Firm Insights

(Beta Coming March 27)

Get real-time visibility into firm-wide performance

The days of hunting for data are finally over.

Information is power. Get ready to be a megalomaniac.

Firm Insights is a real-time command center, offering a clear, data-driven view of bookkeeping operations and platform utilization. It helps you optimize automation, track efficiency, and fine-tune processes, while also flagging gaps or risks before they escalate. By surfacing both real-time insights and historical trends, Firm Insights empowers you to make smarter decisions—whether it’s preventing inefficiencies, reallocating resources, or maximizing automation ROI. Try not to let the power go to your head.

Technology that helps you use technology.

Track, optimize, and refine operations effortlessly – See how well your firm is leveraging automation, where workloads are distributed, and where adjustments can improve efficiency.
Look ahead, act now, and learn from the past – Real-time insights help you get ahead of potential issues, while historical trends allow you to analyze patterns, refine workflows, and drive smarter long-term decisions.
Maximize the impact of automation and tech investments – Get clear, measurable proof of how automation is driving efficiency—or where setup gaps may be limiting its full potential.

More utility. Not more noise.

By surfacing the most relevant bookkeeping metrics in a single view, Firm Insights actually reduces the time teams spent hunting for information. It removes the need to sift through disorganized data, freeing up time for higher-value tasks.

What metrics does Firm Insights track?

SO many. In addition to the main dashboard, you'll find separate tabs to surface information on Clients, the Financial Accounts connected across your client roster, and Team Productivity. Dozens of points of data are available.
Does this really cut down on manual work, or does it just repackage the same data in a different way?

It cuts down on manual work by bringing key metrics together—no more hopping between reports. With everything in one place, you can quickly spot issues or opportunities to automate, reducing the overall administrative burden.
Team Productivity metrics?? Will my team feel micromanaged?

Firm Insights focuses on workload distribution and automation usage rather than individual performance scoring. It’s designed to help spot bottlenecks and resource gaps, not put your team under a microscope.

BOOKKEEPING IS FOR BOTS. DRIVING CLIENT VALUE IS FOR HUMANS.

Bring your accounting or bookkeeping firm into the future with Botkeeper, 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 more important (and more valuable!) tasks.

Firm Insights

(Beta Coming March 27)

Get real-time visibility into firm-wide performance

The days of hunting for data are finally over.

Information is power. Get ready to be a megalomaniac.

Technology that helps you use technology.

More utility. Not more noise.

FREQUENTLY ASKED QUESTIONS

What metrics does Firm Insights track?

Does this really cut down on manual work, or does it just repackage the same data in a different way?

Team Productivity metrics?? Will my team feel micromanaged?

BOOKKEEPING IS FOR BOTS. DRIVING CLIENT VALUE IS FOR HUMANS.

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