Botkeeper

The most efficient accounting firms don’t scale by working harder.
They scale by working smarter.
Botkeeper’s Transaction Manager is built on those proven workflows.

Instead of asking accountants to look at everything, the AI does the heavy lifting and surfaces only what truly needs human review in a dedicated Needs Review view. Everything else moves forward automatically.

What gets surfaced for review
• Transactions from any source, in one consistent view
• Low or conflicting-confidence items
• Potential matches and exceptions you’ve defined

Teams can also
• Override AI decisions and run models on demand
• Add user-defined logic
• Record transfers, splits, and payments

The result isn’t “hands-off” accounting.
It’s focused accounting.

See what focused accounting looks like in practice. 😉👇
https://bit.ly/3Mh6OdP

QBO or Xero captures the data.
Botkeeper turns it into a foundation for scale and growth.

As your firm grows, the challenge isn’t just more transactions, it’s keeping accounting accurate, visible, and decision-ready.

Botkeeper sits on top of your clients' accounting system to make scaling effortless:
• AI-driven transaction categorization and reconciliation
• Automated anomaly detection and risk alerts
• Embedded month-end workflows with real-time insight into progress, bottlenecks, and ownership
• And now reporting and advisory tools!

The result? Your team can scale operations confidently, grow without chaos, and focus on the work that drives the business forward.

Botkeeper is the AI layer on top of QBO or Xero that makes accounting predictable, review-driven, and scalable.

See what visibility at scale looks like → https://bit.ly/4qf0yRM

As teams grow, the real bottleneck isn’t work.
It’s visibility.

As volume grows, teams spend more time:
• Figuring out what’s done
• Figuring out what’s stuck
• Figuring out who owns what
• Figuring out what needs review

That overhead doesn’t show up on a task list —
but it quietly drains your best people every day.

Botkeeper removes that mental load from two angles:
• AI cuts through the noise, surfacing what needs attention first
• Clear assignments and responsibilities ensure work goes to the right person, and workflows keep progress visible and moving

That’s how capacity is truly unlocked —
not by working faster, but by seeing clearly as work scales.

Let us help you unlock capacity when it matters most → https://hubs.li/Q040Q1Vn0

Botkeeper Infinite is built around the close—not bolted onto it.

Workflows are designed from how high-performing firms actually operate:

• Clear roles and permissions, so accountability is explicit
• Ownership assigned at every stage of the close
• Real-time visibility into close progress across all clients
• Projects and tasks that keep work structured, not scattered
• Automated tasks and reminders

The result: fewer bottlenecks, cleaner handoffs, and a close process that scales without chaos.

Turn month-end into a system, not a scramble → https://hubs.li/Q040CYPw0

The difference between stressed accounting teams and scalable ones isn’t talent.

Mature teams:
• know what’s in progress
• know what’s at risk
• know where to look first

They don’t rely on heroics or memory.
They rely on systems that surface the right information at the right time.

Scaling isn’t about doing more work faster.
It’s about seeing clearly as work increases.

If clarity gets harder as you grow, that’s a signal your systems need to evolve.

As your firm scales, where do you feel the greatest loss of control?

Curious to hear how others are experiencing this. Share in the comments. 👇

Sign Up Online Botkeeper's complete bookkeeping solution has all of the elements a CPA firm needs to grow better. Check out our bookkeeping services for CPA firms today!

Happens every time.

A client shows up at the last possible moment asking if you can “just clean things up” before taxes.

Normally, that means weeks of manual entry, endless cross-checking, saying no to work you could take, if time weren’t the bottleneck.

With Botkeeper’s Statement Automation, cleanup doesn’t have to be a fire drill.

You upload the statements.
Botkeeper does the heavy lifting.
You review what actually needs attention.

What used to take weeks of manual work, and a lot of second-guessing, gets handled in a fraction of the time.

Tax season shouldn’t force you to turn away revenue.

Let us help you unlock capacity when it matters most → https://hubs.li/Q03_Qj-t0

AI is often sold as a magic tool that will replace thinking.
In accounting, AI shouldn’t replace judgment — it should clear the path for it.

That means handling the unglamorous work:

• Filtering noise
• Routing work to the right place
• Identifying what actually matters and needs attention
• Preparing and organizing information before humans step in

So when accountants do get involved, they’re applying judgment, not digging for context.

Botkeeper’s Firm Insights Dashboard was built on this principle. It gives teams an at-a-glance view for fast scanning and prioritization of:

• Close status across all clients
• Where action is required first
• Suggestions to increase automation
• Team productivity stats and much more

Designed with month-end close in mind, every module works together, aligned with how high-performing firms actually operate, so attention stays focused, not scattered.

Curious how high-performing accounting teams stay in control without losing quality? → https://hubs.li/Q03_CGbx0

Most accounting teams don’t “fail” as they grow.
They outgrow the way they used to work.

When teams are small, you run on instinct:
• You remember what to double-check
• You know who touched what
• You catch issues because something feels off

That works… until it doesn’t.

As volume increases:
• Ownership gets fuzzy
• More people touch the same close
• Issues surface later

Everyone asks: “How do we scale without dropping the ball?” 🤔

The answer isn’t more meetings or reactive process that disappears once deadlines hit.

Botkeeper embeds process by design, so teams don’t have to invent it as they grow:
• Clear, proven workflows modeled on mature accounting firms
• Explicit ownership across month-end close
• AI-powered systems that surface what actually needs your attention — not the noise

Curious how mature teams maintain visibility and control without burning out?

Let’s talk → https://hubs.ly/Q03_nN3d0

It’s January 15th and you’re already wondering how on earth you’re going to make it to January 31st?

Between month-end close, 1099s, tax prep, and clients coming back from the holidays full of questions and expectations, January can feel like a marathon you didn’t train for. We get it.

You’re probably thinking: the last thing I need right now is a new tool.
Fair. January is definitely not the month for extra work.

But what if that tool actually lightens the load instead of adding to it?

Botkeeper automates the most time-consuming parts of month-end close, from transaction categorization and reconciliations to report generation, so your team can focus on what actually moves the needle right now: 1099s, tax prep, and higher-value client work.

Sounds like a no-brainer to us.

Get your peace of mind back → https://hubs.li/Q03---zD0