Botkeeper VS. TOA GLOBAL 

Bookkeeping Services

Automating the time-consuming and laborious aspects of bookkeeping is where Botkeeper shines. While Keeper helps find coding errors by reviewing the books, Botkeeper actually categorizes transactions automatically. It continuously monitors what's coming into your clients' QBO or Xero instances, surfacing exceptions automatically. So unlike with Keeper, you aren't waiting until month's end.

With TOA Global, you get outsourced bookkeeping powered by human capital. Your firm decides which roles, skills, or tasks you want to delegate to their offshore bookkeepers and team so TOA can then conduct all facets of recruitment, onboarding, training, and retention for that role. You’re then paired with full-time staff members that are offshore in the Philippines. No technologies such as machine learning or artificial intelligence are being leveraged as they are offering manual outsourced bookkeeping service services. Their services include providing your firm with record-keeping, trial balance, posting process checks, data entry and reporting as well as accounts payable, receivable and payroll.

But of course, your firm might have additional needs that can't be automated—which is why Botkeeper offers four add-on services packages to enhance our automated bookkeeping platform.

Training & Support

When your firm streamlines its bookkeeping with Botkeeper, your support and training needs will be unique.

To accommodate all needs cases, Botkeeper offers different service tiers. While everyone gets in-app step-by-step guides, access to our comprehensive Knowledge Base, live chat, monthly group training  webinars and access to Botkeeper University (our vibrant user community), we also offer additional options:

Our Enhanced Onboarding & Support tier adds our four-week Essentials training course, a quarterly strategy consultation, and an assigned client success associate. This plan is included when adding 11-50 entities, but it available for a one-time fee if you are adding fewer than 11.

Choose Premium Onboarding & Support to add your own outreach concierge and everything in the Enhanced plan. This plan is included when adding 51 or more entities, but it available for a one-time fee if you are adding fewer than 51.

TOA Global offers dedicated client support and a knowledge base.

SECURITY

As a firm, you want to ensure that your clients' personal and financial information is held in the strictest confidence. Before choosing a solution, ask about the level of security employed and whether the vendor's security standards are in line with those of your industry.

Botkeeper’s automated bookkeeping solution takes security seriously, with industry-standard SOC 2 Type 2 accreditation, two-factor authentication, and 256-bit encryption for data at rest and data in transit.

SOC 2 Type 2 accreditation means:

MEASURE ROI

Measure the performance of your bookkeeping when you integrate an automated solution, and see what your firm is able to achieve.

TOA Global claims to significantly reduce expenses paid on salaries, in addition to increased capacity, enhanced productivity, and the ability to focus on higher-value services, further amplifying profitability and growth potential.

Botkeeper goes a bit farther. Our solution allows you to automate bookkeeping and pre-accounting procedures so you can dedicate more time and resources to your client base. Built-in collaboration via task and project management as well as centralized communication cuts down on emails, texts, or prolonged water cooler conversations. And while our investigations have shown time savings for firms at or in excess of 50% for bookkeeping activities, we've even included a module called Transaction Insights that allows you to see the savings for yourself.