| Standard Onboarding & Support | Enhanced Onboarding & Support | Premium Onboarding & Support | |
|---|---|---|---|
|
Included with all packages |
No charge for firms with 11+ entities one-time fee to upgrade |
No charge for firms with 51+ entities one-time fee to upgrade |
|
| Support Feature | |||
| In-App Onboarding with Step-by-Step Guides | |||
| Knowledge Base | |||
| Live Chat | |||
| BKU/Community Forum | |||
| Monthly Group Training Webinars | |||
| Assigned Client Success Associate | |||
| Botkeeper Essentials Training | |||
| Strategy Consult, Quarterly | |||
| Outreach Concierge | |||
ONBOARDING & SUPPORT
Navigate your path to success with our comprehensive suite of onboarding and support tools designed to elevate your experience. From your first step to your latest achievement, we're with you every step of the way.
Sign up today!
Start Your Journey to Effortless Bookkeeping
Included with subscriptions of 1-10 entities on the platform. You can upgrade your support to Enhanced or Premium for an additional fee.
-
In-App Onboarding with Step-by-Step Guides: Streamline your app experience with intuitive, step-by-step guides. These in-app tutorials provide straightforward instructions for each feature, ensuring you can quickly master the platform without any hassle.
-
Knowledge Base: Access a comprehensive resource library filled with articles, FAQs, and how-to guides. This knowledge base is designed to provide you with quick, clear answers to your questions, making it easy to find the information you need when you need it.
-
Live Chat: Get instant support with our Live Chat feature. Connect with our knowledgeable team in real time for assistance, guidance, or just to check in. We're here to help make sure your experience is as smooth and efficient as possible.
-
Botkeeper University/Community Forum: Engage with our vibrant community forum, a space where users and experts alike share tips, solutions, and insights. This platform encourages collaboration and support, enabling you to both seek advice and share your own expertise.
-
Monthly Group Training Webinars: Join our monthly webinars for a deep dive into various aspects of our platform. These sessions are led by our experts and cover new features, best practices, and industry trends, providing you with valuable insights to enhance your skills and knowledge.
Included with subscriptions of 11+ entities on the platform. You can upgrade your support to Enhanced for an additional fee.
Everything in the Standard plan, and MORE!
-
Assigned Client Success Associate: A dedicated expert assigned to your account, ensuring a personalized support experience. They're your go-to for any questions or assistance you might need, helping you navigate and maximize the Botkeeper platform effectively.
-
Botkeeper Essentials Training: A 30-day onboarding program designed to equip you with a comprehensive understanding of the Botkeeper platform. Through weekly milestones, you'll learn everything from basic navigation to leveraging high-value AI tools, ensuring you're fully prepared to utilize the platform to its fullest potential.
-
Quarterly Strategy Consult: Regular, quarterly strategy sessions aimed at evaluating your progress and aligning your financial strategies with your business goals. These consults ensure you're getting the most out of Botkeeper by adapting to your evolving needs and maximizing the platform's value.
-
In-App Onboarding with Step-by-Step Guides: Streamline your app experience with intuitive, step-by-step guides. These in-app tutorials provide straightforward instructions for each feature, ensuring you can quickly master the platform without any hassle.
-
Knowledge Base: Access a comprehensive resource library filled with articles, FAQs, and how-to guides. This knowledge base is designed to provide you with quick, clear answers to your questions, making it easy to find the information you need when you need it.
-
Live Chat: Get instant support with our Live Chat feature. Connect with our knowledgeable team in real time for assistance, guidance, or just to check in. We're here to help make sure your experience is as smooth and efficient as possible.
-
BKU/Community Forum: Engage with our vibrant community forum, a space where users and experts alike share tips, solutions, and insights. This platform encourages collaboration and support, enabling you to both seek advice and share your own expertise.
-
Monthly Group Training Webinars: Join our monthly webinars for a deep dive into various aspects of our platform. These sessions are led by our experts and cover new features, best practices, and industry trends, providing you with valuable insights to enhance your skills and knowledge.
Have under 11 entities but want this level of support? Add it onto your plan for a one-time fee of just $2,000.
Botkeeper Essentials Training
Love that warm glow of accomplishment? Learning the ropes of Botkeeper is easy with our proven process: the Botkeeper Essentials Training program. For those leveraging our Enhanced or Premium Onboarding and Support, here's what you can expect in your first 30 days. At the end, you'll be using Botkeeper like a pro... and basking in the wonder that is you 😎.
Week 1: Introduction to Navigation and Client Management
Kick off your journey by mastering the essentials of navigation and client management. This week is all about getting comfortable with different views, setting up notifications, and accessing in-app resources. You'll dive into Client & User Management to add firm branding, invite users, and scope & deploy clients. Additionally, you'll set up bank and credit card accounts with Smart Connect and add credentials with the Password Manager. By the end of the week, you'll not only be adept at managing tasks and projects but also have a clear understanding of how our platform can streamline your workflow. Expect to wrap up the week with a solid foundation in navigating the platform and managing your clients, marking your first big success.
Week 2: Unlocking AI Tools and Advanced Features
Delve into the heart of Botkeeper with a focus on our high-value AI tools and advanced features. This week is designed to demystify the 'magic' of AI, helping you understand the tangible benefits and insights our tools offer. You'll explore the Transaction Manager, Transaction Insights, Bot Review, Documents, JE Automation, and the Activity Hub. Learn to navigate between the apparent magic and the real capabilities of AI, unlocking the full potential of our platform to enhance your financial insights and streamline your workflow.
Week 3: Deep Dive into CloseTracker and Knowledge Check
As you become more comfortable with the platform, Week 3 takes you deeper into the Close Tracker tool, exploring both partner and client views. This week is also an opportunity for a knowledge check, inviting open questions and feedback on your experience so far. We'll identify areas where you feel rock solid and areas where you might need a review, ensuring you understand how to continuously leverage the insights surfaced by our tools, transforming your month-end process into an efficient, ongoing journey.
Week 4: Maximizing Platform Value
In the final week, we'll explore any untapped potential within the platform, addressing any lingering questions and ensuring you're not missing out on any features. This week is about reinforcing your understanding and confidence in using Botkeeper, ensuring you're fully prepared to move forward with all the tools and knowledge you need.