July 31, 2025

🚀 AI Bank Feeds Beta - Now Open to All Firms!

Our new AI-powered Bank Feeds feature is seamlessly integrated into your existing Keeper workflow and can help automate up to 70% of your basic transaction coding. Here's how it works:

Potential Matches
- Automatically suggests ledger matches (bills, purchases, journal entries) just like you’re used to - so you can breeze through your pending transactions.
Rules
- Customizable rules group transactions by vendor and category, letting you bulk-post multiple entries with one click.
Auto Classifications
- When past transactions have been coded identically, Keeper’s AI confidently auto-categorizes them - just review and post!
Needs Review
- For uncertain entries and new vendors, AI offers smart suggestions (and “Ask Client” prompts), complete with reasoning and links to validate vendor info.

👉 To get started, fill out our beta signup form here. Access will be rolled out over the coming week!

Bug Fixes

Investigated an issue where an email blast only sent to a portion of selected contacts.
Investigated a bug where magic links showed “Account not associated with a contact” for all recipients.
Investigated missing “Email History” tab for a user across all clients.
Fixed a bug where the Keeper Receipts billing banner showed even when Receipts were enabled.
Fixed a bug preventing practice upgrades to Premium.
Fixed a bug where recurring questions failed to send for some contacts on July 24.
Fixed a bug causing forwarded receipt emails to not appear in the uploads inbox.
Fixed a bug keeping users from selecting an Organizer slide.
Fixed a bug where client responses and uploads to transaction questions appeared blank on the firm side.
Fixed a bug causing an error when adding client access via Manage Users.
Fixed a bug keeping updates to projects in Keeper from syncing to transactions in QBO.
Fixed a bug where the billable checkbox did not appear for some users.
Fixed a bug where the Executive Summary bar chart displayed no data.
Fixed a bug where a task section listed as 0/2 showed as 0/0 on the Client List.
Fixed a bug causing the “Refresh QuickBooks Data” button to disappear from the Reporting tab.