--- title: "botkeeper Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about botkeeper Software - reviews, pricing plans, popular comparisons to other Accounting products and more." source_url: "https://www.capterra.com/p/177021/botkeeper/" page_type: "product" language: "en" --- # botkeeper Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 3, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) botkeeper ## What is botkeeper? Ready for the future of accounting? Botkeeper provides automated bookkeeping support to Accounting Partners (firms) and their business clients through a powerful combination of skilled accountants alongside machine learning and AI. We provide full-suite bookkeeping & pre-accounting solutions, a consolidated platform with tools to optimize firm processes, and the highest quality 24/7 support, all designed to meet our clients' unique needs at any stage of growth. Learn more about Botkeeper. ## What is botkeeper used for? [Bookkeeper](https://www.capterra.com/bookkeeper-software/)[Accounting](https://www.capterra.com/accounting-software/)[Financial Reporting](https://www.capterra.com/financial-reporting-software/) Top alternative Featured Overall rating Based on 71 user reviews Reviews sentiment Positive 85% Neutral 13% Negative 3% Starting price $55 Flat Rate, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for botkeeper?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.botkeeper.com&name=botkeeper) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### botkeeper 4.4 (71) VS. [4.4 (3,314)](https://www.capterra.com/p/120109/Xero/reviews/) Starting Price $55 Flat Rate, Per Month Starting Price $25 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.2 (71) Ease Of Use 4.4 (2,816) Value For Money 4.5 (61) Value For Money 4.2 (2,433) Customer Service 4.5 (64) Customer Service 4.0 (2,322) ## botkeeper alternatives [4.3 (713)](https://www.capterra.com/p/76/Intacct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars Highest Rated [4.5 (286)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/) Starting price $22.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.3 (135)](https://www.capterra.com/p/133966/Accounting-Seed/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [4.0 (622)](https://www.capterra.com/p/174753/Sage-50cloud/reviews/) Starting price $124.42 Per User, Per Month Pricing Options Free Trial Free Version User Rating 76% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/177021/botkeeper/alternatives/) ## FAQs about botkeeper Overview ### What problems does botkeeper solve? botkeeper solves time-consuming bookkeeping, delayed financial reporting, and clunky receipt and invoice collection by automating routine accounting tasks and fitting into existing email, portal, and Google Drive workflows. Finance teams, small businesses, nonprofits, treasurers, and firms managing multiple clients benefit from faster answers, current books, and less manual payment processing. Answer based on 27 reviews Overview ### Which roles and teams benefit most from botkeeper? botkeeper is most used by finance teams, bookkeeping staff, and firm leaders such as CEOs, founders, presidents, and partners. Accountants and bookkeepers use it to automate transaction coding, reconciliations, and reporting, while operations and executive teams rely on it for cleaner financial visibility, workflow efficiency, and scalable back-office support. Answer based on 71 reviews Talk to an expert ### More questions? Ask our experts Overview ### What company size and industries is botkeeper built for? botkeeper is built mainly for small businesses, which make up 97% of reviewers, with accounting the leading industry at 23%. It serves businesses across industries, including financial services and real estate at 7% each, and also supports enterprise clients at 3%, most commonly for accounting use cases. Answer based on 71 reviews Features and Usability ### What are the key features of botkeeper? botkeeper includes core accounting and bookkeeping tools like accounts payable, payroll management, bank reconciliation, and expense tracking. Differentiating features include a client dashboard, document management, process automation for invoice processing and payments, and financial reporting with management reports, profit/loss statements, and income and balance sheet views. Answer based on 37 reviews Pricing ### How much does it cost and what fees or limitations are included? botkeeper starts at $55 per month for the Client Entity Fee and $1,000 per month for Platform and Tools, both flat-rate plans. The Client Entity Fee includes reconciliations, cash flow, statements, and categorizations; Platform and Tools adds dashboards, document management, and unlimited users. A free trial is available. Answer based on 9 reviews Integrations ### Which third-party tools and platforms does botkeeper integrate with? botkeeper integrates with QuickBooks Online. The integration supports bookkeeping workflows for clients using QuickBooks Online, which is the only third-party platform named in the provided catalog data and reviewer mentions. Answer based on 8 reviews Getting Started and Support ### How easy is it to onboard and train a team on botkeeper? botkeeper offers live online training and documentation, giving teams structured support during setup. Reviewers indicate day-to-day users adapt after the initial setup, while teams handling new processes, dashboard customization, or account syncing may face a steeper learning curve. Some users also report longer onboarding timelines and occasional confusion during transitions. Answer based on 11 reviews Getting Started and Support ### What customer support options does botkeeper offer, and how do users rate the experience? botkeeper offers chat support. Users often describe support as responsive, helpful, and attentive, with quick answers to questions and regular communication through dedicated contacts. Some mention occasional delays, including overnight replies, slower response times, and difficulty getting clear answers on billing, contracts, or account communication. Answer based on 27 reviews Accounting and bookkeeping ### How well does botkeeper handle accounting and bookkeeping? botkeeper handles day-to-day accounting and bookkeeping well for many small businesses and firms that want outsourced support. It helps with reconciliations, expense tracking, invoice workflows, and ongoing book updates, though complex setups can take time to teach, and some teams want more tailored reporting or steadier point-of-contact communication. Answer based on 37 reviews ## Features AI summary Based on 11,280 Accounting reviews Capterra data shows that buyers of Accounting software rank the following features as their top priorities: - **Income & Balance Sheet** (**57%** of reviewers rated this feature as critical) - **Financial Reporting** (**52%**) - **General Ledger** (**51%**) botkeeper supports all three of the features reviewers rate highest: **Income & Balance Sheet**, **Financial Reporting**, and **General Ledger**. Together, these capabilities give businesses a clear view of financial performance, keep core accounting records accurate, and make it easier to review results and track day-to-day financial activity, helping businesses make informed decisions with greater confidence. Income & Balance Sheet 4.8 (4) 100.00% of 4 reviewers that rated this feature as important or highly important A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time Financial Reporting 4.8 (6) 66.67% of 6 reviewers that rated this feature as important or highly important Generate reports to assess the financial performance of an organization General Ledger 5.0 (7) 71.43% of 7 reviewers that rated this feature as important or highly important Centralized accounting record which tracks all financial transactions Expense Tracking 4.8 (4) 25.00% of 4 reviewers that rated this feature as important or highly important Monitor and record expenses such as purchases or charges incurred Billing & Invoicing 5.0 (4) 0.00% of 4 reviewers that rated this feature as important or highly important Create, manage, and send invoices or bills to customers Bank Reconciliation 4.8 (8) 62.50% of 8 reviewers that rated this feature as important or highly important Compare and match accounting/financial records with corresponding bank statements botkeeper 18 features ### All Features - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Accounts Payable: Track money owed to a company's creditors/suppliers - Accounts Receivable: Track outstanding invoices and the money owed from clients - Bank Reconciliation: Compare and match accounting/financial records with corresponding bank statements - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Cash Management: Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Document Management: Store, manage, and track all electronic documents in a centralized location - Expense Tracking: Monitor and record expenses such as purchases or charges incurred - Financial Reporting: Generate reports to assess the financial performance of an organization - Fixed Asset Management: Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history - General Ledger: Centralized accounting record which tracks all financial transactions - Income & Balance Sheet: A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time - Payment Collection: Tracking, managing, and initiating the transfer of funds for overdue customer payments - Payroll Management: Manage employee salary processes, data, taxes, and records administration efficiently - Profit/Loss Statement: A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time - Revenue Recognition: An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it. - Spend Management: Track the amount of money spent on a certain product or with a certain supplier --- Get Advice We can help you find the software with the features you need. Features 4.4 (71) 4.4 Based on 71 reviews ## Pricing Value for money 4.5 (61) Free Trial [View pricing plan details](https://www.capterra.com/p/177021/botkeeper/pricing/) Client Entity Fee $55.00 Flat Rate,Per Month It includes: - Balance Sheet - Bank and Credit Card Reconciliations - Dedicated Growth & Success Teams - Overall Book Review for Any Unusual Balances or Discrepancies - Payroll Journal Entries - Standard Income Statement - & Statement of Cash Flow - Transaction Categorizations & Coding Platform and Tools $1,000 Flat Rate,Per Month It includes: - Bank-Grade Security - Client Communication Module - Client Management Solution - Document Management - Financial Dashboards - Receipt & Bill Capture - Secure Password Manager - Task Management - Transaction & Statement Fetching - Uncategorized Transaction Manager - Unlimited Users Value for money 4.5 (61) 4.5 Based on 61 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.5 (64) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.5 (64) 4.5 Based on 64 reviews ## User reviews Overall rating 4.4 Based on 71 reviews Filter by rating 5(43) 4(17) 3(9) 2(2) 1(0) Mentioned topic Sorted by most recent NT Nathan T. Strategic Advisor Accounting ### "Botkeeper has turned our bookkeepers into account managers" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 10, 2023 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! Pros 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. Cons 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 source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JL Joseph L. Tax Manager Accounting ### "Botkeeper Accounting Review" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 5/10 December 20, 2022 Pros I like the fact they handle it and they communicate well with what client needs are. Cons It isn't the easiest software to use and there are a lot of things that could be improved with the UI. They are updating it frequently so that is good. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CF Cindy F. Accounting Specialist Accounting ### "botkeeper performs routine tasks and gives me back time for other important client services" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 December 8, 2022 Pros Utilizing botkeeper for income and expense tracking and bank reconciliations has been most helpful for me. It was easy to onboard my clients and begin using the botkeeper service. Cons I don't find the client management reports particularly helpful because our firm uses a specific format for financial reporting. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JM Jackie M. Admin Accounting ### "Happy Customer!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 October 28, 2022 Pros Very easy to use. Support team is also very helpful. Cons New user and I cannot answer this just yet. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SH Shawn H. Director Accounting ### "HELPING SMALL BUSINESSEs" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 15, 2022 IT'S BEEN GREAT. WHEN UPDATED AND USED PROPERLY THERE IS NOTHING BETTER THAN KNOWING THE ACCOUNTS ARE ALL RECONCILED AND THE EXPENSES HAVE BEEN CATEGORIZED CORRECTLy. Pros BOTKEEPER IS HELPING US SERVICE MORE CLIENTS THAN WE COULD DO INTERNALLY. THE CONSISTENCY AND TIMELINESS MAKES IT SO WE DON'T HAVE TO RELY ON OURSELVES OR STAFF TO UPDATE BOOKS EVERY MONTH OR AS NEEDED. WE KNOW WHEN WE NEED TO GO INTO THE BOOKS THE MAJORITY OF THE WORK IS DONE AND WE CAN SPEND OUR TIME DOING MORE VALUABLE WORk. Cons THERE IS STILL SOME MANUAL UPLOADING THAT NEEDS TO BE DONE MONTHLY AND IT IS EASY TO FALL BEHIND. WHILE WE TRY NOT TO PUT MORE ON OUR CLIENTS, WE ARE RESPONSIBLE FOR KEEPING BOTKEEPER CURRENT WITH THE UPDATED CREDENTIALS OR UPDATED BANK STATEMENTs. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AM Anthony M. Account Manager Accounting ### "An accountants dream come true" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 12, 2022 Botkeeper has a dedicated customer service rep that you meet with twice a week who is always helpful. Customer service is creme de la creme. Tech support is also helpful and usually responds pretty swiftly. THeir \[SENSITIVE CONTENT\] is brilliant, someone to look out for in the future of tech and accounting. Pros I like that Botkeeper is able ot do a lot of the tedious part of my job, it frees me up to focus on more important things for my clients that need my personal touch. I would say Botkeeper saves about a quarter og my client hours each month allowing me to spend more time speaking to the clients about the health of their business or answer Q's they may have. Cons Sometimes the connections with the bank break. I don't think this is Botkeepers fault (it's usually Amex) but it can still be frustrating nad time-consuming to relink the accounts. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CC Crystal C. Operations Manager Accounting ### "Bookkeeping made easy" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 October 3, 2022 Pros Integration and ease of use to bring clients QBO accounts to the Botkeeper platform was simple and straighforward. Having a weekly dedicated meeting with a Botkeeper specialist has been a great feature. Bank reconcilations are done quickly and timely with little to no errors. The reports presented to the client are professional and always on time. Cons The only con of the software may be that it typically usign what GL was assigned in the past. Sometimes this is not always the case. Also items can be dropped into Misc Expenses or unassigned expense accounts if there isn't a none record for the transaction. This could be brought to the atttention of the user as soon as it happens to help classify those unknown transactions prior to seeing them on the P&L. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CG Carlos G. Partner Accounting ### "Ai at work " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 September 30, 2022 Pros Ability to have extra time to offer better services to our client Cons Not able to reach out to someone live when needed Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MM Misty M. Manager Accounting ### "Time Saver for Sure! " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 22, 2022 The onboarding process and platform are very intuitive and easy to use. The communication from the accounting team is amazing, they assign tasks to you with any questions they may have with transactions, uncleared checks, or reconciliation issues. Pros I love everything about bookkeeper but here are some stand outs: Their customer service is amazing, we meet weekly with our account manager and he is very helpful with any questions or onboarding needs we have It saves time on the day-to-day updates and monthly reconciliations, we estimate we save about 25% of the time for each of our 30 clients on the platform. We just recently were impacted by the great resignation and lost about 40% of our staff (we are a small firm so we lost 3 of the 7 we employed) if it weren't for Botkkeper we would have been in a terrible position. Cons I don't really have any cons, I would be hard-pressed to think of any. Usually, if we have problems my account manager resolves them fairly quickly! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. FL Fanny L. Bookkeeper Accounting ### "Botkeeper is amazing, great service!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 19, 2022 Pros It has saved us so much time in categorizing transactions. Botkeeper has allowed our team to focus more on financial analysis and other client needs. Cons No downsides, everything has been great! Ourbotkeeper representative is amazing and is always there to help. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. 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