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!
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.
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.
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.
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.
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.
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.