Features
Auto-categorization and reconciliation of transactions in real time
AI invoice generation from natural language prompts
Smart rules for recurring transactions and workflows
Year-round compliance reminders
Automated bookkeeping and financial reporting
Tax preparation and IRS federal tax filing support
Management of W-8, W-9, and 1099 IRS forms
Company formation with EIN assistance
Registered agent service and business address
Mail forwarding (limited in Essentials, unlimited in Premium)
Bank account application support
ITIN assistance (50% off in Pro)
Multi-language interface (English, Arabic, Turkish)
State tax filing and sales tax registration
Dedicated account manager and CPA meetings (Premium)
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
