2020 Homepage Hero Banner Image-1

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

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

Botkeeper Product Tour



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!


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.

smartmockups_k5mrk6on (1)-1


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. 


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


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! 

thumbs up

5 Star Reviews (and counting)

Happy Clients and Partners


Average cost savings for our Clients



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!

"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
Nina Chmura, Partner, Withum
"As we onboarded more clients, we saw such tremendous value in all of Botkeeper’s work, and we got to a point that even if the client only needed a couple of hours of work, we still found it valuable to put them on Botkeeper."
Nina Chmura
Partner, Withum
Micah Cannon, Partner, Club Capital
"We're all about implementing technology. We always want to be a step ahead of where the industry is going. We saw the industry moving toward what Botkeeper is doing—automating bookkeeping—and we knew this would be crucial to our long-term success."
Micah Cannon
Partner & Chief Operating Officer, Club Capital

Want to Learn More?

Tips, tricks, and resources to help you meet your bookkeeping and accounting goals. 

7 min read

Increasing Your Firm's Value Proposition Depends on One Major Process

Have you ever thought of how offering your services is like pulling teeth?

Sadly, your clients might feel like meeting with their accountant is like going to the dentist for some...

7 min read

Want Happy Accounting Clients? These Strategies Will Help

There’s a lot of chatter in accounting circles and on accounting social media about the importance of client advisory services. Much of the messaging focuses on how CAS is the...

6 min read

Vic.ai & Botkeeper Have Teamed Up—Here's Why That's Good for Accounting

In July of this year, we announced a new partnership with Vic.ai, a fellow pioneer of automation with a target on the accounts payable process (among other pre-accounting...

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.



Wait !!

Can we send you a gift card?

If you're considering new bookkeeping solutions, we'd love to invite you to have a brief chat with one of our specialists. We'll even send you a $25 gift card as a thank you for your time. No strings attached. 


Book your meeting here