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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 AND CATEGORIZE DATA WITH EASE

Simplify the data collection and categorization process for you and your clients with Botkeeper's secure platform and suite of tools.

 

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Direct Bank and Credit Card Connections

Streamline the financial statement collection process with Botkeeper's Smart Connect feature.

  • Gain real-time access to bank feeds so you always have the most up-to-date data.

  • Get a consolidated balance overview including cash available, credit use, and net cash and view transaction-level detail with beginning and ending balances.
  • Reduce the time it takes to complete bank reconciliation and month-end close by eliminating manual data entry and downloading.
  • No more digging for client login info or bugging them for additional authentication! 
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AUTOMATED TRANSACTION CATEGORIZATION

Use machine learning to 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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