September 18, 2025

📣 Introducing Keeper Scale: Advanced Close Automation Is Here

We’re launching Keeper Scale - your new home for advanced close automation. Built for firms managing complex clients, Scale includes powerful new tools like Accruals and AI Journal Entries to help you eliminate manual work and close faster - all in one platform you already love.

What’s included in Keeper Scale:

Accruals
- Fully automates the posting, tie out, and roll-forward of all your accruals, generating audit-ready schedules in minutes.
AI Journal Entries
- Takes complex source files like payroll reports, ALTA settlement statements, and POS exports and turns them into review-ready entries you can post straight to the ledger.
One streamlined platform
- Manage tasks, client comms, reporting and more - while incorporating advanced automation into your close.

Learn more and sign up:

🖥️ Join the Launch webinar to learn more about the new functionality

🔥 Keeper Scale is available now in beta and will be available to everyone on September 25th.

💰 Pricing will be $50 per client per month total (not an add-on) and can be turned on for just the clients who need it.

🎁 Launch promo: Get 20% off Scale with 10+ clients on annual contract.

*Keeper Plus and Scale plans are only available for QBO clients at this time.

Bank Feeds Improvements

Use our Chrome extension to automatically clear transactions in QBO that were categorized in Keeper's bank feeds. Navigate to QBO's reconciliation module and click the "Start Reconciliation" button to try it out.

Reporting Updates

We added new configuration options for the management report cover page - choose between larger or smaller text in the package title.

Bug Fixes

Fixed a bug where the practice inbox was not populating despite a successful connection.
Fixed a bug that triggered a “failed to sync folders” error message in email.
Fixed a bug where removing personal inbox access caused task-converted emails to disappear for teammates.
Fixed a bug where the practice logo appeared oversized in recurring non-transaction email notifications.
Fixed a bug where email history migrated back to the Message Client tab when practice email was disconnected.
Fixed a bug where a second practice inbox appeared with a “not connected” label despite correct setup.
Fixed a bug where a receipt failed to post due to a system error.
Fixed a bug where transactions failed to show up in search results and improved bank feed search reliability.
Fixed a bug where closing task templates were not applying as expected.
Fixed a bug where the Chrome extension caused visual issues within QuickBooks Online.
Fixed a bug where navigating to or updating Capacity Planning caused a “Something went wrong” error.
Fixed a bug where an error appeared when giving a manager client access via Practice Settings.
Fixed a bug where the management report legal disclaimer pushed content to an extra page.
Fixed a bug where P&L details were cut off in published financial reports.
Fixed a bug where chart of account name updates were not reflected in management reports.
Fixed a bug where the “unassigned” tag was not rendering when assignable questions were enabled.
Fixed a bug where formatting on the mobile Resources tab was misaligned.
Fixed a bug where users could only @ tag teammates from within a task, not from the comment inbox.
Fixed a bug where questions were not sent to Keeper from the Chrome extension when a split transaction was added.