botkeeper

Pros

The best thing about Botkeeper's software is that it is invisible in the sense that it doesn't dictate how you should use it to collect information that it needs, and so it's very easy to fit into your workflow. Historically, Botkeeper had its own Dropbox-style integration, and now it is switching to Google Drive. This means that providing receipts and other information is as simple as putting the digital scan of a receipt into the Google Drive folder. Or if you prefer, you can upload files by hand using the portal.
Secondly, their portal provides nice views that show the state of your company's finances.

Cons

Botkeeper is a young company, and so growing pains are painful. The system has undergone several major changes during the 2 years that I've been using it, and those transitions were not completely smooth. However, to date, all problems were successfully resolved and the team really worked to address them, and those problems were rare.

Pros

I just hung out the shingle on my new CPA firm, and I want to use a strategic partner like Botkeeper to help me scale. So I love that I can white label the platform while having a dedicated team of accountants assigned to my clients.

Cons

I feel like their portal still has room for improvement even after their recent upgrade. One of the worst problems was the difficulty editing the dashboards for your own needs. That was one of the improvements on this last rollout.

Alternatives Considered

Reasons for Switching to botkeeper

Pros

It's ok-ish if you don't know anything about bookkeeping and you're on a super super tight budget

Cons

Response times were slow
Struggled to get anyone to answer basic questions about my SLA, bill, contract, etc.
Regular errors on the GL

Pros

I love everything about bookkeeper but here are some stand outs:

Their customer service is amazing, we meet weekly with our account manager and he is very helpful with any questions or onboarding needs we have

It saves time on the day-to-day updates and monthly reconciliations, we estimate we save about 25% of the time for each of our 30 clients on the platform.

We just recently were impacted by the great resignation and lost about 40% of our staff (we are a small firm so we lost 3 of the 7 we employed) if it weren't for Botkkeper we would have been in a terrible position.

Cons

I don't really have any cons, I would be hard-pressed to think of any. Usually, if we have problems my account manager resolves them fairly quickly!

Pros

I like that Botkeeper is able ot do a lot of the tedious part of my job, it frees me up to focus on more important things for my clients that need my personal touch. I would say Botkeeper saves about a quarter og my client hours each month allowing me to spend more time speaking to the clients about the health of their business or answer Q's they may have.

Cons

Sometimes the connections with the bank break. I don't think this is Botkeepers fault (it's usually Amex) but it can still be frustrating nad time-consuming to relink the accounts.