Botkeeper combines AI bookkeeping automation with a team of skilled accounting professionals to deliver a fully managed bookkeeping service for CPA and accounting firms. The platform handles transaction categorisation, bank reconciliation, payroll, and financial reporting — with human accountants reviewing and correcting AI output before it reaches the firm or their client. Botkeeper offers a white-labelled client portal so firms can deliver a branded experience. It integrates with QuickBooks Online and Xero, and the pricing model (per client per month) makes it easy to scale.
Best for
CPA and accounting firms looking to scale bookkeeping services without proportional headcount
Pros & Cons
Pros
Built specifically for CPA firms — not a generic tool
Scaled our bookkeeping practice from 40 to 120 clients
Botkeeper is built for CPA firms and it shows. The white-label client portal, the AI-assisted categorisation, and the way it slots into our existing QuickBooks and Xero workflows made scaling our bookkeeping division possible without proportional headcount growth. Pricing is reasonable on a per-client basis.
Steven Hopper
Director of Technology, Hopper & Wills LLP
Verified
4.0
Solid platform with a genuine human backstop
The combination of AI automation with human accountants reviewing the work gives our clients confidence. We have had fewer year-end surprises since adopting Botkeeper. The dashboard for monitoring client health is genuinely useful. Mobile experience for clients is adequate but not polished.