I
IGuided tax filing software with AI answers and optional help from tax experts
Freemium
Botkeeper vs CPA Pilot
Pricing, features, platforms and who each one suits — side by side.
B
Choose Botkeeper if…
- you're in its core audience: accounting firms, bookkeeping firms
C
Choose CPA Pilot if…
- you want the lower entry price ($29/mo vs $53/mo)
- you want to trial it before paying
- you're in its core audience: cpas, enrolled agents
Side by side
Feature Botkeeper CPA Pilot
Pricing modelPaidFree trial
Starting price$53/mo$29/mo
Free plan
Free trial
API
Open source
Trains AI on your content—No
Data retention—Uploaded documents and outputs auto-deleted after 90 days; account data 30 days post-cancellation
Security and complianceSOC 2 Type II—
Reconciliation—
Forecasting—
Human experts included
PlatformsWebWeb
CategoryFinance & AccountingFinance & Accounting
CompanyXendoo Inc.CPA Pilot
Based in—United States
Founded——
Part of——
Key features
B Botkeeper
- AI-powered transaction categorization
- Automated bank reconciliation
- Automated journal entries
- Month-end review with anomaly detection
- Close Tracker at firm-wide or client level
- Firm Insights dashboard
- Activity Hub for client communication
- Password manager and unlimited document storage
C
- Tax return review that flags risks and inconsistencies
- Client-ready summaries of 1040, 1120, 1120-S and 1065 returns
- Tax organizer generated from a prior-year return
- Drafts researched replies to client emails
- Federal and state tax research with code citations
- Tax projections and scenario modeling
- Entity selection comparison: Schedule C, LLC, S-Corp, C-Corp
- Maps PDF, Excel or CSV data into tax software fields
Plans and prices
From each vendor's site. Prices change — confirm before buying.
Botkeeper
1-4 Licenses$149/license/mo monthly or $134/license/mo billed annually
5-9 Licenses$109/license/mo monthly or $98/license/mo billed annually
10-24 Licenses$79/license/mo monthly or $71/license/mo billed annually
25+ Licenses$59/license/mo monthly or $53/license/mo billed annually
CPA Pilot
CPA Pilot 20$29/mo
CPA Pilot 60$49/mo
CPA Pilot 150$119/mo
CPA Pilot Unlimited$199/mo
Strengths and limitations
Botkeeper
- Prices are published, with volume discounts down to $53/license/mo
- Monthly plans can be cancelled at any time
- SOC 2 Type 2 compliant
- Every license includes the full feature set
- No free trial
- Built only for accounting firms, not individual businesses
- Annual plans are a full-year commitment
CPA Pilot
- Every plan includes all AI workflows
- Pricing is by messages, not seats, with unlimited devices
- Annual billing saves 16% and unused messages roll over
- Outputs can be exported as PDF, CSV or text
- Credit card required to start the free trial
- Lower plans have small message allowances (20/month on the $29 plan)
- Subscriptions can't be paused
- Focused on U.S. tax only
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Built from each vendor's public website; we haven't tested them hands-on. Editorial policy