# Botkeeper Reviews **Vendor:** Botkeeper **Category:** [Accounting Software](https://www.g2.com/categories/accounting) **Average Rating:** 4.4/5.0 **Total Reviews:** 32 ## About Botkeeper Botkeeper is a leading automated bookkeeping solution that provides automated bookkeeping to accounting firms and their clients, by using a powerful combination of skilled accountants, machine learning, and artificial intelligence. The various packages provide full-suite bookkeeping & pre-accounting solutions, a consolidated platform consisting of tools to optimize firm processes, and the highest quality support, all designed to meet our clients' unique needs at any stage of growth. Accounting firms running on Botkeeper are able to grow their book of business, diversify their service offering, increase capacity, and reduce stress during tax time—all while improving their overhead costs. The powerful and easy-to-use solution has helped firms across the United States to maximize their potential, better serve their clients, and do more of what they love. ## Botkeeper Pros & Cons **What users like:** - Users value the **automation efficiency** of Botkeeper, significantly reducing bookkeeping time and enhancing productivity. (2 reviews) - Users appreciate the **easy tracking** feature of Botkeeper, significantly saving time on bookkeeping tasks and reconciliation. (1 reviews) - Users value the **efficiency focus** of Botkeeper, freeing accountants for more strategic tasks and client growth. (1 reviews) - Users appreciate the **automatic reconciliation and transaction coding** , significantly reducing bookkeeping time and enhancing efficiency. (1 reviews) - Users benefit from the **scalability** of Botkeeper, effortlessly expanding their client base while minimizing workload increases. (1 reviews) - Time Saving (1 reviews) **What users dislike:** - Users are frustrated by the **missing feature** to delete specific transactions without affecting the entire batch in Botkeeper. (1 reviews) - Users experience **setup difficulties** with Botkeeper, often finding the initial process more labor-intensive than expected. (1 reviews) ## Botkeeper Reviews ### 1. Streamlined Bookkeeping, Needs Better Integrations **Rating:** 3.5/5.0 stars **Reviewed by:** Brassard W. | Senior IT Infrastructure & Cloud Solutions Engineer, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** May 28, 2026 **What do you like best about Botkeeper?** Botkeeper’s standout strength lies in its powerful automation for repetitive bookkeeping work and accurate transaction matching. It keeps all financial records structured and uniform, with native reporting built to match UK accounting requirements. The clean dashboard enables real-time financial oversight, and the system runs reliably with little day-to-day supervision. By automating reconciliations and data entry, it minimizes manual mistakes and frees our finance team to concentrate on strategic analysis instead of mundane administrative work. **What do you dislike about Botkeeper?** Native connections with our cloud infrastructure and internal business systems are very limited. The reporting module lacks flexibility, so we cannot fully tailor outputs to our custom audit frameworks. Complex, multi-category expenses frequently require manual adjustments after processing. Additionally, the mobile app has restricted functionality, creating inconvenience for our remote team members who need to access and check financial data while away from the office. **What problems is Botkeeper solving and how is that benefiting you?** This platform eliminates hours of manual bookkeeping work across the team and effectively lowers the risk of human error. It simplifies account reconciliation and expense management, while consistently keeping all financial records compliant with UK accounting regulations. Thanks to these efficiencies, our finance staff can redirect their efforts toward high-impact financial review and planning. ### 2. AI-Powered Bookkeeping That's Canada-Ready **Rating:** 4.5/5.0 stars **Reviewed by:** Camposano S. | Senior Accountant & Financial Compliance Specialist, Accounting, Mid-Market (51-1000 emp.) **Reviewed Date:** May 28, 2026 **What do you like best about Botkeeper?** Botkeeper stands out for blending smart AI automation with Canadian accounting and tax compliance, which fits our mid-sized firm perfectly. Automated transaction tagging and bank reconciliation slash our manual bookkeeping work by nearly half and accelerate the month-end close process. Built to follow CRA regulations, GST/HST rules and local accounting standards, it keeps all records audit-ready with minimal extra verification. Its anomaly detection spots errors early, saving us from time-consuming fixes later on. The real-time financial dashboards deliver clear insights into cash flow, expenses and profits, letting us hold proactive, data-backed discussions with clients and strengthen our partnerships. It also connects reliably with our banking, invoicing tools and QuickBooks, streamlining daily operations and ensuring consistent, accurate records. The core setup is intuitive with clear onboarding guidance, though tuning region-specific tax settings did take extra effort. **What do you dislike about Botkeeper?** The platform lacks robust custom reporting for Canadian compliance use cases. Standard financial reports work well, but building multi-province GST/HST summaries and CRA-approved audit schedules is not supported natively. We have to export raw data and create custom spreadsheets to meet regulatory reporting demands. Additionally, the AI struggles with sophisticated Canadian tax scenarios. Nuanced transactions such as cross-provincial sales and partially deductible business expenses often require repeated manual adjustments. While the support team is responsive, resolving these edge cases still consumes considerable working time. **What problems is Botkeeper solving and how is that benefiting you?** Botkeeper eliminates repetitive manual data entry and bank reconciliation, cutting our month-end close duration by 40%. It greatly reduces human error across tax and compliance work, and maintains fully CRA-aligned, audit-ready financial records via smooth tool integrations. Overall, its automation lightens our team’s heavy administrative burden and lets us focus more on high-value client services. ### 3. Useful Tool for Bookkeeping **Rating:** 4.5/5.0 stars **Reviewed by:** Ajay B. | Senior Account Executive, Accounting, Mid-Market (51-1000 emp.) **Reviewed Date:** May 12, 2025 **What do you like best about Botkeeper?** 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. **What do you dislike about Botkeeper?** 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. **What problems is Botkeeper solving and how is that benefiting you?** In my previous company we used Microsoft Excel for bank reconciliation and the AP and AR reconciliation. Now when using the Botkeeper it's to easy and do the bank reconciliation within the minute. Also it's provide the reconciliation report where I can find the transactions which are pending to reconcile and move on to the next month balance. It's save my time and I can utilise this time in other tasks to prepare financial statements. ### 4. User friendly, efficient and scalable **Rating:** 5.0/5.0 stars **Reviewed by:** Palak G. | Specialist, Accounting, Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2025 **What do you like best about Botkeeper?** 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. **What do you dislike about Botkeeper?** 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. **What problems is Botkeeper solving and how is that benefiting you?** Botkeeper offers a robust solution for automating bookkeeping tasks, making it a valuable tool for accounting firms aiming to enhance efficiency and scalability. The overall benefits in time savings and customer support make it a compelling option for many firms. ### 5. Botkeeper is really a time saver **Rating:** 4.5/5.0 stars **Reviewed by:** Khushi K. | Software Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** September 19, 2023 **What do you like best about Botkeeper?** saves times, automation reduces the risk of human errors in bookeeping,cost effective **What do you dislike about Botkeeper?** initial setup complexity, cost, learning curve **What problems is Botkeeper solving and how is that benefiting you?** it helps business to stay compliant with tax accounting regulations. ### 6. HELPING SMALL BUSINESS **Rating:** 5.0/5.0 stars **Reviewed by:** Shawn H. | ACCOUNTING DIRECTOR, Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2022 **What do you like best about Botkeeper?** 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. **What do you dislike about Botkeeper?** 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. **What problems is Botkeeper solving and how is that benefiting you?** STAFFING HAS BEEN A CHALLENGE IN TODAY'S CLIMATE. HOWEVER, THERE IS AN OPPORTUNITY TO HELP AND SERVICE SMALL BUSINESSES. WHILE THE CATEGORIZATION AND RECONCILIATIONS ARE NECESSARY, IT DOESN'T PROVIDE AS MUCH VALUE AS BEING ABLE TO ANALYZE AND CONSULT WITH THE BUSINESS OWNERS, SO THEY UNDERSTAND FROM AN ACCOUNTING STANDPOINT HOW THE COMPANY IS PERFORMING. BOOTKEEPER ESSENTIALLY IS SERVING AS OUR LOWER STAFF TO DO THE WORK. IT IS ALSO MORE RELIABLE AS THE CATEGORIZATIONS ARE BASED ON PRIOR TRANSACTIONS OR REFERENCES FROM OTHER SIMILAR COMPANIES. ### 7. Time Saver for Sure! **Rating:** 5.0/5.0 stars **Reviewed by:** Misty M. | B, Small-Business (50 or fewer emp.) **Reviewed Date:** September 22, 2022 **What do you like best about Botkeeper?** 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! **What do you dislike about Botkeeper?** I really do not have any complaints about Botkeeper! **What problems is Botkeeper solving and how is that benefiting you?** Staffing - We have always had staffing problems, either with hiring people that claimed to be bookkeepers or employee turnover, botkeeper has made this far less painful. Automation - We spend about 25% less time on clients' hours (but we are not just a typical bookkeeping company, we have clients that call us for silly reasons like someone hacked their Facebook account and what should they do, LOL) If we were just straight bookkeeping the percentage would be much higher. ### 8. Botkeeper has turned our bookkeepers into account managers **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 10, 2023 **What do you like best about Botkeeper?** 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. **What do you dislike about Botkeeper?** 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. **What problems is Botkeeper solving and how is that benefiting you?** Our firm is growing so rapidly that we needed to offload tasks to Botkeeper to continue taking on clientele without adding to our labor cost. So far so good and we are excited to keep scaling with Botkeeper! ### 9. Wow, welcome to the future of accounting! **Rating:** 5.0/5.0 stars **Reviewed by:** Anthony M. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 12, 2022 **What do you like best about Botkeeper?** 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. **What do you dislike about Botkeeper?** 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. **What problems is Botkeeper solving and how is that benefiting you?** We had too many clients and not enough employees. Botkeeper took a majority of the day-to-day work so we could concentrate on the human touch of the financials. ### 10. Very Efficient **Rating:** 5.0/5.0 stars **Reviewed by:** Felix M. | Staff Accountant., Small-Business (50 or fewer emp.) **Reviewed Date:** October 04, 2022 **What do you like best about Botkeeper?** 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. **What do you dislike about Botkeeper?** 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. **What problems is Botkeeper solving and how is that benefiting you?** They are helping us solve the bookkeeping stress. I have realized that we are able to have the information ready for our clients. Yes, it has because we have been able to take on more clients. ### 11. Botkeeper has improved our firm's bookkeeping efficiency. **Rating:** 4.0/5.0 stars **Reviewed by:** Cindy F. | Accounting Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** December 08, 2022 **What do you like best about Botkeeper?** Botkeeper handles coding of transactions and reconciling bank statements and takes those tasks off my hands. **What do you dislike about Botkeeper?** I don't find the management reports produced by Botkeeper particularly helpful. **What problems is Botkeeper solving and how is that benefiting you?** Botkeeper is performing the most time consuming tasks for me and giving me back time better spent on other client concerns. ### 12. Tax Manager . New to Botkeeper, there is a lot of interaction between client and CP firm **Rating:** 4.0/5.0 stars **Reviewed by:** Scott W. | Tax Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 06, 2023 **What do you like best about Botkeeper?** That client can amend and fix uncategorized expenses **What do you dislike about Botkeeper?** 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 **What problems is Botkeeper solving and how is that benefiting you?** Time spent researching uncategorized expenses ### 13. Great Service, attentive and detail oriented! **Rating:** 5.0/5.0 stars **Reviewed by:** Fanny L. | Bookeeper, Small-Business (50 or fewer emp.) **Reviewed Date:** September 19, 2022 **What do you like best about Botkeeper?** Botkeeper is amazing, we have been using botkeeper for a couple of months and it has saved us so much time on categorizing transactions. Botkeeper has allowed our team to focus more on the financial analysis and other client needs. **What do you dislike about Botkeeper?** No downsides, everything has been great! Ourbotkeeper representative is amazing and is always there to help. **What problems is Botkeeper solving and how is that benefiting you?** Botkeeper is classifying clients' transactions and reconciling the accounts, this gives us more time to focus on other clients' needs. ### 14. Botkeeper has helped Capacity Issues! **Rating:** 5.0/5.0 stars **Reviewed by:** Christa T. | Senior Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** September 16, 2022 **What do you like best about Botkeeper?** Eliminating transaction entry for our CAS team has helped open up their capacity to take on new clients. The management reports produced by the 15th of the month have been great for our clients! **What do you dislike about Botkeeper?** The current portal is a bit dated, but I know great things are coming with BOS and we are excited to get upgraded. **What problems is Botkeeper solving and how is that benefiting you?** The biggest problem Botkeeper has solved is opening capacity for our current staff. We have cut bookkeeping time significantly on clients we have transitioned to Botkeeper. ### 15. Botkeeper Accounting Review **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 20, 2022 **What do you like best about Botkeeper?** I like the way they communicate with their clients and they way they can customize each client however you want. **What do you dislike about Botkeeper?** The UI is somewhat tough to use even though they have good instructions. It just feels clunky and not the best. **What problems is Botkeeper solving and how is that benefiting you?** Solves the need for a low level bookkeeper staff and the cost/ training that comes with that role in an accounting firm. ### 16. AI at work **Rating:** 5.0/5.0 stars **Reviewed by:** Carlos G. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** September 30, 2022 **What do you like best about Botkeeper?** The Ability to have extra time to upscale services, and provide a much better personalize service to each client,in a timely manner **What do you dislike about Botkeeper?** Things happen on a daily basis that is beyond our control and the client, not being able to talk to someone right away or at least chat to assess the situation, therefore, creating delays **What problems is Botkeeper solving and how is that benefiting you?** Assisting in addressing short staffing and maintaining productivity ### 17. Yes to AI **Rating:** 5.0/5.0 stars **Reviewed by:** Jimmy L. | Senior Manager, Outsourced Accounting, Mid-Market (51-1000 emp.) **Reviewed Date:** June 18, 2021 **What do you like best about Botkeeper?** A couple of items - 1. I'm able to continue to grow our business with the same team in place while having time to search for the right people instead of just finding any one to fill the spac. 2. Prior to using Botkeeper, almost all of the accounting work required manual data entry and manual reconciliation. Botkeeper has taken that piece of the work off our plates and now allows my team to focus on reviewing and discussing financial results with our clients instead of always being in the weeds. **What do you dislike about Botkeeper?** No complaints at this point. Botkeeper works closely with our team and keeps the lines of communication open so that we're all on the same page. We meet regularly with our Growth Partner for status update calls and to resolve any open questions and tasks. We also meet regularly with the product development team to provide feedback on current functions and features. The product development team also asks what other functions we might need that isn't currently offered. **Recommendations to others considering Botkeeper:** Treat Botkeeper as a partner and not simply a service provider. The relationship between our companies has been great because we work closely with the Botkeeper team. **What problems is Botkeeper solving and how is that benefiting you?** I'm looking to solve a few different problems. The accounting schools are graduating fewer accountants. The ones that they do graduate are entering the traditional audit and tax fields. That's making it harder to find good GL accountants. Once we find a good GL accountant, I prefer they work with clients to discuss financial results, processes, etc. instead of simply being data entry specialists. Also, as our company grows, I want a service line that allows me to continue to work with start-ups. By using Botkeeper, I'm able to free up my folks to be more client focused as well as provide a service offering that meets the economic needs of a start-up business. ### 18. Great Service ~ Highly Recommended! **Rating:** 5.0/5.0 stars **Reviewed by:** Dustin V. | Managing Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 09, 2021 **What do you like best about Botkeeper?** Ease of use. Exceptional responsiveness of our account manager. Consistent, quality work. **What do you dislike about Botkeeper?** Nothing; they are very accomodating and willing to work with us. **Recommendations to others considering Botkeeper:** When deciding to partner with BotKeeper, we met with their team several times, interviewed their references, and made sure that our expectations were understood and that we understood their capabilities, services, and expectations of us. We also made sure that their data security policies and procedures were designed and operating effectively. **What problems is Botkeeper solving and how is that benefiting you?** We work with BotKeeper to assist with our ongoing accounting services. Their platform automates the coding of transactions and reconciliation of accounts. They also help us with setting up accounting systems and cleaning up accounting records. ### 19. Observation of the Efficiency of Botkeeper **Rating:** 4.5/5.0 stars **Reviewed by:** Habibulahi A. | Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** November 11, 2020 **What do you like best about Botkeeper?** its user friendly nature and ease of application **What do you dislike about Botkeeper?** Haven't really notices something i dislike **Recommendations to others considering Botkeeper:** I will urge them to go for it without giving a second thought because if time saving and very efficient **What problems is Botkeeper solving and how is that benefiting you?** Enabling in the bookkeeping process and providing us to focus on other more pressing areas. ### 20. Automate bookkeeping and partner up with a forward-thinking company **Rating:** 4.5/5.0 stars **Reviewed by:** Christopher F. | Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** January 26, 2021 **What do you like best about Botkeeper?** Their on-boarding team is quite nice. They also make a great effort to get to know your agency, the type of clients you have so they can cater to you. **What do you dislike about Botkeeper?** can't think of anything. Sometimes the staff can be unresponsive, BUT this in no way slows down business It's only during peak times, and this is not a habit. **Recommendations to others considering Botkeeper:** I'd say get to know what your exact needs are and really think about how technology can automate it. **What problems is Botkeeper solving and how is that benefiting you?** Automating bookeeping so the staff can focus on higher-level services such as client advisory. ### 21. Lack of technical support **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2021 **What do you like best about Botkeeper?** Ability to share bookkeeping related information with the whole team on one platform **What do you dislike about Botkeeper?** Ancient design- not user friendly whatsoever. Lack of technical support. The team was working on my ticket for several weeks with no resolution in sight **What problems is Botkeeper solving and how is that benefiting you?** We were able to upload all receipts and track spending on projects in real time with the appropriate team members. This has helped us maintain a budget and keep track of all spending for bookkeeping purposes ### 22. Impressed with the rollout of Botkeeper **Rating:** 5.0/5.0 stars **Reviewed by:** Micah C. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 17, 2020 **What do you like best about Botkeeper?** Botkeeper has provided a level of management oversight on their side that ensures accurate bookkeeping and data that gives back time to the Club Capital staff to focus on our crucial financial analysis work and meeting with clients. We are so impressed with the caliber and oversight of the entire Botkeeper team. **What do you dislike about Botkeeper?** The hardest part of getting started with Botkeeper is the inherent change in processes. Not only is it a different process internally, but it is a different process for our clients. This being said, the Botkeeper team truly brings "all hands on deck" with their onboarding team to make the process as efficient and effective as possible as to not miss a beat in the monthly close process for our clients. While we need to have a heavy focus on the change in processes/platforms for our clients with additional work on our Account Managers and Customer Success Leads, its nothing more than you would have for any tech switch within the firm. **What problems is Botkeeper solving and how is that benefiting you?** Streamlined monthly close process for our entire portfolio of clients. We're able to make the Botkeeper team a true extension of ours since they have a level of management oversight as a part of the contract team. With Botkeeper as another "seat" around the management table, there's less duplicative work and oversight needed from our team which allows us to be more efficient and spend our time with the clients instead of behind the scenes. ### 23. Great Experience **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 27, 2021 **What do you like best about Botkeeper?** I love how efficient all of the processes are at Botkeeper. They have saved me countless hours of work and have allowed me to grow my business! **What do you dislike about Botkeeper?** The platform has a few bugs in it from time to time, but the development team is always coming out with new updates and fixes. **What problems is Botkeeper solving and how is that benefiting you?** Payroll and employees is the biggest problem solved and time is the biggest benefit I have realized ### 24. Botkeeper review **Rating:** 3.0/5.0 stars **Reviewed by:** Jen M. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 19, 2020 **What do you like best about Botkeeper?** I think that it has some interesting programs and some interesting capabilities that you do not find in other software systems. **What do you dislike about Botkeeper?** Further more, at times, it is kind of complicated to learn and at times feels like you could do the whole thing faster with a spreadsheet to be able to sort or to filter. **What problems is Botkeeper solving and how is that benefiting you?** One other important problem that I have found is that at times I think Excel could do the same thing without having to use Bot keeper. One other more important benefit is that it does have some capabilities that I have not seen offered in other software. ### 25. Automated services with bank account connection **Rating:** 4.0/5.0 stars **Reviewed by:** Emily R. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 29, 2020 **What do you like best about Botkeeper?** The connection with the bank accounts works perfectly, and for that reason we can save time - the bookings will be transferred correctly and just for abroad sales and expenses (invoices) we have to take a look up. The application works also on mobile devices and offers a good visability and platform. **What do you dislike about Botkeeper?** The savings list and the access to the bank account often need a new digit of the user account name and password - of course that's a security reason but could be annoying if we are not in the office and need to access. **What problems is Botkeeper solving and how is that benefiting you?** Management of the account of the company - totally automatically booking of invoices and automated bank connection. If the reason is correctly set, there is a smooth recognition possible. ### 26. Game-Changing Technology **Rating:** 5.0/5.0 stars **Reviewed by:** Tiffany M. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2020 **What do you like best about Botkeeper?** The beauty of Botkeeper is its ability to scale and adapt to our growing business. After using Botkeeper for only 6 months, we’ve been able to save 30 hours per week on transaction categorizing, 5 hours per week of reconciling deposits, and 10 hours per month on reconciling revenue for just one of our clients! With bookkeeping running seamlessly with Botkeeper, I’m able to focus my time on reviewing output and making recommendations to my clients rather than just spending all my time on categorizing transactions, preparing statements, and documents. **What do you dislike about Botkeeper?** There's not much I can say here. Botkeeper has always swiftly addressed my concerns and made them a nonissue. **What problems is Botkeeper solving and how is that benefiting you?** We are Beta testing some new features and work closely with the development team to provide feedback. Botkeeper is always looking for way to enhance its capabilities and continue to adapt to our swiftly changing, technology driven world. ### 27. Automate your accounting efficiently with Botkeeper. **Rating:** 3.5/5.0 stars **Reviewed by:** Tyler A. | Project Engineer, Enterprise (> 1000 emp.) **Reviewed Date:** April 10, 2020 **What do you like best about Botkeeper?** One of the features that I like the most about Botkeeper is that it allows you to manage cats and manage accounts receivable and payable efficiently. In addition, it allows you to easily create and customize financial reports. Another great advantage of this software is that it is totally secure and the technical support service is excellent, they are always available and provide quick and accurate answers. **What do you dislike about Botkeeper?** Using and implementing this software is a little difficult and confusing. In addition, we have had multiple drawbacks when trying to configure the panels and it has also failed in the synchronization process. Beyond this, there are no other unfavorable aspects I can mention about botkeeper. **Recommendations to others considering Botkeeper:** I recommend integrating Botkeeper with Quickbooks to transfer data from one place to another efficiently and securely, both tools complement each other perfectly and save time and money. **What problems is Botkeeper solving and how is that benefiting you?** There are many benefits that we have obtained since we implemented this software. Botkeeper makes accounting much easier and more efficient using artificial intelligence assisted and monitored by expert accountants, making our work easier and better. In addition, their technical support service is available 24 hours to provide support. ### 28. Increased efficiency: welcome to modern accounting! **Rating:** 5.0/5.0 stars **Reviewed by:** Devin M. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2020 **What do you like best about Botkeeper?** We recognized that DSJCPA needed to modernize the firm from both an efficiency and scale perspective. We could not do this on our own. We needed a partner to get us there, and Botkeeper’s tools and service have done it. They have elevated DSJCPA to another level. We are ready for the future, and Botkeeper helped us prepare for that. **What do you dislike about Botkeeper?** No complaints from us. We are still implementing. **What problems is Botkeeper solving and how is that benefiting you?** Botkeeper helps maximize efficiency and accuracy. ### 29. Artificial intelligence meets bookkeeping **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Online Media | Small-Business (50 or fewer emp.) **Reviewed Date:** November 22, 2020 **What do you like best about Botkeeper?** Very impressive results, rarely needing correcting. **What do you dislike about Botkeeper?** Could be more intuitive, but still fairly easy to use. **What problems is Botkeeper solving and how is that benefiting you?** My actual bookkeeper is winding things down preparing for retirement, this has allowed her to work less hours but without us having to hire another person. ### 30. Botkeeper for Accountants **Rating:** 5.0/5.0 stars **Reviewed by:** Jody P. | CEO and Principal, Small-Business (50 or fewer emp.) **Reviewed Date:** May 07, 2019 **What do you like best about Botkeeper?** Works gets done and solves for our hardest problem of finding talent to do bookkeeping! The solutions interface gives me a place to collaborate with both my team and my customers. They are not looking to replace your G/L package, just to connect to it. It does the pre-accounting work of gathering all the data feeds and categorizing them so you only have to work with the exceptions. This makes our life much easier! **What do you dislike about Botkeeper?** Features are still evolving...but for being a fairly new product it's great. **Recommendations to others considering Botkeeper:** Lots of good things happening with the Botkeeper Platform. It just keeps evolving. Don't be afraid to make suggestions, the team really listens and keeps improving the product. AI is the future of bookkeeping, as an accountant it's best to get on board and not get left behind. Botkeeper has the vision and the support to evolve and partner with accounting firms instead of take them over, like many of the other solutions in this category. **What problems is Botkeeper solving and how is that benefiting you?** Talent. It's really hard to find bookkeeping help. Also, I have been able to advance my current team to do higher value work. ### 31. Using Botkeeper since 2015! **Rating:** 5.0/5.0 stars **Reviewed by:** Hanson G. | CEO and Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** May 29, 2019 **What do you like best about Botkeeper?** I really love the simplicity and automation that botkeeper brings to my startup. We are a fast growing company with a super small and lean team. Botkeeper has continuously grown and scaled up with our team and our needs. **What do you dislike about Botkeeper?** There isn't much to dislike. Once in a while, there could be a slight mistake with a categorization, but once you tell the bot how you'd like transactions like that categorized, they'll never make the mistake again **Recommendations to others considering Botkeeper:** Definitely give it a shot and at least let them automate easy and repeatable tasks. **What problems is Botkeeper solving and how is that benefiting you?** We never needed to hire a bookkeeper, which has been wonderful. We get to keep the team super small and focus solely on marketing and sales. ### 32. Attentive and procedure focused **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Food & Beverages | Mid-Market (51-1000 emp.) **Reviewed Date:** June 20, 2018 **What do you like best about Botkeeper?** We always simply email our account rep and "the bot". On our end, we very rarely sense a miss-communication within botkeeper. Botkeeper team does an excellent job catching, following-up on, and resolving discrepancies. Additionally, botkeeper has quickly taken on our procedures and software. **What do you dislike about Botkeeper?** Email is fine, though sometimes I wish more could be done in the portal. For example, a more robust CMS that efficiently handled the regular EOW, EOP, and check-run discussions to move these attachments, comments, and action items out of email. **Recommendations to others considering Botkeeper:** During initial setup, double check your initial "requirements" and then validate that each detail has been implemented as expected. Expect that the first round of reporting will take a significant amount of time to produce, review, and be corrected. Botkeeper team could not be more gracious and pleasant to work with! **What problems is Botkeeper solving and how is that benefiting you?** Accurate accounting! Additionally, botkeeper provides the power to complete "last mile" integration between our various payroll, AP, and inventory systems. ## Botkeeper Discussions - [Is Botkeeper any good?](https://www.g2.com/discussions/is-botkeeper-any-good) - 1 upvote - [Can you automate bookkeeping?](https://www.g2.com/discussions/can-you-automate-bookkeeping) - [How much does Botkeeper cost?](https://www.g2.com/discussions/how-much-does-botkeeper-cost) - [What does Botkeeper do?](https://www.g2.com/discussions/what-does-botkeeper-do) - [View Botkeeper pricing details and edition comparison](https://www.g2.com/products/botkeeper/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-01+11%3A29%3A11+-0500&secure%5Bsession_id%5D=551611d4-4e37-478d-996f-e3e687b075c6&secure%5Btoken%5D=d7353ed8c5cb24bf059b4134a0534a845a2f4912631be76f7051e24087f2cdc0&format=llm_user) ## Botkeeper Features **General Ledger** - Journal Entries - Tags / Dimensions - Audit Trail **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Accounts Receivable** - Invoice Customization - AR Automation - Collections Automation **Accounts Payable** - AP Automation - Payment Processing - Purchase Orders **Other Functionality** - Inventory Tracking / Ordering - Inventory Pricing and Costing - Inventory Reporting - Multi-Entity / Consolidation - Recognition Rules - Reconciliations - Payroll - Time and Expense **Reporting & Analytics** - Financial Statements - Custom Reporting - Budgeting / Forecasting - Dashboards **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Performance and Reliability - Output Document Generation **Integration** - Data Import and Export Tools - Integration APIs - Breadth of Partner Applications **Cash Flow** - Track Cash Flow - Income and Expenses - File Exports **Budgeting & Forecasting** - Budgeting / Forecasting - Data Import - Versioning - Historical Data **Revenue** - Revenue Types - Revenue Allocation - Scheduling **Payroll** - Direct Deposit - Check/W-2 Printing - Tax Calculation - Reporting and Dashboards **AI** - Data Extraction - Invoice Processing - Expense Management - Fraud Detection - Tax Compliance - Support Chatbots - Bank Reconciliations - Report Generation - Customizable Alerts - Predictive Analytics **Mobile Applications - Accounting** - Cloud Integration - Notifications - UI - Offline - Expense Tracking - Invoice Management **Agentic AI - Accounting** - Autonomous Task Execution ## Top Botkeeper Alternatives - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - 4.0/5.0 (3,720 reviews) - [Sage Intacct](https://www.g2.com/products/sage-intacct/reviews) - 4.3/5.0 (3,869 reviews) - [Intuit QuickBooks](https://www.g2.com/products/intuit-quickbooks/reviews) - 4.4/5.0 (389 reviews)