Platform vs Services: What’s the Difference?
What we offer, when to use it, and how it fits together
Botkeeper gives you a complete platform to run your client bookkeeping at scale. But depending on your firm’s needs, you can also choose to add services that expand your team’s capacity. This article breaks down what’s built into the platform, and what’s available as an add-on—so you know exactly what to expect.
What’s included in the platform (always)
The Botkeeper platform is your core system. It’s designed to help your internal team manage bookkeeping with automation, visibility, and control.
Included by default:
- Smart Connect (financial institution data syncing)
- AI-powered transaction processing
- Task creation and management
- Document storage and linking
- Reporting and analytics
- User roles and permissions
- Client management
- Support ticketing + knowledge base access
If you’re running everything in-house, this is all you need to manage client work—without spreadsheets or manual busywork.
What services add (optional)
Services are for firms who want to offload some—or most—of the bookkeeping work. When you add Botkeeper services, you get access to trained bookkeeping professionals who work inside your existing platform setup.
What’s included with services:
- Dedicated bookkeeping resources
- Work done within your platform instance
- Collaboration through tasks and comments
- Optional participation in client-specific processes
- Aligned to your firm’s expectations, review flow, and standards
They don’t replace your platform—they run inside it, following your firm’s model.
You decide how to use it
- Use the platform only, and your team owns the process
- Add services when you need extra capacity or execution help
- Scale up or down depending on your client volume or staffing changes
The system stays the same—your level of support is what flexes.