Features
Automates journal entries
Automates reconciliations
Automates month-end close
Automates tax document collection
Automates operational CFO advisory work
Full audit trail with sources and rationale
Zero data training on client data
Tenant isolation per firm
AES-256 encryption at rest
TLS 1.3 encryption in transit
Data export and deletion at any time
SOC 2 Type II compliance (coming)
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
