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What is Keeper Insights?

We are dedicated to supporting business owners and managers who seek to enhance their operational efficiency. Our platform features Key Performance Indicators designed to boost awareness and deliver actionable insights. By harnessing the capabilities of Power BI and Booker Software, we provide our clients with a competitive edge at an affordable price. The setup process for Keeper Insights is effortless and user-friendly. You won't have to worry about updating or creating your Key Performance Indicators since our service seamlessly interacts with Booker's API to generate all necessary reports. Your only responsibility is to analyze the trends and make critical business decisions. With just a few clicks, our interactive KPIs allow for easy visual comparisons across different timeframes, enabling better strategic planning and decision-making. This streamlined approach not only saves time but also empowers businesses to focus on growth and innovation.

What is FinOptimal?

FinOptimal is a cutting-edge accounting automation platform aimed at boosting productivity by eliminating manual tasks in QuickBooks Online, thus enabling the automation of processes like accruals, journal entries, spreadsheet syncing, and real-time reporting, which aids finance teams in closing their books more efficiently and with greater precision. Its main products include Accruer, which simplifies the automation of prepaid expenses, deferred revenues, fixed assets, and payroll accruals by just defining the desired time frame; Booker, which facilitates smooth synchronization and bulk modifications of transactions in Google Sheets that are directly connected to QuickBooks; and Wrangler, which offers adaptable and insightful financial reporting tailored from QuickBooks data. This software integrates effortlessly into current accounting workflows while maintaining their integrity, ensuring that verified data is continuously synchronized, preventing the occurrence of duplicate entries, and providing users with access to audit-ready backups along with essential financial insights whenever required. By optimizing these workflows, FinOptimal not only conserves valuable time but also significantly improves the accuracy of financial reporting for organizations. Consequently, businesses can make informed decisions based on reliable data, further enhancing their operational efficiency.

Media

Media

Integrations Supported

Google Sheets
QuickBooks Online

Integrations Supported

Google Sheets
QuickBooks Online

API Availability

Has API

API Availability

Has API

Pricing Information

$75 per month
Free Trial Offered?
Free Version

Pricing Information

$29 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Keeper Insights

Date Founded

2018

Company Location

United States

Company Website

www.keeperinsights.com

Company Facts

Organization Name

FinOptimal

Date Founded

2014

Company Location

United States

Company Website

www.finoptimal.com

Categories and Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Integration

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

Categories and 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

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