Do I need to link my client's bank accounts with the platform?
Yes, you'll be required to connect your client's bank and other financial logins to the Botkeeper system during login. Your login credentials are never stored or shared.
During your onboarding process, you’ll connect your client's bank and accounting software so Botkeeper can fully access your client's data and perform your daily bookkeeping. We take every precaution to ensure your data is protected, and we don't store or share your login information.