Setup: Easy
Time saved: 30 hrs/wk Vendor claim30 for one client (vendor claim)Source

Who it's for

Accounting and bookkeeping firms that want help sorting client transactions and matching accounts each month.

What it does

Sorts client transactions overnight
Matches deposits and revenue to bank records
Has staff check entries, then posts to QuickBooks Online

Proof

Maker's claimThe company that makes it says so

Tm2 Accounting Solutions saved 30 hours per week on sorting transactions within 6 months.

BotkeeperDate not shown Read the source

Try it yourself DIY version

Not ready to buy the tool? Paste this into ChatGPT, Claude or Grok. Fill in the [brackets] first.

Copy this prompt

I run a bookkeeping firm. Below is a list of bank transactions for [CLIENT NAME] from [MONTH], with account numbers removed: [PASTE TRANSACTIONS: date, payee, amount]. Here is the list of categories this client uses: [PASTE CATEGORY LIST]. Here is how I sorted similar items last month: [PASTE EXAMPLES]. Please put each transaction into one category in a table with these columns: date, payee, amount, category, and how sure you are (high, medium, low). List every low-confidence item at the bottom so I can check it by hand. Do not make up categories that are not on my list.

How to set it up

Book a demo with Botkeeper to get pricing.
Compare the cost with hiring another bookkeeper, like the firm in the story did.
Connect each client's books so it can start sorting.
Review its work before you sign off on any client's books.