Features
AI conversational agent for bookkeeping
Automatic transaction categorization
Invoice creation and payment reminders
Bank and credit card sync
Expense tracking and receipt capture
Real-time cash flow dashboard
Recurring transaction automation
Financial report generation (P&L, balance sheet)
Multi-user access (Business plan)
Anomaly detection and alerts
AI-powered transaction categorization with 97% accuracy
Automated bank reconciliation (Auto Bank Rec)
Journal Entry Automation (JE Automation)
Close Tracker for month-end management
Smart Connect for data import
Transaction Manager with review workflows
Document Work module for attachments
Activity Hub for collaborative review
Bot Review for flagged items
Password Manager for secure credential storage
Transaction Insights for anomaly detection
Autonomous month-end review with anomaly detection
Self-guided onboarding and Botkeeper University
Standard support with flexible upgrades
