3 Financial Management Tasks Checkeeper Does for You

Looking to make the bookkeeping process more efficient and automated? Professional bookkeepers and accountants are familiar with Checkeeper for streamlining the payment-issuing process. Those professionals looking to save time and increase efficiency in the bookkeeping benefit from three financial management tasks Checkeeper can take care of:

Pay

Use Checkeeper to issue check payments to all your suppliers, leasing and rental agents, insurers, utility providers, vendors, and creditors. Checkeeper offers customizable check templates for on-demand business check printing and mailing that can take care of all your bills. Create each check as needed, or import a CSV file with data for many checks at once. All checks will be automatically formatted within the layout you select or create. Link Checkeeper to your Odoo or Xero account to have data from unpaid invoices imported directly into Checkeeper for automatic bill-to-check conversion. Want to do even less work? Order your entire order (one check, or many) to be printed and mailed through Checkeeper's check mailing services. Select the priority delivery speed you need, along with tracking options if necessary, and Checkeeper can have your needed payment checks in the mail by the end of the business day.

Record

Checkeeper accounts come with an online check registry that eliminates the hassle, time drain, and potential for data entry errors inherent to manual record-keeping. Instead of entering payment data into paper registries and ledgers—or multiple online accounts—use Checkeeper to automatically record and store the details of each check created. When you need to track down a payment or verify a date or amount, search the online registry instantly according to any check element. Run payroll using Checkeeper as either a stand-alone service for printing and recording paychecks and pay stubs, or link Checkeeper to Gusto, Square, or Patriot Payroll to offer a custom paycheck option to their payment methods while keeping data synced automatically. If you use QuickBooks Online or FreshBooks for accounting assistance, Checkeeper can sync the payment data automatically so that expenses are categorized properly in real time.

Analyze

Checkeeper offers powerful searching and reporting features that valuable to bookkeepers and accountants, as well as to small business owners who manage their own financial records. Checkeeper makes financial analysis a more streamlined and accurate process when users need to compare actual expenditures to budgeted amounts, prepare taxes, or make more accurate forecasts for future spending. Search the check registry according to any check field to track down a payment, or pull up an entire list of checks that suit a specific search criterion. When you need to analyze spending for the month, quarter, year, or specific time frame, use Checkeeper reporting options to pull up a spreadsheet of all payment data within the designated dates. Checkeeper reports list all stored payment data for every single check, including the authorized user who initiated each payment and the date and time of check creation.

Checkeeper for professional bookkeepers and accountants

Checkeeper is the preferred tool for professional bookkeepers and financial managers because it allows consolidated account management that handles payments for multiple businesses or multiple clients simultaneously. After creating a free Checkeeper account, add as many secondary businesses as needed, and access all of them from the same login and account page; toggle between businesses to issue payments, record expenses, print paychecks, and analyze spending. Each added business incurs its own subscription terms and comes with its own smart check registry that separates the spending and check history from the other businesses so that bookkeepers and managers can run clean reports. Each added business also has its own designated add-ons, uploaded business logos, custom check templates, and mailing settings.