Transform your firm's strategy with our platform, designed to amplify your tech capabilities and streamline operations, all while keeping you at the helm.
(Embedded Reach Reporting - Included in License starting in January 2026) ✓ Unlimited Users ✓ Unlimited Deliverables ✓ Pre-Built Templates ✓ Intuitive Custom Branding ✓ Visually Enhanced Live Reports ✓ Multi-Currency Consolidation ✓ 3-Way FP&A Solution ✓ Multi-Year Planning ✓ Cash Flow Projections ✓ AR, AP, & Inventory Projections ✓ Shareable Live Dashboards ✓ AI-Powered Data Storytelling ✓ Unlimited Client Portal Access ✓ Google Sheets Integration ✓ Interactive Metrics and Statements
Discover the Botkeeper Difference
You're on the brink of revolutionizing your accounting game. This isn't just software; it's your gateway to effortless, cutting-edge financial management. And the best part? It's built to grow and adapt, promising an ever-evolving journey towards accounting excellence. Ready to step into the future?
An entity license is designed for accounting firms that support their clients using our platform. With each license, your firm can onboard and manage a specific number of client entities, providing them with access to our powerful bookkeeping solutions. This approach allows your firm to efficiently allocate resources and offer tailored services to each client, ensuring they receive the support they need to thrive.
Yes! You have the option to sign up for a monthly plan. However, if you sign up for an annual plan, you can get the added benefit of an up-front discount. For more information, talk to your Account Executive.
The Botkeeper Infinite entity license without services provides full access to all the software-only features, managed and administered by your firm. These include:
At Botkeeper, we're all about providing the support you need in a way that feels right for you. That's why we offer three distinct support tiers, each designed to meet your unique needs. Whether you're just getting started or you're a seasoned pro, you'll have access to our comprehensive knowledge base and live chat support to help you along the way. And don't forget to check out Botkeeper University, where a world of resources and learning opportunities awaits to enhance your Botkeeper journey.
There are two billing options: monthly and annual. If you choose to be billed monthly, your payment details will be saved into our system to auto-renew at the first of each month.
If you're on an annual contract, your payment details will be saved to the system. Your Account Executive will be in contact with you toward the end of your contract term to discuss your renewal.
If you're on a monthly subscription, you can cancel anytime you need to. For our annual subscribers, your commitment is for the full year, but we're here to support you every step of the way. Choose the plan that feels right for you, and we'll take care of the rest!
We do not offer a free trial. However, we offer month-to-monthbilling,providing you little to no risk to use the platform and see for yourself just how amazing it is!
