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...
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.
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 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.
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.
