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How to Connect Botkeeper with Insightly (2026)

Botkeeper

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

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

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

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

Key Features

Botkeeper

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

Insightly

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

Pricing

Botkeeper

Subscription Custom pricing

Insightly

Subscription $29-$99/user/month

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

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