Keeper develops software that streamlines back-office management for bookkeepers by automating client data organization and financial reporting. This solution reduces manual entry errors and enhances efficiency, allowing bookkeepers to focus on higher-value tasks.
Funding
Funding not disclosed
Founders
Product
Problem
Bookkeepers often spend excessive time on manual data entry, client communication, and generating financial reports. This reliance on manual processes leads to errors, inefficiencies, and limits the time available for higher-value advisory services.
Solution
Keeper offers a software platform designed to automate and streamline back-office tasks for bookkeepers. The platform automates client data organization, reconciles transactions, and generates customizable financial reports. By automating these repetitive tasks, Keeper reduces manual entry errors, improves accuracy, and frees up bookkeepers to focus on client relationships and strategic financial planning. The software aims to enhance efficiency and profitability for bookkeeping firms by providing a centralized hub for managing client data and workflows.
Target Audience
Keeper targets independent bookkeepers, bookkeeping firms, and accounting professionals who manage financial records for multiple clients.
Features
- Automated bank reconciliation using machine learning to categorize transactions
- Client management portal for secure document sharing and communication
- Customizable financial report templates, including balance sheets, income statements, and cash flow statements
- Automated task management and workflow automation
- Integration with popular accounting software such as QuickBooks and Xero
- Secure cloud-based platform with role-based access controls