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What is Keeper?

Effectively engage with your clients, pinpoint coding errors, track essential performance metrics, and optimize your workflow seamlessly. Provide a comprehensive platform for your clients to manage unclassified transactions, upload bank statements, and assess their financial data. Introduce automated email notifications to reduce the necessity for manual reminders. Detect and correct misclassified transactions directly within the Keeper application. Keep an eye on KPIs and develop customized financial packages tailored to the needs of each client. When you log into Keeper, the first thing you will notice is a Client List showcasing all your clients alongside the progress made on their accounts. This list also highlights any outstanding Client Questions, showing which issues have been addressed. Furthermore, you can enrich your Client List by incorporating Client Properties, which give you a more profound understanding of each client; for example, a VIP client checkbox feature allows you to filter and view only those clients deemed a priority. This structured organization not only enhances operational efficiency but also significantly elevates the client experience. By maintaining such a system, you ensure that all aspects of client management are handled with accuracy and care.

What is Acttopus?

For anyone seeking an effective solution to manage their business finances, Acttopus stands out as an excellent choice! This platform simplifies the process of monitoring transactions, organizing receipts and bills, and generating financial statements. Additionally, it allows users to share their dashboards with external parties, providing an added layer of reassurance. With Acttopus, you benefit from comprehensive documentation of every transaction, access to real-time data for your team, and the convenience of exporting your information with just one click. Moreover, being cloud-based means you can enjoy significant storage savings while ensuring your financial data is always securely accessible. This makes Acttopus not only a practical tool but also a smart investment for your business's financial health.

Media

Media

Integrations Supported

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

Integrations Supported

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

API Availability

Has API

API Availability

Has API

Pricing Information

$8 per month per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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.app

Date Founded

2020

Company Location

United States

Company Website

www.keeper.app/

Company Facts

Organization Name

Acttopus

Date Founded

2022

Company Location

Egypt

Company Website

acttopus.com

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

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

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

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

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