Features
AI Close Agents for month-end close automation
Automated transaction categorization up to 98%
Accrual automation for prepaid expenses and fixed assets
Revenue recognition (cash and accrual basis)
Invoicing: send, track, and reconcile invoices
Real-time financial dashboards: cash, burn, runway
Multi-entity support via integration
API and MCP for custom agent-native workflows
Accuracy AI with audit trails
Cash application for accounts payable
Manual journal entries with vendor/customer fields
1-click tax report generation
Custom Chart of Accounts templates
Self-guided QuickBooks migration tool
AI-driven CoA mapping and historical data conversion
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
