I
IGuided tax filing software with AI answers and optional help from tax experts
Freemium
Botkeeper vs Thomson Reuters Checkpoint Edge
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
T
Choose Thomson Reuters Checkpoint Edge if…
- you need an API to build on
- you're in its core audience: tax professionals, small and mid-market cpa firms
Side by side
Feature Botkeeper Thomson Reuters Checkpoint Edge
Pricing modelPaidContact for pricing
Starting price$53/mo—
Free plan
Free trial
API
Open source
Data retention—Per enterprise records retention schedule, varies by Service and record type
Security and complianceSOC 2 Type II—
Reconciliation—
Human experts included—
PlatformsWebWeb
CategoryFinance & AccountingFinance & Accounting
CompanyXendoo Inc.Thomson Reuters Corporation
Based in—Canada
Founded—2008
Part of—The Woodbridge Company
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
T Thomson Reuters Checkpoint Edge
- AI tax answers grounded in Checkpoint content
- Citations showing the source of each answer
- Document upload and summarization
- Shared workspaces for team collaboration
- Workflow automation for everyday tax tasks
- Tax and accounting APIs through the Thomson Reuters developer portal
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
Thomson Reuters Checkpoint Edge
CoCounsel Tax EssentialsCustom
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
Thomson Reuters Checkpoint Edge
- Answers come with citations to authoritative Checkpoint content
- The Essentials plan is designed for firm-wide use
- Users can be upgraded as firm needs grow
- No prices published; pricing requires contacting sales
- Essentials is capped at 20 citation-backed answers per user per week
- Checkpoint Edge is not listed among the products offering free trials or demos
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Built from each vendor's public website; we haven't tested them hands-on. Editorial policy