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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Since its inception in 2004, ProfitKeeper has partnered with franchisors to boost their profitability and expand their brand presence. Our comprehensive platform is designed to save time and deliver deeper insights for both emerging franchises and well-established brands, ultimately aiding franchisees in becoming more financially successful. In 2018, we became a part of PrimePay, aligning our efforts towards a common goal: allowing business owners to concentrate on improving their operations. Trust is paramount when it comes to managing financial information, and our secure platform is relied upon by some of the leading names in the franchising industry. Envision a solution that not only handles the workload efficiently but also guarantees that your data is accurate and actionable. ProfitKeeper gathers reliable data essential for informed decision-making. Our innovative software automates the extraction of franchisee information, including financial statements, royalties, and key performance indicators, and presents it all in user-friendly dashboards and analytics. By streamlining this process, we empower franchisors to focus on strategic growth while we take care of the essential data management.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Devolutions Remote Desktop Manager
Fleet
Indent
Motileo
Nango
Nekton.ai
SurePassID

Integrations

Devolutions Remote Desktop Manager
Fleet
Indent
Motileo
Nango
Nekton.ai
SurePassID

Pricing Details

$8 per month per month
Free Trial
Free Version

Pricing Details

$6 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

ProfitKeeper

Founded

2001

Country

United States

Website

www.profitkeeper.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

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Payroll

401(k) Tracking
Attendance Management
Benefits Management
Check Printing
Compensation Management
Deductions Management
Direct Deposit
Multi-Country
Multi-State
Reporting/Analytics
Self Service Portal
Tax Compliance
Vacation / Leave Tracking
W-2 and 1099 Preparation
Wage Garnishment

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