All-in-One Solution for
Automated Bookkeeping
AI-powered transaction categorization that saves CPAs and bookkeepers 15+ hours per week. Upload your files,
get perfectly categorized data.
Categorization Accuracy
%
Hours Saved Per Week
+
SOC 2
Compliant & Secure
The Manual Categorization Problem
Every CPA and bookkeeper knows these time-consuming challenges
01
Many Hours of Manual Work spent
Spending 15-20 hours per week manually categorizing transactions instead of focusing on advisory services and growing your practice.
02
Human Errors
Manual categorization leads to inconsistencies, misclassified transactions, and time-consuming error corrections during reviews.
03
Massive Backlogs
Clients with months or years of uncategorized transactions that create overwhelming workloads and delayed financial statements.
04
Revenue Impact
Low-value data entry work reducing profitability and preventing you from taking on more high-value advisory clients.
Built Specifically for
CPA Firms & Bookkeepers
Every feature designed to solve real categorization challenges faced by accounting professionals
01
Upload Your Data
Simply upload PDF bank statements, CSV files, or connect directly to bank feeds. Our system handles all major file formats and extracts transaction data automatically.
02
AI Categorizes Everything
Our advanced AI engine analyzes each transaction using industry-specific rules, historical patterns, and machine learning to categorize with 90% accuracy.
03
Export to Your Software
- Quick Books Online
- XERO
- Import into Quick Books Accountant version
Why work with us?
From raw bank statements to perfectly categorized data ready for QuickBooks or Xero
Industry-Specific AI
Trained on millions of accounting transactions with deep understanding of business expense categories, tax classifications, and industry-specific patterns.
Bulk Processing Power
Process thousands of transactions at once. Perfect for handling client backlogs – upload 12 months of data and get results in minutes, not weeks.
Smart Review Interface
Intuitive dashboard showing confidence scores for each categorization. Quickly review and adjust only the transactions that need attention.
Multi-Client Management
Organize work by client, maintain separate categorization rules per business, and track billing hours for each categorization project.
Custom Rules Engine
Create client-specific categorization rules that improve AI accuracy. The system learns from your corrections and applies them automatically.
Anomaly Detection
Automatically flags unusual transactions, duplicate entries, or potential errors for manual review before finalizing categorizations.
Seamless Export to
Your Accounting Software
Perfectly formatted data that imports cleanly into the tools you already use
QuickBooks Online
Direct export with proper chart of accounts mapping
Xero
Native integration with automated transaction sync
Excel/CSV Export
Import into Quick Books Accountant
Bank Feeds
Coming Soon
Bank-Level Security & Compliance
Your clients’ financial data is protected with enterprise-grade security measures
SOC 2 Type II Compliant
Independently audited security controls and data protection standards
256-Bit Encryption
All data encrypted in transit and at rest using industry-standard protocols
Role-Based Access
Granular permission controls for team members and client data access
Secure Cloud Infrastructure
Hosted on AWS with 99.9% uptime SLA and automated backups
Trusted by Accounting Professionals
See what CPAs and bookkeepers say about eliminating manual categorization
“HelloBooks transformed our practice. We went from spending 20 hours a week on categorization to just 2 hours of review time. Our clients get their financials faster and we can focus on advisory work.”
Souvin Martinez, CPA
Martinez & Associates
“HelloBooks transformed our practice. We went from spending 20 hours a week on categorization to just 2 hours of review time. Our clients get their financials faster and we can focus on advisory work.”
Robert Johnson
Senior Bookkeeper, ABC Corp
The ROI is Immediate
See how HelloBooks pays for itself in the first month
$2,400
Monthly Time Savings
15 hours/week × $40/hour = $2,400 in billable time recovered per month
90%
Faster Client Onboarding
Process client backlogs in hours instead of weeks, increasing capacity
50%
Error Reduction
Eliminate categorization mistakes and reduce review time significantly
5x
Client Capacity
Handle 5x more clients without hiring additional staff members
Get Instant Help via WhatsApp
Chat directly with our categorization experts. Get answers in real-time about your specific needs.
Start WhatsApp Chat
Get immediate answers about transaction categorization, pricing, and setup. Our experts are online now.
Simple, Transparent Pricing
Choose the plan that fits your transaction volume. All plans include QuickBooks & Xero integration.
Need a Custom Plan?
Contact us for enterprise pricing with volume discounts starting at 10,000+ transactions per month.
Starter
Perfect for Demo & for begginers
$9.99
$
Free
Monthly
-
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
$39.99
$
10
Monthly
-
Up to 1,000 transactions/month
-
QuickBooks Online export
-
Xero export
-
CSV/Excel export
-
Email support
500 transactions free • No credit card required
Professional
Designed for CPAs, bookkeepers, and accounting firms
$79.99
$
30
Monthly
-
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
Most Popular
Enterprise
Perfect for large organizations
-
Custom transactions/month
-
Custom Price
500 transactions free • No credit card required
Schedule a Demo Today
See HelloBooks in action with your own transaction data. 15-minute demo shows exactly how much time you’ll save.