Case Study: Protobi saves time and automates bookkeeping with Botkeeper

Protobi Hired Botkeeper to Save Time—and It’s Working

Protobi, a survey analytics application, faced significant bookkeeping challenges as its client base grew by 100%, which resulted in a cumbersome manual process of matching a high volume of invoices and electronic checks. Their previous traditional bookkeeping firm could not provide the full-service, automated experience they needed to save time and gain real-time financial insights. This led them to seek a new solution from the vendor Botkeeper.

Botkeeper implemented its automated bookkeeping solution, which was customized to fit Protobi's existing processes. The solution automated their invoicing and payment reconciliation, automatically matching client checks to invoices. As a result, Protobi's CEO reclaimed over six hours per month previously spent on bookkeeping and now uses Botkeeper's dashboards for real-time financial data to guide business strategy.

Protobi

Pieter Sheth-Voss

Chief Executive Officer