Pros and Cons of botkeeper 2024

botkeeper reviews

Our solution allows you to automate bookkeeping and pre-accounting procedures so you can dedicate more time and resources to your client base. Leverage the newly available insights Botkeeper provides and increase the value you can offer your clients. You can also differentiate your brand, help expand your firm, and diversify your service offering. Botkeeper oversees the automation so you can focus on complex accounting, data integrity, and interpretation. Botkeeper is a comprehensive bookkeeping solution to make accounting professionals exponentially more valuable to their clients through efficiency, precision, innovation, insights, and a transformational experience.

botkeeper reviews

Then using the books, you should be able to assess your core financials, as well as make actionable business decisions. The resultant reports are counter-checked by Botkeeper’s professional accountants to confirm that your books are accurate, tax-compliant, and completely clean. In case of any issues, the figures are tweaked accordingly before the final close. Since the system is fundamentally controlled and managed botkeeper reviews by Botkeeper’s expert accountants, they’ll take the time to study your business before full deployment. This initial process might take a couple of weeks, in which the company gets to assess your bookkeeping needs, before finally embarking on customization. Botkeeper, a leader in automated bookkeeping, made waves in the accounting profession at its groundbreaking AI Unchained Conference, with an audience …

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Eventually, the whole process should take about 30 days, during which specialists keenly review your bookkeeping needs based on your transactions framework. And after that, you should be able to unleash the full power of Botkeeper. Realize tremendous savings and scalability with automation instead of manual data entry. All Botkeeper packages include a talented and experienced member of our Growth Partner team.

Your own personal bookkeeping bot—no vacations, sick time, or overhead required. We’ll ensure that each transaction on your credit card statement is matched to transactions in your internal systems. Safely store, quickly share and easily access financial documents within a secure environment. With progress bars on each exception report as well as an overall progress bar on the Bot Review section, you can see how much review work remains.


Their platform also connects to around 75 other apps (, Gusto, Stripe, etc.) at the time of writing depending on what workflows they’ll look to automate. With so many cloud accounting apps available (I list 147 of the best ones here), this is great to see. Finding a good bookkeeper is something that many firms complain about, so Botkeeper is attempting to solve the problem of being able to get bookkeeping help on-demand.

  • SOC2 Type 2 compliance, bank-grade security and skilled accountants ensure the books are always safely managed.
  • The humans/bookkeepers on their team will then verify the accuracy of the system’s treatment and handle any corrections and deal with exceptions identified.
  • Experience a suite of resources that go beyond bookkeeping, and help your drive more growth, take on more clients, stimulate learning Botkeeper best practices, and more.
  • With so many cloud accounting apps available (I list 147 of the best ones here), this is great to see.
  • They also provide onboarding assistance, as well as customization of essential system components.
  • Finding the right automated accounting solution for all your bookkeeping needs can become the foundation of your practice and the differentiator you need to grow.

Botkeeper comes with multilevel specialized support to assist you with both bookkeeping and technical issues. You can email your assigned Botkeeper, and your questions will be answered typically within 24 hours of submission. Customer support is one thing you’re bound to enjoy here, as Botkeeper comes with multi-level specialized support to assist you with your accounting, bookkeeping and technical issues.

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So, in case of any issue, you’re free to get in touch with them for quick assistance. Bench’s software component is largely the general ledger itself — an alternative to some of the more widely adopted solutions such as QuickBooks or Xero. The actual bookkeeping (i.e., categorizations, posting of transactions, data entry, etc…)  is primarily conducted by bookkeepers working out of their Vancouver office in Canada.

botkeeper reviews

There are several actions that could trigger this block including submitting a certain word or phrase, a SQL command or malformed data. We’ll bill your clients for any of your goods or services by sending them an invoice. Manually looking through the general ledger is tedious, and you can easily miss something. With Bot Review, you’ll know what needs your attention and why — freeing you up to do one of the other 27 million things you have to focus on in your day. In a world that’s rapidly and ceaselessly changing for accountants, we know you have other priorities. Every part of our solution has been specifically designed to be ”Accounting firm friendly” which means you get to experience an option that is tailored to YOUR profession.