SERVICES AND SOFTWARE

We handle the bookkeeping so you can focus on running your business.

 

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HOW IT WORKS

Botkeeper provides Accounting Firms and Businesses with high-quality bookkeeping using human-assisted AI, advanced automation, and skilled accountants to manage the books- plus, powerful software to generate and analyze the financials. No more worrying about recruiting, interviewing, vacations, sick time, payroll taxes, poor quality, or fraud risks. It’s everything a CPA firm or business owner needs to do the bookkeeping—without actually having to DO the bookkeeping.

Want To See Botkeeper In Action?

Watch our on-demand presentation to learn more about our platform, how Botkeeper will help you achieve your goals, demolish your challenges, and deliver better client experiences at scale.

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DEPLOYMENT & INTEGRATION

Our Implementation team focuses on deployment & adoption for our Partners, and clients. We get to know your business or firm, move any existing bookkeeping processes over to Botkeeper, fine-tune procedures, and finish any agreed-upon cleanup. Botkeeper works with the software and systems you already know and trust, letting us easily pull your data into the Botkeeper Platform.

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ONGOING AUTOMATED BOOKKEEPING

Each month, Botkeeper automates the ongoing bookkeeping work for you and/or your clients. Our Skilled Accountants will oversee or make any needed adjustments to the books to ensure that everything is clean and accurate. You're able to communicate with us (or your clients), set up interactive dashboards, and monitor your financials right from the Botkeeper Platform. 

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MONTHLY CLOSE & REPORTING

Once the books are ready to close, you’ll get a message letting you know that the books are ready for review. Easily run near real-time reports with current and pertinent financial information whenever you needed. As an Accounting Professional, you can use the data to work with your clients on advisory services, or tax work. As a business owner, you can make business decisions knowing your books are accurate and up to date!

 

WHAT'S AVAILABLE WITH BOTKEEPER?

 

THE BOTKEEPER PLATFORM

With Botkeeper you and your clients get a consolidated tech stack. Easily connect bank and credit card accounts with bank-grade security and 256-bit encryption. Enjoy a centralized tool consisting of dashboards, project management, task management, workflows, document storage, communication, and—of course—accurate numbers thanks to our automated bookkeeping. Botkeeper will pull the data from both the financial AND non-financial sources, delivering back a dashboard full of reports and analytics to make actionable business decisions with. 

 

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Interactive Dashboard 

Overlay financial/nonfinancial datasets, trending analytics, data visualization, KPI tracking. Customized visual control!

Document Manager

Safely store, quickly share and easily access financial documents within a secure environment.

Financial Reporting 

Easily access your Balance sheet, Profit & Loss, Cash Flow, AR aging & AP Aging Reports.

 

Bookkeeping that Scales

Offering a variety of bookkeeping functions, working with Botkeeper means you get all of the perks of having an experienced bookkeeper—but at a far lower cost. You also get to avoid the headaches of finding, training, and overseeing another employee. Botkeeper takes care of the bookkeeping from beginning to end and provides better, faster, more accurate financials so you can have real-time insight into your firm or business. Our solution will ensure that you're no longer bogged down by manual data entry or labor-intensive bookkeeping work. 

 

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BillPay

Organizing and paying bills has never been easier.

PAYROLL ADMINISTRATION

Working with payroll providers such as Gusto, Botkeeper will ensure payroll runs on time, is accurately booked and classified accordingly.

Financial Reporting

Get the reports you need at the frequency you choose. 

Accounts Receivable

We'll track and report on the bills or invoices due to your business.

Revenue Recognition

We'll recognize and record revenue when it is realized or when it is earned. 

Custom Chart of Accounts

Collate all of your data into reports and financials custom to your business.

Customer Invoicing

We'll bill your clients for any of your goods or services by sending them an invoice.

Multi-Entity Accounting

We'll report on your parent company, holding business, subsidiaries, affiliates, and associates with ease.

 
Fixed Assets Accounting

Do you have long-term tangible pieces of property that you own/use in operations to generate income? Piece of cake! 

 
Credit Reconciliation

We'll ensure that each transaction on your credit card statement is matched to transactions in your internal systems.

 

Expert Support

We provide our clients with multi-level support for their bookkeeping, accounting, or technical needs. Your experience begins with a Deployment Specialist, who gets to know the unique nuances of your business, helps you transition your bookkeeping over to Botkeeper, all while curating a specialized playbook on your business bookkeeping processes. Post-deployment, you'll have access to your Botkeeper, who is overseen by our Skilled Accounting Team. Have a question specific to the software? Our dedicated Technical Support team is happy to help! Not sure what you need, or just want to talk to a human being? Our Client Services team is here to help you!

 

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Support
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Your Botkeeper

Your own personal bookkeeping bot—no vacations, sick time, or overhead required. 

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Skilled Accounting Team

They apply critical thinking, check for accuracy, and address more complicated accounting. 

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Technical Support

Dedicated to making sure your Botkeeper software is running smoothly 'round the clock. 

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Client Services

Sometimes you just need to talk to a human being. Our Client Support Team is happy to help!

As a startup without a dedicated accounting department, Botkeeper helped us clean years of books in the blink of an eye. Without their help, I have no idea how we would have gotten everything ready for our acquisition.
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Nick Dougherty
CEO & Founder | VerbalCare
 

Let's Chat!

We can walk you through the Botkeeper offering, and answer any questions you have!

 

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