Special situations
Switching from Botkeeper
Botkeeper discontinued service in February 2026 with no extended export window. Finbryn rebuilds Canadian businesses affected by that shutdown into a QuickBooks Online, Xero or Sage 50 file with every automated categorization checked by a person before it carries forward, and monthly bookkeeping picked up without a break in reporting.
Bank reconciliation summary
Illustrative client · August 2026
CAD
| Account | Difference | Status | ||
|---|---|---|---|---|
| Operating account··4821 | 184,220.16 | 184,220.16 | 0.00 | Reconciled |
| Reserve account··0937 | 60,000.00 | 60,000.00 | 0.00 | Reconciled |
| Company card··1006 | (12,418.52) | (12,418.52) | 0.00 | Reconciled |
| Card processor clearing | 8,905.40 | 8,905.40 | 0.00 | Reconciled |
| Payroll clearing | 0.00 | 0.00 | 0.00 | Reconciled |
Last weekly runFri, Aug 28, every account agreed to its statement.
Two open itemsTwo card receipts requested from you, marked on the card account until they arrive.
Illustrative. An example of the document, not a client's figures.
An automated platform that stopped without warning
Botkeeper's February 2026 shutdown left Canadian businesses that had automated their bookkeeping through it with a narrow window to export data before support ended entirely. Unlike a planned migration, there was no transition period built in, so whatever a business could pull in those final days is the starting point.
Checking automated work by hand
Finbryn imports Botkeeper's exported data into QuickBooks Online, Xero or Sage 50 and reviews every automated categorization before it becomes part of your books, rather than assuming the automation got it right. That review matters most around GST/HST coding, which is checked line by line rather than assumed correct, since HST-participating provinces and GST-only ones need to be split correctly.
The weeks the shutdown actually affects
A shutdown with no transition window usually leaves a short stretch of transactions that were never categorized at all. We run a dedicated gap check across those weeks, reconciling directly against bank and card statements rather than relying on whatever Botkeeper's system last recorded, so the handover does not quietly inherit a blind spot.
After the handover
Monthly bookkeeping continues on your existing close schedule once the migration is done, inside a QuickBooks Online, Xero or Sage 50 file you hold in your own name. A named pod reviews every file before it reaches you, with a recorded handover memo if anyone on that pod ever changes, so the next platform decision is one you make, not one forced on you again by a shutdown.
Timing the switch around your own deadlines
A migration handled close to a T2 or GST/HST filing date carries more risk of a missed number than one handled with room to spare. Finbryn treats the Botkeeper handover as its own scoped project, with a completion date agreed before work starts, rather than something that quietly runs alongside your next filing deadline and competes with it for attention.
Questions
Frequently asked questions: Switching from Botkeeper
Botkeeper closed with barely any notice. What happens to our data?
We work from whatever export you managed to pull before the cutoff, plus prior reports, to rebuild a clean file rather than starting over.
Our old bookkeeping was fully automated. How is this different?
Every categorization and reconciliation here is checked by a person before it becomes your books, especially around GST/HST province splits an automated US-tuned system can miss.
Can you fix the gap in the weeks right before the shutdown?
Yes, that gap check against bank and card statements is a standard part of this engagement.
What exactly is included in switching from Botkeeper?
Botkeeper's exported data reviewed and imported into QuickBooks Online or Xero, and automated category assignments checked by hand before they carry forward. This work runs inside QuickBooks Online or Xero, whichever your business already has in place, and it rolls into your regular monthly close rather than sitting off to the side as a separate, unreconciled process.
What happens to our switching from Botkeeper records if we switch providers?
Everything stays inside your own QuickBooks Online or Xero account, so the full history transfers with the subscription, not with Finbryn. You can hand switching from Botkeeper to another provider or bring it in-house at any point without losing a reconciliation or having to rebuild the file first.
Botkeeper closed suddenly. What happens to my data?
We work from whatever export you were able to pull before the cutoff, along with prior reports, to rebuild a clean file.
My old bookkeeping was fully automated. How is this different?
Every entry we sort into categories, and every reconciliation, is reviewed by a person before it becomes your books, not just run by software.
How do we get started with switching from Botkeeper?
Getting started with switching from Botkeeper begins with a short review of your current records and software access. Once that is done we confirm scope and timing in writing, and ongoing work begins on the schedule agreed with you.
What if our records for switching from Botkeeper are not up to date?
If your records are behind, we scope a catch-up first so switching from Botkeeper starts from a clean, reconciled base. That catch-up is priced and timed separately from the ongoing engagement, so you always know what each part costs.
Related services
- BookkeepingCatch-up and cleanup bookkeepingMonths or years of books brought up to date and reconciled, with a written record of every adjustment, so monthly bookkeeping can start from a clean base.
- Special situationsSwitching from BenchSupport moving your books and history out of Bench and into a QuickBooks Online or Xero file you control, for businesses affected by Bench's December 2024 shutdown and its January 2025 reopening under new ownership.
Industries
- SaaSBookkeeping and reporting for subscription software businesses tracking recurring revenue, deferred revenue and burn.
- Agencies and consultanciesBookkeeping for marketing agencies, design studios and consulting firms billing clients on retainers and project fees.
- Professional servicesBookkeeping for professional service firms such as engineering, architecture and IT consulting billing clients by project or retainer.
Next step
Talk to the team that would run your books
A short call covers your setup, your software and what a first month would look like. You get a written scope and price after it.