ONBOARDING & SUPPORT

Navigate your path to success with our comprehensive suite of onboarding and support tools designed to elevate your experience. From your first step to your latest achievement, we're with you every step of the way.

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Start Your Journey to Effortless Bookkeeping

Included with subscriptions of 1-10 entities on the platform. You can upgrade your support to Enhanced or Premium for an additional fee.

  • In-App Onboarding with Step-by-Step Guides: Streamline your app experience with intuitive, step-by-step guides. These in-app tutorials provide straightforward instructions for each feature, ensuring you can quickly master the platform without any hassle.

  • Knowledge Base: Access a comprehensive resource library filled with articles, FAQs, and how-to guides. This knowledge base is designed to provide you with quick, clear answers to your questions, making it easy to find the information you need when you need it.

  • Live Chat: Get instant support with our Live Chat feature. Connect with our knowledgeable team in real time for assistance, guidance, or just to check in. We're here to help make sure your experience is as smooth and efficient as possible.

  • Botkeeper University/Community Forum: Engage with our vibrant community forum, a space where users and experts alike share tips, solutions, and insights. This platform encourages collaboration and support, enabling you to both seek advice and share your own expertise.

  • Monthly Group Training Webinars: Join our monthly webinars for a deep dive into various aspects of our platform. These sessions are led by our experts and cover new features, best practices, and industry trends, providing you with valuable insights to enhance your skills and knowledge.


     

Included with subscriptions of 11-50 entities on the platform. You can upgrade your support to Premium for an additional fee.

Everything in the Standard plan, and MORE!

  • Assigned Client Success Associate: A dedicated expert assigned to your account, ensuring a personalized support experience. They're your go-to for any questions or assistance you might need, helping you navigate and maximize the Botkeeper platform effectively.

  • Botkeeper Essentials Training: A 30-day onboarding program designed to equip you with a comprehensive understanding of the Botkeeper platform. Through weekly milestones, you'll learn everything from basic navigation to leveraging high-value AI tools, ensuring you're fully prepared to utilize the platform to its fullest potential.

  • Quarterly Strategy Consult: Regular, quarterly strategy sessions aimed at evaluating your progress and aligning your financial strategies with your business goals. These consults ensure you're getting the most out of Botkeeper by adapting to your evolving needs and maximizing the platform's value.


  • In-App Onboarding with Step-by-Step Guides: Streamline your app experience with intuitive, step-by-step guides. These in-app tutorials provide straightforward instructions for each feature, ensuring you can quickly master the platform without any hassle.

  • Knowledge Base: Access a comprehensive resource library filled with articles, FAQs, and how-to guides. This knowledge base is designed to provide you with quick, clear answers to your questions, making it easy to find the information you need when you need it.

  • Live Chat: Get instant support with our Live Chat feature. Connect with our knowledgeable team in real time for assistance, guidance, or just to check in. We're here to help make sure your experience is as smooth and efficient as possible.

  • BKU/Community Forum: Engage with our vibrant community forum, a space where users and experts alike share tips, solutions, and insights. This platform encourages collaboration and support, enabling you to both seek advice and share your own expertise.

  • Monthly Group Training Webinars: Join our monthly webinars for a deep dive into various aspects of our platform. These sessions are led by our experts and cover new features, best practices, and industry trends, providing you with valuable insights to enhance your skills and knowledge. 

Have under 11 entities but want this level of support? Add it onto your plan for a one-time fee of just $2,000.

Included with subscriptions of 51+ entities on the platform. 

Everything in the Standard and Enhanced plans, and MORE!

  • Outreach Concierge: This service offers you the unique advantage of extending our team's expertise to your customer outreach efforts. Our Outreach Concierge is designed to seamlessly bridge the gap between your clients and our platform, facilitating the connection of their accounts with ease and professionalism. By leveraging our skilled team, you can enhance customer engagement, streamline onboarding processes, and ensure a smoother, more effective integration experience for all involved. It's like having a dedicated ambassador for your business, dedicated to optimizing your clients' transition to our platform.


  • Assigned Client Success Associate: A dedicated expert assigned to your account, ensuring a personalized support experience. They're your go-to for any questions or assistance you might need, helping you navigate and maximize the Botkeeper platform effectively.

  • Botkeeper Essentials Training: A 30-day onboarding program designed to equip you with a comprehensive understanding of the Botkeeper platform. Through weekly milestones, you'll learn everything from basic navigation to leveraging high-value AI tools, ensuring you're fully prepared to utilize the platform to its fullest potential.

  • Strategy Consult, Quarterly: Regular, quarterly strategy sessions aimed at evaluating your progress and aligning your financial strategies with your business goals. These consults ensure you're getting the most out of Botkeeper by adapting to your evolving needs and maximizing the platform's value.


  • In-App Onboarding with Step-by-Step Guides: Streamline your app experience with intuitive, step-by-step guides. These in-app tutorials provide straightforward instructions for each feature, ensuring you can quickly master the platform without any hassle.

  • Knowledge Base: Access a comprehensive resource library filled with articles, FAQs, and how-to guides. This knowledge base is designed to provide you with quick, clear answers to your questions, making it easy to find the information you need when you need it.

  • Live Chat: Get instant support with our Live Chat feature. Connect with our knowledgeable team in real time for assistance, guidance, or just to check in. We're here to help make sure your experience is as smooth and efficient as possible.

  • BKU/Community Forum: Engage with our vibrant community forum, a space where users and experts alike share tips, solutions, and insights. This platform encourages collaboration and support, enabling you to both seek advice and share your own expertise.

  • Monthly Group Training Webinars: Join our monthly webinars for a deep dive into various aspects of our platform. These sessions are led by our experts and cover new features, best practices, and industry trends, providing you with valuable insights to enhance your skills and knowledge.

Have under 51 entities but want this level of support? Add it onto your plan for a one-time fee of just $5,000.

Botkeeper Essentials Training

Love that warm glow of accomplishment? Learning the ropes of Botkeeper is easy with our proven process: the Botkeeper Essentials Training program. For those leveraging our Enhanced or Premium Onboarding and Support, here's what you can expect in your first 30 days. At the end, you'll be using Botkeeper like a pro... and basking in the wonder that is you 😎.

Week 1: Introduction to Navigation and Client Management

Kick off your journey by mastering the essentials of navigation and client management. This week is all about getting comfortable with different views, setting up notifications, and accessing in-app resources. You'll dive into Client & User Management to add firm branding, invite users, and scope & deploy clients. Additionally, you'll set up bank and credit card accounts with Smart Connect and add credentials with the Password Manager. By the end of the week, you'll not only be adept at managing tasks and projects but also have a clear understanding of how our platform can streamline your workflow. Expect to wrap up the week with a solid foundation in navigating the platform and managing your clients, marking your first big success.

 

Week 2: Unlocking AI Tools and Advanced Features

Delve into the heart of Botkeeper with a focus on our high-value AI tools and advanced features. This week is designed to demystify the 'magic' of AI, helping you understand the tangible benefits and insights our tools offer. You'll explore the Transaction Manager, Transaction Insights, Bot Review, Documents, JE Automation, and the Activity Hub. Learn to navigate between the apparent magic and the real capabilities of AI, unlocking the full potential of our platform to enhance your financial insights and streamline your workflow.

Week 3: Deep Dive into CloseTracker and Knowledge Check

As you become more comfortable with the platform, Week 3 takes you deeper into the Close Tracker tool, exploring both partner and client views. This week is also an opportunity for a knowledge check, inviting open questions and feedback on your experience so far. We'll identify areas where you feel rock solid and areas where you might need a review, ensuring you understand how to continuously leverage the insights surfaced by our tools, transforming your month-end process into an efficient, ongoing journey.

Week 4: Maximizing Platform Value

In the final week, we'll explore any untapped potential within the platform, addressing any lingering questions and ensuring you're not missing out on any features. This week is about reinforcing your understanding and confidence in using Botkeeper, ensuring you're fully prepared to move forward with all the tools and knowledge you need.

Standard Onboarding & Support Enhanced Onboarding & Support Premium Onboarding & Support
Included with all packages
$ 0
No charge for firms with 11+ entities
$ 2,000
one-time fee to upgrade
No charge for firms with 51+ entities
$ 5,000
one-time fee to upgrade
Support Feature
In-App Onboarding with Step-by-Step Guides
Knowledge Base
Live Chat
BKU/Community Forum
Monthly Group Training Webinars
Assigned Client Success Associate
Botkeeper Essentials Training
Strategy Consult, Quarterly
Outreach Concierge