Certified Public Accountant - firms
For CPA Firms & Accounting Professionals
Eliminate Transaction Categorization
Errors & Backlogs
AI-powered categorization your team can trust – fast, accurate, effortless.
Simple Steps
Accuracy
%
Weekly Hours Saved
+
Setup
Min
The Hidden Costs of Manual Transaction Categorization
These challenges are costing your CPA firm thousands in lost revenue and client satisfaction
70% More Errors Than AI
Manual categorization leads to 70% more errors compared to AI systems, resulting in costly mistakes, client dissatisfaction, and time-consuming corrections during reviews.
Typical Error Impact:
- 3-5 hours per week fixing mistakes
- Client trust issues from inaccuracies
- Delayed financial statement delivery
- Increased liability exposure
15-20 Hours Weekly on Data Entry
Your CPAs and senior staff spend 15-20 hours per week on manual transaction categorization instead of providing high-value advisory services that clients will pay premium rates for.
Lost Revenue Opportunity:
- $2,400/month in billable time lost
- Unable to take on advisory clients
- Staff burnout from repetitive work
- Reduced firm profitability
Massive Client Backlogs
Clients arrive with 6-18 months of uncategorized transactions, creating overwhelming workloads that delay onboarding and strain your team’s capacity.
Backlog Impact:
- 2-3 months to process new clients
- Cannot accept urgent requests
- Team overwhelm and stress
- Missed business opportunities
Low-Value Work Limiting Growth
Time spent on categorization prevents your firm from expanding advisory services, taking on more clients, and growing revenue through higher-margin work.
Growth Limitations:
- Cannot expand service offerings
- Limited client capacity
- Stuck in low-margin work
- Competitor disadvantage
How HelloBooks Transforms Your CPA Firm
Our AI solution addresses every categorization challenge with proven results
Reduce Errors by 70%
Our AI achieves 95% accuracy compared to 65% with manual categorization, virtually eliminating the costly mistakes that damage client relationships and require hours to fix.
Error Prevention Benefits:
- 90% first-pass accuracy guaranteed
- Automatic anomaly detection
- Confidence scoring for every transaction
- Built-in duplicate detection
- Industry-specific validation rules
Save 15+ Hours Per Week
Transform 20 hours of manual work into 2 hours of review time. Your team can focus on advisory services, tax planning, and growing client relationships.
Time Savings Impact:
- Process 1,000 transactions in 30 seconds
- Bulk categorization capabilities
- Smart review interface
- One-click corrections
- Automated export to QuickBooks/Xero
Eliminate Backlogs in Hours
Process 12+ months of client transactions in minutes instead of weeks. Onboard new clients same-day and handle urgent requests without overwhelming your team.
Backlog Solutions:
- Upload PDF statements or CSV files
- Process years of data instantly
- Handle multiple clients simultaneously
- Same-day client onboarding
- Emergency turnaround capability
Scale Your Practice 5x
Handle 5x more clients without hiring additional staff. Redirect saved time to advisory services and grow your firm’s revenue through higher-margin work.
Growth Enablers:
- Multi-client management system
- Client-specific categorization rules
- Scalable processing power
- Team collaboration tools
- White-label options available
Solve Bookkeeping Backlogs in Record Time
Don’t let client backlogs overwhelm your team or delay new business. HelloBooks processes months or years of uncategorized transactions in minutes, not weeks.
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Upload any Document :
PDF bank statements, CSV files, or Excel spreadsheets from any financial institution -
AI Processing:
Advanced machine learning categorizes transactions using industry-specific rules and patterns -
AI Processing:
Advanced machine learning categorizes transactions using industry-specific rules and patterns
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Smart Review:
Confidence scores help you quickly identify and review any questionable categorizations -
Instant Export:
Direct integration with QuickBooks Online, Xero, or custom CSV format
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Multi-Client:
Handle multiple client backlogs simultaneously with organized workflows
Immediate ROI for Your CPA Firm
HelloBooks pays for itself in the first month through time savings and increased capacity
Monthly Time Savings
$
Faster Onboarding
%
Client Capacity Increase
x
Error Reduction
%
Trusted by Leading CPA Firms
See how accounting professionals are transforming their practices with HelloBooks
“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 AI accuracy is incredible. We’ve eliminated the categorization backlog that was killing our productivity. Now we can take on emergency clients and deliver results the same day.”
Gurlez Akhtar
Senior Accountant, Zakia Corp
“Game changer for our firm. We’ve reduced errors by 70% and our clients trust our accuracy. The time savings let us expand our advisory services and increase revenue by 40%.”
Emily Wilson, CPA
Wilson Tax & Accounting