Keeper

Keeper is for accountants and bookkeepers who need to coordinate client work and review transactions during the month-end close. It brings close tasks, transaction checks, and client questions together, so teams can track progress across clients and handle bookkeeping follow-up in one place. Use Keeper to flag potentially miscoded or uncategorized transactions, find expenses and bills missing attachments, and ask clients questions or request receipts through a client portal. Clients can respond and upload documents there, while accountants can review transactions and make supported changes from Keeper. The app also helps teams assign recurring close tasks, organize reconciliations and final reviews, and prepare management reports with financial results and key metrics. Keeper connects with QuickBooks Online and Xero ledger files, making it suited to accounting practices that want a shared workflow for client communication, receipt collection, bookkeeping reviews, and month-end close management.

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