Features
AI time entry suggestions from email, calendar, chat, phone
Automated timesheet generation with rule-based filtering
Billing and invoicing with customizable templates
Team management with billing rates and utilization
Analytics and reporting on activity and profitability
Contemporaneous timer for manual time capture
Project aliasing (projects, matters, cases) across the UI
Document management for files related to time entries
Rule engine for connected sources: skip, spam, assign, auto-submit
Bi-directional sync with practice management systems
Self-hosted LLM option for enterprise security
Custom integration building via API
Integration rules for filtering time entries
Cloud-based and self-hosted LLM options
Time entry review with drag-and-drop workflow
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
