AI-Powered Bookkeeping & Automation
Let's get down to business! Botkeeper Infinite's heart and soul is our AI and ML-powered transaction processing. Get a handle on how it works here.
Connecting Client Accounts
- What financial institutions are supported in Smart Connect?
- What is Smart Connect, and how do I find it?
- How do I resolve a "Connection Requested" card within Smart Connect?
- How do I connect a new bank or credit card in Smart Connect?
- How do I request a financial institution connection within Smart Connect?
- How do I manage or update a financial institution/bank/credit card connection?
- Where can I find transactions and statements for an account?
- What is a financial institution card, and how can I see them?
- What are the different types of banners in Smart Connect?
- Does Smart Connect with AutoPush replace bank feed connections in QBO
- What is an aggregate card in Smart Connect?
- How do I find more details for a financial institution in Smart Connect?
- How do I delete a financial institution connection in Smart Connect?
- Do I need to link my client's bank accounts with the platform?
- Can I connect my clients' bank accounts to Botkeeper?
- Bank Connection Best Practices
- What do I need to do when I get the message "Disconnected — User Action Required" on a bank or credit card in Smart Connect?
- What is Smart Link, and how do I use it?
- How do I change a Smart Connect account owner?
Working with Documents
- Can I upload a document or image without a task?
- Documents
- What kind of file types can I upload to Botkeeper?
- How do I delete a Custom Folder from the Documents module?
- View a document in a file
- Download or share a file or folder
- How can I bulk download my client’s documents from the Portal?
- Use task banners to upload documents
- How to upload one or more folders to the main (parent) level of the document module
- How do I upload a new version of a document?
- How do I upload a bank statement?
- How to move or delete files and folders - Infinite only
Transaction Processing & Categorization
- How do I enable AutoPush or ManualPush?
- QBO Rules vs. Botkeeper Machine Learning: What's the Difference?
- When do AutoPush, ManualPush, and GL Automation run?
- Can AutoPush be disabled after it is enabled?
- Transaction Manager
- How do I determine if I am using a free or paid version of QBO?
- Can I use AutoPush without a Smart Connect connection?
- For a client to use AutoPush, do all accounts need to be eligible?
- What is the review process for AutoPush transactions?
- How do I find and use AutoPush configurations?
- Why don’t I see AutoPush working as of my client’s start date?
- Does a client’s bookkeeping frequency affect AutoPush?
- What is AutoPush, and how does it work?
- Confidence levels | Transaction Manager
- Add transactions to the GL | Transaction Manager
- Manual Push | Transaction Manager
- Why do I have to disconnect my general ledger bank feeds when AutoPush is enabled?
- Matching | Transaction Manager
- Add or Update Payee or Category | Transaction Manager
- Editing Transactions | Transaction Manager
- Can Transaction Manager be used without AutoPush?
- Resetting Transactions | Transaction Manager
- Approve a transaction | Transaction Manager
- Excluding transactions | Transaction Manager
- How do I match a transaction?
- How do I add a new account to my clients’ chart of accounts in Botkeeper?
- Why don’t I see any transactions when I launch Transaction Manager from my Outstanding Transactions task?
- Why don’t I see my payee or category listed in Transaction Manager?
- Why can't I see Transaction Manager, Transaction Insights, or Bot Review?
- How can I see when Botkeeper last synced with the GL?
- How do I export Transactions from Transaction Manager?
- What transaction types are supported in Transaction Manager?
- Transaction Insights
- How do I split transactions?
- GL Automation