HelloBooks.ai
AI accounting software for small business.
HelloBooks.ai is a cloud-based AI bookkeeping platform for small and medium-sized businesses. It automates invoicing, expense tracking, bank reconciliation, bill payments, inventory, tax preparation, and financial reporting, reducing manual data entry and keeping financial records current. The AI agent drafts transactions and matches bank feeds, while users and accountants review and approve changes before anything posts to the ledger.
Core modules include receivables, payables, banking, inventory, sales tax and 1099s, and reporting, all sharing one ledger. Features include OCR bill and receipt capture, expense claim approvals, AI bank reconciliation, recurring invoices, online payments, multi-state sales tax tracking, 1099-NEC and 1099-MISC preparation, and multi-entity reporting. Plaid provides read-only bank feeds for U.S. institutions, with PDF or CSV statement parsing elsewhere. Migration tools support QuickBooks, Xero, Tally, Zoho, and Wave. An API with sandbox access, webhooks, and OAuth supports developer integrations, and HelloTime connects payroll data into the ledger.
The platform targets small businesses, startups, accountants, bookkeepers, agencies, and service firms. A Free Plan includes core accounting features for two users without a credit card. Paid plans include unlimited users without per-seat fees, with multi-currency support and multi-entity reporting. An accountant or bookkeeper can be invited with reviewer or read-only access.
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