- Knowledge Base & Help Center
- BOS Feature User Guide
- Transaction Insights
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FAQs
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Troubleshooting & Support
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Standard Operating Procedures & Policies
- Transaction Categorizations | Basic Services
- Schedule Maintenance with Month End Journal Entry | Basic Services
- Payroll Journal Entries | Basic Services
- Simple Month End Journal Entries | Basic Services
- Bank & Credit Card Reconciliation | Basic Services
- Standard Monthly Report Package
- Month-End Close | Basic Services
- Monthly Close Timing and Required Information
- Applying Payments to AR Invoices | Advanced Services
- Class & Department or Project/Job Tracking | Advanced Services
- Payroll Categorizations | Advanced Services
- Accounts Payable
- QBO W-9 Form Request | Advanced Services
- 3rd Party Point-of-Sale & Credit Card Merchant | Advanced Services
- Monthly Standard Invoicing | Advanced Services
- Enhanced Ongoing Report Support | Advanced Services
- 3rd Party Inventory Reconciliation | Advanced Services
- Rapid Write Up Procedures
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BOS Feature User Guide
- Getting Started
- Your User Account
- Security & SSO
- Navigating BOS
- User Access Permissions
- Managing Users
- Work
- Transaction Manager
- AutoPush
- Manual Push
- Portal Manager
- Documents
- Smart Connect
- Password Manager
- Business Insights
- Scoping Tool
- Integrations & Compatibility
- Communication
- Transaction Insights
- Activity Hub
- Bot Review
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Accounting Partner Resources
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AI UNCHAINED Conference
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Product Updates & Release Notes
Transaction Insights
Transaction Insights provides graphs across three elements to help you see how Botkeeper is working to save you time and resources.
Transaction Insights provides graphs across three elements to help you see how Botkeeper is working to save you time and resources.
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.