How to Connect Botkeeper with ClickDimensions (2026)

Botkeeper

★★★★ 4.1

Bookkeeping Finance Accounting

An AI-powered bookkeeping platform that uses machine learning and skilled accountants to automate bookkeeping for firms.

Full Review

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ClickDimensions

★★★ 3.8

Email Automation Email Marketing

Marketing automation platform built natively inside Microsoft Dynamics 365 for email marketing, web tracking, and forms.

Full Review

About These Tools

Botkeeper: An AI-powered bookkeeping platform that uses machine learning and skilled accountants to automate bookkeeping for firms.

ClickDimensions: Marketing automation platform built natively inside Microsoft Dynamics 365 for email marketing, web tracking, and forms.

Key Features

Botkeeper

AI bookkeeping
Machine learning categorization
Human-in-the-loop
Financial reporting
Dashboard
Tax prep support

ClickDimensions

Dynamics 365 native
Email marketing
Web tracking
Forms
Surveys
Nurture campaigns

Pricing

Botkeeper

Subscription Custom pricing

ClickDimensions

Subscription Custom

Detailed integration guide coming soon. We're researching the specific ways Botkeeper and ClickDimensions 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 Botkeeper and ClickDimensions without writing code:

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n8n

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IFTTT

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