It’s fast, secure, and super-efficient, taking about 5 minutes per client. The accounting profession, known for its meticulous nature in creating balanced transactions, finds itself in an intriguing position — its own balancing act. Accounting firms must decide whether to use solutions that deliver timely insight and accuracy, or stick with the familiarity of more traditional tools.
What is Transaction Manager?
Managing user access can be complex, but Botkeeper’s Client & User Management 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. Bring your team, tools, and data together to drive high-impact efficiency in your bookkeeping department- in less time. We’ve built the Botkeeper Platform to be easy for Accounting Professionals and their clients to use. That’s why we’re happy to share reviews of everyday professionals using Botkeeper to grow better, just like Foreign Currency Translation you.
Onboard clients in minutes, not days.
Software that is exceptional at following rules and accounting policies consistently and precisely. Technology that can visually render unlimited reports, dashboards, and charts that represents the future of bookkeeping as we know it. It relies on the power of machine learning and artificial intelligence to automate the core bookkeeping processes for all types of businesses.
Grow your business like a team twice your size.
- By standardizing communications, firms will experience seamless interactions with their clients, ensuring that their priorities, those of their clients, and those assigned to Botkeeper are always on the same page.
- That’s why we’re happy to share reviews of everyday professionals using Botkeeper to grow better, just like you.
- This new tool promises to be a game-changer for firms looking to gain real-time insights into their own efficiency, along with suggestions for improvements.
- So, no worries if you’re relatively new to accounting and bookkeeping.
- This flexible, tiered services model ensures you get exactly the support your firm needs—no more, no less.
- The main difference is that they use proprietary software instead of QuickBooks.
It’s also possible to automate dashboard exports, plus configure your preferred bookkeeping date ranges, and many other variables. While bookkeeping can be dynamically complex, Botkeeper is seemingly built to be as straightforward as possible. The deployment process itself is as simple as purchasing the software, entering your business information, and voila! At the end of every month, the system further organizes everything by reconciling your business accounts, categorizing your business transactions, and creating comprehensive visualizations. Well, it turns out that such problems are more common than you might presume.
The Team: Layering on services
- Our workshops provided hands-on experiences, allowing you to put our speakers’ teachings into action.
- His AI-infused magic trick left the audience in awe, blending technology and illusion in a way that fit perfectly with the conference’s theme of innovation.
- Safeguard it and your platform with industry-standard security using Two-Factor Authentication (2FA), and 256-bit encryption within the BOS platform.
- Then to safeguard all the data, Botkeeper tops off its software tools with human reviews.
- Explore the intricacies of AutoBank Reconciliation and Insights, two features powered by advanced machine learning algorithms.
- This team of experienced accounting professionals (even CPAs!) manages relationships with accounting firms of all sizes, including some of the largest and most innovative firms out there.
- From September 21-23, we embarked on an exhilarating journey through the realm of AI innovations, venturing far beyond what typically grabs headlines.
While desktop serves as the primary dashboard access, Botkeeper also comes in the form of mobile apps. You’ll find the Botkeeper Financial Hub application on both the iOS App Store and Android’s Google Play. You can use either to customize your system dashboard, as well as track all your business financials. Not anymore though, because as it turns out, recent advancements in tech are changing how we are handling our finances.
Botkeeper users have been asking for a way to seamlessly integrate Botkeeper into their workflows and all the tools they use today. So we’ve integrated Zapier, allowing our users to make Botkeeper work in the way that makes the most sense for them and their firms. Zapier allows you to trigger actions based on custom events and much more.
Unparalleled support: Your success, our commitment
Hence, Botkeeper is more of a full-stack accounting system that automates your regular bookkeeping operations through the power of machine learning and AI, with reinforcement from an accompanying team of expert accountants. It’s capable of handling all the essentials, leaving you to focus more on other business processes. Dive into the dynamic convergence of strategy and technology, and explore how cutting-edge innovations and automation are revolutionizing traditional business models and propelling organizational change.
Tackling the Talent Gap with AI’s Magic Wand
This flexible, tiered services model ensures you get exactly the support your firm needs—no more, no less. You decide when and how to scale resources alongside your Botkeeper platform, keeping control of your capacity and your client experience every step of the way. At the heart of our offering is a robust technological foundation designed to revolutionize how you manage bookkeeping for your clients. But we understand that every firm and client is unique, which is why we’ve created a flexible structure that allows you to build the perfect solution for your needs. It’s best for small businesses who want to manage books, taxes, payroll, and expenses all in one place with professional support. Through a highly secure link, Smart Connect online bookkeeping establishes a direct connection to your client’s bank and credit card accounts, effortlessly retrieving bank statements from over 4600 financial institutions.