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FAQs
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Troubleshooting & Support
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Standard Operating Procedures & Policies
- Transaction Categorizations | Basic Services
- Schedule Maintenance with Month End Journal Entry | Basic Services
- Payroll Journal Entries | Basic Services
- Simple Month End Journal Entries | Basic Services
- Bank & Credit Card Reconciliation | Basic Services
- Standard Monthly Report Package
- Month-End Close | Basic Services
- Monthly Close Timing and Required Information
- Applying Payments to AR Invoices | Advanced Services
- Class & Department or Project/Job Tracking | Advanced Services
- Payroll Categorizations | Advanced Services
- Accounts Payable
- QBO W-9 Form Request | Advanced Services
- 3rd Party Point-of-Sale & Credit Card Merchant | Advanced Services
- Monthly Standard Invoicing | Advanced Services
- Enhanced Ongoing Report Support | Advanced Services
- 3rd Party Inventory Reconciliation | Advanced Services
- Rapid Write Up Procedures
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Botkeeper Feature User Guide
- Getting Started
- Your User Account
- Security & SSO
- Navigating BOS
- User Access Permissions
- Managing Users
- Work
- Transaction Manager
- AutoPush
- Manual Push
- Client & User Management (formerly Portal Manager)
- Documents
- Smart Connect
- Password Manager
- Scoping Tool
- Integrations & Compatibility
- Communication
- Transaction Insights
- Activity Hub
- Bot Review
- JE Automation
- Close Tracker
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Accounting Partner Resources
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AI UNCHAINED Conference
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Product Updates & Release Notes
What is my firm’s Botkeeper URL?
The URL will include your firm's domain paired with an extension.
With Botkeeper’s ability to offer a white-labeled URL, we have the ability to use your firm’s web domain with the extension .firm.ai.
For example, if your firm name is Beacon Hill CPA and your firm’s URL is beaconhillcpa.com, then your Botkeeper URL will most likely be beaconhillcpa.firm.ai.
You also have the option of reaching out to your internal Botkeeper administrator who can look up these details inside Botkeeper by taking the following steps:
- Log into your firm’s platform
- Navigate to the global Portal Manager module
- Click the Details tab; if not defaulted there
- Navigate to the Domain field; this will be your firm's url
If you need further assistance, please submit a help ticket and our Customer Support Specialists will gladly assist you in determining your firm’s URL.