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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
With MoneyMonk, you can effortlessly handle all aspects of your administration. Over 5,000 freelancers have chosen MoneyMonk to support their business operations. The platform seamlessly integrates project management and accounting functions. You can efficiently monitor your working hours to ensure compliance with tax regulations. Additionally, you can log both business and personal trips, which can be invoiced as needed. Tailor your invoices to reflect your unique brand style and send them directly to clients via email. You can also upload receipts, and we will take care of scanning and extracting essential information for you. Set up projects, track your hours and travel, and gain insights into how your time is allocated. Generate and dispatch quotes through email, allowing clients to easily approve or reject them. The VAT return is automatically calculated and readied for your convenience. Adding bank transactions to MoneyMonk is a straightforward process, enhancing your financial oversight. Many business owners find handling their administration to be daunting, but rest assured, MoneyMonk offers a range of support options to assist you effectively. Our dedicated team is always here to guide you through the complexities of your administrative tasks.
API Access
Has API
API Access
Has API
Integrations
Fleet
Indent
Nango
Nekton.ai
Pricing Details
$8 per month per month
Free Trial
Free Version
Pricing Details
€10 per month
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
MoneyMonk
Country
Netherlands
Website
www.moneymonk.nl/
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