Botkeeper’s Newest Innovation: Firm Insights

Firm Insights is the brand-new homepage in Botkeeper designed just for firm users. Think of it as your accounting firm’s mission control—a real-time dashboard of all the clients you have access to, that brings together everything you need to manage workload distribution, automation effectiveness, and platform utilization in one place.

Instead of logging into different reports, running calculations, or making educated guesses about resource allocation, Firm Insights hands you the data on a silver platter. Well, a digital one—but still, it’s pretty sleek. Here’s what it tracks:

1. Platform Utilization
Ever wondered how much of your work is automated versus manual? Firm Insights breaks it down for you. This helps you pinpoint opportunities to automate more (ahem, less manual data entry!) and increase overall productivity. Because let’s be real—if you’re paying for automation, you might as well use it to its full potential.

2. Areas of Automation
Some processes run like a dream, while others hit snags. Firm Insights shows what’s working smoothly and where intervention is needed. Whether it’s a hiccup in a workflow or an underutilized automation feature, this section helps you troubleshoot before problems become full-blown operational nightmares.

3. Focus Items
You’ve got enough on your plate without having to dig for action items. Firm Insights gives you clear information on exceptions, and potential issues that require attention. No more sifting through endless data—just straightforward prompts so you can tackle priorities head-on.

4. Team Productivity
Get a consolidated view of work in progress, completed tasks, and bottlenecks across clients. Whether your team is overloaded or underutilized, Firm Insights helps you monitor workload distribution and spot inefficiencies before they turn into missed deadlines.

The Data Aggregation Nightmare is Finally Over

Most accounting platforms focus on client-level data, leaving firm leaders in the dark when it comes to firm-wide performance. This forces managers to manually compile reports, react to issues instead of preventing them, and struggle to quantify the ROI of their automation and technology investments.

Firm Insights changes the game by providing real-time, centralized data that eliminates manual reporting and allows for proactive decision-making. Now, firm leaders can:

• Balance workloads more efficiently

• Identify automation gaps before they become bottlenecks

• Make data-driven staffing and resource allocation decisions

• Showcase the impact of automation to clients and stakeholders

No more playing detective with your firm’s operations. Firm Insights delivers clarity where there was once chaos. The nightmare is over, and you can start trying to forget about the knife-weilding clown.

Why Firm Insights is Going to Make You Love Data Again

• Faster, Smarter Decisions – With instant visibility into workload, efficiency, and automation effectiveness, you can make informed choices without the lag of manual data collection.

• Manual Reporting is so 2020 – Firm Insights consolidates data into one place, removing the need to hunt and gather information.

• Proactively Spot Bottlenecks – No more finding out too late that a process has been slowing you down. Firm Insights highlights inefficiencies before they become problems.

• Demonstrate Value – Showcasing automation’s impact is now easier than ever, making it simple to justify tech investments and operational decisions.
  Time Saved is Money Earned – Less time spent on administrative busywork means more time spent on what really matters—growing your firm and serving your clients.