Botkeeper

Botkeeper is a bookkeeping automation platform and service model for accounting firms. It combines machine-learning workflows with human review so firms can manage client books and increase capacity. It is not a free small-business bookkeeping app: licensing is based on client entities, with optional dedicated resources.

✨ Key Features

• Transaction Manager — Use connected accounting data and prior categorization context to auto-categorize transactions, then surface lower-confidence items for review.
• Smart Connect and GL automation — Connect supported systems such as QuickBooks Online and Xero so recurring bookkeeping work can flow into the general ledger.
• Automated bank reconciliation — Reconcile bank, credit, and loan accounts against statements and focus staff attention on exceptions.
• Automated journal entries — Prepare recurring or supported journal entries from the platform workflow instead of entering every item manually.
• Client and user management — Organize clients, users, documents, passwords, and account activity in the Botkeeper Operating System.
• Work task management — Assign and prioritize firm and client tasks, view outstanding work across clients, and identify capacity bottlenecks.
• Reports and dashboards — Review Profit & Loss, Balance Sheet, Cash Flow, AR/AP and custom reporting outputs through firm and client dashboards.
• Dedicated bookkeeping services — Add Essentials, Core, Professional, or Premium resources when automation alone does not cover the firm’s workload.
• Security and review controls — Use 2FA and 256-bit encryption; high-confidence entries can post automatically while lower-confidence entries are surfaced for review.

💳 Pricing

• Infinite platform license — The licensing guide lists $69 USD per client entity. It includes Smart Connect, GL automation, Auto Bank Recs, and Firm Insights; contract terms and billing cadence apply.
• Infinite Lite license — A limited license for eligible clients without a supported cloud general ledger. It includes basic modules such as client/user management, activity, work, documents, and password management, but not Smart Connect, GL automation, bank reconciliation, or transaction-level processing.
• Essentials service tier — Dedicated support is billed monthly per assigned resource; public starting prices vary by US day/night shift, so confirm the quote.
• Core service tier — A dedicated-resource tier with no single universal public price.
• Professional service tier — A higher-support tier for complex or high-volume portfolios; quote-dependent.
• Premium service tier — The highest listed dedicated-resource tier; confirm scope and price.
• 1–4 licenses / 5–9 licenses / 10–24 licenses / 25+ licenses — The pricing page displays annual/monthly rates per license of $134/$149, $98/$109, $71/$79, and $53/$59 USD; confirm how these tiers relate to the licensing guide.

Pricing note — Public pages use both platform-license and service-resource language. At least 10 active Infinite licenses are stated for dedicated services. Confirm taxes, contract, eligibility, implementation, and scope before purchase.

⚖️ Alternatives Compared

🎯 Use Cases

• Accounting-firm capacity planning — Automate recurring client bookkeeping and use Work views to find bottlenecks before adding staff.
• Monthly close — Reconcile connected accounts, review exceptions, and produce management reports for client review.
• Client onboarding — Connect supported accounting systems, configure workflows, and organize documents and users in the platform.
• Advisory-led practices — Move repetitive transaction work into automation so accountants can spend more time on advisory conversations.
• High-volume client portfolios — Use entity-based licenses, dashboards, and optional dedicated resources to scale service delivery.
• Bookkeeping support gaps — Add a Botkeeper resource for categorization, reconciliations, AP processing, reporting, or other scoped services.
• Quality-controlled automation — Let high-confidence entries flow through while routing uncertain transactions to a person for review.