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Requirements
HubSpot Plan Works with all HubSpot plans Learn more HubSpot Account permissions - View the required account permissions
Botkeeper Subscription - Basic, Pro, or Advanced plans
Overview
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Now manage all of your financial AND non-financial reports in one place. For customers using HubSpot, you can now sign up with a Botkeeper subscription, and let your company exec team see everything they need to make valuable business decisions in one place. While Botkeeper handles your ongoing bookkeeping needs, you’ll be provided with a financial dashboard that can pull in data on your ads, lead generation, email analytics, etc... right alongside your cash flow, profit and loss reports, and more!
- Get your Bookkeeping, Financial, Social media, Google Analytics, Email, and HubSpot data into one consolidated dashboard in Botkeeper, giving you a 360-degree view of your business.
- Share your financial dashboard with your executive team, board, and any other members of your team!
- Track all of your company goals and business benchmarks in a comprehensive dashboard, while Botkeeper handles your bookkeeping!
Features
Link your HubSpot account in the Botkeeper hub.
After signing up for Botkeeper and HubSpot, easily grab your HubSpot account data right from the Botkeeper Financial hub by creating new widgets!
Add your HubSpot account
Navigate to “Add Widget” on the Botkeeper financial dashboard, click “HubSpot", then in a new window your HubSpot authorization will appear. (it may ask you to log in) From there, select your account and authorize!
Choose from a variety of reporting options
Click the HubSpot Metric dropdown menu and select the metric you wish to monitor. Save the widget and you'll now see your newly updated dashboard. Create as many widgets as you like!
App Functionality
Shared Data
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Pricing
Basic
USD 59
/monthDesigned for solopreneurs, startups or small businesses with basic bookkeeping needs.
Monthly Transactions,
Monthly Categorizations
Monthly Bank and Credit Card Reconciliations
Month End Reporting, Dashboard
Financial Hub
Basic
USD 59
/monthDesigned for solopreneurs, startups or small businesses with basic bookkeeping needs.
Monthly Transactions,
Monthly Categorizations
Monthly Bank and Credit Card Reconciliations
Month End Reporting, Dashboard
Financial Hub
* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 03.12.2025
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