Keeper is ledger integrated workflow. Run your month-end close in one tab!
Rated
5.0
out of 5Reviewed by
2
Xero usersListed for
2 years
September 2022Key functions
Accountant tools
Keeper can help your business
Tasks for Accountants and Bookkeepers
- Keep records up to date
- Manage data and documents
Overview
Keeper is one app to run your bookkeeping business. Communicate with clients, catch coding errors, track KPIs, and manage your work all within Keeper.
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Keeper + Xero
How we use Xero:
- Profit and Loss Drilldown
- File Reviews
- Duplicate Customer Report
- Duplicate Vendor Report
- 1099 Report
- Management Reports
All transactions are live synced so you never have to worry about stale data.
Getting started
Create an account in Keeper and add a client by connecting a Xero file. We then automatically create the reports for you! It's as simple as that!
Reviews & ratings
2 Reviews
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NP
Natasha Parry
Posted 2 Nov 2022
Game Changer
Keeper has elevated my firm both inside and out. Clients have their questions organized and one single place to go to answer and ask questions, find resources, and access reports. Internally, my firm has one place to manage communication, projects, monthly closes, and ongoing client tasks. The Gmail integration is also great, and time tracking as well. A perfect solution for running a bookkeeping firm. Highly recommend!
TC
Taylor Clouse
Posted 1 Nov 2022
Could not live without Keeper
As a bookkeeping firm, I could not see how I would be able to manage monthly bookkeeping work without this powerful tool.
If you handle multiple client files in Xero and especially if you have a team Keeper will streamline your workflow and give you tools to manage client communication easily.
Additional info
Countries
Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United StatesLanguages
EnglishSupport
Setup walkthroughIntegration walkthroughContact supportinfo@keeper.appFollow
TwitterGet started with Keeper
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