Search results for Botkeeper

Arkrel turns bank statements, card statements and receipts into finished books for self-employed people, small businesses and the accountants who serve them. Upload or email your PDF statements; Arkrel turns them into transactions, sorts them merchant by merchant with rules that remember your choices, totals each statement against its own printed balances, and builds a Schedule C style tax-year report plus QuickBooks CSV, Xero CSV and OFX exports and a read-only accountant share link. Accountants and bookkeepers can run it for clients under their own login, one business per client. Pricing: one statement free with no card; Catch-Up is $599 one time per tax year for one business, with 12 months of access and up to 3,000 pages; Autopilot is $59 a month for 1,500 pages a month. Both include a 30-day money-back guarantee.

Reportpost emails your Xero reports on a schedule. Connect Xero with read-only access, pick the reports, the period and who gets them, and Reportpost sends them as PDF, Excel or CSV every week, every two weeks, every month or every quarter, at the hour you choose in your timezone. Reports include Profit and Loss (with comparison columns, or split by tracking category), Balance Sheet, Aged Receivables and Aged Payables summaries, Bank Summary, Trial Balance, Executive Summary and Budget Summary, plus lists of unpaid invoices, invoices raised in the period, draft invoices and unpaid bills. It's built for bookkeepers and accounting practices that send monthly packs to many clients. Each schedule has its own recipients, subject and message, replies go straight to you, and you can preview the PDF or send yourself a test before anything goes out. Figures are pulled fresh from Xero every time it sends.

Steadfile collects IRS tax forms from the people and companies you pay — W-9 for US payees, W-8BEN, W-8BEN-E and W-8ECI for foreign ones — without the vendor ever choosing a form. You add a vendor’s name and email. They get a secure link, answer a few plain questions that route them to the right form, and every answer is checked as they go, including treaty claims across 56 countries. The vendor confirms a one-time code and signs electronically. You get the completed official IRS PDF, a consent and signing record, and an expiry date that steadfile tracks and renews before the form lapses. Built for finance and operations teams at small and mid-size companies, and for the bookkeepers and accountants who serve them. Two-factor authentication on every account, tax IDs masked by default, and signed forms kept four years in line with IRS recordkeeping rules.

CompliDesk is an AML/CTF compliance platform built specifically for Australian Tranche 2 reporting entities — accountants, bookkeepers, lawyers, conveyancers, real estate agents, and trust & company service providers. With AUSTRAC's Tranche 2 reforms now in effect, thousands of Australian professional services firms are required to enrol with AUSTRAC and maintain an ongoing AML/CTF Program for the first time. CompliDesk makes that manageable from one dashboard: biometric KYC and KYB identity verification, automated risk assessment, PEP and sanctions screening, a guided AML/CTF Program builder, ongoing customer monitoring, and AUSTRAC report preparation (SMR, TTR, IFTI-E). Built for firms managing compliance across multiple clients — not just a single business's own obligations — CompliDesk integrates with Xero for fast client onboarding, and plans start at $39/month with no lock-in contract. CompliDesk is a product of Kainos Consultants Australia Pty Ltd.

Corbica is property management software for landlords and property managers who care what their books say. Most tools track payments and generate reports from them. Corbica posts every dollar to a real double-entry general ledger, so your rent roll, owner statements, Schedule E and bank reconciliation all tie back to the same source of truth. Collect rent by ACH or card with autopay, late fees, and tenant and owner portals. Run leasing end to end: listings, applications, screening, e-signature and renewals. Connect your bank and Corbica categorizes transactions, matches receipts to ledger entries and flags what doesn't reconcile. The AI Bookkeeper reviews your books and tells you what looks wrong. Built for more than single-family: commercial leases with CAM reconciliation and percentage rent, community associations, mortgages with principal/interest/escrow splits, owner distributions and 1099 filing. Free for up to 5 units; full accounting from $59/month.

Pedfs.com is an intelligent document processing platform built for finance and accounting teams. Using AI and OCR technology, it automatically extracts data from PDFs, invoices, receipts, bank statements, and purchase orders — eliminating hours of manual data entry every week.Key features:• AI-powered PDF data extraction with 99%+ accuracy • Invoice parser that captures vendor, amount, date, line items, and tax • Expense manager for tracking and categorizing business expenses • PDF to Excel/CSV export for seamless spreadsheet workflows • Accounts payable automation with 3-way matching support • Integrations with QuickBooks, Xero, SAP, and major ERP systems • Batch processing for high-volume document workflows Who it's for: Accountants, bookkeepers, AP teams, small business owners, and finance managers who process invoices, receipts, or financial documents regularly.Pricing: Free trial available. Paid plans start at affordable monthly rates.

1099 Tax AI Tool is a self-hosted vendor and payment tracker that helps US small businesses, freelancers who hire subcontractors, and bookkeepers prepare 1099-NEC forms. Store each contractor's legal name, TIN and address; record payments by hand or import them from bank and PayPal CSV exports; and see live, per-vendor $600 threshold tracking so you know exactly who needs a 1099-NEC each tax year. Generate a pre-filled 1099-NEC PDF per vendor to review with your tax preparer. Optional AI-assisted import turns statement exports from almost any bank layout into clean transactions matched to your vendors, using your own Anthropic API key. The app runs on your own computer, so contractor TINs and payment history never leave your machine. Sold as a one-time purchase with a lifetime license (2 activations), no subscription. Reference tool only: it does not file with the IRS and is not tax advice.

PaySorted is an invoicing app for UK tradespeople and small businesses, with automatic payment chasing built in. Send quotes and invoices from your phone, get paid by card, Apple Pay, Google Pay or Pay by Bank through Stripe, and let PaySorted send polite email and text reminders until the customer pays. Chasing pauses if the customer replies and stops the moment they pay. Built for plumbers, electricians, builders, roofers, cleaners and other trades, it handles CIS deductions and the VAT domestic reverse charge, keeps job photos and certificates with each job, and produces income and expense totals for each Making Tax Digital quarter. It syncs with Xero, QuickBooks, FreeAgent and Sage. Accountants and bookkeepers get a free read-only portal showing every trade client, who is owed what, and whose records are ready, with one-click period-end packs. Works in any phone browser and can be added to the home screen like an app. 30 days free, no card needed. Plans from £14.99/month.

Payday Super deadline tracking for Australian bookkeepers and BAS agents. Since 1 July 2026, employers must have super received by the fund within 7 business days of payday (20 for a new employee's first contribution), and a public holiday in any state or territory moves every employer's date. SuperDue works out each pay run's deadline under the ATO's national business-day rule, walks back each client's clearing-house lead time to a send-by date, and sends alerts 5, 3 and 1 business days before the deadline by email, Telegram, or a Slack, Teams or Discord webhook. Every client's pay runs sit on one board, riskiest first. Pay runs are entered by hand or imported from a spreadsheet; there is no Xero or MYOB connection. SuperDue is a deadline and reminder tool, not a registered tax or BAS agent, and does not lodge or advise. Free for up to 3 active clients, no card, no time limit. Paid plans from A$29/month (AUD, no GST).

BankSheet (getbanksheet.com) is a bank statement converter for bookkeepers. Upload a text-based bank statement PDF and BankSheet shows the transactions as a register with date, description, debit, credit, and running balance. Before you export, it checks the opening balance plus credits minus debits against the printed closing balance and shows pass, fail, or incomplete (±0.02 tolerance), so a bad extract is caught before it reaches a client file. Exports are CSV or Excel with Standard, QuickBooks, or Xero column presets. The presets are column layouts, not .QBO, OFX, or Web Connect files. Dedicated parsers cover Chase, Bank of America, Wells Fargo, Citi, Capital One, American Express, Barclays, HSBC, NatWest, and Revolut, with a generic fallback for similar text PDFs. Uploads are processed in memory and discarded after about 60 seconds; PDF contents are not logged. There is a permanent free allowance of 10 pages, so you can test on a real statement or the built-in samples before paying. BankSheet is not banksheet.io or banksheet.ai.

BankToSheet is an Australian dual-engine PDF bank statement converter and 14-point forensic fraud audit suite purpose-built for accountants, bookkeepers, and mortgage brokers. Key Capabilities: • Mathematical Balance Integrity: Automatically verifies opening balance plus transactions equals closing balance, eliminating flipped debits and credits on Commonwealth Bank (CBA), ANZ, Westpac, NAB, and Macquarie statements. • 1-Click Accounting Export: Converts static bank PDFs into signed, pre-formatted Xero Bank Feed CSVs, MYOB AccountRight/Business files, and Excel spreadsheets. • 14-Point Forensic Tamper Audit: Scans PDFs for unauthorized text edits, font stream modifications, and metadata anomalies before transactions are entered into the general ledger. • Australian Data Sovereignty: 100% hosted and processed in Sydney (AWS ap-southeast-2) with RAM-only ephemeral execution (zero disk storage) and zero AI model training on financial documents, fully compliant with APRA CPS 234 and the Australian Privacy Principles.

ReflowPDF is a browser-based PDF editor with true structural reflow. Unlike tools that position text in fixed boxes, it builds real semantic document structure (tables, headings, lists), so editing content reflows the document like a word processor — add a table row and everything below repaginates automatically. It runs entirely in the browser with no software to install. The custom rendering engine is built from scratch with zero external dependencies — no headless Chrome or Node. Exports pass PDF/UA-1 and PDF/A-3a validation, making it suitable for accessibility compliance work (EAA, ADA Title II, EN 301 549). A key feature is round-trip editing: the editable source is embedded directly inside the exported PDF, so the file you download is the same file you reopen to keep editing — no server-side document storage required. There is an open demo with no signup required. Built for translators and localization teams, accessibility compliance teams, and regulated SMBs (bookkeepers, accountants, paralegals).

Moninsight is the AI CFO for one-person businesses. Built specifically for U.S.-based solopreneurs, freelancers, and consultants filing Schedule C, Moninsight replaces spreadsheets and generic bookkeeping software with a conversational AI that actually reasons over your real financial data, not generic advice. Instead of dashboards and manual categorization, you simply ask: "Am I profitable this month?" or "How much should I set aside for taxes?" and get answers grounded in your actual transactions, deterministic accounting rules, and IRS guidance, not AI guesswork. Moninsight connects to your bank and payment accounts (via Plaid), automatically categorizes income and expenses across roughly 175 industry-specific categories, tracks deductions, and helps you stay ahead of quarterly estimated taxes, all through natural conversation. When you're ready to act, Moninsight can execute changes directly (with your approval), not just explain what to do. Built for solopreneurs who don't want to become bookkeepers just to run their business.

Dueboard is a deadline board for UK bookkeepers and sole practitioners. Import company numbers (CSV or paste) and see every client's accounts deadline and confirmation-statement (CS01) date on one board, plus the estimated Companies House late-accounts penalty in pounds. Companies House already sends free filing reminders. Dueboard complements those by showing the whole client list and the late-accounts amount at stake before a filing slips. It is not unique versus FastUK, CHWatch, and CoHoWatch. Late-accounts estimates use GOV.UK private company / LLP bands: £150, £375, £750, and £1,500 (may double if late in two successive years). These are estimates, not legal advice. CS01 dates are shown so you can chase them. Dueboard does not invent an automatic CS01 fine. Free covers 3 companies. Solo is £12/month for up to 120 companies, with in-app deadline alerts. Optional iCal feed. Data comes from the Companies House public API. Not affiliated with Companies House.

SlipZapper solves a problem every South African business with company cards knows well: chasing employees for slips. Instead of sifting through a shoebox of slips at month-end, your cardholders simply snap a photo of the slip, submit it on the app, WhatsApp, or forward the receipt email. SlipZapper's AI reads it and files it automatically, matching the vendor, category, and separating the VAT. Built-in per-card approval workflows mean you see exactly who spent what, on which card, and whether it's been reconciled. Set forward-looking budgets per card to catch overspend before it happens, and use custom expense categories that match how your business actually works. At month-end, export clean CSV or ZIP files compatible with most accounting platforms. Your bookkeeper gets free access, so nobody's stuck waiting on missing slips. Plans start at R199/month for up to 5 cardholders. Built for South African businesses, but currency settings allow for global use!

Zerentry is a simple AI-powered tool that automatically extracts data from invoices and receipts so you don’t have to enter them manually. Many freelancers, bookkeepers, and small business owners still spend hours typing invoice data into accounting software. Zerentry eliminates this tedious work. Just upload a document or forward an email, and Zerentry instantly reads the invoice, extracts key information (vendor, date, amount, taxes, line items), and prepares it for your accounting workflow. Zerentry is designed to work with modern accounting tools like QuickBooks and Xero, helping users reduce manual data entry, avoid errors, and save valuable time. Instead of spending hours on bookkeeping tasks, users can focus on running their business. Key features: AI invoice and receipt extraction Automatic data structuring Email forwarding for automatic capture Accounting-ready exports QuickBooks & Xero integrations Zerentry is built for freelancers, accountants, and small businesses who want a faster and smarter way to manage invoices.

BizBooks Pro is professional desktop accounting software built for small businesses tired of annual price increases and cloud lock-in. Key differentiator: 12-Year Price Lock Guarantee. The price you pay today is your price until 2037. No surprises. No annual increases. Full-featured accounting: • Double-entry bookkeeping • Professional invoicing • Multi-currency support (15 currencies) • Inventory management • Time tracking • Bank reconciliation • Financial reports (P&L, Balance Sheet, Cash Flow) • QuickBooks data import Why businesses switch from QuickBooks: • Save $3,600+ over 12 years • Your data stays on YOUR computer • Works offline - no internet required • All features included (no tier upgrades) • Unlimited users in higher tiers Plans from $299/year (Basic) to $1,680/year (Enterprise). 30-day free trial, no credit card required. Built for solopreneurs, small businesses, bookkeepers, and accountants.

Autonome PDF is a PDF editor made in Melbourne for Australian businesses. It runs in your browser, so there's nothing to install, and your file isn't uploaded to edit it. That matters when the PDF is a tax return, a contract or someone's bank details. What you can do: - Edit the words in a PDF without retyping it - Sign a PDF without printing it, or send it to others to sign, with an audit trail - Merge files, split them, or pull out pages - Redact so the words are really gone, not just covered by a black box - Make a PDF smaller for email, convert it to Word or Excel, or add a password (AES-256) - Make a scanned PDF searchable (OCR) It's built for teams that pay for a PDF subscription mostly to merge statements, fix a typo on an invoice or black out a TFN: bookkeepers and BAS agents, accounting firms, conveyancers, and small offices. Editing is free. A free sign-in gets you 5 downloads a week. Autonome PDF is made by Autonome, a software company in Melbourne that builds business apps for Australian teams.

IRIS Elements is a cloud-native platform designed for accountants, bookkeepers and growing accountancy firms that want to manage client work, compliance and practice operations from a single connected system. Bringing together tax preparation, accounts production, AML, practice management, workflow management and client onboarding within one platform, IRIS Elements gives firms one shared client record and a single source of truth across the practice. This helps reduce duplication, improve visibility and eliminate the inefficiencies that come from managing multiple disconnected systems. Built specifically for UK accountancy professionals, IRIS Elements supports tax and compliance workflows while providing the flexibility of secure cloud access from anywhere. Firms can start with the functionality they need today and add additional modules as their practice grows. Whether you're a sole practitioner looking to simplify operations or a growing practice seeking greater efficiency and scalability, IRIS Elements helps you spend less time on administration and more time delivering value to clients.

MoneyFeed is expense-capture software for small businesses, freelancers and the accountants who serve them. Clients send photos of receipts and invoices through WhatsApp, the messaging app they already use every day. MoneyFeed organizes those expenses — auto-categorized, with a dashboard and monthly summary — and produces a clean, downloadable Excel/CSV file that the client shares with their accountant. MoneyFeed is not bookkeeping software and does not replace QuickBooks or Xero: it performs no tax filing or reconciliation, and it does not deliver anything to an accountant automatically. It solves the step before bookkeeping — getting complete, organized expense records out of clients' phones and into a file a firm can actually work from. Paid plans add receipt scanning volume, mileage tracking, quarterly tax estimates and a Schedule C tax summary, bank auto-import, and PDF/Excel export. For firms, MoneyFeed offers a partner program for CPAs and bookkeepers whose clients struggle with recordkeeping (moneyfeed.io/for-accountants). MoneyFeed is developed by Maxe Feed Holdings LLC, based in Houston / Sugar Land, Texas.