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Botkeeper

Summary

Botkeeper is a bookkeeping automation platform for accounting firms, licensed one client entity at a time, that categorizes transactions, reconciles accounts and flags month-end exceptions inside QuickBooks Online or Xero. Trained bookkeepers can be added as a paid service.

A month of books at 100 transactions
$97
Open source
No
Best for
Accounting firms taking on more client bookkeeping without hiring

What we checked

Pages last read
Price on its site
From $149 a seat a monthFrom its pricing page

What it costs

A month of books at 100 transactions

$97

a month at 100 transactions, on 25+ Licenses, on QuickBooks Online Simple Start

  • 25+ Licenses, on QuickBooks Online Simple Startbotkeeper.com$59
  • QuickBooks Online Simple Start$38
  • Added up$97

Checked against the maker's own pages, 28 October 2026.

Botkeeper price and plans

Prices excluding tax, as Botkeeper publishes them.

  • 1 - 4 Licenses, on QuickBooks Online Simple Start

    $149 per user a month

    • Flat fee
    • Needs QuickBooks Online Simple Start, $38 a month
  • 5 - 9 Licenses, on QuickBooks Online Simple Start

    $109 per user a month

    • Flat fee
    • Needs QuickBooks Online Simple Start, $38 a month
  • 10 - 24 Licenses, on QuickBooks Online Simple Start

    $79 per user a month

    • Flat fee
    • Needs QuickBooks Online Simple Start, $38 a month
  • 25+ Licenses, on QuickBooks Online Simple Start

    $59 per user a month

    • Flat fee
    • Needs QuickBooks Online Simple Start, $38 a month
  • 1 - 4 Licenses, on Xero Early

    $149 per user a month

    • Flat fee
    • Needs Xero Early, $27 a month
Botkeeper's pricing page

Pricing page, captured

botkeeper.com/pricing, checked

What Botkeeper costs at your volume

Botkeeper: the month at each volume, on its cheapest plan that covers it
Transactions a monthCostPlan
100 transactions$97 a monthon 25+ Licenses, on QuickBooks Online Simple Start25+ Licenses, on QuickBooks Online Simple Start
500 transactions$97 a monthon 25+ Licenses, on QuickBooks Online Simple Start25+ Licenses, on QuickBooks Online Simple Start

What we checked on Botkeeper

YesPartlyNo

What it costs to keep your booksYes

Cost at 100 transactions a month

$97 a month on 25+ Licenses, on QuickBooks Online Simple Start for 100 transactions. Priced per user: 1 user at $59 each. Includes QuickBooks Online Simple Start at $38 a month, which 25+ Licenses, on QuickBooks Online Simple Start needs.

25+ Licenses $59 per license/mo

botkeeper.com/pricingChecked

What it costs to keep your booksYes

Cost at 500 transactions a month

$97 a month on 25+ Licenses, on QuickBooks Online Simple Start for 500 transactions. Priced per user: 1 user at $59 each. Includes QuickBooks Online Simple Start at $38 a month, which 25+ Licenses, on QuickBooks Online Simple Start needs.

On the page: Plan cards, 25+ Licenses column, price with the billing control set to Billed Monthly

botkeeper.com/pricingChecked

What it costs to keep your booksYes

Promotion and regular price

yearly shown monthly: the plan cards open with the annual-billed rate of $134 per license a month, and the month-to-month rate of $149 only appears once you flip the control to Billed Monthly.

Billed Annually (Save 10%)

botkeeper.com/pricingChecked

What it costs to keep your booksNo

Ledger included

The license does not include a ledger: your client's books stay in QuickBooks Online or Xero, which the firm or client pays for separately, and clients on neither only qualify for a cut-down Lite license.

Some entities may qualify for a Lite license, which are typically used for clients that don’t run on QuickBooks Online or Xero and aren’t eligible…

botkeeper.com/en/knowledge/plans-and-li…Checked

What it costs to keep your booksYes

What the price is based on

Priced per license, and one license covers one client entity, with the per-license rate falling as the firm commits to more licenses.

1 license = 1 client

botkeeper.com/pricingChecked

What it costs to keep your booksPartly

Catching up past months

Catch-up and cleanup of past months is done by a dedicated accountant, which is an add-on needing at least ten licenses, and its price is agreed in writing rather than published.

Can Dedicated Accountants support cleanup or catch-up work? Yes—check with your CS rep for more information on how this works.

botkeeper.com/en/knowledge/overview-und…Checked

What the AI does with your booksYes

What the AI does

Machine learning categorizes each transaction with a confidence score and posts it to your books unattended only when confidence is high enough, and it keeps learning from every correction.

Botkeeper's machine learning modules use a combination of historical data and macro data to intuitively auto-categorize your clients' transactions.

botkeeper.com/botkeeper-transaction-man…Checked

What the AI does with your booksYes

What the AI costs

included: the automation modules that do the categorizing, reconciling and month-end review come with every license at no separate charge and are not metered.

Each license includes access to Smart Connect, GL Auto, Auto Bank Recs, Firm Insights, and more!

botkeeper.com/en/knowledge/plans-and-li…Checked

What the AI does with your booksYes

Categorizes transactions

It categorizes transactions by itself and posts them when it is at least 98 percent confident; anything below that is surfaced for you, and your answer trains it for next time.

The platform informs you of transactions it's unable to categorize with 98% confidence. You can then review and categorize the transaction, training…

botkeeper.com/botkeeper-transaction-man…Checked

What the AI does with your booksYes

Reconciles your accounts

Auto Bank Rec pulls transactions off the statement, compares them with your books, grades each difference and produces a reconciliation report once you finalize it.

Auto Bank Rec extracts transactions from statements and compares them to what’s in your clients' Smart Connect/General Ledger. Any outliers that…

botkeeper.com/botkeeper-auto-bank-recChecked

What the AI does with your booksPartly

Reads receipts and bills

Receipts can be uploaded and stored against a client in the Documents module, but attaching them to the matching transaction in the ledger is work a dedicated accountant does, not something the platform claims to do by itself.

Document Attachment Attaching supporting documentation, such as receipts and statements, to transactions within QuickBooks Online (QBO) or Xero for…

botkeeper.com/botkeeper-servicesChecked

What the AI does with your booksPartly

Pays your bills

A dedicated accountant can enter bills and route them for approval, but paying them is explicitly out of scope, and the vendor says access problems stop it working in the bill-pay tool at all.

No Bill Pay: Liability and access issues prevent us from working in bill.com. We can APPLY payments, (i.e. payment matching), however.

botkeeper.com/botkeeper-servicesChecked

What the AI does with your booksYes

Accrual books and reports

The vendor states it keeps books on either basis for every package, and the monthly profit and loss, balance sheet and cash flow statements are drafted for review.

Yes! Botkeeper supports bookkeeping on a cash and accrual basis for all of our packages.

botkeeper.com/en/knowledge/does-botkeep…Checked

Who checks the AI’s workYes

People check the books

Entries the machine is confident about post without a person, and anything below the confidence bar goes to a Botkeeper accountant who categorizes it and, if still unsure, asks your firm.

If the confidence level of the machine falls below 98%, a Botkeeper Accountant will review, apply critical thinking, and attempt to categorize the…

botkeeper.com/botkeeper-transaction-man…Checked

Who checks the AI’s workPartly

Your own bookkeeper

A named accountant who learns your workflows is available, but only as a paid add-on and only to firms already paying for at least ten licenses.

No—Dedicated Services is only available as an add-on to the Botkeeper platform. Firms must maintain at least 10 active licenses to access it.

botkeeper.com/en/knowledge/overview-und…Checked

Who checks the AI’s workYes

Your accountant can sign in

Your firm invites firm users and client users and sets their permissions itself, and the bill is counted in client entities rather than in the people you let in.

Within the tool, you can invite, define roles, and set permissions at both the firm and client levels.

botkeeper.com/botkeeper-client-user-man…Checked

Who checks the AI’s workYes

Accuracy the vendor claims

The vendor claims 97 percent accuracy on the entries its AI posts unattended, and a 98 percent confidence bar below which a person steps in; neither page says how the figure was measured.

Our AI posts directly to the GL only when confidence is high—delivering 97% accuracy on those entries. Anything lower gets surfaced for your review.

botkeeper.comChecked

Where your books live and what it connects toYes

QuickBooks Online

Only QuickBooks Online and Xero are supported, each with a two-way sync

We currently support QuickBooks Online and Xero. Compatibility with additional general ledgers is being reviewed by our Product team.

botkeeper.com/en/knowledge/what-general…Checked

Where your books live and what it connects toNo

QuickBooks Desktop

QuickBooks Desktop and NetSuite are outside that list, and clients on anything else drop to a Lite license with no transaction processing.

On the page: Article heading and body

botkeeper.com/en/knowledge/what-general…Checked

Where your books live and what it connects toNo

NetSuite

QuickBooks Desktop and NetSuite are outside that list, and clients on anything else drop to a Lite license with no transaction processing.

On the page: Article heading and body

botkeeper.com/en/knowledge/what-general…Checked

Where your books live and what it connects toYes

Bank and card feeds

Smart Connect links straight to the client's bank and card accounts, handles the security codes itself, and also fetches the statements used for reconciliation.

It creates a direct link to your client's bank and credit card accounts, delivering bank statements for 4600+ financial institutions. Simultaneously,…

botkeeper.com/botkeeper-smart-connectChecked

Where your books live and what it connects toYes

Stripe

Stripe, PayPal and Shopify are connected by adding Botkeeper as a user on the account, and Gusto payroll the same way, but the merchant list names no Square and nothing says payout fees are split out for you.

Methods depend on the vendor. Here are instructions for Paypal, Stripe, Shopify, Chargebee, Recurly, Veem, and Wave.

botkeeper.com/en/knowledge/connecting-3…Checked

Where your books live and what it connects toYes

Shopify

Stripe, PayPal and Shopify are connected by adding Botkeeper as a user on the account, and Gusto payroll the same way, but the merchant list names no Square and nothing says payout fees are split out for you.

On the page: Adding Botkeeper to 3rd-party merchants section

botkeeper.com/en/knowledge/connecting-3…Checked

Where your books live and what it connects toYes

PayPal

Stripe, PayPal and Shopify are connected by adding Botkeeper as a user on the account, and Gusto payroll the same way, but the merchant list names no Square and nothing says payout fees are split out for you.

On the page: Adding Botkeeper to 3rd-party merchants section

botkeeper.com/en/knowledge/connecting-3…Checked

Where your books live and what it connects toNo

Square

Stripe, PayPal and Shopify are connected by adding Botkeeper as a user on the account, and Gusto payroll the same way, but the merchant list names no Square and nothing says payout fees are split out for you.

On the page: Adding Botkeeper to 3rd-party merchants section

botkeeper.com/en/knowledge/connecting-3…Checked

Where your books live and what it connects toYes

Gusto payroll

Stripe, PayPal and Shopify are connected by adding Botkeeper as a user on the account, and Gusto payroll the same way, but the merchant list names no Square and nothing says payout fees are split out for you.

On the page: Adding Botkeeper to 3rd-party merchants section

botkeeper.com/en/knowledge/connecting-3…Checked

Where your books live and what it connects toYes

Payroll

integration: payroll itself stays with another provider, and Botkeeper is added as a user on ADP Run, Paychex, Gusto, Justworks, Heartland or OnPay so the payroll entries reach the books.

These are the steps for our supported 3rd party payroll apps: ADP, Paychex, Gusto, Justworks, and Heartland.

botkeeper.com/en/knowledge/connecting-3…Checked

Where your books live and what it connects toPartly

Moves your history in

Onboarding collects as much history as it can from the client's existing software, and where there are no records the team builds the books with your firm instead; no page prices this.

During the Botkeeper onboarding process, we’ll collect as much historical data and information as possible from your client's existing accounting…

botkeeper.com/en/knowledge/how-do-you-i…Checked

Where your books live and what it connects toPartly

Platforms

web: it runs in a browser and you can open that browser on a phone, but the vendor says the platform is not built for a small screen and there is no app for either phone platform.

Please note, BOS is not optimized for a mobile experience and there is not currently a separate mobile app.

botkeeper.com/en/knowledge/is-there-a-m…Checked

Where your books live and what it connects toPartly

Getting your books out

Transaction lists can be exported as spreadsheet files, and because the books themselves stay in QuickBooks Online or Xero the full ledger and reports live with that subscription rather than with Botkeeper.

Prepare customizable transaction lists as CSV files.

botkeeper.com/botkeeper-smart-connectChecked

TaxesNo

Files your tax return

It will not file an income tax return; the vendor's position is that it hands your firm a year-end financial package so your firm files for the client.

While Botkeeper won’t file your client's taxes with the IRS, we will make sure you’re set up perfectly for tax time. You’ll receive a year-end…

botkeeper.com/en/knowledge/will-botkeep…Checked

TaxesPartly

Files 1099s

Contractor 1099s are filed after a vendor-by-vendor eligibility review, but that sits in the paid dedicated-service tiers rather than in the license.

1099 Filing (based on assessment) Filing annual 1099 forms after conducting a detailed vendor analysis to determine each vendor's eligibility and…

botkeeper.com/botkeeper-servicesChecked

TaxesPartly

Calculates sales tax

Sales tax amounts are calculated as part of a dedicated-service tier, not by the platform itself, and the page does not say which states are covered.

Sales Tax Computation Calculating sales tax amounts and filing with the appropriate state authorities.

botkeeper.com/botkeeper-servicesChecked

TaxesPartly

Files sales tax

The same dedicated-service row says the return is filed with the state authorities, so filing is bought with a service tier rather than included in a license.

On the page: Add-on services comparison table, Sales Tax Computation row

botkeeper.com/botkeeper-servicesChecked

What it keeps track ofPartly

Inventory

Inventory is reconciled monthly against the inventory report by a dedicated accountant; the platform modules themselves do not claim to track stock or cost of goods sold.

Inventory Management Performing monthly inventory reconciliations to ensure general ledger (GL) balances align with inventory reports.

botkeeper.com/botkeeper-servicesChecked

What it keeps track ofNo

Other currencies

Only US dollar accounts are handled, foreign-currency and multi-currency accounts are named as unsupported, and statements must be in English.

Botkeeper supports U.S. currency accounts (USD) only at this time. Not Supported: Foreign currency accounts (e.g., CAD, EUR, GBP, etc.)…

botkeeper.com/en/knowledge/what-currenc…Checked

Your data and its securityYes

SOC 2 report

The vendor says it holds SOC 2 Type 2 accreditation from an independent third party and renews it each year; the page does not say how a buyer requests a copy of the report.

Botkeeper’s SOC 2 Type 2 accreditation is granted by a reputable, respected independent third party, and Botkeeper renews the report annually with…

botkeeper.com/en/knowledge/botkeepers-c…Checked

Your data and its securityPartly

Your data trains AI

Your corrections train the categorization model for your own client, and the terms let the vendor build aggregated or de-identified information out of customer content and use it to develop AI-enabled features, with no opt-out offered.

Xendoo may use Usage Data and De-Identified Data to operate, secure, analyze, support, improve, and develop the Services and its business, and for…

botkeeper.com/legalChecked

Who it is built forYes

For accounting firms

The whole product is built for firms: licenses scale by client count with a lower rate per client as you add them, and the client portal carries your own logo and branding.

Client and User Management allows you to customize your portal with your branding, logo, and favicon.

botkeeper.com/botkeeper-client-user-man…Checked

Who it is built forYes

Several businesses

One account holds as many client entities as you like, but each entity needs its own license, so every extra business adds another per-license fee.

Each client you support through Botkeeper requires its own license.

botkeeper.com/en/knowledge/plans-and-li…Checked

Who it is built forYes

Canada

Connect to more than 10,000 financial institutions across the US and Canada in just a few simple steps — no technical skills required.

On the page: ...and to client data section

botkeeper.com/botkeeper-smart-connectChecked

Who it is built forNo

Australia

Smart Connect reaches Canadian institutions, but Canadian dollar accounts are named as unsupported, and nothing covers UK VAT or Australian GST.

Connect to more than 10,000 financial institutions across the US and Canada in just a few simple steps — no technical skills required.

botkeeper.com/botkeeper-smart-connectChecked

Trying it, starting and getting helpNo

Free trial or free plan

There is no free trial and no free plan; the vendor's answer is that month-to-month billing is the low-risk way in instead.

We do not offer a free trial. However, we offer month-to-month billing, providing you little to no risk to use the platform and see for yourself just…

botkeeper.com/pricingChecked

Trying it, starting and getting helpYes

Sign up without a sales call

You can sign up and start online without a sales call, and the vendor makes a point of the self-guided onboarding that follows.

With our new, online frictionless signup, you can jump in and reap the benefits of Botkeeper Infinite faster than ever.

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Trying it, starting and getting helpYes

Contract and cancelling

Month to month is offered and can be canceled whenever you need to; the annual option trades a 10 percent discount for a commitment to the full year.

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

botkeeper.com/pricingChecked

Trying it, starting and getting helpYes

Support

Live chat reaches your own customer service rep from 9am to 5pm Monday to Friday except public holidays, with a bot and a logged request after hours, plus email support and a ticket queue.

During business hours of 9a-5p M-F excluding holidays, your chat requests are routed to your customer service rep, who will assist you ASAP. If you…

botkeeper.com/en/knowledge/live-chat-or…Checked

Botkeeper alternatives

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