File Reviews
Integrated file review tools
Review your clients’ books with confidence, powered by a 2-way integration with QuickBooks Online and Xero.
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Trusted by thousands of bookkeepers and accountants
Integrated with QuickBooks and Xero
Catch and correct errors automatically
Stop the manual hunt for coding errors. Keeper identifies transactions that need attention to avoid unexpected issues during the month-end close.
Scale the review process
Minimize extra clicks and multiple tabs so you can complete your month-end close process up to 3x faster. All changes in Keeper sync back to QuickBooks/Xero.
Empower your team
Have confidence that work is being done correctly and free up time for your team’s reviewers each month.
Gain visibility
Ensure no work falls through the cracks. Track progress across your team and clients’ files with a single dashboard view.
Eliminate errors and late nights
Identify expense inconsistencies
Keeper automatically highlights transactions that may be miscoded by comparing current expenses against historical data. When your team makes corrections within this report, the changes are immediately synced to QuickBooks Online and Xero.
“Keeper’s ability to sync with QBO and review books in minutes is an absolute game-changer! Using this app has streamlined the way that we close client books and has given us the ability to provide better insight and higher-level advisory for our clients.”
Ashley Ford
Pretty Penny Accounting
Correct transactions without payees
We understand that one size does not fit all, so we’ve made it easy to customize your Keeper experience alongside the tools you love. Zapier connects Keeper to thousands of popular apps to help you automate your workflows where it makes the most sense.
Fix uncategorized transactions
View all uncategorized transactions in one place and communicate in context from the bank feed. All client responses and documentation are stored in the Client Portal for your team to refer back on.
Explore Client Portal
Review P&Ls at the vendor level
Drill down on individual transactions at the vendor level without opening up Excel, QuickBooks, or Xero. Identify cost drivers and variances so you can assess, budget, and advise your clients for their financial success.
“Keeper helps us keep way better track of everything going on for each client and allows the staff to do the majority of their own work before I final sign off by a manager.”
Katie Hanna
Details Matter Bookkeeping
Track and Prepare 1099s
Generate reports to identify vendors that meet the 1099 criteria, and request missing W-9s directly from your clients or their vendors. After gathering the necessary documents, your team can quickly export the data to your favorite e-filing tool (like Track1099 or Tax1099.)
Learn more about Keeper’s 1099 Management
How On The Books corrects 700 transactions per month using Keeper’s File Review
Read case study