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Knowledge Base & Help Center

Rapid Write-Up Standard Operating Procedures

Rapid Write-Up Standard Operating Procedures

Rapid Write-Up Standard Operating Procedures

Clients for Rapid Write-Up

Who is Rapid Write-Up suited for?

Botkeeper Rapid Write-Up Offerings

What are Botkeeper’s Rapid Write-Up offerings?

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

Annual Rapid Write-Up Standard Operating Procedures

What does Botkeeper's Annual Rapid Write-Up provide?

Annual Rapid Write-Up Deployment Process

What is the Annual Rapid Write-Up deployment process?

What are the Annual Rapid Write-Up turnaround times?

Quarterly Rapid Write-Up Standard Operating Procedures

What does Botkeeper's Quarterly Rapid Write-Up provide?

Quarterly Rapid Write-Up Deployment Process

What is the Quarterly Rapid Write-Up deployment process?

What are the Quarterly Rapid Write-Up turnaround times?

Frequently Asked Rapid Write-Up Questions

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?

Will Botkeeper perform matching in the RWU service?

Is Xero training included in this offering?

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