Botkeeper | Bookkeeping for Accounting Firms

See how 250+ Botkeeper firms are saving time & increasing profit with the only badass bookkeeping solution designed for badass accounting pros.

Visit Website
Botkeeper | Bookkeeping for Accounting Firms

Introduction

What is Botkeeper?

Botkeeper is an automated bookkeeping solution specifically designed for accounting firms. It uses AI and machine learning to automate manual and time-consuming bookkeeping tasks, helping accounting firms save time, increase capacity, and improve efficiency.

Key Features of Botkeeper

  • Smart Connect for integrating financial data sources
  • Transaction Manager for categorizing and reconciling transactions
  • Auto Bank Rec for automated bank reconciliations
  • Document management system
  • Client & User Management tools
  • Onboarding automation
  • Transaction Insights for financial analysis
  • Bot Review for quality assurance
  • Activity Hub to track work progress
  • Journal Entry Automation
  • Close Tracker for month-end closing

How Botkeeper Works

Botkeeper leverages machine learning and workflow automation to handle routine bookkeeping tasks like:

  • Data entry and categorization
  • Bank reconciliations
  • Financial reporting
  • Month-end close processes

This frees up accountants' time to focus on higher-value advisory services for clients.

Pricing

Botkeeper offers flexible pricing options, including:

  • An "Infinite" package that provides access to the Botkeeper platform for firms to implement themselves
  • Packages with varying levels of support and services

Exact pricing is not provided on the website, but interested firms can request a custom quote.

Helpful Tips for Using Botkeeper

  • Take advantage of the onboarding and training resources like Botkeeper University
  • Utilize the knowledge base and support options to maximize the platform's capabilities
  • Consider add-on support options if you need extra assistance
  • Use the automation features to standardize processes across clients

Frequently Asked Questions

  1. Is Botkeeper secure? Yes, Botkeeper is SOC2 Type 2 compliant and uses bank-grade security measures.

  2. Can Botkeeper scale with my firm? Yes, Botkeeper is designed to scale as your firm grows, with costs decreasing per client over time.

  3. What kind of support does Botkeeper offer? Botkeeper provides various support options including email, phone, online resources, and dedicated training.

  4. Is Botkeeper only for large firms? No, Botkeeper can be used by accounting firms of all sizes looking to automate their bookkeeping processes.

  5. Can I try Botkeeper before committing? Botkeeper offers a 100% happiness guarantee, suggesting they are confident in firms' satisfaction with the product.