<img src="https://analytics.humanautomation.ai/ha-analytics.php?idsite=74&amp;rec=1" style="border:0;" alt="">

Description of Products and Services

An in-depth view of Botkeeper's products and scope of work

 

Botkeeper Core Subscriptions

Botkeeper Core Subscription Products are delivered to you through our secure, cloud-based infrastructure by logging in at https://hub.botkeeper.com (the “Botkeeper Service”). Your use of the Botkeeper Service is governed by the Terms of Service and your Order Form.

 

Botkeeper Basic Bookkeeping

(Starting at $59+ Per Month)

Everything you need to get started with Botkeeper! Botkeeper Basic Bookkeeping is currently available for SMB and White Label Clients. This package includes:

Client Financial Hub - A secure client portal which includes:
-Dashboard - to visualize both financial and non-financial business data
-File Storage - to keep your records organized
Routine Bank and Credit Card Transaction Categorization
Bank and Credit Card Reconciliation
Monthly Financial Statement Package
-Balance Sheet
-Income Statement
-Statement of CashFlows
***Requires an upgrade to Pro or Advanced if you require additional services.***
 

Botkeeper Pro Bookkeeping

(Starting at $459+ Per Month)
If you have employees or need help paying your bills. Botkeeper Pro Bookkeeping is currently available for SMB Clients Only. This package includes:
Client Financial Hub - A secure client portal which includes:
-Dashboard - to visualize both financial and non-financial business data
-File Storage - to keep your records organized
Routine Bank and Credit Card Transaction Categorization
Bank and Credit Card Reconciliation
Monthly Financial Statement Package
-Balance Sheet
-Income Statement
-Statement of CashFlows

 

PLUS: Payroll Assistance*: Payroll processing and journal entries
PLUS: Accounts Payable Assistance**: Bill pay via Bill.com or QBO
 

Botkeeper Advanced Bookkeeping

(Starting at $659+ Per Month)

If you need help invoicing your customers, sending them statements, and applying payments to open invoices, Botkeeper Advanced Bookkeeping is currently available for SMB and White Label Clients

Client Financial Hub - A secure client portal which includes:
-Dashboard - to visualize both financial and non-financial business data
-File Storage - to keep your records organized
Routine Bank and Credit Card Transaction Categorization
Bank and Credit Card Reconciliation
Monthly Financial Statement Package
-Balance Sheet
-Income Statement
-Statement of CashFlows
Payroll Assistance*: Payroll processing and journal entries
Accounts Payable Assistance**: Bill pay via Bill.com or QBO (up to 10 bills)
 
PLUS: Accounts Receivable Assistance***
-Invoicing your customers (up to 50 invoices)
-Generating and sending customer statements
-Applying payments to open invoices
 

Botkeeper Additional Modules

More information coming soon!

Department & Class Tracking - If your organization currently uses the Department field or Class field within QBO, we can continue supporting your current process. If you’d like to learn more about leveraging these fields we can discuss the advantages and challenges associated 

Intercompany Accounts - If your organization tracks and manages separate GL account(s) to track activity and balances Due To / Due From related entities, we can continue supporting your current process.

Sales Tax - Botkeeper can help prepare and file your sales (or meals) tax as needed. We do not perform nexus studies but can refer you to our partners for assistance.

Inventory Adjustments - Botkeeper can record routine inventory adjustments based on data from you, your inventory software, your third party warehouse, etc.
 
Fixed Assets - Botkeeper can help maintain Fixed Asset and related depreciation schedules for your organization as well as record the related depreciation expense on a monthly basis.
 
Prepaid Expenses - Botkeeper can help maintain Prepaid Expenses and related amortization schedules for your organization as well as record amortization expense on a monthly basis.

Custom Reporting - What are your KPIs? We understand each business owner has different needs and it’s our goal to ensure you have the metrics you need to run your business as efficiently and effectively as possible. If the standard reporting is insufficient, let’s chat about a tailored reporting package that provides the insights you need.

 

Botkeeper Special Projects (Professional Services)

Botkeeper Professional Services are scoped separately from your subscription service and billed at $75.00 per hour. Once the quote is reviewed and approved by you, we will invoice you for the quoted value with payment due upon receipt. If unforeseen circumstances arise and the quote needs to be adjusted we will let you know as soon as possible and certainly prior to incurring any additional charges on your account. Botkeeper is the preferred backbone of many accounting firms. As such, our focus is on bookkeeping and internal accounting services. We do not provide tax, audit, or CFO services as we prefer to work closely with the experts in those respective fields. Read on to learn about the different types of professional services we offer.

 

Catchup and Cleanup

The majority of your needs can be met with the Bookkeeping Basic Bookkeeping if you have kept up with your books or are a newly formed business. However, if your organization needs an in-depth review and completion of backdated work of your accounting file, the Botkeeper team and Partner Network can help you get back on track. The Data Cleanup service offering allows you to run your business while our team digs in to bring your books up to date. 

The team is capable of reconciling and classifying outstanding transactions, reviewing inconsistencies, separating commingled funds, and analyzing complex intercompany transactions. These types of actions are rarely necessary for retroactive activities but are often required by investors, banking institutions, or regulating authorities such as the Internal Revenue Service or Department of Revenue. 

 

Audit Support

Audits can be a big drain on resources and we understand you may be spread thin. Let us help put the information requested together and avoid unnecessary interruptions to your workday. We can even interface with your Auditors directly if that is helpful to you and your team.

 

Other Special Projects

Every business is unique and we can tailor our services to meet your needs. Chat with your Account Executive or Account Manager to learn more.

 

Support

All Botkeeper subscriptions include phone and email support.

All clients are assigned a Botkeeper with which they can communicate with via email around the clock for their bookkeeping needs. We love bots, but understand a human touch is often important. To speak with a human, call us anytime from 8AM - 6PM (US Eastern Time) If it’s outside of our phone support hours and you really want to ensure that a human receives your response, you’ll have a specific email address for that as well.

Initial Response Time (Business Hours) - One Business Day (24 Hours)

 

Professional Network

We believe in core competencies and the benefits of specialization. Our focus is Botkeeping and yours should be running your business. If you need additional services, allow us to introduce you to experts that can help you with:
 
-Tax Planning and Compliance
-Financial Statement Audits
-SOC Audits
-Fractional CFO Services
-Insurance
-Legal
 

Botkeeper’s Client Expectations

Botkeeper reserves the right to update this Description of Products and Service at any time for any reason.

You will supply the information required during your deployment process to ensure your account is fully initiated. Doing so will ensure that Botkeeper can bring the best possible value. 

You will keep communication open as your business shifts and develops over time, in order for Botkeeper to ensure your books are up to date and timely. 

You will provide access to all systems, data, documentation, and support that Botkeeper may need to provide optimal Support and Service.

 

Subscribe to Our Newsletter

Want to learn more about saving time and money? Subscribe to our blog today for regular tips and tricks for bookkeeping, accounting, and best business practices!