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Start here for the decision-making essentials: what Botkeeper does, who it is for, how it is accessed, and the first-party sources behind this profile.
Enhanced onboarding & support upgrade for firms with under 11 entities: $2,000 one-time fe
Botkeeper is an AI-powered automated bookkeeping platform for accounting firms, combining machine learning, workflow automation, and skilled accountants. It delivers high-accuracy transaction categorization, real-time reporting, and integrations with QuickBooks Online and Xero.
Read-only public captures of Botkeeper’s homepage. Screenshots are dated, never live embeds, and open full-screen.
Short answers to the questions buyers and builders commonly ask about Botkeeper. Each answer cites the shared ledger below, where every source is listed once.
AI posts directly to the general ledger only when confidence is high, delivering 97% accur · 24/7 accounting and support with interactive financial dashboards and unlimited reporting · AI-powered transaction categorization with 98%+ accuracy on AI-posted entries · Real-time financial reporting including profit and loss, balance sheet, cash flow, account
Our AI posts directly to the GL only when confidence is high—delivering 97% accuracy on those entries. Anything lower gets surfaced for your review.
Accounting firms using Botkeeper to manage bookkeeping for their business clients (250+ Bo · Accounting firms and CPA practices, with case studies spanning CAS practices, tax practice · Designed for accounting firms and CAS professionals managing bookkeeping across multiple c
See how 250+ Botkeeper firms are saving time & increasing profit with the only badass bookkeeping solution designed for badass accounting pros.
Automated bookkeeping and a Rapid Write-Up Solution for tax clients of accounting firms · Automates transaction data entry, categorization, bank reconciliation, duplicate/anomaly d
For our tax clients, we started to use Botkeeper's Rapid Write-Up Solution.
No free trial is offered; month-to-month billing is available as a low-risk alternative
We do not offer a free trial. However, we offer month-to-month billing, providing you little to no risk to use the platform and see for yourself just how amazing it is!
Enhanced onboarding & support upgrade for firms with under 11 entities: $2,000 one-time fe
Have under 11 entities but want this level of support? Add it onto your plan for a one-time fee of just $2,000.
Native integration with QuickBooks Online and Xero general ledgers, preserving classes, lo · Works with Gusto payroll alongside other accounting services · Supports workflows connected to QuickBooks Online and Xero
Botkeeper connects with QuickBooks Online and Xero, helping firms keep the general ledger as the source of truth while automating work around it.
This profile connects the jobs Botkeeper is described as handling with its delivery model, access options and the subjects used to match it to related products in this directory.
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Botkeeper | Bookkeeping for Accounting Firms
Automated bookkeeping platform combining skilled accountants, machine learning, and AI · AI posts directly to the GL only when confidence is high at 97% accuracy on those entries · Botkeeper reports 98% accuracy on AI-posted entries
AI posts directly to the general ledger only when confidence is high, delivering 97% accuracy on those entries; lower-confidence items are surfaced for human review
Accounting firms using Botkeeper to manage bookkeeping for their business clients (250+ Botkeeper firms, 5,000+ business clients cited)
SOC2 Type 2 compliance and bank-grade security, combined with skilled accountants, to safeguard books
Three onboarding & support tiers: Standard (included with all packages), Enhanced (included at 11+ entities), and Premium (included at 51+ entities); features include in-app onboarding, knowledge base, live chat, BKU/community forum, monthl
Boston, Massachusetts, USA
Automated bookkeeping platform combining skilled accountants, machine learning, and artificial intelligence for accounting firms
No free trial is offered; month-to-month billing is available as a low-risk alternative
Botkeeper Platform software features (included with the Infinite entity license): Firm Insights, Activity Hub, Work, Transaction Manager, Smart Connect, Password Manager, Portal Manager, Bot Review, and Transaction Insights
A concise view of the jobs, capabilities and integrations described in the recorded product sources.
Documented product formats, platforms and official distribution destinations. Availability can vary by region and plan.
A concise history of software releases and material product changes. Events appear only when a dated source supports what changed.
This profile is being checked for dated releases and material product changes. Nothing appears here until the exact date and event can be verified from a recorded source.
Facts, answers, structured details, milestones and primary resource links cite this shared ledger. Each external page appears once; release tags from the same GitHub project are grouped under one release history.
These tools share a workflow, capability or audience with Botkeeper. They may complement it rather than replace it, and are not presented as integrations or endorsements.
Enhanced onboarding & support upgrade for firms with under 11 entities: $2,000 one-time fee
24/7 accounting and support with interactive financial dashboards and unlimited reporting
AI-powered transaction categorization with 98%+ accuracy on AI-posted entries
Real-time financial reporting including profit and loss, balance sheet, cash flow, account balances, and KPIs
Machine learning that recognizes vendor and transaction patterns and adapts from human corrections over time
Exception surfacing with confidence scoring and a Transaction Manager for human-in-the-loop review
Smart Connect for securely accessing clients' financial accounts and getting real-time visibility
Automated bookkeeping and a Rapid Write-Up Solution for tax clients of accounting firms
Accounting firms and CPA practices, with case studies spanning CAS practices, tax practices, and small/mid-sized business clients
Botkeeper Infinite, a unified platform combining bookkeeping automation, workflow, and document management
Native integration with QuickBooks Online and Xero general ledgers, preserving classes, locations, and accounts
Works with Gusto payroll alongside other accounting services
SOC 2 Type 2 compliant, with encryption in transit and at rest, multi-factor authentication, role-based access controls, secure credential handling, and audit trails
SOC 2 Type I compliance certified by an AICPA-established audit for the automated bookkeeping platform
Botkeeper combines machine learning, workflow automation, and human-centered support to help accounting firms manage bookkeeping
Botkeeper reports 98% accuracy on AI-posted entries
Platform automates approximately 85% of transaction categorization
Includes autonomous month-end review with anomaly detection
Provides Close Tracker, activity visibility, and audit-friendly transparency for monitoring progress
Transaction Manager supports exception-based workflow for automated entries and human review of exceptions
Smart Connect securely accesses client financial accounts without relying on scattered passwords or manual logins
Supports workflows connected to QuickBooks Online and Xero
Automates transaction data entry, categorization, bank reconciliation, duplicate/anomaly detection, validation, and audit trail creation
Designed for accounting firms and CAS professionals managing bookkeeping across multiple clients
SOC 2 Type I compliance certified by the American Institute of Certified Public Accountants (AICPA) for the automated bookkeeping platform
Member of the Financial Data Exchange (FDX), a nonprofit dedicated to unifying the financial industry around a common, interoperable, royalty-free standard for secure consumer/business financial data access
AI/ML-powered bookkeeping automation for repetitive data entry and accounting workflows · Posts entries directly to the GL with 97% accuracy; lower-confidence entries surfaced for · AI transaction categorization with 98% accuracy on AI-posted entries
AI/ML-powered bookkeeping automation that handles repetitive data entry and accounting workflows
Posts entries directly to the GL with 97% accuracy; lower-confidence entries are surfaced for human review
