HelloCategorize

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Frequently Asked Questions

HelloCategorize is an advanced AI-powered solution designed to automate accounting data categorization for bookkeeping and finance teams. It eliminates manual categorization, enhances accuracy, reduces reconciliation time, and helps businesses achieve better financial visibility without relying on spreadsheets.

HelloCategorize streamlines complex bookkeeping processes through AI-driven categorization, smart reconciliation tools, and financial controls. It reduces human error, accelerates close cycles, and provides real-time insights into your financial transactions, helping you make faster, more informed decisions.

Yes. HelloCategorize seamlessly integrates with popular accounting and ERP tools, including QuickBooks, Xero, NetSuite, and others. This allows you to sync your financial data automatically and eliminates the need for manual uploads or adjustments.

Our AI achieves up to 97% accuracy for categorization and reconciliation, thanks to continuous learning from historical data and industry best practices. Accuracy improves over time as the system learns from your unique data and feedback.

Absolutely. Whether you're a small business, a growing startup, or a large enterprise, HelloCategorize offers scalable solutions to fit your needs. Our platform supports high transaction volumes, complex financial structures, and custom workflows for various industries.

Yes. While our AI handles the heavy lifting, you can establish custom rules and controls aligned with your financial policies. This ensures compliance and consistency in how transactions are categorized and reported.

HelloCategorize serves a wide range of industries including:

  • Construction

  • Hospitality

  • Manufacturing

  • Tech & SaaS

  • Healthcare

  • Financial Services

Any organization that handles complex financial data can benefit from our solution.

Data security and privacy are core to HelloCategorize. We employ enterprise-grade encryption, robust access controls, and comply with industry standards to protect your financial information at every step.

Getting started is easy. You can sign up for a free trial or schedule a demo directly through our website. Our team will assist you with onboarding to ensure a smooth transition from manual processes to automated efficiency.