Frequently asked questions
What is QuickKeeper?
QuickKeeper is a browser extension that automates your account reconciliation.
Who is it for?
Anyone who uses QuickBooks, Xero or Sage Intacct to reconcile accounts and approve transactions.
Which accounting platforms are supported?
QuickBooks, Xero and Sage Intacct.
How much work can it automate?
Up to 95% of the work in account reconciliation and transaction approval.
Which browsers work?
QuickKeeper works in Chrome only.
Do I need to give QuickKeeper my accounting platform login?
No. You log in directly in your browser. Storing your credentials in QuickKeeper is completely optional and only used to automatically log you back in if your session expires.
Is there one license per client or per user?
A license is per machine installation.
What does it do when it cannot match a transaction?
It leaves the transaction untouched and marks it for manual review.
Can I test it without modifying my live accounting data?
Yes. There is a test mode that simulates transactions and reconciliations, letting you preview exactly what actions it would take, without making any changes.
Does QuickKeeper store or send my clients' financial data to your servers?
No. QuickKeeper runs entirely inside your local Chrome browser and interacts directly with your accounting platform. Your client financial data does not touch our servers.
Can I continue using my computer while an automation runs?
Yes, the automations run fully in the background.
Can it process all my clients in a single run?
Yes. You can run individual client cleanups or launch an All Clients batch run to process every client file sequentially.
Can I see a history of what was categorized and reconciled?
Yes. QuickKeeper maintains detailed activity logs of every action taken, with one-click CSV export for internal audits and client reporting.
How do I get started?
Choose a plan on the pricing page and select Get started.