botkeeper

Bookkeepers transition into account managers: Users have mentioned that Botkeeper allows bookkeepers to transition into account managers, enabling them to focus on higher-level tasks, quality control, and client interaction beyond bookkeeping. Several reviewers have expressed their appreciation for this aspect of the platform.

Efficient communication and customization: Many users have praised Botkeeper for its communication capabilities. They found it easy to customize each client's experience and appreciated the platform's efficiency in notifying everyone when documents were uploaded. This feature has greatly improved collaboration between clients and bookkeepers.

Time-saving automation: Numerous reviewers have highlighted how Botkeeper saves them time by automating various tasks. From handling coding of transactions and bank statement reconciliations to categorizing and reconciling company files, users have expressed that these automated processes free up their time from tedious tasks, allowing them to focus on more important responsibilities for their clients.

Difficult and confusing to use: Several users have mentioned that they find the software difficult and confusing to use, especially when it comes to configuring panels and during the synchronization process. They have struggled with understanding how to navigate the interface and perform necessary tasks.

Editing dashboards is problematic: Many users have expressed frustration with editing dashboards for their own needs, considering it as one of the worst problems they encountered. They have found it challenging to customize the dashboards according to their preferences, leading to inefficiencies in managing their data.

Limited budgeting capabilities: Some users have stated that the budgeting process is restricted as a user and not the owner. The master budget provided by the system lacks flexibility in terms of categorization, making it difficult for them to create detailed budgets specific to their business needs.

Users recommend treating Botkeeper as a partner rather than just a service provider, establishing a strong relationship with the Botkeeper team and ensuring mutual understanding of expectations and capabilities. They emphasize the importance of verifying data security policies and procedures.

Integrating Botkeeper with Quickbooks is recommended for efficient and secure data transfer. Users believe that the two tools complement each other well and can save time and money.

Users suggest giving Botkeeper a try and automating easy and repeatable tasks. They mention that the Botkeeper platform keeps evolving and encourage users to provide suggestions for improvement.