Keeper is a B2B finance and accounting software company based in Austin, TX, offering a custom-branded client portal and a variety of features for bookkeepers and accountants.

Locations

Keeper operates from its headquarters in Austin, TX, USA, and accommodates a fully remote team. The company provides its services across various regions including the United States, America/Canada, and supports fully remote operations. This setup ensures that Keeper's team of 35 can efficiently service clients regardless of their geographic location.

Industry and Sub-industry

Keeper operates in the B2B segment, specifically catering to the Finance and Accounting sub-industry. The company specializes in providing solutions for bookkeepers and accountants, aiming to streamline financial operations through its custom software platform. Keeper’s focus on B2B finance and accounting ensures that their products are tailored to meet industry-specific needs.

Y-Combinator Batch: S21

Keeper was part of the prestigious Y-Combinator accelerator program, participating in the Summer 2021 (S21) batch. Y-Combinator is known for nurturing promising startups and providing them with essential resources and mentorship to succeed. Keeper’s inclusion in the S21 batch highlights its innovative potential and credibility in the competitive startup ecosystem.

Software Features

Keeper's software platform offers several key features designed for bookkeepers and accountants. Core features include a custom-branded client portal, file review reports, management reporting, and task management. The platform supports unlimited users, making it scalable for growing firms. Premium features add integrated email, time tracking, client texting, and vendor W9 requests. For Enterprise users, the platform includes pricing agreements, a dedicated Customer Success Manager (CSM), and advanced user permissions.

Pricing Plans

Keeper provides multiple pricing tiers to accommodate different business needs. The Standard plan includes essential features like the client portal and task management. The Premium plan builds on this with integrated email, time tracking, and more. The Enterprise plan offers the most comprehensive options, including dedicated CSM and advanced user permissions. All plans support multiple currencies including USD, CAD, and AUD.

Referral Program

Keeper’s referral program offers incentives to existing users who refer new clients. For each referral that takes a demo of Keeper's software, the referrer receives a $100 Amazon gift card. This program aims to promote user engagement and expand Keeper’s client base through word-of-mouth marketing.

Customer Feedback

Keeper features a testimonials section on its platform where customers provide feedback on the impact of the software on their businesses. These testimonials offer insights into the practical benefits and improvements experienced by users. Additionally, Keeper’s case studies section showcases detailed accounts of how various firms have successfully integrated and benefited from the software.

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