Скачать или смотреть Automate the Complex Close: Accruals, AI Journal Entries, and Keeper Scale

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Join the product managers behind Keeper’s newest features as they demo how the Scale package is changing what’s possible for firms. You’ll learn how to eliminate more manual work, improve accuracy, and offer higher-value services to your most complex clients.

⚡️ Build smarter schedules with Accruals – Replace spreadsheets with structured, rules-based automation that posts clean, audit-ready entries right from your Close page.
⚡️ Turn messy docs into journal entries with AI – Instantly generate and post balanced entries from payroll reports, processor exports, and HUD-1s—no formatting required.

Timestamps:
00:00 - Intro
04:55 - Accruals demo
14:22 - AI Journal Entries demo
21:30 - Pricing
22:59 - Q&A

Want to upgrade clients to Plus or Scale? Most accounts will see the ability to upgrade clients in the All Client Settings page in Practice Settings.

Want to put more than 10 clients on Scale or don't see the ability to upgrade? Reach out to your Keeper rep or [email protected] to take advantage of the launch discount.

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