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Average Ratings 0 Ratings

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ease
features
design
support

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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

Effortlessly import your banking transactions and promptly categorize them within Pandle to maintain complete oversight of your business's financial health. You can also integrate payment links directly into your invoices, enabling you to collect overdue payments through automated reminders. Track your inventory, monitor the real-time value of your stock, and easily incorporate items into invoices to streamline the process. Designed with user-friendliness in mind, Pandle is a cloud-based bookkeeping solution that addresses the needs of real individuals. It is not only straightforward to navigate but also robust in its features. Pandle takes care of tedious bookkeeping chores, including the automatic import and verification of bank transactions, as well as the distribution of payment reminders and recurring invoices. Customize and send invoices using our high-quality templates, and establish automated reminders for payments, allowing you to receive funds more quickly and enhance your cash flow stability. Experience the convenience of having a financial management tool that adapts to your business needs, making bookkeeping a breeze.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Codat
Devolutions Remote Desktop Manager
Fleet
HitPay
Indent
Nango
Nekton.ai
Refold
SurePassID

Integrations

Codat
Devolutions Remote Desktop Manager
Fleet
HitPay
Indent
Nango
Nekton.ai
Refold
SurePassID

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

Pandle

Founded

2006

Country

United Kingdom

Website

pandle.co.uk

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

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

Alternatives

Alternatives

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