How to Connect Botkeeper with Close (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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Close

★★★★ 4.5

Crm Sales Crm

A CRM built for inside sales teams with built-in calling, email, and SMS to help close more deals faster.

Full Review

About These Tools

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

Close: A CRM built for inside sales teams with built-in calling, email, and SMS to help close more deals faster.

Key Features

Botkeeper

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

Close

Built-in calling
Power dialer
Email sequences
SMS messaging
Pipeline view
Smart views

Pricing

Botkeeper

Subscription Custom pricing

Close

Subscription $49-$139/user/month

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

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