How to Connect Botkeeper with SmartOffice (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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SmartOffice

★★★ 3.6

Crm Industry Specific Crm

A CRM solution for insurance and financial services professionals offering client management and policy tracking.

Full Review

About These Tools

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

SmartOffice: A CRM solution for insurance and financial services professionals offering client management and policy tracking.

Key Features

Botkeeper

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

SmartOffice

Client management
Policy tracking
Activity management
Reporting
Document management
Workflow

Pricing

Botkeeper

Subscription Custom pricing

SmartOffice

Subscription Custom pricing

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

Zapier

Leading no-code automation platform connecting 6000+ apps to…

Make

Visual automation platform (formerly Integromat) for connecting apps…

n8n

A workflow automation platform with a visual node-based…

IFTTT

Simple automation platform connecting apps and devices with…

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