Upgrading or Downgrading your plan

Platform Only

The Botkeeper platform is your core system. It’s designed to help your internal team manage bookkeeping with automation, visibility, and control.

Included by default:

• Smart Connect (financial institution data syncing)
• AI-powered transaction processing
• Task creation and management
• Document storage and linking
• Reporting and analytics
• User roles and permissions
• Client management
• Support ticketing + knowledge base access

If you’re running everything in-house, this is all you need to manage client work—without spreadsheets or manual busywork.

Added Services

Services are for firms that want to offload some—or most—of the bookkeeping work. When you add Botkeeper services, you get access to trained bookkeeping professionals who work inside your existing platform setup.

What’s included with services:

• Dedicated bookkeeping resources
• Work done within your platform instance
• Collaboration through tasks and comments
• Optional participation in client-specific processes
• Aligned to your firm’s expectations, review flow, and standards

They don’t replace your platform—they run inside it, following your firm’s model. Read up on the available service packages and pricing here.

You decide how to use it

• Use the platform only, and your team owns the process
• Add services when you need extra capacity or execution help
• Scale up or down depending on your client volume or staffing changes

The system stays the same—your level of support is what flexes.

To upgrade or downgrade your plan

Simply file a ticket by clicking here, and someone will get back to you ASAP!