Botkeeper

Botkeeper offers different pricing plans:

• Infinite Platform: $69 per license per month. This includes access to their technology platform.

• Basic Services: $199 per license per month for small entities (under $200k in monthly expenses) and $299 for large entities. This adds services like transaction categorization and bank reconciliations.

• Advanced Services: $399 per license per month for small entities and $499 for large entities. This includes all Basic Services plus additional features like payroll categorization and accounts payable processing.

For more details, visit their pricing page. (botkeeper.com)

Botkeeper is designed for accounting firms of various sizes, typically ranging from small practices to larger firms with multiple employees. Common users include:

• Accountants
• Bookkeepers
• Firm Partners
• Financial Analysts
• Auditors

Industries served primarily include:

• Accounting
• Finance
• Consulting
• Professional Services
• Small to Medium-sized Businesses (SMBs)

Botkeeper offers several key features to assist accounting firms:

• Transaction Manager: Automatically categorizes and integrates transactions into accounting software, flagging uncertain ones for review.

• Smart Connect: Fetches bank statements and financial data in real time, eliminating manual logins and security hurdles.

• Auto Bank Rec: Automates the reconciliation process, saving time and effort.

• Documents: Allows for secure document upload, storage, and retrieval, with unlimited space and organized search.

• Work: Manages tasks and projects in one place, streamlining assignment and tracking for efficiency.

• Password Manager: Stores all passwords securely, providing easy and quick access without memorization.

• Client & User Management: Manage what firm and client users see and do with user controls.

• Bot Review: Flags variances and exceptions for review, allowing real-time correction of any detected issues.

• JE Automation: Generates loan schedules quickly and consolidates all client loans in one spot.

• Transaction Insights: Provides a glance at the time and effort Botkeeper is saving you.

• Close Tracker: Offers statuses on all clients in a single view, with the ability to update statuses on the fly.

For a comprehensive list of features, visit their platform page.

Accounting firms use Botkeeper for various purposes:

• Automating Bookkeeping Tasks: Reducing manual data entry by automating transaction categorization and reconciliation.

• Client Management: Streamlining client onboarding and management through the Client & User Management feature. (botkeeper.com)

• Financial Reporting: Generating accurate financial reports with features like Transaction Insights and Close Tracker.

• Task Management: Organizing and tracking tasks and projects efficiently using the Work feature.

• Secure Document Handling: Safely uploading, storing, and retrieving documents with the Documents feature.

Botkeeper serves a wide range of accounting firms. While specific customer stories are not provided in the available sources, their platform is trusted by hundreds of firms nationwide, indicating a strong track record in the industry.

Botkeeper stands out by offering an automated bookkeeping solution specifically designed for accounting firms. Their platform combines advanced technology with human expertise to provide accurate and efficient financial management. This unique approach allows firms to scale their operations while maintaining high accuracy and security standards.

For detailed information on Botkeeper’s legal policies, you can refer to their Privacy Policy and Terms of Service on their website.