Description of Products and Services -1

Description of Products and Services

An in-depth view of Botkeeper's products and scope of work



Botkeeper Package Subscriptions

Botkeeper package subscriptions are delivered to you through our secure, cloud-based infrastructure through your unique Botkeeper provided URL (the “Botkeeper Service”). Your use of the Botkeeper Service is governed by the Terms of Service and your contract.


Botkeeper Basic Package

(Starting at $55/mo)

Everything you need to get started with Botkeeper! Botkeeper Basic includes:

  • Transaction Categorizations & Coding

  • Bank and Credit Card Reconciliations

  • Payroll Journal Entries

  • Standard Income Statement, Balance Sheet, & Statement of Cash Flow

  • Overall book review for any unusual balances or discrepancies


Botkeeper Advanced Bookkeeping

(Starting at $165/MO)

Everything included in Basic services in addition to:

  • Weekly AP Processing

  • Applying Payments to AR Invoices

  • Class & Department Tracking



(Starting at $1000/MO)
  •  Client Management Solution

  •  Task Management

  • Transaction & Statement Fetching 

  • Receipt & Bill Capture

  • Financial Dashboards

  • Unlimited Users

  • Uncategorized Transaction Manager

  • Client Communication Module

  • Secure Password Manager

  • Document Management

  • Bank-grade security


Botkeeper Add-ON Services

*Add-on services may be added to your client’s scope after Botkeeper has completed 2 months of bookkeeping services. The add-on service will follow the cadence of the bookkeeping cadence elected for the entity.

Project/Job Tracking - Assign customer projects/jobs to expense and revenue transactions based on information provided by the client.

Basic Schedule Maintenance with
Journal Entry - Maintain and record simple schedules such as prepaid expenses, loans, depreciation or other schedules leading to journal entries. Scheduled format to be provided by the partner.

Pack of 5 Simple End of Month Journal Entries - Recording of 5 simple journals (i.e., no calculations required) at month-end per details provided by the client. Note: This does not include updating or management of any schedules.

3rd Party Credit Card Merchant Account Reconciliation - Journal entry and reconciliation of merchant account deposits with the monthly summary report to capture gross income, refunds, fees, departmental sales, etc.

3rd Party Point of Sales Reconciliation - Record sales based on point of sales system and reconcile deposits received with point of sale system and general ledger.

3rd Party Inventory Reconciliation - Record end-of-month inventory value based on report provided by the client.

Standard Invoicing - Create and send invoices via QBO/ based on a standard template provided by client. Apply payments to any open invoices via deposit details provided by client.

Vendor Management and W-9 Collection (QBO Only) - Request W-9 from all new vendor requesting to paid using the QBO workflow.

QBO/Xero Custom Month-End Reports - Up to 5 additional monthly reports generated from QBO/Xero only. Created and saved by the partner in the accounting software for Botkeeper to include in the monthly reporting package.


Catch-up and Clean-up

If your client needs an in-depth review and completion of backdated work of their accounting file, the Botkeeper team can assist. For catch-up/clean-up, Botkeeper charges a fixed price based on the package selected for that client.


Tax Return Rapid Write-Up

Botkeeper’s Rapid Write-Up Solution provides firms with a secure hub for their clients to either automatically pull or manually upload financial statements into. Botkeeper then analyzes the tax write-up client’s financial institution statements and uses technology to code the transactions resulting in a Balance Sheet, P&L, Trial Balance, and potentially an uncategorized Transaction Report.


The Rapid Write-Up package includes:

  • Cash Basis

  • QBD File Conversion

  • General Ledger Included (XERO)

  • Bank & Credit Card Reconciliations

  • Standard Balance Sheet

  • Income Statement

  • Unlimited Bank/CC Accounts

  • Review For Any Discrepancies


Learn more about our Rapid Write-Up solution here.



All Botkeeper packages include a talented and experienced member of our Growth Partner team. Their role is intended to help empower accounting firms and assist them through periods of change.

Growth Partners are unique to Botkeeper, adding another valuable element to the human-assisted automation we’re so proud to deliver to accounting firms. This team of experienced accounting professionals (even CPAs!) manages the relationships with accounting firms of all sizes, including some of the largest and most innovative firms out there. They offer a broad technical and product knowledge to help accounting firms scale. Their whole end game is to ensure impeccable service and insightful guidance on how to get the most out of Botkeeper’s products and services.


Botkeeper’s Client Expectations

Botkeeper reserves the right to update this Description of Products and Service at any time for any reason.

You will supply the information required during your implementation process to ensure the delineation of Botkeeper services and the services your firm will provide to the client. 

You will provide access to all systems, data, documentation, and support that Botkeeper may need to provide optimal Support and Service.


Form 1099 Preparation and E-Filing

Clients are charged different rates based on the number of 1099s filed. Below is our new fee structure for filing 1099s.***

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Example #1: If you need to file 17 Forms 1099, botkeeper would charge you $240 + $112 [10x$24] + [7x$16] or $240 + $112 = $352. This computes to an average fee of $20.71 per form filed.

Example #2: If you need to file 300 Forms 1099, botkeeper would charge you $240 + $640 + $2,000 + (50x$5) or $2,880 + $250 = $3,130. This equates to an average fee of $10.43 per form.

***In order for us to process payments, the client must have followed our best practices for paying contractors throughout the year. This means that they paid via and that all payments are properly reflected in QBO. Additional fees of $50 per hour will be charged for clients who did not follow this process and for which additional review and research are needed in order to compute the appropriate dollar amount and other information needed to file the forms.

Learn more about our 1099 Filing Service here.


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