What is Botkeeper?
Botkeeper provides an automated bookkeeping solution to accounting professionals, using a unique combination of people, process, and machine learning to delivery substantial capacity gains.
Botkeeper is an AI-powered bookkeeping platform designed exclusively for accounting firms.
It automates the manual work, centralizes your processes, and gives you full visibility across your clients—so you can move faster, stay accurate, and scale without adding overhead.
We didn’t build another tool to “help” with bookkeeping. We built the system that runs it.
Why Botkeeper exists
Before Botkeeper, firms were stuck in a no-win situation:
- Tech-only tools could automate pieces, but lacked judgment and adaptability
- People-only solutions introduced complexity, inconsistency, and capacity issues
- “All-in-one” platforms rarely integrated cleanly, created duplicate work, and ignored the nuance of firm-client relationships
None of it worked at scale. We saw a need for something fundamentally different—something built around how firms actually work.
So we created Botkeeper: a platform that uses artificial intelligence to automate what machines are best at, workflows to simplify how your team operates, and human expertise to fill in the gaps where technology falls short.
How Botkeeper works
The platform brings together three key components:
1. Artificial Intelligence
Botkeeper’s AI automates the high-volume, rules-based parts of bookkeeping:
- Categorizing transactions
- Reconciling accounts
- Syncing client data
- Flagging anomalies
It reduces errors, increases speed, and never burns out.
2. Workflow Tools
We’ve built automation into the entire bookkeeping process—not just the calculations.
- Assign and track tasks
- Manage documents
- Set reminders and approvals
- Collaborate across internal teams
These tools keep your firm running smoothly, even as your client count grows.
3. Human Oversight
Here’s what makes Botkeeper different: we never take the human out of the loop.
You decide who that human is.
- Drive the system yourself—your team reviews, approves, and fine-tunes
- Or add our services—we provide trained bookkeeping professionals who work inside your Botkeeper instance and follow your firm’s process
Either way, the AI keeps improving because it learns from every action your team—or ours—takes. You stay in control. The system keeps getting smarter.
What’s included in the platform
Botkeeper gives you a centralized command center to manage all your client bookkeeping. With the platform, you can:
- Connect client data sources like accounting software, payroll systems, and banks
- Manage and track bookkeeping tasks across all client entities
- Monitor performance with dashboards and client-level reporting
- Collaborate across roles—account managers, bookkeepers, partners
- Control access with user permissions, team views, and workflow logic
- Automate the boring stuff while keeping your team focused on high-impact work
Everything lives in one place—designed specifically for the way firms operate.
Add-on services, if (and when) you want them
Not every firm has the time or headcount to run bookkeeping fully in-house.
Botkeeper offers flexible services that extend your team without sacrificing process, quality, or control.
Our bookkeeping professionals:
- Work inside your instance of the platform
- Follow your workflow, review protocols, and client nuances
- Communicate how and when you prefer
No need to manage a separate offshore team or train another set of vendors. You get trusted capacity that scales as needed.
Why firms choose Botkeeper
It’s not just about automation—it’s about building infrastructure that actually fits your firm.
Whether you want to:
- Free up internal resources
- Replace outdated systems
- Expand without hiring
- Regain control of messy workflows
- Or simply stop worrying about bookkeeping…
Botkeeper gives you a flexible system that grows with you—not against you.
You can drive it. You can delegate it. You can scale it.
This is how modern accounting firms run bookkeeping today.