Keeper is a bookkeeping practice management tool that integrates with QuickBooks and Xero, streamlining month-end close processes through automated file reviews, task management, and a secure client portal. It addresses inefficiencies in bookkeeping by reducing the time spent on client communication, error correction, and report generation, enabling firms to close their books in half the time.
Funding
$8.6M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
TVFounders
Product
Problem
Bookkeeping firms often struggle with inefficient month-end close processes due to fragmented communication, manual error correction, and time-consuming report generation. Managing client interactions, tracking tasks, and ensuring data accuracy across multiple platforms can be cumbersome and lead to delays.
Solution
Keeper is a bookkeeping practice management platform that streamlines month-end close workflows by integrating with QuickBooks and Xero. The platform automates file reviews to identify and correct coding errors, facilitates seamless client communication through a secure, custom-branded portal, and offers customizable management reports. By consolidating key bookkeeping tasks and providing a centralized hub for client data, Keeper enables firms to close their books more quickly and efficiently.
Target Audience
Keeper primarily targets bookkeeping firms and accounting professionals seeking to improve efficiency, reduce errors, and enhance client communication during the month-end close process.
Features
- Automated file reviews that catch and correct common coding errors, with instant syncing to QuickBooks and Xero
- Secure client portal for streamlined communication, automated reminders, and document sharing
- Customizable management reports with executive summaries, KPIs, and visualizations
- Task management features for creating and tracking recurring or one-off tasks, with firm-wide progress tracking
- Integrated receipt management for collecting, reviewing, and matching receipts to ledger transactions using AI
- 1099 tracking to identify vendors requiring 1099s and request W-9s
- Zapier integration for connecting with other tools and automating workflows