# Page 2 | botkeeper Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - 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 # Page 2 - Reviews of botkeeper ## Showing most helpful reviews Showing 26-50 of 71 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Chris C. Chairman and Chief Technology Officer Information Technology and Services Used the software for: 2+ years ### "Using Botkeeper from its Early Days at Kinnami Software, a Seed-Stage Startup" November 14, 2018 5.0 Botkeeper absolves Kinnami from the drudgery and hassle of book keeping. Basically, all I have to do is ensure the receipts are there, and then all book keeping is handled. This makes filing the annual tax returns less painful as Botkeeper already has all the information the accounting firm needs to create the tax return. At Kinnam, we do not have nor want large teams of people to handle administration. Outsourcing book keeping to Botkeeper is a great way to solve part of that problem. Pros The best thing about Botkeeper's software is that it is invisible in the sense that it doesn't dictate how you should use it to collect information that it needs, and so it's very easy to fit into your workflow. Historically, Botkeeper had its own Dropbox-style integration, and now it is switching to Google Drive. This means that providing receipts and other information is as simple as putting the digital scan of a receipt into the Google Drive folder. Or if you prefer, you can upload files by hand using the portal. Secondly, their portal provides nice views that show the state of your company's finances. Cons Botkeeper is a young company, and so growing pains are painful. The system has undergone several major changes during the 2 years that I've been using it, and those transitions were not completely smooth. However, to date, all problems were successfully resolved and the team really worked to address them, and those problems were rare. Review Source Sheryl B. Founder Entertainment Used the software for: 6-12 months ### "Saved me money " October 19, 2018 5.0 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. Review Source CC Crystal C. Operations Manager Accounting Used the software for: 6-12 months ### "Bookkeeping made easy" October 3, 2022 5.0 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 SH Shawn H. Director Accounting Used the software for: 1-2 years ### "HELPING SMALL BUSINESSEs" October 15, 2022 5.0 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 John R. Founder Accounting Used the software for: 6-12 months ### "Botkeeper" June 7, 2019 4.0 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](https://www.capterra.com/p/186313/Pilot/)[Bench](https://www.capterra.com/p/137795/Bench-Bookkeeping/) Reason 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. Review Source SS Sandra S. Finance Administrator Insurance Used the software for: 1-2 years ### "G&N Input for botkeeper" January 11, 2019 5.0 I have all payment electronic and by check on spreadsheets which I love. I can print or write out the checks. This has saved a lot of time for botkeeper as well as they do not have to send sub category sheets all the time because it is on the spreadsheet with description of what the check was for. I love how fast they respond to questions and I love the fact that they were willing to share these features with me to make my job easier. Pros I like the accuracy and availability to access our books. Cons I do not like the new all over the place one drive searches. I liked all of my botkeeper on one page. I feel all over the place now. I have a shared spread sheet on one page, the portal on another and the check printing on another. So for me switching to one drive from the one page of botkeeper is going to take time for me to get used to it. I like the portal page before when you open up with passwords and all information on front page. I understand it will make it easier for botkeeper but it necessarily isn't as easy for us. I find you can't print the management report off the portal because you need to scroll down to access everything on the page. If you print you will not get all the information. Review Source Christa T. Senior Accountant Accounting Used the software for: 6-12 months ### "Botkeeper has opened our CAS Capacity" September 16, 2022 4.0 The initial month was bumping just getting familiar with how the processes flow, but now we are seeing a real time savings in our CAS projects. Some bookkeeping projects time has been cut in half. Pros Removing transaction entry from our current CAS Team has been great so they can focus on Financial Statement Review. Cons We are still on the original platform anxiously waiting to be upgraded. Review Source John S. Founder Financial Services Used the software for: 2+ years ### "Excellent quality and price" January 4, 2019 5.0 My go-to accounting solution based on quality vs pricing. Pros Efficiency and accuracy of accounting. Accountants and bots are very responsive. Cons Onboarding time but that issue seems to be resolved. Review Source CF Cindy F. Accounting Specialist Accounting Used the software for: 1-2 years ### "botkeeper performs routine tasks and gives me back time for other important client services" December 8, 2022 4.0 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 Trevor W. Chief Executive Officer Computer & Network Security Used the software for: 1-2 years ### "Amazing Bookkeeper " October 26, 2018 5.0 Pros Very attentive to detail. Always responds. Very easy to use. Staff is very friendly and willing to go out of their way to help you however they can. Cons Their client portal is a little lacking technology upgrades but still works pretty well. Review Source MB Michelle B. Director of Marketing Marketing and Advertising Used the software for: Less than 6 months ### "Came onto a team using BotKeeper" June 6, 2019 4.0 Overall, I do like it. I need to test if I can ask for transactions from a specific date to another specific date, but it is easier for me to use the Xenbot ledger and track it to my general ledger once per month than me having to remember to enter all expenses at the time its received. I would recommend it to another user. Pros As a new user to a program already using BotKeeper, I was intrigued by how it worked. I love the fact that I can simply email Xenbot and ask the status of my budget as a whole, or elements of my budget. Thus far I have been able to drop the Xenbot a note and I would have a ledger in my inbox not but 24-hours later. Their staff support is pretty awesome, too. As a new user, I did a call with their support staff early on to learn more about specific questions I had and use cases. The person I spoke with was pretty helpful and was very responsive to the feedback I had about the ledger from a user perspective. Cons It is a tad restrictive as a user and not the owner. For instance, I go very granular on my budget but the master budget is more broader in terms of categorization. With the master account being more broad, I cannot get my budget more granular, so I take the details from Xenbot and translate them over in my own spreadsheet. Granted, that may not be a use case for all users but as a new member to the team responsible for the department budget, I need to know where all of our funds go to make for a better budgeting process in the future. Also, it would be nice if the email ledger allowed you to dial-down to specific transactions. For instance, I can tell what is a vendor payment or a monthly payment as it matches spot on. But, if I have multiple payments (say for an event) all bucketed into the event, I can only see the total number and not the charges that make up that total. Review Source NT Nathan T. Strategic Advisor Accounting Used the software for: Less than 6 months ### "Botkeeper has turned our bookkeepers into account managers" January 10, 2023 5.0 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 TH Theodora H. Co-Executive Director Non-Profit Organization Management Used the software for: 1-2 years ### "Thrilled with botkeeper" September 27, 2018 5.0 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... Review Source VR Verified Reviewer CEO Management Consulting Used the software for: 6-12 months ### "Mediocre platform; mediocre product; mediocre results" January 11, 2019 3.0 Pros It's ok-ish if you don't know anything about bookkeeping and you're on a super super tight budget Cons Response times were slow Struggled to get anyone to answer basic questions about my SLA, bill, contract, etc. Regular errors on the GL Review Source CG Carlos G. Partner Accounting Used the software for: 1-2 years ### "Ai at work " September 30, 2022 5.0 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 PC Paula C. Head of Operations Computer Software Used the software for: 1-2 years ### "On the ball....." January 15, 2019 5.0 LOVE working with botkeeper. The team is ready for all my questions​ and extremely cognizant of completing everything in a timely manner. Botkeeper makes my life so much easier. Pros The ease of use and the fact botkeeper works well with all my other accounting services i.e. Quickbooks, Gusto etc...Botkeeper, handles my EOY tax filings which allows me to work more efficiently. Cons The only con is the fact I wish botkeeper could handle direct deposits in Russia as I tend to use this method a lot. Review Source FL Fanny L. Bookkeeper Accounting Used the software for: 6-12 months ### "Botkeeper is amazing, great service!" September 19, 2022 5.0 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 Rachel G. Executive Assistant Security and Investigations Used the software for: Less than 6 months ### "Great Accounting " January 4, 2019 5.0 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. Review Source KG Kyle G. Owner Retail Used the software for: 1-2 years ### "Terrific Bookkeeping Option at a Reasonable Price" October 19, 2018 5.0 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. Review Source NJ Nick J. President Transportation/Trucking/Railroad Used the software for: 6-12 months ### "Easy Book Keeping" October 26, 2018 5.0 BotKeeper has been great. Its been like having a fulltime bookkeeper. They are responsive to emails and requests. Pros I like the people behind the software. The software uploads my transactions every night and the people behind the software ask questions to make sure everything is categorized. They enter bills, cleanup mistakes and have the knowledge to do it. Cons I havent found a con yet. This product and service is solid. Review Source David R. Founder Sporting Goods Used the software for: 6-12 months ### "Botkeeper has been very helpful and solved a real need" October 26, 2018 5.0 Pros The people I have worked with have been very responsive, knowledgeable and helpful Cons Price seems 10-20% too high for what it is Review Source JM Jonathan M. Director of Finance & Operations Health, Wellness and Fitness Used the software for: 1-2 years ### "Wonderful tool!" October 26, 2018 5.0 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 Review Source Dylan H. Sales Strategy Lead - Emerging Markets Computer Software Used the software for: Less than 6 months ### "Great team behind a time-saving product" January 4, 2019 5.0 I'm new, and haven't gotten through onboarding yet. But, I've met several members of the team in person, longtime users of the tool, and interacted with customer service online, and I've been impressed every step of the way. Pros \- Innovative - Saves time bookkeeping - Helpful customer service team Cons There's a bit of an onboarding process that isn't exactly quick. It is worth it though, and it makes sense that a bot trained to your specific business requires a little upfront setup. Review Source TR Tiana R. Executive Assistant Mechanical or Industrial Engineering Used the software for: 6-12 months ### "With ease" January 11, 2019 4.0 Overall, the company is pleased with the service. Pros The software is easy to navigate helping to make my role more manageable. Cons Having to wait for a response from our botkeeper can be an inconvenience but not terrible. Review Source AS ALEXANDER S. CEO Sports Used the software for: 1-2 years ### "Botkeeper Review " October 22, 2018 5.0 Easiest way to manage accounting, bills, expenses, etc... Was very easy to do all remotely and not needing to have a bookkeeper in office every week. Pros Was a simple way to manage and track all company financials. Cons Would like a better and simpler dashboard. My business was simple in accounting nature however would have been easier to see on a simple dashboard. 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