What is Botkeeper?
Botkeeper provides an automated bookkeeping solution to accounting professionals, using a unique combination of people, process, and machine learning to delivery substantial capacity gains.
The Boiler Plate
Botkeeper is the AI-powered automation platform built exclusively for accounting firms. Supporting hundreds of firms and over 15,000 entities, Botkeeper delivers timely, accurate books at a fixed price—helping firms expand capacity, improve margins, and focus on higher-value work.
The platform combines machine learning and workflow automation with experienced accounting talent. Firms can use Botkeeper on its own or pair it with dedicated bookkeeping resources trained in the system—eliminating the need to hire, train, or manage additional staff. It’s a scalable model that gives firms full control, without the operational drag.
Designed for firms with ongoing bookkeeping clients on QBO or Xero, Botkeeper is built for those who price based on value—not hours—prioritize client experience, and want to grow through innovation.
We didn’t build another tool to “help” with bookkeeping. We built the system that runs it.
How Botkeeper Works
Botkeeper combines powerful automation with flexible execution support—giving accounting firms the ability to manage client work with greater speed, accuracy, and control. Firms can use the platform on its own, or layer in trained services resources based on their capacity needs and goals. Both pieces work together to help firms reduce overhead and do more, faster.
The Platform
Botkeeper integrates with your clients’ financial systems—banks, credit cards, payroll providers, and general ledger tools like QuickBooks Online and Xero. Once connected, the platform continuously ingests transaction-level data and applies a combination of machine learning, firm-specific rules, and exception logic to categorize, reconcile, and structure financial data in real time.
The system is designed to reduce manual lift and keep your team focused:
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Clean, recurring transactions are handled automatically
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Outliers, missing data, and flagged patterns are surfaced for review
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The machine learns with every posted transaction, improving accuracy over time.
The platform also manages GL mapping, journal entry posting, account sync health, and full audit trails—centralized across every client you support.
To support day-to-day operations, Botkeeper includes built-in tools for:
Client Management & Access
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Client Hub – Access entity-level records, connection health, and shared documentation
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Credential Locker – Secure, audit-tracked credential storage for firm-wide access
Workflow & Task Visibility
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Task Management – Track recurring bookkeeping checklists, clean-up workflows, and progress across the team
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Automated Workflows – Trigger specific actions and processes based on client status or task conditions
Collaboration & Oversight
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Activity Feeds – Monitor categorized activity, historical actions, and transaction-level updates
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Comments & Threads – Keep notes, Q&A, and task-level comms in one centralized view
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Real-Time Alerts – Get notified of sync errors, open exceptions, and overdue work
Firms use the platform to reduce turnaround time, increase consistency, and centralize oversight—without adding tools or team members.
The Services Layer
Botkeeper’s services offering gives firms access to bookkeeping professionals trained on the platform and experienced in delivering across a range of workflows. These resources support execution for ongoing bookkeeping, clean-up projects, write-up work, backlog management, and overflow capacity.
Each engagement is tailored to the firm. Resources are assigned based on your goals, client mix, and internal workflows. Some firms assign entire clients to Botkeeper. Others distribute task-specific work across multiple entities. Services can flex up or down as needed.
Common use cases include:
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Ongoing Bookkeeping – Categorization, reconciliations, recurring JE workflows
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Clean-up Projects – Historical transaction processing and backlog reduction
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Write-up Clients – One-off or periodic bookkeeping execution
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Overflow Support – Short-term resourcing during volume surges or tax season
Work may be performed inside the Botkeeper platform or directly in GL systems like QBO, Xero, or others. Visibility and coordination live in the platform, even when the work itself is system-native.
Services are firm-branded, white-labeled, and managed in alignment with your preferences. They integrate seamlessly into your firm’s process and deliver the capacity to take on more client work without expanding your internal team.
Firms using Botkeeper services are increasing output, expanding client count, and streamlining operations. Services are powered by the same infrastructure that supports the platform—multiplying your delivery power while preserving control.
Why Botkeeper Exists
Firms have always been forced to choose between tools that don’t do enough and people who are stretched too thin.
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Tech-only platforms automate pieces of the work, but break down when context or judgment is needed
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People-only solutions carry risk, introduce capacity bottlenecks, and are hard to scale
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“All-in-one” systems often create more complexity—fragmented workflows, duplicate effort, and a poor client experience
None of these options were designed around how accounting firms actually operate.
Botkeeper exists to change that. It’s a platform that combines automation, workflows, and human support in a way that reflects the realities of firm life—where deadlines, client relationships, and operational consistency all matter. We built it to handle the repetitive work with AI, structure your team’s process with integrated workflows, and deliver optional services to extend your capacity on demand.
It’s not a compromise between tools and people. It’s a purpose-built system designed to help firms scale without losing control.
What Firms Use Botkeeper For
Botkeeper is used across a wide range of bookkeeping and pre-accounting workflows—whether firms are trying to streamline ongoing operations, clear a backlog, or support a high volume of clients with lean internal teams.
Firms often use Botkeeper to:
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Offload recurring client work
Categorization, reconciliations, and journal entries handled with consistency and speed—month after month. -
Accelerate clean-up efforts
Historical transaction processing, multi-year clean-up jobs, and backlog reduction projects completed faster, with less internal lift. -
Standardize delivery across clients
GL mapping, rule logic, and workflow automation bring consistency to how work gets done—especially in multi-entity environments. -
Increase client capacity without expanding headcount
Botkeeper helps firms take on more clients by combining automation with optional services support, unlocking scale without new hires. -
Support periodic or write-up clients efficiently
Firms use Botkeeper to keep infrequent books current without bogging down the core team. -
Free up internal teams for advisory and tax
With the foundational work automated or offloaded, teams can focus on review, client interaction, and value-added services.
Every firm configures Botkeeper differently based on their structure, volume, team size, and service model. The platform and services layer adapt to how each firm wants to work—not the other way around.
What’s Included
Botkeeper provides more than a platform or outsourced bookkeeping. It’s a complete model for firms that want to automate the work, scale their operations, and reduce internal drag—without losing control.
Here’s what’s included when you work with Botkeeper:
The Platform
Every Botkeeper engagement includes access to the full platform—designed to automate bookkeeping workflows, surface exceptions, and give your team centralized visibility across all clients.
Platform access includes:
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Bank feed and GL integration (QBO, Xero, and select other systems)
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Auto Bank Recs, Journal Entry Automation, and GL Mapping
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Smart Connect for account sync visibility and error detection
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Transaction categorization engine that learns from firm behavior
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Exception queues, audit trails, and approval workflows
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Credential Locker, Client Hub, and collaboration threads
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Task and workflow management to streamline internal processes
For a full breakdown, visit the Botkeeper Platform Overview →
Optional Services
Botkeeper’s services offering provides access to bookkeeping resources trained on the platform and available to support the specific needs of your firm. These services are completely flexible—routed by client, task type, or volume—and white-labeled under your brand.
Available services include:
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Ongoing bookkeeping (categorization, reconciliations, JE tasks)
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Clean-up and backlog processing
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Write-up and periodic client support
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Task-based overflow capacity during busy periods
For full service details, visit the Botkeeper Services Overview →
Support & Onboarding
Botkeeper offers hands-on onboarding and dedicated support throughout your engagement. This includes:
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A guided onboarding experience tailored to your firm’s model
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Live chat, ticketing, and email-based support
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A named Customer Success Manager (for applicable plans)
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Ongoing platform and service optimization based on usage and feedback
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Access to a growing library of help docs and walkthroughs
Community Access
Firms partnering with Botkeeper gain access to a connected ecosystem of modern accounting teams, including:
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Exclusive events, webinars, and product previews
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Early access programs and opt-in feedback loops
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Educational content focused on automation, client accounting, and CAS strategy
Who is This Best For
Botkeeper is a fit for firms that are:
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Struggling with staff retention or capacity limits and need a way to keep growing without burning out their team
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Taking on more bookkeeping clients than they can comfortably support
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Looking to clean up a backlog, scale CAS, or improve write-up turnaround time
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Building a firm that runs on systems—not duct tape and late nights
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Tired of hopping between disconnected tools that don’t actually talk to each other
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Focused on delivering value, experience, and outcomes—not just billable hours
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Already thinking beyond “how do we get it done?” and into “how do we make this scalable?”
Who This Probably Isn’t For
Botkeeper might not be the right fit if your firm:
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Handles just a handful of clients and doesn’t plan to scale
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Doesn’t offer any kind of recurring bookkeeping or write-up services
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Still relies entirely on desktop systems or highly manual workflows
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Isn’t open to platform-based work or shared workflows
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Needs one-off or forensic accounting—not recurring volume or standardization
How It Works
Botkeeper combines automation, smart workflows, and optional expert support to help firms take on more work without adding complexity.
1. Connect Your Clients
Botkeeper integrates with your clients’ banks, credit cards, payroll systems, and GLs like QBO or Xero. Once connected, the system begins ingesting and organizing data automatically—no more chasing down transactions.
2. Automate the Work
Our platform handles categorization, reconciliation, journal entries, GL mapping, and more—surfacing only the items that need attention. You get clean, accurate books without the manual grind.
3. Collaborate in One Place
Your team can review exceptions, track progress, manage approvals, and communicate—all inside the Botkeeper platform. No more hopping between tools or waiting on email threads.
4. Add Resources if You Need Them
For firms that want help executing the work, Botkeeper offers trained bookkeeping resources who can step in wherever needed. They're routed to specific clients, white-labeled under your brand, and fully integrated with your workflows.
Why Firms Choose Botkeeper
Botkeeper exists to solve the real bottlenecks firms face—manual work, inconsistent delivery, limited capacity, and systems that don’t scale.
We’re not just giving you another tool. We’re giving you a foundation—built to handle recurring bookkeeping, clean-up, and write-up work at scale. Whether you're using the platform on its own or pairing it with support, you get:
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Clean books delivered faster
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More time to focus on high-value work
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A clear path to growth without operational drag
Botkeeper is already supporting hundreds of firms and thousands of entities. If you're ready to do more—with less friction, less headcount, and a lot more confidence—we're ready when you are.