botkeeper Reviews

Overall: Right now I'm only testing the Botkeeper team on my most important client. They have consistently performed (or outperformed) whenever I had feedback for them. This bodes well for the future when I expect to add at least 5-10 more clients in the future!

Pros: I just hung out the shingle on my new CPA firm, and I want to use a strategic partner like Botkeeper to help me scale. So I love that I can white label the platform while having a dedicated team of accountants assigned to my clients.

Cons: I feel like their portal still has room for improvement even after their recent upgrade. One of the worst problems was the difficulty editing the dashboards for your own needs. That was one of the improvements on this last rollout.

Alternatives Considered: Pilot and Bench

Reasons for Choosing botkeeper: I was lucky enough to meet the Botkeeper founder Enrico Palmerino. And I wanted to work with a young, scrappy, and hungry competitor. And now that they recently completed a new financing round, I have to say that the future looks bright.

Overall: I love the management reports and up to date books the most. Also, they respond quickly with anything I need, they are capable with even the most complicated unrecognized revenue reporting, fast, responsive, and nice in their communications. My business is a corporation, and botkeeper has saved us a lot of money.

Pros: I liked their flexibility in working with my Quick Books online - my super complicated - incorporation with employees - setup! I saved over $2000 per month in accounting costs by switching to botkeeper. I'm hoping they don't raise their prices. They are super fast, and able to handle my business accounting which has "unrecognized revenue" calculations to do each month, and everything is in GAAP format "ACCRUAL" based because I was setup to take on investors and sell common stock from an equity crowdfunding fundraise. I would say I love their MANAGEMENT REPORTS! I love being able to look and see everything in one report and I also love that my books are reconciled and up to date nearly daily - so every time I look it is valid data - SO HELPFUL! Also - they take the time to teach me how to do things on my own if I am confused about anything. My old super expensive accountants never did that and they were super slow and it was always a point of pain for me. Botkeeper does everything I don't want to do - and they do it fast and accurately.

Cons: I have no complaints, because they are fast and accurate, and responsive for all of my accounting needs. They are highly capable of even the most complicated bookkeeping - I didn't think they would take on my books but have surpassed my expectations.

Overall: 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.

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

Overall: Less time approving payments, payments not falling through the cracks.

Pros: This is making our accounting much more streamlined, less time manually approving payments.

Cons: I have not found any cons so far, we have only used the "up" service for a few months.

Overall: We've been working with botkeeper for about 15 months and couldn't recommend them highly enough!

Pros: - Responsive - They have a very quick response time for questions/issues/reports/etc. - Customizable - We're developing our systems and engagement with botkeeper as our needs evolve. They're more than bookkeepers, they're thought partners as well. - Convenient - The day to day like processing invoices and sending payments is a breeze. We used to do a lot manually and hardcopy, but with botkeeper we can use email, the app, and the online portal, depending on what's fastest and easiest for us.

Cons: The things I haven't liked, I've worked with botkeeper to change and improve, so I don't have a good answer to this...

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.

Overall: 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.

Pros: Automating certain accounting functions to eliminate manual processes

Cons: Can't think of any cons; the tool is great and the people at botkeeper are amazing

Pros: I like the individual care given to us by our multiple account managers. As an Ecommerce company, I also like how automated everything is and how everything is primarily electronic.

Cons: There definitely can be a ramp up period in the beginning where lots of your time will be spent explaining how your business works, what accounts you use, etc. Not necessarily a knock on botkeeper though since I think this is a universal thing.

Overall: 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.

Overall: 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.

Overall: 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

Overall: 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

Pros: Customer service is fast and attentive. They spend time figuring out answers to all my questions. Changes are made quickly and with great communication.

Cons: I don't use their backend features at all. I just use Quickbooks Online.

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.