Botkeeper

How Botkeeper Works

Botkeeper uses AI and machine learning to automate high‑volume, repetitive bookkeeping tasks such as categorizing transactions, syncing client data, reconciling bank accounts, and generating basic financial reports. Built‑in workflow and management tools support review, task tracking, and document handling.

Accepted Use Cases:

1. Accounting firms offering outsourced or subscription-based bookkeeping.
2. Businesses needing consistent, real-time financial reporting.
3. Firms looking to scale services without increasing staffing costs.
4. Agencies managing finances across multiple clients or departments.

Core Use Cases

• Accounting Firms: Scale bookkeeping services without proportional increases in staff.
• Bookkeepers: Automate routine tasks like reconciliation and transaction coding.
• Financial Managers: Get real‑time reporting and firm‑wide insights.
• Small/Medium Businesses: Outsource bookkeeping to a platform that blends AI with expert review.