Overview

Keeper.app helps bookkeeping and accounting firms streamline their workflows through a subscription-based client portal and reporting package. Its platform centralizes client communication and provides comprehensive reporting, enabling firms to speed up month-end close and improve quality control. The product works as a cloud-based portal that firms grant to clients, delivering secure messaging, document sharing, and ready-to-send reporting packages; monthly or annual fees cover access, support, and updates. Keeper differentiates itself with strong customer service, a focus on process efficiency, and a growing virtual controller portfolio that demonstrates scalable onboarding of entities. The goal is to improve efficiency and accuracy for bookkeeping firms while expanding adoption in the financial technology space.

Significant Headcount Growth

YC Company

Simplify's Take

What believers are saying

• Custom KPI tracking and reporting packages exceed QuickBooks capabilities.
• Client portal centralizes communication, questions, and document uploads.
• Continuous product updates enhance month-end close automation.

What critics are saying

• Rebranding to Double erodes brand recognition, causing 60-80% churn in 3-6 months.
• Docyt steals market share with superior AI automation in 6-12 months.
• Keeper Tax automates expense tracking, reducing demand in 12-18 months.

What makes Keeper unique

• Keeper bi-directionally syncs with QuickBooks Online and Xero in real-time.
• Keeper automates weekly reminders for uncategorized transactions via email.
• Keeper's file review catches coding errors before client financial delivery.

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Funding

Total Funding

$6.8M

Below

Industry Average

Funded Over

2 Rounds

Notable Investors:

Y Combinator

Notable Investors:

Y Combinator

$6,500,000

Series A

Dec 2025

Series A funding typically happens when a startup has a product and some customers, and now needs funding to scale. This money is usually used to grow the team, expand marketing, and improve the product. Venture capital firms are frequently the main investors here.

Series A Funding Comparison

Below Average

Industry standards

Ind Avg. $15M

$3.7M

$5M

$6.5M

$8.2M

$15M

$30M

View all funding stages