Botkeeper Packages for Business Owners

Our packages are designed to give business owners what they need when they need it, providing access to experienced accounting professionals from our trusted Partner network. Whether you're a Solopreneur or an Enterprise organization, Botkeeper has best-in-class accountants and bookkeeping services to fit your business.


Compare Our Bookkeeping Packages

All of our plans come with a dedicated Deployment Specialist, Business Account Manager, Skilled Accounting Team, unlimited Technical Support, and most importantly—fast and accurate bookkeeping. Not sure which plan is right for you? Let's talk! We can walk through a tailored bookkeeping assessment with you to determine the best-fit bookkeeping services for your business. And if you need an accountant, we've got you covered with an entire network of experienced accounting specialists!



Basic Pro Advanced
Pricing starting at
$ 59
$ 0
per/mo billed annually
starting at
$ 459
$ 7
per/mo billed annually
starting at
$ 659
$ 29
per/mo billed annually
Bookkeeping Services
Cash or Accrual Basis Bookkeeping
Cash accounting reports revenue as cash is received. Income isn’t noted until your business has the cash physically in hand. The same goes for expenses-right as the cash payments are made regardless of when you ordered or received the goods/services. Accrual accounting involves reporting revenue as it’s earned—usually well before cash is exchanged. As soon as services are rendered, the business will report the revenue on its income statement. Botkeeper can offer whichever method makes the most sense for your business!
P&L, Balance Sheet, Cash Flow Statements
The core accounting reports ensuring you have a sense of the overall business health.
Standard or Custom Chart of Accounts
A chart of accounts is a created list of the accounts used by an organization to define each class of items for which money or its equivalent is spent or received. We can work with the standard or a custom version tailored to your business!
Transaction Categorization
Identifying the context or purposes of specific transactions and assigning them to categories based on pre-defined rules. Botkeeper uses a combination of technology and skilled accountants to ensure this traditionally manual (and error-prone) process is done quickly, efficiently, and cost-effectively!
Bank & Credit Card Reconciliations
Reconciliation is the process of matching the balances from your bank or credit card statements to the corresponding information in your accounting system. The goal of this process is to determine any discrepancies between the two and to book changes to the accounting records as appropriate. Botkeeper makes this easy and fast, ensuring you get back priceless hours of time!
Software Features
Financial Hub
A custom dashboard, document storage, on-demand report generator, paperless receipt/ invoice tracking, and more! An all-in-one financial hub to run your business.
Custom Dashboard
Add hundreds of different widgets and connections, allowing you to bring together metrics from both financial AND financial sources. A 360-degree view of your business at your fingertips 24/7.
Unlimited Connections & Transactions
You have various systems for running your business- bring them all together into Botkeeper's ecosystem! With your choice of hundreds of other software systems, credit cards, banks, etc... Botkeeper unites your business reporting without any pricing surprises or upcharges.
Financial Solutions
Payroll Processing & Journal Entries
Botkeeper can record your employees' compensation including, gross wages, salaries, bonuses, commissions, and so on that have been earned by its employees. withholding of payroll taxes such as federal income taxes, Social Security taxes, Medicare taxes, state income taxes (if applicable) in your accounting system!
Bill Pay via or QuickBooks Online for up to 10 payments
Botkeeper can automate your bill pay via or QuickBooks Online, saving you time and effort!
Comprehensive AP Tracking and Reporting
Botkeeper can track accounts payable as a liability on your business balance sheet. You need to use double-entry bookkeeping when you balance accounts payable with accrual accounting, and for every business transaction, Botkeeper can ensure the accounts payable entries balance your books.
Comprehensive AR Tracking and Reporting
Botkeeper can track unpaid customer invoices and unused credit memos by date ranges.
Invoicing via up to 50 Invoices & Related Payments.
Botkeeper can automate your customer invoicing using to ensure you're getting paid!
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Frequently Asked Questions

You have questions. We get it—and we have answers.

  • How does Botkeeper work?

    Botkeeper extracts your data from both financial and non-financial sources, categorizing expenses involving credit card transactions and other forms of payment. It also pays bills, invoices customers, accrues revenue and expenses, reconciles accounts, and enters data into your system.

    Next, our team of skilled accountants reviews your data to ensure accuracy, handle complex accounting, and assist with any needs or challenges. Your Botkeeper portal provides customizable dashboards and reports that aggregate all data for a 360-degree view of your business. We handle everything from beginning to end, while you focus on running your business.

  • Is my data safe and secure with Botkeeper?

    Yes! We use 256-bit encryption, multifactor authentication, intrusion detection, and data loss prevention systems. We’re also FISMA and FIPS-certified. Basically, the same level of security as your bank, so you can be sure that your data is always safe and secure with Botkeeper. 

  • I have really messy books- do you offer cleanup?

    Yes! We'll evaluate your books to get a sense of the work needed, and then we'll work with you on a plan to get things cleaned up! We've been able to tackle years of work in mere days.

  • What are the differences between your packages?

    Bookkeeping isn't one-size-fits-all, so we offer a variety of plans that allow you to start with what you need and scale the business. All packages include Awesome Bookkeeping, your Client Financial Hub, and the best in class support!

  • Does Botkeeper support both Cash and Accrual Accounting?

    Yes! Botkeeper works with your accounting preferences and provides support for both cash- and accrual-based accounting. 

  • How do I know which package is right for my business?

    Our packages are priced based on your total monthly expenses. This figure should help you determine which package is the best fit for your business. We also offer some additional services with the bigger packages, such as managing your collections or offering tailored reporting. Not sure what you need? Connect with one of our specialists to walk you through an assessment! 

  • What kind of accounting software do you work with?

    Botkeeper connects to QuickBooks Online and other accounting software to replace your bookkeeper to get your daily accounting done in an efficient and accurate manner.

    Botkeeper works best with QuickBooks Online as the core general ledger and is connected with a plug and play integration. Botkeeper can also work with Xero, however, the functionality between the systems may differ slightly from the QBO integration. Talk with one of our specialists to learn more!

  • I'm an Accountant—how would this all work for me?

    Botkeeper offers a partner program designed for CPA firms, Accountants, CFOs, and Bookkeeping firms that want to grow their businesses by providing exceptional service to their clients. Our program allows you to offload the day-to-day blocking and tackling of bookkeeping (data entry, reconciliations, classifications), allowing accountants to focus on higher-level client advisory services. We're working around the clock, offering best-in-class support. Benefit from avoiding increases in headcount and overhead costs, see a massive reduction of human error, superior reporting, as well as real-time and 24/7 data entry. Our clients reduce their bookkeeping costs by 30-50% while accuracy increases. LEARN MORE HERE

  • What exactly is a "Botkeeper"?

    Botkeeper is like your own personal assistant and bookkeeper- except they don't eat, sleep, take vacations, or call in sick! We provide you with your very own dedicated Botkeeper who will learn all of the nuances of your business, be available for you 24/7, provide real-time updated financials, and never ask for a raise. Our software is overseen by a Senior Accountant team, who helps to teach the Bots as well as assist you with any complex accounting. While our Bots are working around the clock keeping your books updated, you're able to run your business, catch up on family time, or simply catch more sleep. Our Bots let you be more human!

  • How long does it take to get up and running?

    After signing up, you'll be prompted to connect your accounts such as QBO, your bank, etc.... This gets you up and running right away! From there, we'll set up a deployment call with one of our specialists who will work to understand all of the nuances of your business and accounting—no two businesses are exactly alike! Over the next 30 days, we'll get to know your business inside and out as the bookkeeping gets going and transactions get booked. And then, it's smooth sailing! 

  • What kind of support do I get?

    All Botkeeper clients have access to multiple layers of support. 
    During the first 30 days, you'll have access to your dedicated deployment specialist who is there to work closely with you while you get up and running. 
    After deployment, your first line of assistance is your Botkeeper, who will be able to answer most questions and provide documents or feedback as needed. 
    Need something more? No problem! You'll have direct access to a dedicated Technical Support team for any software questions that might come up, as well as a team of Senior Accountants ready help out with any accounting inquiries. 

  • What if I'm coming from another bookkeeping provider?

    No problem! If you've been using Xero or QuickBooks Online, we can easily grab the historical data we need to kick things off.  If not, our team can work with you to migrate your data into your new accounting software, or set you up completely new!

  • What's the difference between bookkeeping and accounting?

    Bookkeepers handle the daily financial tasks like manually categorizing transactions, posting credits and debits, and running financial reports. Accountants evaluate that information to provide financial predictions and guidance for a business.  They’re related terms but are different when it comes to your business’ overall health.  Bookkeeping involves recording daily transactions in a consistent manner (categorizing transactions, running reports, reconciling accounts, etc.), and it’s essential to building a financially sound operation. Bookkeepers take care of day-to-day financials, like posting credits and debits, maintaining the general ledger, and completing payroll.  On the other hand, accounting is more high-level and interprets the financial information managed/reported by a bookkeeper to generate financial models and guidance.

  • How is Botkeeper different from a traditional bookkeeper or bookkeeping services?

    Traditional bookkeeping services involve a person who holds the responsibility of managing daily financial tasks. This involves consistently recording daily cash and credit card transactions, categorizing them, running financial reports, tracking cash flow, managing balance sheets, reconciling accounts, and more. The bookkeeping role requires entering debits and credits for each transaction to accurately reflect spending, while also documenting payments received and any generated revenue. Your bookkeeper also maintains a general ledger and typically completes payroll, too. He or she paves a clear path for an accountant to review and interpret data and reports, and determine financial projections for the company. 

    Because traditional bookkeeping services involve humans, there are a few drawbacks to this method. The company has to find and hire a person for that role, and then allocate labor hours for that person to manually enter in the data he/she collects. This will be the majority of the employee’s responsibility within that role. The company has to account for sick days and other time off, as well as errors that are a natural consequence of the human element. 

    This is where Botkeeper’s benefits come into play. Automated bookkeeping allows a company the freedom to have data entry taken care of in a timely manner without the cost of allocating labor hours for those tasks. Botkeeper also operates 24/7, so there’s no hiccup in processing information. And with automation, there’s no concern for error. 

    The augmented intelligence of Botkeeper is built to refine the processes within your current bookkeeping practices and to efficiently manage data entry and reports without any errors. Botkeeper provides you peace of mind so you can focus on the bigger picture for your company.

Questions? Let's talk!

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