TrustRadius: an HG Insights company

botkeeper

Score9.6 out of 10

4 Reviews and Ratings

What is botkeeper?

The botkeeper portal provides customizable dashboards and reports that combine financial and non-financial data for a 360-degree view of your business. Botkeeper clients benefit from the most accurate accounting, 24/7, with real-time dashboards and reporting, all while saving on average 30-50% compared to a traditional bookkeeper or outsourced firm.
You can email or chat with your bot the same way you would a bookkeeper, only better! With same day response and automated processes, time-consuming tasks are now taken off your plate with a click of a button. Leave the bookkeeping to botkeeper and get back to growing your business and doing the things you love.

Read more details.

Media

Screenshot of Full mobile access!
botkeeper

1 / 2

Screenshot of Full mobile access!

Who Buys & Uses botkeeper

Automate Finance bookkeeping with Botkeeper.

Pros

  • Generating and getting on the fly consolidated tech stack.
  • For financials, it comes with bank grade security.
  • Task management, workflow documentation.
  • Document storage.
  • Dashboards which is populated from financial and non-financial sources as well give a better insight into options.

Cons

  • Potential and capabilities for revenue recognition are not up to a high standard, which is a basic ask.
  • The exhaustive analysis is not possible with just Botkeeper, one needs to integrate with some other third-party service provider, and that's something that is not considered good.
  • Analytical outputs in terms of charts and graphs need to be more adaptive as only a few configurations are provided and the rest seems to be pulled from the provided one, which imparts an overhead.
  • Botkeeper claims best probability and statistics calculations but sometimes standard deviation shows it way away from acceptance criteria.

Alternatives Considered

KPMG Compliance Consulting

Botkeeper - perfect for your small business

Pros

  • They have a clean and easy portal that I can log into and link all accounts so they have access to what they need
  • They are so good at what they do that I only need to respond to 1 or 2 emails a month for uncategorized transactions or clarifications
  • They process all of our AR, AP, year end reports, sales tax, and bookkeeping. And it's all very accurate and on time.

Cons

  • I honestly cant think of any room for improvement. We've been a client for 6 years and are very happy

Alternatives Considered

Pilot.com and ScaleFactor

Other Software Used

Google Ad Manager, Google Drive

Want automation, good on-boarding and peace of mind? Go with Botkeeper

Pros

  • on-boarding team
  • adjust their roadmap in accordance to customer needs
  • their support team is second to none

Cons

  • their current interface
  • the scoping tool (makes sense once you're using botkeeper)

Alternatives Considered

QuickBooks Desktop Enterprise