- Knowledge Base & Help Center
- FAQs
- Understanding Botkeeper: Pre-Purchase Info
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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
- Autonomous AP Processing | Advanced Services
- Applying Payments to AR Invoices | Advanced Services
- Class & Department or Project/Job Tracking | Advanced Services
- Payroll Categorizations | Advanced Services
- 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
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Accounting Partner Resources
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AI UNCHAINED Conference
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Strategic Partners
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Product Updates
How does Botkeeper work?
After syncing up with your client accounts and importing the necessary information, Botkeeper's automated bookkeeping software learns from your data through machine learning and AI.
We start by importing all your client data and connecting the necessary accounts with our software. Then we organize and sync up that data with our proprietary machine learning, which will begin to take note of standard transactions and categorizations. Your Botkeeper onboarding specialist will walk you through the process in greater detail, including what elevates Botkeeper above traditional bookkeeping!