How to Connect Bookkeeper360 with Insightly (2026)

Bookkeeper360

★★★★ 4.3

Bookkeeping Finance Accounting

A technology-powered bookkeeping and accounting service for small businesses with dedicated bookkeepers and advisory.

Full Review

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Insightly

★★★★ 4.0

Crm Small Business Crm

A CRM and project management platform designed for growing businesses to manage relationships and deliver projects.

Full Review

About These Tools

Bookkeeper360: A technology-powered bookkeeping and accounting service for small businesses with dedicated bookkeepers and advisory.

Insightly: A CRM and project management platform designed for growing businesses to manage relationships and deliver projects.

Key Features

Bookkeeper360

Dedicated bookkeeper
Monthly financials
Payroll
Tax prep
Advisory
Dashboard

Insightly

Contact management
Project management
Workflow automation
Email tracking
Custom dashboards
Relationship linking

Pricing

Bookkeeper360

Subscription $399-$899/month

Insightly

Subscription $29-$99/user/month

Detailed integration guide coming soon. We're researching the specific ways Bookkeeper360 and Insightly work together — including native integrations, third-party connectors, and API options. Check back for a complete step-by-step guide.

Connect via Integration Platform

These platforms can help you connect Bookkeeper360 and Insightly without writing code:

Zapier

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Make

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n8n

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IFTTT

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