Why Insight?
Your All-in-One Bookkeeping Portal
At BKE, our goal is to make bookkeeping simple, secure, and transparent. To do that, we built Insight—a platform designed to bring everything about your books into one place.
Insight is more than just a portal for reports. It’s where you can communicate with your bookkeeper, share documents securely, track the progress of your monthly financials, and review past work at any time. Your BKE team lives in BKE Insight. We have a BKE side to Insight where our workflow is kept; keeping communications inside Insight ensures your team will see your communication quickly and be able to respond—no more lost emails or messages being caught up in a spam/junk folder. By keeping everything organized and accessible, Insight makes bookkeeping efficient for us—and stress-free for you.
What You Can Do in Insight
📊 Access Reports Anytime
Your financials are always available in Insight. Whether you need your profit-and-loss statement, cash forecasting, accountant notes, or historical reports, they’re just a few clicks away. This saves time and ensures you always have what you need to make informed business decisions.
💬 Communicate Effectively
Insight centralizes all your communication with BKE. Instead of juggling multiple email threads, everything lives in one secure inbox inside the platform:
- Obstruction Board (BO) – Specific action items (like missing documents, failed login credentials, or needed security codes) that let you know exactly what’s needed to finish your books.
- Ask Client Requests – Unknown or new transactions that come through your banking/credit cards that our bookkeepers may need direction on as to the nature of the expense/receipt.
- Regular Communications – Messages work just like email, so you and your bookkeeper can exchange updates, explanations, and answers to questions—all stored in one place.
- Permanent Archive – Every communication is logged and archived for easy reference, so you always have a record of what’s been asked, answered, and resolved.
✅ Track Progress & Resolve Obstructions
Transparency is at the core of Insight. You’ll always know where your books stand in the delivery process:
- Status Updates – Track the stage of your books, from document collection through reconciliation, review, and delivery.
- Obstruction Board (BOs) – If your books can’t be completed, you’ll see a clear notification of what’s blocking progress, why it matters, and what action is required from you to resolve it.
- Accountability – Both you and BKE know exactly what’s needed, reducing delays and keeping delivery on track.
🗂 Review Your History
All work that has been done relating to your books stays in Insight. You can review past reports, prior communications, and completed tasks at any time. This archive becomes a valuable record of your financial history, helping with audits, loan applications, or year-end reviews.
🔒 Share Credentials Securely
Financial access is sensitive. With Insight, you never need to send passwords or logins by email. Instead, credentials are stored and shared securely inside the portal, with built-in encryption. This keeps your information safe and your team in control.
📅 Stay Organized and Connected
Insight also helps you manage the day-to-day relationship with your BKE team:
- Schedule calls directly from the portal
- Upload documents securely
- Manage who on your team has access by adding users and assigning specific permissions.
- Keep all bookkeeping-related communication in one place
Why Insight Matters for You
At first glance, Insight makes it easier to access reports and answer questions—but the real value runs deeper:
- Efficiency – By centralizing communication and requests, nothing slips through the cracks.
- Transparency – You always know where your books stand, and what’s needed to finish them.
- Security – Your credentials and documents are protected.
- Accountability – Every request, report, and obstruction is logged, creating a clear record.
- Peace of Mind – You’ll never wonder “Did they get my email?” or “What’s holding things up?”
How BKE Uses Insight to Work for You
Behind the scenes, Insight powers how we manage your books:
- Bookkeepers use it to organize and complete daily work.
- Managers track delivery timelines and quality control.
- All communication is visible to our team, so nothing is lost if someone is out of office.
- The Obstruction Board ensures we can flag and escalate issues quickly.
- Secure credential management saves time and reduces risk.
This efficiency translates directly into value for you: accurate books, delivered on time, at a cost that keeps your overhead low.
Getting Started with Insight
Here’s how to make the most of your portal:
- Log In Regularly – Check Insight weekly to review requests and track progress.
- Respond Quickly – Reply to both Ask Client requests and regular communications to keep your books moving.
- Check the Obstruction Board – If you see your books are blocked, act quickly to provide what’s needed.
- Review Reports – Use your monthly financials and forecasts to guide business decisions.
- Use Secure Sharing – Always upload documents and credentials inside Insight, never by email.
- Leverage the Archive – Search past reports and communications whenever you need them.
The Bottom Line
Insight isn’t just a tool—it’s the foundation of how we work together. By keeping everything in one place, Insight ensures:
- Your communication is clear and efficient
- Your data and credentials are secure
- Your reports are accurate and delivered on time
- Your history is always available
- Your books stay on track, without surprises
With Insight, working with BKE becomes seamless, transparent, and stress-free.