An AI-powered bookkeeping platform that uses machine learning and skilled accountants to automate bookkeeping for firms.
Full ReviewA CRM platform focused on helping financial advisors and B2B sales teams manage relationships and grow revenue.
Full ReviewBotkeeper: An AI-powered bookkeeping platform that uses machine learning and skilled accountants to automate bookkeeping for firms.
Maximizer: A CRM platform focused on helping financial advisors and B2B sales teams manage relationships and grow revenue.
Detailed integration guide coming soon. We're researching the specific ways Botkeeper and Maximizer work together — including native integrations, third-party connectors, and API options. Check back for a complete step-by-step guide.
These platforms can help you connect Botkeeper and Maximizer without writing code: