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Experience Integration

Securely connect your clients' financial AND non-financial data with just a few clicks. Botkeeper's secure automated integration tools will shave hours off of your week. 

 

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INTEGRATE YOUR ACCOUNTING FIRM

Botkeeper's suite of secure automated integration tools creates efficient workflows that save time, cut costs, and reduce errors—for both you and your clients.

Botkeeper connects with your existing systems, learning how your clients work and streamlining processes right away. Get your clients onboarded quickly and easily, and watch the bookkeeping happen!

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ACCESS DATA WITH EASE

Simplify the data collection process for you and your clients with Botkeeper's secure Bank Authorization feature, connecting bank and credit card accounts for full data transparency. That means real-time access to bank feeds so you always have the most updated data. You'll also reduce the time it takes to complete bank reconciliation and month-end close, and automated downloading and transaction entries eliminate manual data entry. No more digging for client login info or bugging them for additional authentication! 

 

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RAPID RECEIPT & INVOICE MANAGEMENT

Streamline the receipt and invoice management process with Botkeeper's secure ScanBot feature.

  • Scan and upload receipts, invoices, expenses, sales contracts, etc., and then sync directly to your clients' books.

  • Reduce the number of steps needed to record transactions.

  • A structured data extraction process keeps you and your clients organized.

  • Automate receipt syncing for easy upload to the general ledger from any of your clients' devices in real-time. We'll even find matching transactions in your accounting software and attach receipts.

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AUTOMATED TRANSACTION CATEGORIZATION

Botkeeper's machine learning automatically categorizes transactions based on your clients' historical data.

  • Manually categorizing transactions becomes a thing of the past.

  • Over time, you'll see maximized efficiency and increased accuracy as machine learning uses historical data to pick up on patterns and make inferences.
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Why Partner with Botkeeper?

Bring your accounting or bookkeeping firm into the future with the Botkeeper Partner Platform. 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 tasks.

 

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