How to Connect Botkeeper with Insightly (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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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.

Connect via Integration Platform

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