Special situations
Switching from Botkeeper
Botkeeper discontinued service in February 2026 with no extended support period, leaving customers a narrow window to export their data. Finbryn rebuilds affected businesses' books in QuickBooks Online or Xero from whatever export was saved, with every automated categorization checked by hand before it carries forward into ongoing monthly bookkeeping.
Bank reconciliation summary
Illustrative client · August 2026
USD
| 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.
Moving off an automated platform that is no longer there
Botkeeper's CEO announced on February 7, 2026 that the company was discontinuing service effective immediately, citing consolidation among its key clients. No extended support period followed, and customers were given until late February 2026 to export their data before access closed. For a business that relied on Botkeeper's automated categorization engine, that left a narrow window to save financial history that may never have been fully reviewed by a person in the first place.
Finbryn starts a Botkeeper transition by reviewing whatever export was captured, transaction-level data, chart of accounts, prior reports, and rebuilding the file inside QuickBooks Online or Xero under your own subscription. Because Botkeeper's core value proposition was automation rather than human review, we pay particular attention to categorizations that look automated but were never actually checked: recurring transactions coded to the wrong account, vendor names that were never mapped to consistent 1099 tracking, and reconciliations that show as complete without a documented review.
Once the file is rebuilt and reconciled, ongoing bookkeeping moves to Finbryn's standard cadence: books reconciled weekly, closed early in the following month, and every file reviewed by a senior principal before it reaches you. A gap check covers the weeks immediately around the February 2026 shutdown to catch anything that did not carry over cleanly.
Businesses with more than a few months of thin categorization history sometimes need records reconstruction alongside the migration itself.
Questions
Frequently asked questions: Switching from Botkeeper
Botkeeper shut down suddenly in 2026. What happens to businesses that could not export everything?
We work from whatever was saved, transaction exports, prior monthly reports, bank and card statements, and rebuild the file from those sources rather than requiring a complete Botkeeper export.
Was Botkeeper's automated bookkeeping accurate? Do I need to worry about what carries forward?
We review categorizations by hand during the migration rather than assuming an automated feed was correct, and flag anything that looks miscoded before it becomes part of your ongoing books.
How quickly can monthly bookkeeping resume after a Botkeeper migration?
Once the file is reconciled and the gap check around the shutdown is complete, monthly bookkeeping resumes on Finbryn's standard schedule, usually within the first full month after handover.
What does switching from Botkeeper actually include, month to month?
Switching from Botkeeper covers botkeeper's exported data reviewed and imported into QuickBooks Online or Xero, along with automated category assignments checked by hand before they carry forward. The work runs inside QuickBooks Online or Xero, the file stays under your own subscription, and a senior principal reviews the output before it reaches you each period.
What access do you need to start switching from Botkeeper?
View or edit access to QuickBooks Online or Xero is enough to begin; nothing about your existing subscription or login changes on our side. Any additional access needed for a specific deliverable, such as a bank portal or receipt inbox, is agreed with you first, and the scope is set out in your engagement letter.
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 shutdown and its later 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.