Botkeeper

Botkeeper is a cloud-based bookkeeping platform designed for accounting firms. It combines machine-learning automation with firm-managed workflows and optional accounting support.

The platform connects with QuickBooks Online and Xero general ledgers. Its modules cover transaction categorization, bank reconciliation, journal entries, documents, tasks, client access, and firm-level reporting.

Botkeeper uses confidence-based automation. Transactions below the configured confidence threshold can be surfaced for review, allowing accounting staff to correct classifications and improve later processing.

Botkeeper’s core automation tools include Transaction Manager, Auto Bank Rec, journal entry automation, Bot Review, and Smart Connect. The platform also includes Firm Insights, Transaction Insights, Close Tracker, Activity Hub, Work, Documents, and Password Manager.

Transaction Manager categorizes transactions using historical and account data. Auto Bank Rec identifies discrepancies between bank or statement data and the general ledger. Journal entry automation supports recurring accounting schedules, including loan principal and interest splits.

Workflow tools support recurring tasks, projects, client requests, document storage, communication, role management, and firm-wide visibility. Botkeeper also provides optional service tiers with trained accounting resources for onboarding, cleanup, write-up, or ongoing work.

Botkeeper’s current public pricing uses per-license monthly rates. A license represents one client entity supported through the platform.

Monthly pricing is $149 per license for one to four licenses, $109 for five to nine, $79 for 10 to 24, and $59 for 25 or more. Annual billing is listed at $134, $98, $71, and $53 per license respectively.

The software-only licenses include the platform’s automation, insights, security, collaboration, and document features. Optional services are priced separately. Botkeeper does not offer a free trial, but it provides monthly billing and annual contracts.

Botkeeper’s main strengths are its accounting-firm focus, broad workflow coverage, and support for confidence-based transaction automation. It also provides public pricing tiers and monthly billing.

Potential limitations include the platform’s narrow documented general-ledger support, which currently centers on QuickBooks Online and Xero. Human service packages require separate scoping, and service activation requires a minimum of 10 active Infinite licenses according to Botkeeper’s licensing documentation.

Keeper is a comparable accounting-firm platform focused on bookkeeping workflow automation, client communication, and month-end processes. Numeric is another alternative for automated bookkeeping and accounting operations. Bookkeeper360 combines bookkeeping technology with outsourced accounting services for small businesses.

Firms comparing products should review supported general ledgers, transaction volume handling, document workflows, reporting requirements, service availability, and pricing structure.

Does Botkeeper offer a free trial?

No. Botkeeper’s pricing page states that it does not offer a free trial. Monthly billing is available instead.

Which accounting systems does Botkeeper support?

Botkeeper’s knowledge base documents support for QuickBooks Online and Xero as general ledgers. It also references BILL for accounts-payable workflows and Smart Connect for financial-account connections.

Does Botkeeper have an API?

Botkeeper references a historical “Botk API” in an older partner document, but no current public API documentation was verified during this research.

Is Botkeeper available on mobile?

Botkeeper’s current public documentation describes a web platform. A separate public mobile application was not verified.

Who is Botkeeper designed for?

Botkeeper is designed primarily for accounting and bookkeeping firms managing multiple client entities. Businesses may use it through a participating accounting firm.