Search results for Botkeeper

DocSender Pro is a document collection platform built for professional services firms — accountants, bookkeepers, and law firms — who need to gather documents from clients without endless email threads and lost attachments. Staff create reusable Bundle templates (e.g. "Annual Tax Return Documents") once, then assign them to any client in seconds. Clients receive a secure magic-link invite — no password, no app download — and upload documents from a mobile-first portal. Staff track progress in real time: what's uploaded, what's outstanding, what's been reviewed and approved or sent back for changes. Key features: Reusable document request bundles, assigned per client Magic-link client authentication (no accounts or passwords for clients) Mobile-first upload portal Automatic PDF merging of multi-file uploads Approve/reject individual documents with client-facing feedback Automated reminder emails with client-controlled pause In-app discussion thread per request for quick clarifications Full English and Hebrew support (UI + client-facing emails) Multi-tenant workspace isolation, per-firm branding

ScribeosAI is an AI-powered receipt and invoice automation platform for bookkeepers, accounting professionals, and small CPA firms using QuickBooks Online. The platform helps firms collect and organize documents across multiple clients, extract receipt and invoice data—including vendor, date, amount, tax, and line items—and review the results before posting approved transactions to QuickBooks Online. Field-level confidence scores highlight information that may require attention, while human review and edit history provide oversight and traceability. Duplicate detection helps prevent the same document from being posted more than once. Approved data can be sent directly to QuickBooks Online or exported in structured formats such as CSV and JSON. ScribeosAI combines multi-client document collection, AI extraction, human review, duplicate checking, and QuickBooks synchronization in one workflow. It complements QuickBooks rather than replacing it. Its flat-pricing model includes unlimited clients without separate per-client charges. Firms can evaluate the platform using 50 free document pages without providing a credit card.

HireTalent.lat is a hiring and team-management platform for finding, hiring and managing pre-vetted remote professionals in Latin America, working in the same time zones as US teams, with a focus on talent trained in AI tools. It is not an agency: employers hire talent directly at fair rates, either by searching the talent pool themselves or through Done For You Hiring, where HireTalent's recruiters deliver screened candidates within 10 business days with a 90-day replacement guarantee. Every applicant is screened (65% don't make the cut), and human-reviewed certification badges cover 24+ AI tools such as ChatGPT, Claude, Midjourney, Cursor and ElevenLabs. Paid trial tasks let you test candidates before you hire, and Magic Matching recommends candidates by skills, experience and work style. Built-in time tracking, contracts, compliance documents, payroll and PTO let you run your remote team in one place. Common hires include virtual and executive assistants, developers, designers, bookkeepers, customer service staff, and social media and project managers.

PayAppCheck checks construction pay applications and tells you which numbers do not tie. Dozens of tools help subcontractors create and submit AIA-style pay applications. Almost nothing serves the general contractor, owner, lender or construction bookkeeper on the receiving end, who opens a stack of inbound G702/G703 packets every month and has to verify each one by hand before money moves. PayAppCheck reads a pay application in native PDF, Excel (.xlsx), or a custom G702-style layout, extracts every figure, and runs a deterministic reconciliation engine over the result. The G703 to G702 arithmetic is fully determined, so the math is not just output, it is the verification mechanism: it catches transcription and extraction errors and localizes them to a specific cell. Checks include: - Sum of Column G must equal G702 Line 4 - Column G must equal D plus E plus F on every line - Line items must sum to the printed grand totals - Completed and stored to date on a line cannot exceed that

Quick Cloud Hosting is a hosting provider is one of the leading service providers in the QuickBooks Hosting industry. We have been one of the frontrunners of the service industry market, providing top-tier hosting services for a variety of clients. Our specialty lies in data security, threat analysis, and enterprise-level network protection on our managed cloud servers, which means that your information will be safe and sound. With the State of art technology, cutting edge solutions and a dedicated server maintenance team working in the background 24*7 we are committed to provide the best hosted Quickbooks experience to our end users. We have data centers in multiple locations including the US, the EU, and Asia. This ensures that your data is always protected and accessible to you even in the event of major natural or industrial disasters at numerous regions of the globe. With QuickCloud Hosting, you are connected, safe, and in good hands. Our clientele consists of certified public accountants, accounting professionals, bookkeepers, and owners and managers of small and medium business. We make sure that regardless of the size of the business, everyone associated with our business gets the best service possible.

BeeBee Advisory was founded in 2016 with an aim to revolutionize the global finance and accounting industry by providing a superior alternative to building and maintaining an in-house finance department. We specialize in offering best-in-class cloud-based accounting solutions, financial advisory and other allied services to MSMEs. We serve a wide variety of clients located throughout the United States, Canada, UK and many other parts of the world. Our Team: 30+ team of CAs, ACCAs, bookkeepers and analysts led by partners with big4 background and 10+ years of experience. Our Approach: Our team is your team, our model is simple: We provide you with an experienced team at a fraction of the cost of a full-time employee. We know how important it is to have good business advice available to us on not only accounting issues but everything else business finance. We pride ourselves on being proactive in identifying and solving issues before they become problems. Our close-knit team is driven to help you gain the control you need of your entire financial universe, to overcome any challenges, now and in the future. You're in capable hands as our group of seasoned accountants is dedicated to your success.

BillyBox is an invoice management tool designed for freelancers, sole proprietors, and small businesses who receive invoices via email. The application connects directly to email accounts — supporting Gmail, Zoho Mail, and any IMAP-compatible provider — and automatically identifies invoice and receipt attachments within messages. Users do not need to forward emails to a special address or manually download files. After collection, users review and classify each document as business, personal, or ignored. The desktop interface uses a three-panel layout with keyboard shortcuts (B for Business, P for Personal, I for Ignore). The mobile interface provides swipe-based classification — right for business, left for personal, down to ignore. Classified invoices can be exported as organized ZIP files sorted by category and month. The export is designed for handoff to accountants or bookkeepers. Additional capabilities include automatic data extraction (vendor name, invoice amount, currency, date) from PDF and XML attachments, and a vendor rules system that remembers classification preferences. Infrastructure is EU-hosted with AES-256 encryption. Email access is read-only. A free tier is available without requiring a credit card.

Bill is billing, accounting and bookkeeping software for South African attorneys, advocates and small law firms, with an optional full service in which Bill's own team keeps the books and files the returns. Bill drafts time entries and expenses from the places the work already happens: WhatsApp messages and voice notes, Gmail and Outlook inboxes, and Google and Microsoft calendars. Fee earners approve each entry, and nothing is billed or sent to a client without their say-so. From there Bill handles clients and matters, invoices in the practice's own format, pro forma invoices, credit notes, client statements and payment tracking, and syncs invoices to Xero. The Accounting add-on brings business and trust ledgers, bank and trust reconciliation with suggested matches, trust reconciliation reports, management reports, and separate books for deceased estates, insolvencies and business rescue. With Full service, Bill's bookkeepers reconcile the books every month and a registered tax practitioner files VAT, PAYE, provisional tax, income tax and CIPC returns and facilitates the trust audit. Client data is stored in South Africa, in Google Cloud's Johannesburg region.

StatementLoom converts PDF bank and credit-card statements into files bookkeeping software imports: QBO for QuickBooks Online and Desktop, QFX for Quicken, OFX, Excel, CSV and a Xero-ready CSV. Before any download, each statement is checked against itself: the opening balance plus every transaction must equal the closing balance, and every running balance printed on the statement must follow from the row above. When a row does not fit, StatementLoom shows which one, and it can be corrected before export. Pages that never reconcile are not charged. Bookkeepers keep each client's statements apart in one workspace, with unlimited clients and seats on paid plans. Uploads are deleted automatically 24 hours after upload by default (workspaces can choose 7 or 30 days), and statements are never used to train AI models. StatementLoom reads text PDFs downloaded from online banking; scanned or photographed statements are not supported yet. A free converter handles up to 10 pages a day without an account and downloads Excel or CSV. A free viewer opens QBO, QFX and OFX files in the browser.

Route Impact exists to make FedEx Ground operations more profitable. Your AI staff finds the profit: in the contract you sign, the routes you run, the drivers you pay, the trucks you keep and the books you close. We're operators too, and margins in this business are too tight to run the way they used to be run. You're not buying software. You're hiring an AI staff: - Your AI contract analyst models each contract offer before you sign. - Your AI settlement auditor checks every weekly settlement against your rate card and flags anything for your review. - Your AI payroll analyst weighs driver pay against what each route earns. - Your AI fleet manager prices the replacement before the breakdown. - Your AI bookkeeper reviews every card swipe and keeps the scoreboard. - Your AI Chief of Staff answers questions across all of it, grounded in your own documents, and the staff sends a weekly report every Monday. Built for independent service providers who hold FedEx Ground contracts. Route Impact is an independent product and is not affiliated with, endorsed by, or sponsored by FedEx.

LedgerInbox checks cash, tips and card deposits for every location, then puts anything that doesn't match in one keyboard-driven inbox on top of QuickBooks Online. It's built for bookkeepers who look after restaurants, cafés, bars, salons and retail. The bank feed only shows what reached the bank. It can't show the $47 that never left the drawer, tips that were collected but not paid out, or a card deposit that never arrived. LedgerInbox reads the daily reports from the register and payroll, compares them to the bank and QuickBooks Online, and lists only what doesn't match, with the math under each line. You work through that list with the keyboard. Uncategorized bank lines from every client sit in one list with an account already suggested. Press Enter to accept, or R to change it. When the same supplier shows up in several books, you can categorize it across all of them with one key. It doesn't replace QuickBooks or the tool that posts your daily sales. It sits on top and checks the work.

Even Margin is bookkeeping software for US small businesses. Connect your bank through Plaid and Even Margin names the merchant behind each transaction, picks its business category, and shows how confident it is in each call, with the reason. Anything that deserves a second look goes to a short review list, with the most important items first. Every change is written in plain English, so you can see at a glance who changed what: you, a team member you invited, your accountant, or Even Margin. You get profit and loss and cash flow statements, category trends, and a cash runway figure, with your books checked against your bank and duplicates spotted before they reach a report. Split a transaction across categories, write rules that run in the order you choose and apply them to past transactions too, and export everything whenever you like. Your chart of accounts is ready the moment you sign up, so you can start right away, and you can invite your accountant as a Bookkeeper. Your bank login stays with your bank, and Even Margin has read-only access to your accounts, so your money stays exactly where it is.

Finstatly is a bank statement converter built for bookkeepers and accountants. It turns PDF bank statements into Excel, CSV, QBO, OFX or QIF files in one upload, so you stop retyping transactions by hand. Pick the file your software imports. Use Excel or CSV to review transactions before they reach the books, or download QBO for QuickBooks, OFX for Xero, Sage and MYOB, and QIF for Quicken. Every row keeps the date, description, amount and running balance from the statement. Finstatly reads statements from 1,000+ banks across the US, UK, Europe and Australia, including Chase, Bank of America, Wells Fargo, HSBC and Barclays. It handles a steady monthly close as well as a catch-up client who drops a folder of PDFs on your desk. Your clients' data is protected: uploads are encrypted with AES-256, deleted automatically after processing, never read by a person and never used to train AI. Finstatly follows GDPR for every user. Start with 5 free pages, no card needed. Paid plans start at $25 a month with shared seats for teams, and extra page credits at $0.20 a page that never expire. File-to-file converters (QBO, QFX, OFX, CSV, QIF) are free with no signup.

introduce you to SAYA Platform, a game-changing solution that enables businesses to solve complex data challenges. Our platform offers a range of innovative offerings, including SAYA ReconX, an AI/ML-based proprietary reconciliation engine, SAYA ResolveX, a unique exception manager with machine learning abilities, SAYA AnalytiX, which provides seamless decision-making analytics and reports, and SAYA QuantX, which provides computation models and a quant library for faster solution delivery. Our platform is designed to simplify complex reconciliations, making processes more efficient and effective. We offer zero configuration-based implementation, which means our system auto-learns the rules and maintains the recon identifiers through machine learning. Additionally, our platform is built on cloud agnostic and cloud-native technologies with micro-services, API first, and serverless technologies that keep our customers ahead of the curve. Finally, our algorithm allows us to reconcile encrypted data, which makes it more efficient to take care of sensitive data privacy requirements. Our product is intended for data specialists, business data analysts, data research analysts, bookkeepers, reconciliation specialists, and analytics managers. If you fall into any of these categories, we encourage you to explore SAYA Platform and see how we can help you solve your data challenges.

About Integra Global Solutions Founded in 2004, Integra Global Solutions is a trusted provider of outsourced bookkeeping and accounting services. Headquartered in Pittsburgh, Pennsylvania, Integra has over 20 years of experience serving accounting firms across the USA, Canada, and the UK. With additional offshore offices in India, the Philippines, and Colombia, Integra’s team of over 1,800 professionals includes skilled bookkeepers, accountants, and tax specialists. We help accounting firms streamline their operations, reduce costs, and expand their business with minimal capital investment. Core Competencies and Focus Areas Integra specializes in comprehensive bookkeeping, payroll processing, tax preparation, and financial reporting services. We leverage leading accounting software platforms such as QuickBooks, Xero, and Sage to deliver efficient and accurate solutions. Our flexible pricing models and customized service plans cater to the unique needs of firms of all sizes, ensuring compliance, operational efficiency, and exceptional outcomes. Recognition and Certifications Integra Global Solutions is ISO 27001 certified, underscoring our commitment to the highest standards of data security and confidentiality. With a 97% customer satisfaction rating, we are recognized for our customer-centric approach and excellence in outsourced accounting services. Our dedication to innovation, quality, and delivering measurable results sets us apart as a reliable partner for accounting firms.

SkipEntry automates the tedious process of extracting data from PDF invoices. Instead of manually typing vendor names, dates, line items, and totals into spreadsheets or accounting software, you upload your invoices and let AI do the extraction. How it works: 1. Upload PDF invoices — up to 50 at a time via batch upload 2. AI extracts structured data: vendor name, invoice number, date, due date, line items with quantities and unit prices, subtotal, tax, and total 3. Review extracted data side-by-side with the original PDF 4. Export to your preferred format: QuickBooks (IIF), Xero CSV, generic CSV, Excel, or JSON Key differentiators: - Math validation cross-checks line item extensions (qty x unit price), subtotals, and tax calculations. Discrepancies are flagged before export. - Vendor auto-learning improves accuracy over time as you make corrections. - Handles both text-based and scanned PDF invoices using vision AI. - Export formats are mapped to match QuickBooks and Xero import specifications. Built for bookkeepers, accounting firms, and small business owners who process high volumes of vendor invoices. Free trial: 50 pages, no credit card required. Plans from $49/mo.

Documentric turns PDF bank statements, credit card statements, invoices and receipts into clean files for your books. Upload a statement from any bank. Documentric reads the document itself rather than matching a per-bank template, so there is no bank list to be missing from. Every transaction lands in an editable grid next to the original PDF, and each statement gets a balance check against its own opening and closing balances, so you can see whether it ties out before anything reaches QuickBooks. Fix a row, add a missing one, set a row aside, flip debits and credits in bulk, and undo any change. Then export in the format your workflow needs: QuickBooks Web Connect (.qbo), Excel, CSV, Xero CSV, Sage CSV, Quicken QIF, OFX and QFX. Invoices and receipts are read field by field and can be sent straight to QuickBooks Online as bills and purchases, or exported as CSV, Excel or IIF. Built for solo bookkeepers, small practices and business owners who are tired of retyping statements. File statements under clients, find the months that are missing, and on Professional and Business plans export many statements at once. Plans start at $19 a month for 300 pages. The free plan converts 10 pages a month with no credit card.

Drop Spot is a web-based document collection and client onboarding portal designed for accountants, CPAs, bookkeepers, mortgage brokers, creative agencies, and law firms. It eliminates the manual work of chasing clients for paperwork by replacing password-locked portals and unencrypted email threads with single-use magic links. Key Features: • Passwordless Client Uploads: Clients click a secure magic link and upload requested documents without registering, remembering passwords, or installing apps. • Automated Follow-Up Reminders: Configurable email and SMS reminder schedules that politely nudge clients and shut off automatically once the checklist is fulfilled. • Mobile Camera-to-PDF Scanner: In-browser camera capture with automatic perspective correction and high-contrast multi-page PDF compilation for physical documents and receipts. • 1-Click Review & Rejection: Inspect PDFs, spreadsheets, and image uploads directly in the browser; approve files or reject individual items with targeted feedback notes. • Ephemeral Storage & Retention: Built-in 30-day, 90-day, or custom auto-purge retention windows with permanent SHA-256 audit receipts for compliance with IRS Pub 4557 and FTC Safeguards. • Direct Cloud Storage Sync: Export completed packages as organized ZIP archives or sync directly to Google Drive and Dropbox.

Clarity Books AI is bookkeeping for self-employed people and small business owners who don't want to learn accounting software or pay $600+ a month for a bookkeeper. Connect your bank and credit cards through Plaid (12,000+ institutions, read-only access). Clarity imports your transactions back to January 1 and categorizes them with AI. It learns your vendors, so the more you use it the less it asks. Once a week it sends a short check-in, by push notification and in the app, about the few transactions it isn't sure of. You answer in plain words. You get a monthly profit and loss report automatically, every account in one dashboard, and a year-end packet you can send to your CPA in one click. Clarity also handles invoices with online payment, 1099 contractor tracking, a mileage log, sales tax tracking, receipts, and more than one business under one login. You can invite your accountant to work in your books. Every AI categorization is a suggestion you can override in one click. Your data is encrypted, stored in the US, never sold, and you can delete everything yourself at any time. One plan at $149/month with every feature and unlimited transactions. Try it free for 30 days.

BeehiveMind is beekeeping software that records by voice. Beekeepers record hive inspections and harvests with voice commands during the inspection, without touching a screen, and the iOS and Android app keeps recording where there is no signal. Everything lands on the web dashboard as one row per visit, so a colony's whole season reads top to bottom. An inspection covers fourteen readings: frames, population, pollen, honey, eggs, closed brood, queen seen, queen cells, queen year, varroa, American and European foulbrood, and nosema. The dashboard charts how each reading changes over the season. Apiaries sit on a map with their hives, the local weather forecast and recent inspections. Treatments are planned as a course, with every dose scheduled and a reminder when one is due. Feeding and harvest records sit beside the inspections, and costs and income are tracked by category with a monthly review. Every hive gets a QR label, and your data is exportable at any time. Free for one apiary with up to 10 hives, no card needed. Pro (€5/month) adds unlimited apiaries and hives, treatment schedules and reminders, financial tracking, weather per apiary and QR labels for every hive. Enterprise adds several users on one operation, per-user roles and bulk import of existing records.