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Transaction Insights

Transaction Insights provides graphs across three elements to help you see how Botkeeper is working to save you time and resources.

Transaction Insights provides graphs across three elements to help you see how Botkeeper is working to save you time and resources.


Previous Month’s Close

Shows you how many transactions in the past month were categorized with high-, medium-, or low-confidence, in addition to how many automated matches, AutoPush transactions and total transactions were processed.


Autopush Confidence Levels

Provides a six-month running review of confidence levels across all transactions categorized.


Transaction Categorized by

Shows you the percentages of transactions categorized by you, by your clients, by AutoPush, and by the Botkeeper Accounting Team.


How does it work?

Simply click the “Transaction Insights” menu option along the left menu. Note you will only see this option once you’ve selected a client.