Botkeeper
5.6/10An AI bookkeeping automation platform for CPA and accounting firms. It categorizes client transactions, reconciles bank accounts and syncs to QuickBooks Online or Xero.
Data last updated November 2026 · Our methodology
Overview
Botkeeper, whose platform is now called Botkeeper Infinite, automates bookkeeping for accounting firms. It is not a general ledger. It sits on top of each client's QuickBooks Online or Xero file. Smart Connect pulls bank and card feeds from more than 16,000 US and Canadian institutions. Transaction Manager uses machine learning to code transactions and flags low-confidence items for human review. Other modules handle bank reconciliation (Auto Bank Rec), general ledger exception checks (Bot Review), amortization and loan journal entries (JE Automation), document storage, a password vault, tasks, client messaging (Activity Hub), close tracking, and firm-level utilization analytics. Pricing is per license, and one license covers one client entity, with volume tiers. On monthly billing a license costs $149 a month for 1 to 4 licenses and falls to $59 a month at 25 or more. Annual billing is about 10% cheaper. There is no free trial, but monthly plans can be cancelled at any time. The platform suits small and mid-sized US firms with many QuickBooks Online or Xero bookkeeping clients. The main limitation is stability. Botkeeper announced its shutdown in February 2026, and within weeks Xendoo bought the Infinite platform and kept it running as a separate business. Releases resumed in mid-2026, but some customers left during the gap, and buyers should weigh vendor risk. Integration is also narrow: Botkeeper's own documentation lists only QuickBooks Online and Xero as supported ledgers.
Our Rating
Finance Software5.7/10
AI Software5.5/10
Who Botkeeper is best for
Best software for Accountants and BookkeepersGood fit
Botkeeper is built for CPA and bookkeeping firms, with per-client licenses, firm insights and client management.
Less suited
It suits accounting practices within financial services but does not serve banks or wealth firms directly.
It is sold to firms that serve small businesses, not to owners doing their own books.
Pros & Cons
Pros
- Machine-learning coding posts only high-confidence entries to the ledger and sends uncertain transactions to a human review queue.
- Per-client licenses with volume discounts let firms start with a handful of clients and get cheaper per client as they grow.
- Monthly billing can be cancelled at any time, which lowers commitment risk.
- It covers many back-office tasks in one place, including bank feeds, reconciliation, document storage, password vault, tasks and client messaging.
- Botkeeper says it holds a SOC 2 Type 2 attestation that it renews annually, with data hosted in US AWS data centers.
- Reviewers rate it 4.4 out of 5 on both Capterra and G2.
Cons
- Botkeeper shut down in February 2026 before Xendoo bought the platform, so its long-term stability is uncertain.
- Its own documentation lists only QuickBooks Online and Xero as supported ledgers, so firms on other systems are not served directly.
- There is no free trial, only month-to-month billing as a lower-risk start.
- It is not a full accounting system and does not offer invoicing, payroll or native financial statements.
- Smart Connect bank feeds need the ledger's own bank feeds to be disconnected.
Key Features
Not included
- General Ledger
Botkeeper Pricing
25+ licenses
or $636/year (save 10%)
- Unlimited document storage
- Scales to unlimited clients
- $53 per license per month on annual billing
- Price is per license (one client entity) per month
10-24 licenses
or $852/year (save 10%)
- Standard support
- Unlimited document storage
- $71 per license per month on annual billing
- Price is per license (one client entity) per month
5-9 licenses
or $1,176/year (save 10%)
- Standard support
- Unlimited document storage
- $98 per license per month on annual billing
- Price is per license (one client entity) per month
1-4 licenses
or $1,608/year (save 10%)
- Unlimited document storage
- Standard support and self-guided onboarding
- $134 per license per month on annual billing
- Price is per license (one client entity) per month
Frequently Asked Questions
Botkeeper announced its shutdown in February 2026. Xendoo then bought the Botkeeper Infinite platform, said it remains operational, and runs it as a separate business. New releases came out in mid-2026.
You buy one license per client entity per month. On monthly billing the price is $149 per license for 1 to 4 licenses, $109 for 5 to 9, $79 for 10 to 24 and $59 for 25 or more. Annual billing saves about 10%.
There is no free trial. Monthly plans can be cancelled at any time, and annual plans are a one-year commitment. You can pay by credit card, Google Pay or ACH from a US bank account.
Botkeeper's knowledge base says it works with clients' QuickBooks Online or Xero ledgers. The June 2026 release added export to QuickBooks Desktop format.
Smart Connect links bank and credit card accounts at more than 16,000 US and Canadian institutions. Botkeeper's documentation says it pulls new transactions through Finicity daily. The ledger's own bank feeds must be disconnected for this setup.
Botkeeper says it holds a SOC 2 Type 2 attestation from an independent third party, renewed annually. It also lists two-factor authentication and 256-bit encryption, with systems hosted in US AWS data centers.
No. It is a tool for accounting firms. The AI codes most transactions and sends exceptions to the firm's staff for review. Botkeeper also offers optional services for firms that need extra capacity.
Similar Tools
See all alternatives
Digits is an AI-driven general ledger that books, reconciles and reports for US small businesses, startups and the accounting firms that serve them.
A US cloud ERP from Intuit for mid-market multi-entity companies. It handles consolidation, intercompany accounting, dimensional reporting, forecasting, payments and add-on payroll on a QuickBooks base.
AI-native accounting software and optional bookkeeping services that automate categorization, reconciliation and month-end close for startups and small businesses.
Ranked near Botkeeper in Finance Software
See Botkeeper in the listBotkeeper is #97 in Finance Software by our score.
