Botkeeper – Leveraging accounting professionals' with accurate, affordable, and highly scalable bot-powered bookkeeper

Botkeeper provides automated bookkeeping support to Accounting firms by using a powerful combination of machine learning, artificial intelligence, and skilled accountants. Its clients receive 24/7 accounting and support as well as incredible insight into their clients' financials with interactive dashboards and unlimited reporting. 

Botkeeper was designed to scale with a firm, providing automated accounting support for every vertical, no matter how specified. So how does it work? Its automated bookkeeping software combines various data sources while applying rules, processes, and calculations to give you the most insightful custom reporting and dashboards, while also eliminating costly and error-prone manual accounting. The skilled Senior Accounting team oversees the automation and focuses on complex accounting, data integrity, and interpretation. They will be hard at work extracting data from receipts, processing payroll, paying bills, sending invoices, reconciling accounts, and generating beautiful reports—so you have more time for what matters most to your firm and your clients.

Even better? Botkeeper can work hand-in-hand with your current team, or the technology can step in to take on the tedious tasks so your bookkeeper and accountants can upskill and focus on driving more value for your firm!

For CFOs, CPAs or other Accounting Professionals, Botkeeper can help you offload the day-to-day blocking and tackling of bookkeeping (data entry, reconciliations, classifications), allowing accountants to focus on higher-level client advisory services. They're working around the clock, offering best-in-class support.

Offering Robust Bookkeeping Solutions

Smart Connect: Forget about incorrect passwords, security barriers, and tedious manual logins. Smart Connect quickly and easily links all of your clients' financial data for a completely revolutionized month-end close. Botkeeper's Smart Connect uses a highly secure connection service. It creates a direct link to your client's bank and credit card accounts, delivering bank statements for 4600+ financial institutions. Simultaneously, it handles multi-factor authentication, security questions, and one-time passcodes via text or phone call.

Supercharge your efficiency with a consolidated view of your client accounts, real-time connection status, balance information, aggregated cash available, credit used, and net cash. Keep your finger on the pulse with automated tasks and email notification capabilities for when client account credentials change or get disconnected. Manage your client's financial data in one secure location. Effortlessly access a consolidated view and transaction-level details with a few simple clicks. Don’t leave your clients’ login info lying around. Safeguard it and your platform with industry-standard security using Two-Factor Authentication (2FA), and 256-bit encryption within the BOS platform.

Business Insights: Botkeeper's customized Business Insights flip the tables on how you digest, analyze, and present data. Transform your analytics with Botkeeper today! Never again question if you or your clients have the most current report—experience data syncing that's as close as it gets to real-time reporting. Botkeeper's customizable business insights provide you and your clients with helpful insights into both financial and non-financial data on a centralized platform available 24/7.

Bring your accounting or bookkeeping firm into the future with the Botkeeper Operating System, an all-in-one financial platform to manage all bookkeeping, communicate with clients, and innovate your practice. Provide a seamless experience for your clients while keeping costs low and accuracy high. Botkeeper makes your firm more productive while reducing stress and providing you with time for higher-value tasks.

Transaction Manager: Transaction Manager quickly categorizes your data, uses your input to learn on the fly, and takes your firm to the next level. Outdated tools, misplaced resources, tedious data entry, and accuracy issues all present major barriers to efficiency, diversification, and growth. But AutoPush can help. AutoPush in Transaction Manager combines best-in-class artificial intelligence and machine learning with an experienced verification team that ensures transactions are accurately categorized and posted to the general ledger. This takes the bulk of the work off your plate by eliminating traditional challenges with categorizations — opening the door for your firm to achieve its goals.

Occasionally, the Bot runs across a transaction that defies easy and accurate categorization. That's where Botkeeper's amazing team of expert accountants steps in. The platform informs them of transactions it's unable to categorize with 98% confidence. Botkeeper's machine learning modules use a combination of historical data and macro data to intuitively auto-categorize your clients' transactions. Once the categorization is complete, the transactions will be automatically pushed to the general ledger. If the machine is less than 98% confident in the categorization, a skilled Botkeeper Accountant jumps in to assist, and trains the machine, ensuring outreach to you is only leveraged as needed. The result is rapidly processed categorizations, always up-to-date financials, maximum efficiency, beyond-human accuracy, and fewer interruptions for you and your clients.

Password Manager: Stop looking. Password Manager brings your firm to the next level in credential management. Now, your firm can centrally store, organize, share, and manage your passwords with one simple login, so you never have to worry about security or searching for a password again. Reduce sign-in friction with a single secure login: add credentials once, be notified of connection issues, manage all client credentials and who you share them with—all in one view. Stop bouncing from system to system to get what you need and get back to focusing on more important priorities. Botkeeper’s Password Manager uses best-in-industry tech to create a powerful credential management process that maximizes firm efficiency from right within the platform where your client’s information is most needed!

Portal Manager: Portal Manager is the all-in-one way to manage firm users and clients, define their roles, and assign firm users and clients their access. And you only need five minutes to scope new clients, to see if they're right for Botkeeper. Managing user access can be complex, but Botkeeper’s Portal Manager drastically reduces the administrative tasks involved and gives you control over who gets access to what. Within the tool, you can invite, define roles, and set permissions at both the firm and client levels. Botkeeper makes it easy to share, restrict, and manage user access to data, documents, records, and tasks across all your users — without sacrificing security.

Enrico Palmerino | Founder & Chief Executive Officer

"The accounting industry is shifting, which is why we built Botkeeper- a comprehensive bookkeeping solution for accounting professionals entering the new era."