Botkeeper

Botkeeper is an AI-powered automated bookkeeping platform designed specifically for accounting firms to streamline their bookkeeping operations and scale their client services. The platform combines machine learning, artificial intelligence, and human oversight to automate repetitive accounting tasks while maintaining accuracy and compliance. With SOC 2 Type 2 accreditation, Botkeeper ensures enterprise-grade security for sensitive financial data.

• AI-Powered Transaction Categorization uses machine learning to automatically categorize transactions, reducing manual data entry and improving accuracy across client accounts.

• Automated Bank Reconciliation streamlines the monthly close process by automatically matching and reconciling bank transactions with accounting records.

• Smart Connect provides secure financial institution linking with 256-bit encryption, enabling seamless data flow from banks and credit cards.

• Bot Review offers autonomous month-end review with anomaly detection, flagging discrepancies and variances for human review.

• JE Automation automates journal entry creation and posting, reducing manual work and ensuring consistency across client books.

• Firm Insights Dashboard delivers real-time operational visibility with performance metrics and analytics across the entire firm.

• Activity Hub centralizes all client communication and collaboration in one place for streamlined workflow management.

• Work Module provides task and project management with recurring workflows and client request tracking.

• Documents offers unlimited, organized document storage with secure access controls for receipts, statements, and supporting documentation.

• Password Manager securely stores and manages client credentials with encrypted storage and role-based access.

• Close Tracker monitors firm-wide or client-level close progress, ensuring timely completion of monthly accounting cycles.

• Transaction Insights provides automation performance analytics to help firms optimize their bookkeeping processes.

To get started, accounting firms can sign up for entity licenses starting at $149/month, with volume discounts available for larger deployments. The platform integrates with QuickBooks Online and Xero, and includes self-guided onboarding with standard support. Optional add-on services provide dedicated bookkeeping resources for firms needing additional capacity.