AI-Powered Transaction Categorization for Smarter Bookkeeping
Streamline your workflow with automated transaction categorization. Upload your bank statement and let our AI handle the rest including payee detection, account categorization, and rule-based automation.
SOC 2
Compliant & Secure
Why Categorize by HelloBooks?
Save hours of manual work
Automate bookkeeping tasks and free valuable time for business growth.
Eliminate human error
Achieve consistent accuracy with AI-driven categorization and reporting precision.
Built for accountants, bookkeepers & business owners
Tailored features designed to meet every professional’s unique financial needs.
Scalable for small businesses and large firms alike
Flexible system that adapts seamlessly to any stage of business growth.
Works seamlessly with your financial software
Smooth integration ensures no disruption to existing tools and workflows.
How It Works (3-Step Process)
Follow steps sequentially, reach a consistent final result.
Upload Your Bank Statement
Easily import your PDF, CSV, or Excel bank statements. Our AI engine immediately begins processing
Automatic Data Extraction & Categorization
Each transaction is automatically enriched identifying missing payees and assigning account categories using smart financial data enrichment techniques.
Review, Approve, or Automate
Use customizable rules to automate recurring entries. Review flagged transactions with built-in filters and client collaboration tools.
Key Features Section
Built for Speed. Powered by AI. Loved by Bookkeepers.
AI-Powered Financial Transaction Categorization
Forget manual entries — our AI learns from past data and ensures every transaction is categorized correctly.
Custom Rules Engine
Set logic like: “If Vendor = A, set Category = Purchases & Status = Approved.” Rules apply instantly to matching transactions.
Financial Data Enrichment
Missing a payee or category? No problem. Our system enriches incomplete data using historical intelligence and machine learning.
Advanced Filters & Sorting
Filter by duplicates, GST, “to verify,” and more. Sort by date, amount, payee — whatever speeds up your process.
Bill Matching & Reconciliation
Automatically match payments to bills like Xero. Get your accounts reconciled faster than ever.
Auto-Match Engine
Recurring payments? Our system detects patterns and applies the right category without lifting a finger.
Recent Activity Logs
Stay audit-ready with a full log of every action and change — ideal for financial professionals and accountants.
Client Collaboration ("Ask Client")
Flag unclear items and send them back to your client directly — no more messy spreadsheets or follow-up emails.
Seamless Export to
Your Accounting Software
QuickBooks Online
Direct export with proper chart of accounts mapping
Xero
Excel/CSV Export
Bank Feeds
Bank-Level Security & Compliance
SOC 2 Type II Compliant
Independently audited security controls and data protection standards
256-Bit Encryption
Role-Based Access
Secure Cloud Infrastructure
Trusted by Accounting Professionals
Souvin Martinez, CPA
Martinez & Associates
Robert Johnson
Senior Bookkeeper, ABC Corp
The ROI is Immediate
$2,400
Monthly Time Savings
90%
Faster Client Onboarding
50%
Error Reduction
5x
Client Capacity
Get Instant Help via WhatsApp
Start WhatsApp Chat
Simple, Transparent Pricing
Need a Custom Plan?
Starter
Perfect for Demo & for begginers
- Up to 500 transactions/month
- QuickBooks Online export
- Xero export
- CSV/Excel export
Business
Perfect for small businesses and solo practitioners
- Up to 1,000 transactions/month
- QuickBooks Online export
- Xero export
- CSV/Excel export
- Email support
Professional
Designed for CPAs, bookkeepers, and accounting firms
- Up to 5,000 transactions/month
- All Business Plan Features
- Multi-client management
- Advanced custom rules
- Priority phone support
- Dedicated account manager
Enterprise
Perfect for large organizations
- Custom transactions/month
- Custom Price
Starter
Perfect for small firms getting started
$9.99
Free/Month
Up to 50 transactions
Up to 50 transactions
- Up to 500 transactions/month
- QuickBooks Online export
- Xero export
- CSV/Excel export
500 transactions free • No credit card required
Business
Perfect for small businesses and solo practitioners
$399.99
$10/month
Up to 500 transactions
- Up to 100 companies per month
- QuickBooks Online export
- Xero export
- CSV/Excel export
- Email support
500 transactions free • No credit card required
Up to 2000 transactions a month
Professional
Designed for CPAs, bookkeepers, and accounting firms
$30/month
Up to 2000 transactions a month
- Up to 5,000 transactions/month
- All Business Plan Features
- Multi-client management
- Advanced custom rules
- Priority phone support
- Dedicated account manager
500 transactions free • No credit card required
Enterprise
For large organizations
Custom
Custom transactions/month
- Custom transactions/month
- Custom Price
500 transactions free • No credit card required