# botkeeper Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is botkeeper the right Accounting solution for you? Explore 71 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/177021/botkeeper/reviews --- botkeeper 4.4 (71) [View alternatives](https://www.capterra.com/p/177021/botkeeper/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of botkeeper Ease of use 4.2 Customer Service 4.5 ## Pros and Cons in Reviews NT Nathan T Strategic AdvisorAccounting, 11 - 50 employeesUsed the software for: Less than 6 months. “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.“ January 10, 2023 AM Anthony M Account ManagerAccounting, 2 - 10 employeesUsed the software for: 1-2 years. “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. “ October 12, 2022 SH Shawn H DirectorAccounting, 11 - 50 employeesUsed the software for: 1-2 years. “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.“ October 15, 2022 FL Fanny L BookkeeperAccounting, 2 - 10 employeesUsed the software for: 6-12 months. “It has saved us so much time in categorizing transactions. “ September 19, 2022 CC Crystal C Operations ManagerAccounting, 11 - 50 employeesUsed the software for: 6-12 months. “Bank reconcilations are done quickly and timely with little to no errors.“ October 3, 2022 ## Showing most helpful reviews Showing 1-25 of 71 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use LV Lee V. Accounting Security and Investigations Used the software for: 6-12 months ### "Botkeeper Review" January 11, 2019 5.0 Pros Ease of software program. No other issues Cons Have no issues to report using this service Review Source AM Anthony M. Account Manager Accounting Used the software for: 1-2 years ### "An accountants dream come true" October 12, 2022 5.0 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 VR Verified Reviewer CEO Marketing and Advertising Used the software for: 6-12 months ### "Botkeeper" October 19, 2018 3.0 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 VR Verified Reviewer Director of New Cirriculum Development & Marketing Higher Education Used the software for: 2+ years ### "Smart Bookkeeper Solutions Worked for Us" October 30, 2018 5.0 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 VR Verified Reviewer Business Development Manager Hospital & Health Care Used the software for: 1-2 years ### "Let the experts handle it for you." October 26, 2018 4.0 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 VR Verified Reviewer Office Manager Chemicals Used the software for: 1-2 years ### "Working with Botkeeper" January 11, 2019 5.0 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 Shiawtian C. Junior Accountant Consumer Goods Used the software for: Less than 6 months ### "Automate Your Bookkeeping " April 19, 2019 4.0 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 VR Verified Reviewer Co-Founder and CEO Computer Software Used the software for: 1-2 years ### "BotKeeper does the job well enough so I don't have to do it myself, but it still has a way to go" October 19, 2018 4.0 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 VR Verified Reviewer Chief Executive Officer | Co-Founder Education Management Used the software for: 1-2 years ### "Botkeeper Review" January 11, 2019 5.0 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 VR Verified Reviewer Co-Founder and Principal Commercial Real Estate Used the software for: 6-12 months ### "Works Well for small group." January 11, 2019 5.0 Contact is good. Pros Automated process works well. Cons Nothing. More expensive than originally advertised. Review Source PB Patrick B. Principal Management Consulting Used the software for: 1-2 years ### "Great, Responsive Customer Service!" October 26, 2018 5.0 Would recommend 100%. Botkeeper allows me to continue to develop business without hiring in house support. Pros I have been with Botkeeper for over a year now; the bookkeepers are friendly and very helpful. Always happy to talk through upcoming projects/issues with me. Cons The AI sometimes has bugs, but nothing that isn't quickly fixed and updated. Review Source AS Alissa S. CCO/CFO Investment Management Used the software for: 6-12 months ### "Personal Customer Service" October 19, 2018 5.0 Pros Botkeeper is very organized and easy to use. You are provided with a personal contact that is there with you every step of the way. Everyone at Botkeeper is very responsive and helps you get any question answered. Cons It is not 100% hands off. The software still requires attention. Review Source DK David K. Regional Manager Real Estate Used the software for: 6-12 months ### "Great solutiono for our bookkeeping" June 5, 2019 5.0 Overall a great company and team. Pros It is a team managing our accounts instead of just one person. Cons There is a lot of back and forth to accomplish day to day bills and ongoing projects. Review Source JJ Jacqueline J. Executive Director Non-Profit Organization Management Used the software for: Less than 6 months ### "A great option for non-profits without an accounting firm behind them" October 26, 2018 5.0 We are getting great customer service. We are saving money. We have reduced the amount of work the volunteer treasurer has to do. Pros Customer support during the onboarding process. Take a photo of your receipt, email it to them, and within four hours, they have recorded it for you. Takes the worry out of overburdening volunteer treasurer Reassurance that our financials are in order Cons There were a lot of glitches with the onboarding, but they resolved every one of them in a reasonable amount of time. Some of the glitches weren't their fault. Review Source MS Matt S. Consultant Education Management Used the software for: 6-12 months ### "Botkeepr Review" June 10, 2019 5.0 Pros Freeing bandwidth through automated processes and the quick email response time. Cons There will always be a steeper learning curve for new processes, since the Botkeeper system is administered outside of company's regular operation. Review Source VR Verified Reviewer Founder & CEO Mental Health Care Used the software for: Less than 6 months ### "Pretty Hands on Team, but Implementation Can Take Some Time" January 21, 2019 4.0 Pros The hands on nature of the team at Botkeeper Cons The amount of time it took to launch + various issues in transferring over credentials Review Source BN Brittney N. dir of creative capital Professional Training & Coaching Used the software for: 1-2 years ### "Helpful but not the complete package" October 30, 2018 4.0 it's a good fit for our small company but as our needs get more complex we will most likely grow out of it. Pros response time is getting faster and faster Cons we still have to do a lot of leg work in house Review Source VP Vladimir P. COO Consumer Goods Used the software for: 2+ years ### "Great Value Bookkeeping Service " October 20, 2018 5.0 Botkeeper enabled our business to move away from a traditional bookkeeping service, getting more accurate books for less money every month. Pros The combination of automated features and human touch. Great Dashboards and automated reporting. Excellent support and advice from the professional accounting team. Cons Response time on support inquiries is sometimes overnight. Review Source RG Rossana G. CEO Accounting Used the software for: Less than 6 months ### "GREAT SOLUTION.... " June 8, 2019 3.0 I realize that having an external accounting service is essential for a company like mine because I do not want to do all the tedious work that the Bots take on! Pros I had a client that had a complete MESS with her accounting books and the bots were able to fix it. Cons It was very difficult to know who was in charge of my account and what were the next steps. Once that was figured out it worked really well. Review Source PC Peter C. COO Hospitality Used the software for: Less than 6 months ### "Awesome software with tremendous value" January 15, 2019 5.0 I love the idea of botkeeper and was grateful once it was up and running for my business. Pros \-Saves a ton of time -Works efficiently and seamlessly once set up -Prevents my anxiety by always providing me an up to date assessment of my business, peace of mind. Cons \- The free on boarding process seemed to take some time, there was a technical issue I had wasn't caught by the automated team. -Once I got customer services involved everything was resolved and the benefits rolled in. Review Source JM John M. Managing Partner Financial Services Used the software for: 6-12 months ### "Makes my life easier!" January 11, 2019 4.0 We do not have a full time finance team, so using botkeeper has allowed us to spend more time running our business and not worrying about the day to day of accounting / bookkeeping. Pros I love that Botkeeper takes the routine things from my workflow and makes it so I don't have to think about them. Cons The initial onboarding required a little bit of work, but once it was working, it's great. Review Source AG Adam G. Admin/Ops Financial Services Used the software for: I used a free trial ### "Botkeeper" October 26, 2018 4.0 Pros It aggregates everything together to make it easier to view a holistic financial picture. Cons The onboarding experience was pretty bad and takes a long time. it feels like the product itself is so seperated from the onboarding that you don't know if you're done or not with onboarding. The accounts kept getting unsynced and I have no idea how to re-sync. it doesn't seem secure to keep sending my login credentials to a 3rd party company when I have millions of dollars in the bank account. This needs to be solved/optimized. Review Source DB Drew B. Consultant Real Estate Used the software for: I used a free trial ### "Botkeeper is Great" October 19, 2018 5.0 Pros Wonderful idea. Wonderful customer service. Very attentive Cons Take a bit of time to get everything rolling, especially when transferring data. But that is to be expected. Review Source CJ Christina J. Advisor Real Estate Used the software for: I used a free trial ### "Bookkeeping made easy" October 19, 2018 5.0 Pros Great user experience. gain navigate without much trouble Cons The number of transactions you can do in certain plans Review Source MM Misty M. Manager Accounting Used the software for: 1-2 years ### "Time Saver for Sure! " September 22, 2022 5.0 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 Similar Products Featured