| Infinite | Basic Services | Advanced Services | |
|---|---|---|---|
| Platform Modules | |||
| 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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| Bookkeeping Services | |||
| Cash Basis Transaction Categorizations Categorizes transactions on a cash basis for accurate financial tracking. |
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| Basic Payroll Categorization Organizes payroll transactions for clear financial oversight. |
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| Simple Month End Journal Entries Manages straightforward journal entries at each month's end for consistent record-keeping. |
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| Basic Schedule Maintenance with Monthly Journal Entry Keeps schedules up-to-date with regular monthly journal entries. |
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| Bank and Credit Card Reconciliations Reconciles bank and credit card statements to ensure accurate financial records. |
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| Income Statement, Balance Sheet, & Statement of Cash Flow Generates key financial statements for comprehensive financial analysis. |
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| Overall Book Review for Unusual Balances or Discrepancies Reviews financial books to identify and address any unusual balances or discrepancies. |
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| Monthly Reports A Standard Monthly Report Package PDF will be provided on or before the closing due date; included elements vary based on cash or accrual basis. |
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| Complex Payroll Categorization Manages intricate payroll transactions for detailed financial insights. |
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| AP Processing Streamlines accounts payable processes for efficient vendor payment management. |
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| Applying Payments to AR Invoices Matches received payments to outstanding accounts receivable invoices accurately. |
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| CC Merchant & POS Reconciliation Reconciles credit card merchant and point-of-sale transactions to ensure accurate sales records. |
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| Inventory Reconciliation Maintains accurate inventory levels by matching physical counts to accounting records. |
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| Enhanced Ongoing Report Support Provides advanced support for continuous, in-depth financial reporting. |
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| Monthly Standard Invoicing Automates the generation of regular monthly invoices for consistent billing. |
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| QBO W-9 Requests Facilitates the efficient collection and management of W-9 forms within QuickBooks Online. |
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| Class & Department Tracking Enables detailed financial tracking by classifying expenses and income by department. |
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| Job/Project Tracking Tracks financials for specific jobs or projects, providing clear insights into profitability and costs. |
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| Start Now | Start Now | Start Now | |
