Should you keep working with a difficult client?
Find someone who says that they love every client equally and you’ve found yourself a liar—at...
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.
Pull in your clients' account data from over 16,000 financial institutions across the US and Canada in just a few simple steps—no technical skills required.
Smart Connect seamlessly handles multi-factor authentication security questions and one-time passcodes via text or phone calls—so you can get back to business.
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.
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.
Aside from "what's for dinner," we hear these a lot:
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!).
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.
As if we'd do that! Smart Connect is included in all of Botkeeper’s standard Accounting Partner Packages.
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.