Botkeeper Reviews & Product Details

I like the automatic reconciliation of bank statement and the automated coding of the transactions with in the tool. It's reduce my time to complete the bookkeeping for the client and I can prepare financial statements within the TAT. Previously I have to do reconciliation in excel which takes more time as compare to now. Review collected by and hosted on G2.com.

I can not delete the perticular transaction of bank statement which I mistakenly post twice. I have to delete whole batch to correct the bank statement balance. Review collected by and hosted on G2.com.

Automates repetitive bookkeeping tasks, allowing accountants to focus on higher-level responsibilities. Moreover, enables firms to expand their client base without a proportional increase in workload. Review collected by and hosted on G2.com.

Some users have reported that the initial setup can be more labor-intensive than anticipated.Occasional problems with bank connections have been noted, requiring manual intervention. Review collected by and hosted on G2.com.

saves times, automation reduces the risk of human errors in bookeeping,cost effective Review collected by and hosted on G2.com.

initial setup complexity, cost, learning curve Review collected by and hosted on G2.com.

BOTKEEPER WILL CATEGORIZE AND RECONCILE OUR COMPANY FILES IN A TIMELY AND CONSISTENT MATTER. IT TAKES THE COMPONENT OF NEEDING TO RELY ON YOURSELF OR STAFF FOR TIMELY OR ACCURACY. IT TAKES THE TIME-CONSUMING WORK TO LET US ADD MORE VALUE TO OUR CLIENT'S BUSINESSES. Review collected by and hosted on G2.com.

THERE IS STILL A SMALL LEVEL OF NEEDING TO UPLOAD SOME BANK STATEMENTS OR MAKE SURE LINKS ARE CURRENT. WHILE THIS IS NOT TOO TIME-CONSUMING, IT IS EASY TO FALL BEHIND A FEW MONTHS. Review collected by and hosted on G2.com.

After having so many staffing issues our company was looking for a way to save time on our bookkeeping processes. After taking a webinar on CPA academy I connected with Botkeeper and in hindsight, I'm so glad I did. We started the process with Botkeeper over a year ago and had six employees. We were severely impacted by the great resignation (yes, it's real!) and lost over 40% of our staff in a one-month period. Had it not been for Botkeeper we would have been in a very bad spot. We service 60 monthly clients books with a staff of three (we are still understaffed) but Botkkeeper has been able to keep everything moving for us. If you are looking to automate your bookkeeping processes, look no further! Review collected by and hosted on G2.com.

I really do not have any complaints about Botkeeper! Review collected by and hosted on G2.com.

The most significant upside is removing those tedious, monotonous tasks from the bookkeepers and having them become actual account managers focusing on high-level tasks, quality control and working more closely with the clients in other areas besides bookkeeping. Review collected by and hosted on G2.com.

There are a few minor things within the system (that doesn't affect the overall work) that could be improved, but it's still a growing company, and I have faith in the product roadmap that they will be addressed. Review collected by and hosted on G2.com.

Botkeeper is an accountant's dream come true. All those tedious tasks like updating bank accounts and reconciling are done without much help from you or your staff. They offer year-end tax write-ups as well so those clients that come at the end of the year with a pile of statements, just charge the client a small fee and let Botkeeper do the work. Welcome to the future of accounting. Review collected by and hosted on G2.com.

Sometimes the connections with the banks break and it takes time to reconnect them but that's not Botkeepers fault (most of the time it's Amex). Seems to be more of a security issue than anything but it would be nice if it didn't happen so frequently. Review collected by and hosted on G2.com.

I like that the platform is very user-friendly and that everyone gets notified when you upload documents. They are also very efficient. The platform is always finding way to make it easier for the partners. Review collected by and hosted on G2.com.

The software sometimes lags and when you upload documents the pdf does not show the transactions in the bank statements. I would like to see improvements with updates. Review collected by and hosted on G2.com.

Botkeeper handles coding of transactions and reconciling bank statements and takes those tasks off my hands. Review collected by and hosted on G2.com.

I don't find the management reports produced by Botkeeper particularly helpful. Review collected by and hosted on G2.com.

That client can amend and fix uncategorized expenses Review collected by and hosted on G2.com.

Takes a while to familiarize with navigation. We use so many software types here and tax season is started . Hard personally to learn so many software integration tools that work with each other but I am getting there Review collected by and hosted on G2.com.