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Description
Keep serves as a comprehensive financial software solution designed to empower Canadian small and medium-sized businesses in managing their finances effectively, integrating corporate credit cards, expense management, multi-currency accounts, and growth capital resources into one user-friendly platform. Users can benefit from business-issued Mastercard corporate cards that offer significantly higher limits, alongside customizable physical and an unlimited number of virtual cards, all equipped with real-time spending controls and automated expense tracking through receipt uploads and tailored bookkeeping rules. Furthermore, Keep facilitates the seamless transfer of funds internationally in local currencies at competitive foreign exchange rates, while also offering integration with QuickBooks for transaction synchronization and categorization. The platform enhances financial management by providing instant notifications, detailed analytics, and fraud detection mechanisms, ensuring users maintain a clear view of their financial landscape. Additionally, Keep includes functionalities for setting employee spending limits, distributing cards to team members, and accessing growth capital with straightforward terms, making it an essential tool for business growth and financial clarity. Businesses can thus leverage these features to optimize their financial operations and foster better decision-making.
Description
Streamline your financial operations with automated bookkeeping that delivers precise spending insights in near real-time. With daily, weekly, and monthly books being closed automatically, you can make informed decisions with greater assurance. User-friendly and customizable charts and graphs present essential KPIs such as working capital, accounts payable and receivable, profit and loss statements, balance sheets, and trend analyses. Enjoy a comprehensive overview with data refreshed every 15 minutes, while an intuitive portal lets you review and reconcile all outstanding financial transactions. Integration with third-party platforms like Sage Intacct, QuickBooks, and Bill.com simplifies your back office processes. If you need assistance, a dedicated professional from PwC is readily available to provide support. Bookkeeping Connect, offered by PwC, applies over a century of expertise to support not-for-profits, small and medium-sized businesses, family offices, private firms, and service organizations. Additionally, you will receive personalized introductions to PwC experts specializing in mergers and acquisitions, R&D tax credits, capital markets, and various other fields, ensuring that you have access to the best resources for your unique needs. This tailored approach not only enhances efficiency but also empowers your organization to thrive.
API Access
Has API
API Access
Has API
Pricing Details
No price information available.
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
Keep
Founded
2021
Country
Canada
Website
www.trykeep.com
Vendor Details
Company Name
PwC
Founded
1998
Country
United Kingdom
Website
www.pwc.com/us/en/products/insightsofficer.html
Product Features
Business Bank Accounts
Bank Wires
Bill Pay
Billing & Invoicing
Business Credit Cards
Checking Account
Checks
Expense Management
Instant Payouts
No Fee Payments
Rewards
Savings Account
Spend Management
Product Features
Legal Billing
Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking