!).
Nope. There’s no limit to the number of connections. We only ask that you connect accounts that are relevant to the services being offered.
Nope! Smart Connect is included in all of Botkeeper’s standard Accounting Partner Packages.