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| Infinite Platform | |
| Activity Hub Centralizes communications, ensuring seamless interaction between firms, clients, and Botkeeper. |
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| Work Manages tasks and projects in one place, streamlining assignment and tracking for efficiency |
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| Documents Allows for secure document upload, storage, and retrieval, with unlimited space and organized search. |
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| Transaction Manager Automatically categorizes and integrates transactions into accounting software, flagging uncertain ones for review |
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| Smart Connect Fetches bank statements and financial data in real time, eliminating manual logins and security hurdles |
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| Password Manager Stores all passwords securely, providing easy and quick access without memorization |
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| Client & User Management Manage what firm and client users see and do with user controls. |
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| Bot Review Bot Review flags the variances and exceptions you need to review. Easily review and fix any exceptions detected in your client's financials in real-time. |
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| Auto Bank Rec Automates the reconciliation process, saving a ton of time, effort, and money. |
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| JE Automation Generate loan schedules quickly, and see all your client's loans in one spot. |
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| Transaction Insights See how much time and effort Botkeeper is saving you at a glance. |
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| Close Tracker Grab statuses on all your clients in a single view with the Close Tracker module, or zoom in on a single client's close status using the Close Tracker tab in our Bot Review module. Update statuses on the fly. |
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| Start Now |
