Botkeeper was an AI + human bookkeeping platform built for accounting firms, layered on top of QuickBooks Online and Xero. In early 2026 the company publicly announced it is winding down — so it is no longer a viable choice for new customers, and existing firms need a migration path.
HelloBooks is a going-concern, AI-native bookkeeping platform for both SMBs and accounting firms: a full double-entry ledger of record, 95%+ AI categorization, Plaid bank feeds, every feature on every plan, and a CPA/CA Partner program for firms. Free to start, Pro at $9.99/month.
If you were using or evaluating Botkeeper, HelloBooks is a stable replacement — and unlike Botkeeper it is your ledger, not an automation layer that still depends on QuickBooks or Xero underneath.
Where a value is shown as “—”, the feature was not verified at review time. See Botkeeper's site for the latest specifics.
| Feature | HelloBooks | Botkeeper |
|---|---|---|
| Availability | Active and growing | Winding down — closure announced early 2026; not available to new customers |
| Product model | AI ledger of record you operate (SMBs + firms) | Firm-facing AI + human automation layer on QBO / Xero |
| Underlying ledger | HelloBooks is the ledger — nothing else required | Ran on top of QuickBooks Online or Xero |
| Who can sign up | Any SMB self-serve, plus a partner program for firms | Sold to accounting firms, not self-serve SMBs |
| Starting price | Free plan + Pro from $9.99/mo (USD) | Was per-entity license (~$59–$149/client/mo); no free plan |
| Free plan | Yes — free forever, 500 AI credits/mo, all 154 features | No free plan / no free trial |
| AI automation | AI categorization (95%+), OCR, reconciliation, anomaly detection | Auto categorization, bank rec, and journal-entry automation |
| Bank feeds | 11,000+ US banks via Plaid, real-time read-only feeds | Via the underlying QuickBooks / Xero connection |
| Firm workflow | CPA/CA Partner program: multi-client dashboard, white-label, commission | Firm dashboards, client management, close tracking |
| Security | 256-bit encryption, read-only Plaid bank connections | SOC 2 Type II, bank-grade encryption |
| Continuity risk | None — active product and roadmap | High — platform access ending with the wind-down |
Yes. Botkeeper publicly announced in early 2026 that it is winding down after more than a decade, citing accounting-industry consolidation and product-market-fit challenges. New customers cannot rely on it, and existing firms need a migration plan. Verify the latest timeline from Botkeeper and trade press before making changes.
HelloBooks is a strong, going-concern alternative. Its CPA/CA Partner program gives firms a multi-client dashboard, white-label options, bulk AI operations, and partner commissions — and unlike Botkeeper, HelloBooks is the ledger itself, not an automation layer that still requires QuickBooks or Xero underneath.
HelloBooks replaces them — it is a full double-entry ledger of record. Botkeeper sat on top of QuickBooks Online or Xero and automated work inside them. With HelloBooks there is no separate ledger subscription to maintain, which also simplifies a migration off Botkeeper.
Yes. Botkeeper was sold to accounting firms, not end SMBs. HelloBooks is self-serve for any small business — free to start, Pro at $9.99/month — while also offering a partner program for firms that manage many clients.
Because Botkeeper ran on QuickBooks Online or Xero, your books already live in one of those systems. HelloBooks imports your chart of accounts, customers, vendors, items, and transaction history — including a one-click QuickBooks USA company-file migration — so you can move to a stable platform and retire the Botkeeper layer.
HelloBooks uses 256-bit encryption and read-only bank connections via Plaid, with full audit trails on every entry. Review the HelloBooks Trust Center for current security and compliance details when standardizing your firm.
HelloBooks supports CSV import for chart of accounts, customers, vendors, items, invoices, and bills. For QuickBooks Online, we offer a built-in two-way sync. For other platforms, our migration team can assist with a structured cutover.
Partner program
Multi-client dashboard, white-label, and commissions for firms.
AI bookkeeping software
The AI ledger that replaces a QBO/Xero automation layer.
HelloBooks pricing
Free plan + Pro $9.99/mo, no per-client license fees.
QuickBooks migration
One-click company-file import from QuickBooks USA.
Trust Center
Security, privacy, and reliability for firm data.
Contact sales
Plan a firm-wide migration off Botkeeper.