Skip to content
  • There are no suggestions because the search field is empty.

Botkeeper Beta | July 2025

Here are new beta programs for the Botkeeper platform as of July 2025.

  • Auto Bank Rec: Support for Subaccounts in QBO and Combined Statements
    Auto Bank Rec will support reconciliation of main accounts with subaccounts (QBO) as a single reconciliation, eliminating the need to reconcile each subaccount individually. 

    Additionally, users will be able to upload a single statement that contains multiple accounts just once, and reconcile all the included accounts from that upload.
  • Transaction Manager: Train Your Model
    Allows users to add logic based on specific bank transaction attributes to determine how the transaction should be categorized and/or allocated. This will allow for more precise results from automation when there is little or no transaction history available in the system, while also allowing for more specific allocations in high-complexity situations. Train Your Model will work alongside existing models to help fill in gaps where needed.
  • Transaction Manager: Statement Automation
    When a PDF statement is the only available means of obtaining transactions, Statement Automation will allow automated extraction of those transactions, enabling them to be added to the GL and categorized by our AI. Initially, this will require setting up GL Automation. Extraction is manually checked by Botkeeper when confidence in an extraction is not high enough.