Keeper for Professional Bookkeeping Firms
The all-in-one operations hub that automates client communication and the monthly closing process.
Deep Context
Keeper is a specialized practice management and month-end close software designed specifically for bookkeepers and accountants using QuickBooks Online and Xero.
Executive Summary
Keeper automates the discovery of coding errors, manages practice workflows, and facilitates seamless client communication via a white-labeled portal to expedite financial reporting.
Perfect For
- Professional bookkeeping firms scaling their client base
- Accounting firms using QuickBooks Online or Xero
- Practice owners seeking to eliminate email-based client queries
- Remote bookkeeping teams requiring centralized workflow visibility
Not Recommended For
- Firms primarily using desktop-based accounting software
- Small businesses looking for DIY bookkeeping tools
- Individual freelancers with fewer than 5 clients
The AI Differentiation:
Automated Transaction Questions Portal
This AI-driven module programmatically scans general ledgers to flag transactions missing payees, classes, or descriptions. It automatically populates a secure, white-labeled client portal with these queries, allowing clients to provide context or upload receipts via mobile or desktop. Once the client responds, the data can be synced directly back to the accounting software, eliminating manual data entry and fragmented email chains.
Enterprise-Grade Features
The Close Folder
A structured checklist for month-end closes that detects inconsistent coding and duplicate transactions automatically.
White-Labeled Client Portal
A professional, branded interface for clients to answer questions, upload documents, and view financial reports.
Direct Ledger Integration
Bi-directional sync with QBO and Xero ensures that changes made in Keeper reflect in the accounting software instantly.
Management Reporting
Automated generation of clean, professional PDF financial packages with custom cover pages and executive summaries.
Task & Practice Management
Internal workflow tools to track team progress, deadlines, and client-specific recurring tasks in one dashboard.
Pricing & Logistics
Professional Integrity
Core Strengths
- Dramatic reduction in manual client follow-ups
- Deep integration with QuickBooks Online specifically
- Highly intuitive UI for both staff and clients
- Affordable per-client pricing model
Known Constraints
- Limited functionality for Xero compared to QBO
- No support for QuickBooks Desktop
- Reporting customization is less granular than dedicated BI tools
Industry Alternatives
Financial Cents
Stronger focus on general practice management and time tracking over automated ledger auditing.
Client Hub
Offers similar client portal features but with a different approach to workflow automation.
Karbon
Better suited for large, complex firms requiring robust enterprise-level project management.
Expert Verdict
The gold standard for modern bookkeeping firms looking to automate the 'last mile' of client data collection.