Transaction Insights provides graphs across four elements to help you see how Botkeeper is working to save you time and resources.
What is it?
Transaction Insights provides graphs across four elements to help you see how Botkeeper is working to save you time and resources. This new feature provides visibility and insights into how Botkeeper’s proven method of tech + team is impacting the transaction categorization process. It surfaces this information in graphs that show the total number of transactions, a breakdown of Botkeeper’s confidence levels, and the percentage we are able to process using AutoPush and the accounting team. This gives insights into how many transactions were processed by partners and their clients, letting you see exactly how much of the work Botkeeper is taking off your plate. Be on the lookout for updates on this feature!
Previous Month’s Close
Shows you how many transactions in the past month were categorized with high-, medium-, or low-confidence, in addition to how many automated matches, AutoPush transactions and total transactions were processed.
Autopush Confidence Levels
Provides a six-month running review of confidence levels across all transactions categorized.
Transaction Categorized by
Shows you the percentages of transactions categorized by you, by your clients, by AutoPush, and by the Botkeeper Accounting Team.
How does it work?
Simply click the “Transaction Insights” menu option along the left menu. Note you will only see this option once you’ve selected a client.