The Firm Insights homepage is a newly designed 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. Instead of manually compiling reports across multiple clients, firm managers and team leaders can instantly access the insights they need to optimize operations, allocate resources effectively, and maximize automation benefits.
NOTE: The results displayed in the top section (shown below) will only be for clients to which you have access. To get information by client, first select the desired client in the left navigation, then visit Firm Insights.
Firm Insight provides:
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Platform Utilization – A real-time snapshot of how much work is automated vs. manual. This helps firms understand where they are maximizing efficiency and where there are opportunities to automate more, reducing manual workload and improving overall productivity.
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Areas of Automation – A breakdown of what’s running smoothly and where intervention is needed. This highlights disconnects, workflow disruptions, or underutilized automation features, helping firms troubleshoot issues before they impact operations.
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Focus Items – Actionable alerts for tasks, exceptions, and potential issues that require attention. Instead of sifting through data, users get clear prompts on what needs to be addressed, ensuring nothing slips through the cracks and reducing time spent on manual follow-ups.
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Team Productivity – A consolidated view of work in progress, completed tasks, and bottlenecks across clients. This enables firms to monitor workload distribution, spot inefficiencies, and ensure teams are operating at peak efficiency.
The Firm Insights homepage is the first thing partner users see when they log in, equipping them with the context they need to prioritize work, optimize automation, and drive better outcomes for their clients—without extra steps.
How Firm Insights Helps
Firm Insights transforms how firm leaders manage bookkeeping operations by eliminating the need for manual data collection and providing real-time firm-wide insights in one place. With this feature, you can make proactive, data-driven decisions on workload balancing, staffing, and client prioritization. You can identify automation gaps and bottlenecks that slow down efficiency. You can also demonstrate the impact of automation and team efforts, reinforcing ROI and justifying tech investments.
By replacing manual reporting with automated, real-time insights, Firm Insights empowers accounting firms to operate more efficiently, scale with confidence, and maximize the value of their technology investments—without replacing time-tracking tools.
Key Benefits
Get the insights you need to make faster, smarter decisions with instant visibility into workloads, team efficiency, and automation performance—all in one place. No more piecing together reports manually; our centralized platform consolidates key insights, eliminating the hassle of gathering data from multiple sources. Stay ahead of potential issues by proactively identifying bottlenecks, automation gaps, and workload imbalances before they become problems. Plus, easily demonstrate the value of your automation and team efforts, making it simple to justify technology investments. Best of all, you’ll save time by reducing administrative overhead, so you can focus on what really matters—growing your business.Firm Insights Use Cases
Because Firm Insights provides a look across the clients to which you have access, it can unlock exceptional time-saving value for you as a user.
- Need to prioritize your work? Customize the columns of your Clients tab to see what needs your attention across your client roster, and attack it in the order that makes the most sense to you.
- Looking for ways to improve Botkeeper performance? Check the Automation indicator to make sure you're maximizing automation; anywhere you aren't at 100% represents an opportunity to get more done faster.
- Looking to improve your own performance? Check the Productivity area to see how many open tasks you have to handle.
For firm managers or principals with visibility into ALL clients:
- Want to see how monthly closings are proceeding? Get a bead both in the moment and historically.
- Some staff seem overworked? Understand workload at a glance to easily shuffle tasks or projects to keep things balanced.
- Want to stay ahead of client issues? Get an overview of statuses in the Client Summary, and quickly run down any disconnected accounts in the Financial Accounts tab.
Working With Firm Insights
Firm Insights is the default page for Botkeeper users. From here, you can visit anywhere else in the platform using the left navigation. Below is a sample of the page.
Just below your personal statistics in the top section, you'll see the Take Action section. Here, you'll see a series of six cards that surface issues needing your attention across Work, Accounts, Transactions, Automation, Bank Recs, and Exceptions. You can filter these cards by "My Stuff," (just the accounts you're assigned to) as seen above, or "All" as seen below.
The issues for each card are specified by colored tags at the bottom of the card. The number on each of these tags indicates the number of items the tag applies to. Clicking the card opens a pop-up, which enumerates the tags on a client-by-client basis. You can then click the arrow to the right of the client line to be taken to the issues needing a fix:
Tags only appear if at least one item needs your attention in that area. Below is a matrix of all the possible tags.
| CARD | POSSIBLE TAGS |
| Work | Overdue • In Progress • To-do |
| Accounts | Disconnected • Pending Connection |
| Transactions | Bank Feed • General Ledger |
| Automation | GL Disconnected • Unlinked Accounts • Inactive GL Accounts • New GL Accounts |
| Bank Recs | Not Started • In Progress |
| Exceptions | Uncat Transactions • Duplicate Transactions • Similar Transactions• Missing Payee • Missing Customer • Duplicate Payees • New Payees • New Accounts • Parent Accounts • Unreconciled Transactions • Capitalization • Abnormal Balances • Missing Transactions |
Beneath the Take Action section, you'll see a series of dashboard-like widgets. These aggregate data across all the clients you currently have access to in the Botkeeper platform.
Scrolling down, you encounter four tabs: Clients, Financial Accounts, Team Productivity, and Automation The information for each can be customized by clicking on the Columns text in the upper left of the tab. Let's look at Clients first:
The Clients tab presents helpful, at-a-glance information across all clients you have access to in Botkeeper. The available information includes:
- Client
- Status
- Package
- Client POC
- Close Due Date
- Prior Month Close Status
- Open Tasks
- Overdue Tasks
- % Tasks Completed On Time
- Txns Needs Review
- Open Exceptions
- Open Reconciliations
- % Months Closed On Time
- Months Open
- Months Overdue Open
- Months Closed
- Months Closed Overdue
- Total Months Closed
- Time Saved (hrs)
- % Automated
How time saved is calculated:
- 45 seconds per transaction automated
- 30 seconds per exception found
- 6 minutes per statement fetched
How % Automated is calculated:
This value is calculated based on the utilization of the platform per account, divided by the potential of automation for that account. For example, if Finicity supports an account, it can be connected and does statement fetching, its potential for automation would be 100%. If you connected that account, had ManualPush on, and turned on statement fetching, the automation for that account would be 75%. It could get to 100% if AutoPush were on.
Next is the Financial Accounts tab, seen below:
The Financial Accounts tab helps you quickly see the following information:
- Client
- Account Name
- Institution Name
- Account Type
- Connected
- Automation
- Statement Fetching
- % Automated
- Total Recs Processed
- Total Recs Open
- GL Automation
You can use this to identify and resolve issues quickly, as well as see whether you're making full use of Botkeeper's automation. Next, you'll see the Team Productivity tab:
The available information here includes:
- Name
- Number of Clients
- Txns Needs Review
- Open Reconciliations
- Overdue Tasks
- Open Tasks
- Completed Tasks
- % Tasks Completed On Time
- Avg Automation
- Time Saved (hrs)
This information helps you improve efficiency, surface workload, assign or reassign clients or tasks, and understand how smoothly work is progressing through the firm.
Finally, the Automation tab:
This tab will display the following:
- Client
- % Automated
- Total Accounts
- Statements Fetched
- Totals Recs Processed
- Total Recs Open
- Connected Accounts w/ AutoPush
- Connected Accounts w/ ManualPush
- Automated Txns
- Unlinked Accounts