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Botkeeper's Services and Software

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

 

How it Works

Botkeeper provides you with high-grade bookkeeping using human-assisted AI (which we define as Augmented Intelligence) with advanced automation and skilled accountants to manage your books, plus powerful software to monitor your financials. It’s everything a business owner needs to do the bookkeeping—without actually having to DO the bookkeeping!

 

Deployment

Over the first few weeks, we spend a few hours working with you, getting to know your business. We 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 Botkeeper- giving you a 360-degree view of your business.

 

Ongoing Bookkeeping

Each month, your Botkeeper reconciles your accounts, categorizes your transactions, and provides reporting. Our Skilled Accountants will oversee or make any needed adjustments to your books to ensure that everything is clean and tax compliant. 

 

Monthly Close

Once your books are ready to close, you’ll get a message letting you know that your books are ready for review. You can make business and financial decisions knowing your books are accurate and up to date!


 

What's Available with Botkeeper?

Botkeeper was built to perform the same work a bookkeeper would, but more accurately, efficiently, and at a less expensive rate. No more worrying about recruiting, interviewing, vacations, sick time, payroll taxes, poor quality, or fraud risks. Botkeeper will be able to pull the data from both your financial AND non-financial sources, delivering back to you a dashboard full of reports and analytics you can use to make actionable business decisions. 

 

 

 

Botkeeper's Financial Hub

With Botkeeper you get a consolidated tech stack. Enjoy your centralized tool consisting of dashboards, project management, task management, workflows, document storage, communication, and --of course -- accurate numbers thanks to our automated bookkeeping solution. Botkeeper will pull the data from both your financial AND non-financial sources, delivering back to you a dashboard full of reports and analytics you can make actionable business decisions with. Easily connect your accounts with bank-grade security and 256-bit encryption. Safe and secure at all times. Take a look at our available software below!

 

Interactive Dashboard 

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

Document Manager

Securely store and easily access your financial documents from our web and mobile app.

Financial Report Builder 

Easily generate and customize your key financial reports right from your financial hub.  

ScanBot

Take a pic of an invoice or receipt using your mobile device. We extract the data and record it in your accounting software.

 

Better Bookkeeping

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 business. Our Botkeepers and Skilled Accountant team will ensure you're no longer bogged down by manual data entry or labor-intensive bookkeeping work. Check out our available services below!

BillPay

Organizing and paying bills has never been easier.

Financial Reporting

Get the reports you need at the frequency you choose.

Collections

Clients giving you the runaround? We can help.

Customer Invoicing

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

Custom Chart of Accounts

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

Revenue Recognition

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

Inventory Tracking

Tracking and reports on the product your business supplies

Payroll Administration

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

Accounts Receivable

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

Multi-Entity Accounting

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

Credit Reconciliation

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

Fixed Assets Accounting

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

 

Expert Support

We provide our clients with multi-level support for their bookkeeping, accounting, or technical needs. For standard clients, 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.

It’s natural to have questions about your bookkeeping. That’s why we’re here. 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!

Your Botkeeper

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

Skilled Accounting Team

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

Technical Support

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

Client Services

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

Botkeeper has changed the way I prioritize and organize my cash flow. It has simplified my finances and invoicing so I can focus on running my business. Outsourcing my bookkeeping, which was scary at first, has now become an attractive and necessary part of my growth. They always have the answers I need when I’m ready to take the next steps and I trust them to help me get there.
Sam Kanter
Owner & Operator | Sam Kanter Events
My favorite thing about Botkeeper is the fact that it is super easy to use and when I have a question they provide detailed step-by-step instructions at all hours. The reporting is great and always on time. We look forward to scaling our company with Botkeeper handling all the bookkeeping as we take the business to the next level.
Rob May
CEO | Talla
Botkeeper most certainly stood out in their ability to leverage technology as well as human capital, at a very attractive price point, to accomplish a number of accounting processes. The Botkeeper feature that was most appealing was the combination of cutting-edge technology coupled with the human element. This aspect on top of the technology that Botkeeper has built is a winning combination. Things get done so efficiently now—we've drastically cut down the risk of human error.
Jon Medeiros
Head of Finance | Ovia Health