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Description
Engage with your clients effectively, identify coding mistakes, monitor key performance indicators (KPIs), and streamline your workflow. Offer your clients a centralized platform to address unclassified transactions, submit bank statements, and review their financial information. Implement automated email reminders to eliminate the need for manual follow-ups. Identify and rectify misclassified transactions straight from the Keeper application. Monitor KPIs and create tailored financial packages for each client. Upon logging into Keeper, you will typically encounter a Client List that displays all your clients along with your progress on their respective accounts. This list also provides a summary of any open Client Questions, indicating which have been resolved. Additionally, you can enhance your Client List by including Client Properties that offer deeper insights into your clients; for instance, a checkbox feature for VIP clients allows you to filter and view only those clients who are considered a priority. This organization not only boosts efficiency but also enhances the overall client experience.
Description
The Leapfin Revenue Platform empowers you to enhance accuracy, streamline manual tasks, and achieve real-time insights into your GAAP revenue figures. Are you tired of constantly building yet never finishing? Save both time and resources by avoiding the need for ERP extensions or custom developments. This allows you to concentrate on expanding your business through new products, exploring international markets, and adapting to different business models. As you prepare for IPOs, audits, and overall company expansion, the pressure mounts when you lack clarity on your revenue situation. Eliminate the anxiety surrounding your next Board meeting by gaining immediate access to your financial data. Having on-demand visibility alleviates the uncertainty in your decision-making process. The challenge of ensuring precise revenue figures is already daunting, and the overwhelming volume of data complicates matters further. With the right tools, you can confidently present your revenue insights to executives and auditors. Are you aware that a scalable and adaptable pre-built solution exists? The key to overcoming these challenges is found in a cohesive financial data platform coupled with a revenue subledger, which can greatly simplify your financial reporting processes. This innovative approach not only enhances clarity but also fosters strategic decision-making that drives your business forward.
API Access
Has API
API Access
Has API
Integrations
Devolutions Remote Desktop Manager
Fleet
Indent
Nango
Nekton.ai
Integrations
Devolutions Remote Desktop Manager
Fleet
Indent
Nango
Nekton.ai
Pricing Details
$8 per month per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Keeper.app
Founded
2020
Country
United States
Website
www.keeper.app/
Vendor Details
Company Name
Leap Technologies
Country
United States
Website
leapfin.com
Product Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Bookkeeping
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Collections
Expense Tracking
Fixed Asset Management
General Ledger
Payroll
Revenue Recognition
Spend Management
Tax Management
Product Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management