Demo Summary
This video shows BotKeeper. It’s a platform that automates bookkeeping for your firm. You will learn how to invite clients, use the Scoping tool to check new clients, and set up users in the Portal Manager. You will explore the Work area to track and finish tasks, Documents for safe file storage, Smart Connect to link bank accounts, and Password Manager for passwords. Finally, you will see how Transaction Manager sorts transactions and how to turn on notifications. BotKeeper saves time and keeps your work organized.
AI-Detected Features
Introduction to BotKeeperMeet BotKeeper’s intuitive platform that automates manual bookkeeping tasks, centralizes your tools and data, and helps your firm save time, increase capacity, and grow at scale.
00:00
Overview of Portal Manager & Scoping ToolDiscover the Portal Manager for setting up users, assigning client access, and customizing your portal. Learn about the Scoping Tool to quickly determine if a client is a fit for BotKeeper.
00:39
Joining and Logging In to Your Client PortalFollow the steps from receiving an automated invitation email to activating your account, setting your password, and logging in to access your personalized portal homepage.
00:59
Navigating the Portal InterfaceGet familiar with the portal homepage layout, including the Work, Documents, and Portal Manager tabs, as well as the Navigate by Client feature for switching between client views.
01:36
Managing Firm Details, Clients & UsersWithin Portal Manager, update your firm’s basic details, view and add scoped clients using the Scoping Tool, and invite or manage portal users and their access rights.
01:53
Organizing Tasks with the Work TabUse Work to view and filter tasks by assignee, status, and client. Switch between global and client-specific views, review task details, and upload or complete tasks directly in the portal.
03:12
Storing Documents SecurelyLeverage the Documents tab for unlimited, bank-grade secure file storage. Navigate a standardized folder structure, search and preview files, track version history, and add custom folders.
05:26
Connecting Accounts with Smart ConnectLink client financial accounts via secure API connections. Request credentials, add new bank accounts, view real-time balances and transactions, and download statements for a streamlined month-end close.
06:36
Centralizing Non-Financial CredentialsUse Password Manager to securely store and share login details for non-financial sites. Request client credentials or add new entries yourself, and control access for your firm and BotKeeper.
08:35
Automating Entries with Transaction ManagerIn Transaction Manager’s client view, review BotKeeper’s categorized transactions, resolve low-confidence inquiries, filter by date or source, and customize auto-push settings for smooth, accurate bookkeeping.
09:42
Botkeeper
Botkeeper is an automated bookkeeping solution that combines artificial intelligence and machine learning with human oversight to streamline financial tasks for businesses.Learn more about BotkeeperMore Demos (1)
Interactive Demos (0)
Useful Links & Resources
Related companies