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PLATFORM AND FEATURES

All your bookkeeping tools and accounting data—under one roof! Check out the Botkeeper Product Tour below, and experience the power firsthand. 

 

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Botkeeper Product Tour

 

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One Bookkeeping Solution to Rule Them All

We understand the problems accounting professionals face when it comes to bookkeeping. That’s why we built an intuitive platform to automate the manual bookkeeping tasks that slow down your progress. 

Whether you’re juggling various point solutions and bookkeepers, or you’re stuck with options that just don't cut it, we know that finding the right tools for your firm can be tough! Add to that the fact you have to worry about capacity, accuracy, continuity, lackluster client service, and spending too much time fussing with disparate tools—you're on overload! But it doesn’t have to be that way. The Botkeeper Accounting Partner Platform brings all your bookkeeping tools and data into one easy-to-use, powerful solution. You’ll save valuable time and get all the capacity you need to provide a personalized client experience, pursue higher-margin opportunities, and attract new customers at scale.

Transaction Manager

Automate away manual work by putting your books on autopilot with Botkeeper's Transaction Manager. Watch as ML & AI auto-categorize transactions right in front of your eyes!

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Smart Connect

Effortlessly pull bank and credit card statements with Botkeeper Smart Connect, which links directly to a client's financial accounts and fetches bank statements from over 4,600 financial institutions. Month-end close just became a cinch.

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Task Manager

Be more deliberate with your firm's time with Task Manager. Simplify communication, improve staff oversight, and manage all your firm’s outstanding tasks in one secure place.

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Password Manager

Never worry about remembering a password again with Password Manager. This handy tool offers you a secure, centralized, and streamlined view of all your client's credentials. Bye-bye, sticky notes on the monitor!

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Files

Eliminate paper management with the Botkeeper Files tool, an easy and centralized way to receive the important documents needed to complete your client’s accounting in a super-secure file sharing and storage environment.

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Dashboards

Flip the script on how you digest, analyze, and present data with Botkeeper Dashboards. See trends, data visualization, KPIs, overlay financial and non-financial datasets, and more! It's an intuitive, tailored snapshot of your clients' business.

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LIGHTNING-FAST CLIENT SETUP

Get your clients onboarded to the platform in minutes, instead of days. 

Worried about client setup? Don't be. The Botkeeper Scoping Tool walks you through simple questions, collecting all of the pertinent data points about your client's books. Then, it provides calculated suggestions for the right Botkeeper package and services for each of your clients, based on their unique data. It’s fast, secure, and super efficient, taking about 5 minutes per client. Yes—we said 5 minutes. 

 

SHOW ME HOW

Scoping Tool Tutorial-thumb
 

"With bookkeeping running seamlessly with Botkeeper...

I’m able to focus my time on reviewing output and making recommendations to my clients rather than just spending all my time on categorizing transactions, preparing statements and documents."

A Solution Purpose-Built for your Accounting Firm and Your Clients.

 

 

How Botkeeper Partners Are Revolutionizing Their Firms With Botkeeper

A.J. Hosenfeld, RiverRidge CPAs
Botkeeper has allowed me to get back to the pieces of my job I most enjoy: reviewing financials, tax planning, and tax prep. I can spend my time on the higher-value services for my clients, which I see as reviewing the financial reports produced by Botkeeper and tax planning.
AJ Hosenfeld
Partner, RiverRidge CPAs
Jimmy Lee, Senior Manager Bennett Thrasher LLP
Botkeeper is now handling the transaction categorizing and reconciliation work, saving us anywhere from 2 to 4 hours per month, per client. As I help to build out the CAS service line, because of Botkeeper, I have a longer runway before having to bring on another associate that would cost probably $70k per year.
Jimmy Lee
Senior Manager, Bennett Thrasher
Evan Paris, JHR Consulting LLC
The Botkeeper portal was clearly built for those who provide accounting services and is a tool that, when presented to clients, shows that the CPA firm has been deliberate and thoughtful on how they intend to provide services to their clients: professionally and efficiently.
Evan Paris
Principal, JHR Consulting LLC

TRANSFORM YOUR BOOKKEEPING THROUGH AUTOMATION

Run your firm with confidence knowing you’re getting your client's bookkeeping done with the help of accounting automation. We’ll handle everything from top to bottom, so you can focus on reaching your goals and helping your firm thrive. Simply put, Botkeeper enables you to be more human.

 

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