--- 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" publication_date: "2026-09-30" --- # botkeeper Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 30, 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 Free version not included 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://www.g2.com/products/botkeeper/claim_requests/new?auto=true) ## 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 (3,339)](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 (2,841) Value For Money 4.5 (61) Value For Money 4.2 (2,456) Customer Service 4.5 (64) Customer Service 4.0 (2,346) ## botkeeper alternatives [4.3 (718)](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 [4.4 (137)](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 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 [4.5 (104)](https://www.capterra.com/p/187835/Soluno/reviews/) Starting price $99.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% 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 the burden of daily bookkeeping, invoice processing, bill payments, expense tracking, and bank reconciliations that can leave financial records outdated. Small businesses, startups, and accounting firms benefit from current books, consolidated management reports, and support for serving more clients without adding full-time bookkeeping staff. Answer based on 37 reviews Overview ### Which roles and teams benefit most from botkeeper? botkeeper is most used by accounting firm leaders, finance executives, and firm owners who need visibility into bookkeeping operations and client financial data. Senior accountants, tax managers, and junior accounting staff use it to manage transaction categorization, reconciliations, reporting, and month-end work, while operations leaders coordinate workflows and capacity. Answer based on 71 reviews Overview ### What company size and industries is botkeeper built for? botkeeper is built primarily for SMBs across any industry, with Accounting leading reviewer use at 23%. Reviewer data shows 97% small businesses and 3% enterprises, including multi-location organizations. Real Estate and Financial Services each account for 7% of reviewers. Its most common use case is accounting, reported by 31% of reviewers. Answer based on 71 reviews Features and Usability ### What are the key features of botkeeper? botkeeper includes core accounting, dashboard, and document management features, with automated bookkeeping workflows for transaction categorization and account updates. Reviewers most often discuss bank reconciliation, invoice processing, payment handling, payroll management, and management reporting, while the client dashboard provides access to current books and financial information. Answer based on 37 reviews Overview ### How well does botkeeper handle accounting and bookkeeping? botkeeper manages routine bookkeeping tasks, including transaction categorization, reconciliations, invoice processing, and financial reporting, helping small businesses and accounting firms keep records current. It supports QuickBooks Online and related services, though complex accounting setups can require onboarding time and reporting formats may not fit every firm's preferences. 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, with the Platform and Tools plan at $1,000 per month flat rate. A free trial is available. The Client Entity Fee includes reconciliations, payroll journal entries, and review support, while Platform and Tools adds dashboards, document management, and unlimited users. Answer based on 9 reviews Getting Started and Support ### How easy is it to onboard and train a team on botkeeper? botkeeper offers live online training and documentation, with support staff available to answer questions and teach users specific tasks. Reviewers describe a learning curve, especially for teams adopting new external accounting processes or managing complex setups. Some report that onboarding can take time and lack clear completion steps, while routine daily tasks become easier after setup. 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 staff taking time to answer questions and communicate changes clearly. Some users report delayed or overnight responses, difficulty obtaining answers about billing or contracts, and inconsistent communication, particularly when human assistance is needed. Answer based on 27 reviews Features and Usability ### How useful is botkeeper's client dashboard? botkeeper provides a client dashboard for viewing financial status, reports, and selected projections, giving accounting teams cloud access to client information. Many users find the portal helpful and easy to access, while some prefer QuickBooks Online or want a simpler, more modern dashboard with fewer login hurdles. Answer based on 17 reviews ## Features AI summary Based on 11,413 Accounting reviews Capterra data shows that buyers of Accounting software rank the following features as their top priorities: - **Reporting/Analytics** (**58%** of reviewers rated this feature as critical) - **Income & Balance Sheet** (**58%**) - **Inventory Control** (**55%**) botkeeper includes **Income & Balance Sheet**. However, it does not offer **Reporting/Analytics** and **Inventory Control**. With **Income & Balance Sheet**, businesses can track financial performance, review assets and liabilities, and maintain a clearer view of overall financial health, helping teams make informed decisions and keep accounting records accurate. 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 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 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 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 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 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 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: - Transaction & Statement Fetching - Bank-Grade Security - Unlimited Users - Uncategorized Transaction Manager - Client Communication Module - Client Management Solution - Document Management - Financial Dashboards - Receipt & Bill Capture - Secure Password Manager - Task Management 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 Counts reflect reviews available in this feed. 5(43) 4(17) 3(9) 2(2) 1(0) Mentioned topic Recent reviews first, then most helpful RE Reviewer Accounting Used the software for: Less than 1 year ### "Botkeeper Review" 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 8/10 January 14, 2019 Pros Ease of software program. No other issues Cons Have no issues to report using this service 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 Used the software for: 1-3 years ### "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 17, 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. VR Verified Reviewer CEO Used the software for: Less than 1 year ### "Botkeeper" 3.0 October 23, 2018 Pros I really value having a team available to do my bookkeeping that is experienced and willing to adapt to the (unusual) way I do things. Cons I don't use the software that often, which is a testament to botkeeper. 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. VR Verified Reviewer Director of New Cirriculum Development & Marketing Used the software for: 3-5 years ### "Smart Bookkeeper Solutions Worked for Us" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 October 31, 2018 Pros I have answers only an email away at all hours. What is not to like about that. Instead of relying on a bookkeeper that worked part-time for us, I now feel like we have a full-time bookkeeper on staff without any of the hassle. Cons Took some "training" to get them onboard on complex accounting set ups, but once learned, it has been smooth. 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. VR Verified Reviewer Business Development Manager Used the software for: 1-3 years ### "Let the experts handle it for you." 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 October 29, 2018 Bookkeeping used to be our biggest headache as a company. We thought we could handle it ourselves but quickly learned that is a dangerous proposition come tax season. Now that we have been up and running for almost two years, we can confidently say our business has been transformed because we are now able to focus on what matters, our clients. Pros Once we had botkeeper on board and up to speed, it was a set it and forget it experience. We had an incredibly dedicated account manager (CSR) who was committed to taking what was a giant mess of our books and streamlining the process for us so we could do what we do best: design. Cons Onboarding was tough but not because of botkeeper but because the process of getting someone up to speed about your business is always time consuming. 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. Verified Reviewer Office Manager Used the software for: 1-3 years ### "Working with Botkeeper" 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 January 14, 2019 Pros Convenient service. Cost effective solution vs having to have a full time bookkeeper employed. It's very easy to contact your "bot" via email if you have questions or changes need made. The new portal connected to google drive is very nice. Cons I can't really think of any cons. They are pleasant to work with and take the burden of accounting tasks off of my plate. 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. RE Reviewer Junior Accountant Used the software for: Less than 1 year ### "Automate Your Bookkeeping " 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 April 22, 2019 Pros It helps you save time and let you focus on doing the stuff that drives your business. For example, it can help send invoices to the customer and email them reminders when it comes due Cons It is difficult to get started and connect the accounting integration. The plugins are also currently extremely limited since this software is still new. Recommend reaching out to their team to get started 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. Verified Reviewer Co-Founder and CEO Used the software for: 1-3 years ### "BotKeeper does the job well enough so I don't have to do it myself, but it still has a way to go" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 October 23, 2018 I think they are on track to be a good service. The idea that a bot is doing anything innovative and life changing is not apparent at all. It still seems to me that they have a U.S. based CPA overseeing bookkeeping workers employed overseas. Pros The price was decent and the issues that needed to be corrected were laid out relatively easily for me with screenshots sent to my email. Cons They have a dashboard function that projects future earnings and other customizations that I requested, but it was a hassle to log in to. I ended up not using it at all but instead kept relying on their updates on my Quickbooks profile. 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. Verified Reviewer Chief Executive Officer | Co-Founder Used the software for: 1-3 years ### "Botkeeper Review" 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 January 14, 2019 N/A Pros It's not the software it's the service of customer service representative, its fantastic! Cons Onboarding / Best Practices etc would be great 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. Verified Reviewer Co-Founder and Principal Used the software for: Less than 1 year ### "Works Well for small group." 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 January 14, 2019 Contact is good. Pros Automated process works well. Cons Nothing. More expensive than originally advertised. 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. [View all Reviews](https://www.capterra.com/p/177021/botkeeper/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.