Once you log in, the home screen contains a left side navigation that displays the following:
Within the navigation, you will find the following options:
- Navigate by Client: Filters the entire Portal for a specific client. Client filter remains filtered until the filter is removed.
- Client & User Management: Manage and add user access for your firm and clients, firm details, branding, and assigning or changing your client point of contact.
- Activity Hub: All your communications and document movements across the platform in one space.
- Work: A one-stop shop for all your assigned tasks and projects. This is also where you can create new tasks and projects.
- Documents: Manage files, review existing files and/or store new files.
- Close Tracker: Check the status of closing across all clients you have access to, or for a particular client.
Until you choose a specific client, the remaining navigation options will be disabled:
- Transaction Manager: Auto-categorizes transactions and provides a confidence rating for each.
- Auto Bank Rec: Automatically finds and surfaces discrepancies between your statement and the GL, or your Smart Connect feed and the GL.
- JE Automation: Allows you to easily create and edit loan schedules so you can automate the recording of principal and interest splits in loan transactions.
- Smart Connect: Provides secure access to your clients’ financial accounts with real-time visibility into account balances, transaction details, and the most recent bank statements.
- Password Manager: Allows you to store, share, and manage account credentials with a simple, secure login so you don’t have to worry about security or remembering passwords.
- Bot Review: Continuously reviews your client's posted transactions for exceptions so you can find issues in real time.
- Transaction Insights: Provides graphs across three elements to help you see how Botkeeper is working to save you time and resources.