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Getting Started

Your Botkeeper journey is underway! Start here to get your firm ready for success.

Product Updates

Stay up to date on what’s new, what’s improved, and what’s coming soon. We’re always evolving—this is where you’ll see it first.

Client & User Management

Everything you need to know about adding clients and users to Botkeeper Infinite, how to manage access, and store passwords securely.

AI-Powered Bookkeeping & Automation

Let's get down to business! Botkeeper Infinite's heart and soul is our AI and ML-powered transaction processing. Get a handle on how it works here.

Reporting & Insights

Get data and insights from Botkeeper Infinite with minimal effort. Learn how in this section.

Task/Project Management & Communication

Keep things running smoothly with Botkeeper Infinite's task & project management, and learn how our communications features facilitate collaboration.

Botkeeper Services

Automation is amazing, but it's not always the whole story. If your firm's needs go beyond automation, learn here how Botkeeper can help.

Billing & Account Management

Understand how Botkeeper's subscriptions, pricing, and billing work.

Troubleshooting & Support

Something not working as expected? You can fix many issues yourself with this info, or learn how to reach out for personalized help if you need it.