Before you begin...
Before you read through this guide, you should have:
- Accepted your email invitation to the platform and set up your login information.
- Set up your two-factor authentication (2FA).
- Set up your profile and notification preferences for your account.
- Learned how to add/invite users, if you have the permission to do so.
After you've read and understood the basics in this article, you'll want to set up your first client(s) in the platform. You’ll need a few things handy when it’s time to set up your first client:
- Access to the client's QBO or Xero GL
- Bank and credit card logins if you will be connecting these accounts directly to the Botkeeper platform.
Read on to get the lay of the land. This part pays off fast. If you spend just a little time getting familiar now, it will save you effort in getting your platform set up and delivering big results for your firm 😉.
Platform Features
Botkeeper explained
Botkeeper's left navigation
Once you log in, the home screen contains a left side navigation that displays the following modules that make up the platform. It collapses to only icons until you roll over it with your mouse:
Within the navigation, you will find the following options:
-
Firm Insights: The command center for firm users, that provides real-time visibility into firm-wide performance in Botkeeper, including team workload distribution, automation effectiveness, and platform utilization.
-
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.
Settings and Preferences
You'll find these icons in the upper right corner of the screen. Read more about them here.
Navigate by Client
Choosing a client will activate client-specific options on the left navigation. To select one, look for the Navigate by Client prompt in the upper left of the screen near the firm logo. Click the arrow to scroll through clients, or start typing the name of a client to bring them up:
Once you've selected a client, you'll notice the other options on your left navigation are now active:
Quick Recap!
Here's where you should be at this point:
✅ Accepted your email invitation and set up your login
✅ Set up your 2FA
✅ Set up your profile and notification preferences
✅ You know how to search for and select a client.
✅ You understand what each module on the left navigation does.
Once you're confident that's where you are, you're ready to add your first client!