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bookkeeping services to evolve your CPA firm, CAS practice, TAX PRACTICE

Automate bookkeeping and pre-accounting tasks, spend more time with your clients, and seize the full business potential for your organization
 

Supercharge Your Tax Season!

Tax season is your busiest and most challenging time of year—and we're here to help. No time? No problem. In just a few minutes, we can transform your tax season. Break the tax season cycle, starting right now.  

 

Check out our current promotions:

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Rapid Write-Up

SIMPLIFY Your Business Tax Returns this Tax Season with Automated Tax Write-Up.

$199

Per Client

48-Hour Onboarding
 
48- Hour Data Processing

 Included GL

Bank & Credit Card Reconciliations

Standard Balance Sheet

Income Statement

Discrepancy Review
 
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Botkeeper Full Suite

Sign up now. Pay & Onboard later. Plus—get 2 months of bookkeeping FREE.

2 FREE MONTHS

of bookkeeping for your clients

Human-Assisted Machine Learning
 
Automated Bookkeeping
 
Consolidated Client Dashboards
 
Secure File Management
 
Intelligent Task Management
 
Lead Generation Opportunities
 
Dedicated Growth & Success Team
 
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What Is Botkeeper

 

Human Assisted Automated Accounting

In less than 5 years the Botkeeper Solution has become the highest quality bookkeeping solution in the marketplace.

Botkeeper combines artificial intelligence and machine learning technology, with high-quality skilled accountants to deliver a full-suite bookkeeping & pre-accounting solution to Accounting firms, and their clients. You and your client base will receive 24/7 accounting and support as well as incredible insight into financials with beautiful dashboards and unlimited reporting.

Security & Consistency

24/7 bookkeeping, bank-grade security, and skilled accountants ensure the books are always accurately managed.

Cost Savings

Realize tremendous savings and scalability with automation instead of manual data entry. We offer bookkeeping pricing packages to accommodate organizations of all sizes.  

Mobile Ready

Each piece of the Botkeeper platform is responsive and designed to look awesome, and function easily on all devices.

Unlimited Support

Need help or have a question about your financials, or any of the Botkeeper services or software? You're only a few clicks from an answer.

Designed to Delight

A bookkeeper's #1 job is to produce timely and accurate financials that lead to meaningful business decisions. Botkeeper is designed specifically for that purpose.

Seamless Integration

Up and running quickly, Botkeeper learns the subtle, custom nuances of your client's business and continuously improves over time.

Accounting meets Evolution


Technology has significantly changed the accounting industry, allowing CPAs to refocus their resources from traditional bookkeeping and maintenance work to higher-level advisory and analysis of business data. Ultimately increasing the value provided to clients.
Are you ready to launch your own evolution?

 

How Does It Work?

The Botkeeeper platform automates the manual bookkeeping tasks that slow down your progress.  Getting started is easy!

Step One: INTEGRATE

Botkeeper starts by securely integrating with banks, credit cards, payroll providers, and more to access and extract data from both financial and non-financial sources.

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Step Two: AUTOMATE

We categorize expenses, pay bills, invoice, reconcile, enter data into your accounting software, and more. Our human team applies critical thinking, trains the machine, and confirms verified transactions. 

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Step Three: SYNC

Approved and verified transactions are synced into the client’s general ledger, dashboards are updated and financial statements are generated.

Botkeeper Dashboard 2.0 Create alerts
 

Step Four: TRANSFORM

Automating the bookkeeping and pre-accounting allows you to dedicate more time and resources to your client base. Leverage the newly available insights and drive up your value, differentiate your brand, expand, diversify- the sky is the limit! 

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5 Star Reviews (and counting)

Happy Clients and Partners

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Average cost savings for our Clients

 

ARE YOU AN ACCOUNTING PROFESSIONAL?

Our pre-accounting and automated bookkeeping solution combines various data sources while utilizing artificial intelligence, processes, and calculations to provide insightful custom reporting and dashboards, while also eliminating costly and error-prone manual tasks. Our skilled Accounting team oversees the automation and focuses on complex accounting, data integrity, and interpretation. We’ll be hard at work extracting data from receipts, processing payroll, paying bills, sending invoices, reconciling accounts, and generating beautiful reports – so you have more time for what matters most to your client, and ultimately your business. Are you ready to leverage our people and automation technology to eliminate manual, time-consuming bookkeeping tasks so that you can grow your firm and increase your margins?

 

I'm ready, let's do this!

tiffani
"After only 6 months, we’ve been able to save 30 hours per week on transaction categorizing, 5 hours per week of reconciling deposits, and 10 hours per month on reconciling revenue for just one of our clients!"
Tiffany Miller
Managing Partner, TM2 Accounting
★★★★★
CLayton
“Botkeeper came alongside us and our standards while allowing for us to have infinite scalability without us having to train and retrain new humans over and over."
Clayton Achen
Partner, Achen Henderson CPAs
★★★★★
Jody-Padar-2018-SQUARE-300x294
“It was visceral, the reaction that I had. The bots were actually doing the work. I walk in in the morning, and it’s done. Now all our files are in here real-time, and we couldn’t be happier. We’re thrilled!”
Jody Padar
CEO & Principal, New Vision CPA Group
★★★★★
 

Want to Learn More?

Tips, tricks, and resources to help you meet your bookkeeping and accounting goals. 
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How Diversity and Inclusion Benefits Your Accounting Firm
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These New Strategies Will Save You Seasonal Hiring Stress
Feb 16, 2021 by Aaron Sullivan

We’ve all heard about or experienced firsthand some awful stories about hiring for tax season, and we do our best to avoid them from happening to us—or from happening again!

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Transform Your Bookkeeping with Automation

Run your business with confidence knowing you’re getting your bookkeeping done—with the help of accounting automation. We’ll handle everything from top to bottom, so you can focus on making your business thrive. Our bots work their magic so you can be more human.

 

GET STARTED NOW

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More of a "see it to believe it" type of person? No problem! We offer no-strings presentations. Fill out the form below to sign up for a demonstration today!

 
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