Keeper is ledger integrated workflow. Run your month-end close in one tab!
Rated
5.0
out of 5Reviewed by
10
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
10 Reviews
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Most recent reviews
KS
Katie Stebbins
Posted 3 Dec 2024
The best thing to happen to my firm
Keeper has revolutionized the way I run my business.
Not only has it made me more organized and productive, but it has also completely transformed how I communicate with my clients. The ability to centralize all communication—whether it’s with clients or my team—has been a game-changer. I no longer worry about missed messages or scattered updates, as everything is kept in one easy-to-access place.
Keeper has truly become the backbone of my operations, and I can’t imagine running my business without it. If you're a bookkeeping professional looking for a tool to streamline your workflow and improve client communication, I can't recommend Keeper enough!
AW
Angela Wentz
Posted 27 Nov 2024
THE must-have app for bookkeeping firms!
We use Keeper every single day in our firm! From time-tracking, quality control, reporting, one-stop shop for our clients’ communication, receipt management… I could go on and on! They have so many features that make my job and my staff’s so much easier and efficient! You couldn’t convince me to NOT use it - it has become so integral!
EB
Emelie Bankston
Posted 27 Nov 2024
Keeper with Xero
I found out about Keeper through an accounting FB group. Why not give it a try? WOW. I have some of my Xero clients integrated with Keeper and then have the rest of my clients unconnected. This a great software to help me stay on track with where I stand in their work. Love the app and love how Ben Stein and his staff stay on top of making this app the best it can be. Looking forward to learning more tips and tricks as I dive deeper into the app.
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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