Knowledge Base & Help Center

Back to home

Knowledge Base & Help Center

FAQs

FAQs

A treasure trove of the most burning questions and enlightening answers about the enigmatic world of Botkeeper. Get your curiosity quenched here.

Botkeeper Background: Company History and Leadership

When was Botkeeper founded?

How many clients does Botkeeper have?

Understanding Botkeeper: Pre-Purchase Info

What is Botkeeper?

How does Botkeeper work?

What general ledgers does the Botkeeper Operating System support?

Where is the Botkeeper team located and what are their qualifications?

Does Botkeeper provide invoicing, bill payment, payroll, or inventory management?

Does Botkeeper support both cash and accrual accounting?

How quickly can I get my firm up and running on the Botkeeper Operating System?

Will Botkeeper file my client's taxes?

Does Botkeeper offer tax or financial advice?

What if I’m behind on my client's books? Can you get me caught up?

How do you import previous bookkeeping information into Botkeeper?

Is there a mobile app for the Botkeeper Operating System?

Who is Rapid Write-Up suited for?

What are Botkeeper’s Rapid Write-Up offerings?

What are the differences between the annual and quarterly Rapid Write-Up offerings?

See more

Pricing and Packaging

What is Botkeeper's Rapid Write-Up Product?

What is included in Botkeeper Advanced?

What is included in Botkeeper Basic?

How does Botkeeper pricing work?

Pricing and plans

Can I change my subscription plan?

How do I know which package is right for my firm and clients?

Why does Botkeeper price based on expenses?

See more

Bookkeeping & Accounting Basics

What’s the difference between bookkeeping and accounting?

What is CAS?

What is a distributed ledger?

Comparisons

What's the difference between Botkeeper and QuickBooks?

What makes Botkeeper different from Xero/ QBO?

Security

Is my financial data safe with Botkeeper?

How does Botkeeper protect my financial data?

Rapid Write-Up FAQs

Does this service include our clients’ personal books?

What happens if I already have a client on a general ledger system with existing data already in it; are they eligible for either of the RWU service offerings?

If my client has loans, will Botkeeper split the interest & principle and then reconcile back to the loan statement/amortization table?

What happens if I only have access to photocopies or scanned images of my clients bank and credit card statements?

If a client writes handwritten checks and the check images are not included on the bank statement, can we provide them to Botkeeper to complete the Rapid Write-Up service?

How long will the firm have access to the RWU general ledger?

How will the initial balances for my client accounts be set up to ensure the production of accurate financials?

Why am I receiving an uncategorized transaction report, but not receiving details as to why the transactions on the report were not categorized?

Is Xero training included in this offering?

See more