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Certified Public Accountant - firms

For CPA Firms & Accounting Professionals

Smarter Insights, More Effective
CPA Workflows

CPAs face numerous challenges, including tight deadlines, strict accuracy requirements, and managing a diverse range of client accounts. 

Simple Steps
Accuracy
%
Weekly Hours Saved
+
Setup
Min

Why CPAs Choose HelloCategorize

These challenges are costing your CPA firm thousands in lost revenue and client satisfaction
Problem:

Manual classification is laborious, erratic, and prone to mistakes. According to research, even minor accounting errors can result in billions of dollars in losses over time team members inconsistent categorization leads to disagreements and rework

Problem:

CPAs often spend countless hours reconciling mismatched entries and chasing supporting documents. This manual process not only slows down closing cycles but also increases the risk of compliance issues when records are incomplete or inaccurate.

Solution:

HelloCategorize automated transaction categorization for CPAs reduces errors and frees up your team to concentrate on financial strategy by consistently classifying transactions using AI.

Solution:

HelloCategorize automated transaction categorization for CPAs reduces errors and frees up your team to concentrate on financial strategy by consistently classifying transactions using AI.

How It Works for CPAs

Our AI solution addresses every categorization challenge with proven results.

Step 1

Intelligent Uploads

Import credit card or bank statements in Excel, CSV, or PDF formats. Transaction information, such as amounts, dates, vendors, and more, is automatically read and intelligently extracted by our platform. 

Step 1

Step 2

Classification of Intelligent Transactions

Backed by advanced AI models, HelloCategorize learns from your historical data and unique charts of accounts to provide highly accurate suggestions. It uses contextual intelligence to deal with even previously unknown vendors. 

Step 2

Step 3

Create Automations Based on Rules

Create conditional logic like: 

“If vendor = Acme Corp → classify as ‘Consulting Fees’ & grant approval.” 

 Set up multi-tiered approvals and flags automatically according to the standards of your practice. 

Step 3

Step 4

Review & Supervision

Examine categorized entries on a simplified dashboard. Sorting by exceptions, evaluating ambiguous suggestions, and finalizing classifications are all quicker and more precise than manual sorting. 

Step 4

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.

Task


  • Transaction Counted & Categorized

  • Consistency & Accuracy

  • Rule-Based Automation

  • Focus Shift

Traditional Process


  • Manual, tedious

  • Variable across team members

  • Limited or unavailable

  • Data entry-heavy

With Hellocategorize


  • Done in seconds via AI

  • Stable, AI-led categorization

  • Fully customizable automation

  • Strategy and advisory-driven
Automation reduces our manual work by 60–70% giving us back hours and dramatically cut down errors.

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

Ready to Stop Manual Categorization?

Join accounting professionals who have eliminated manual transaction sorting. Start your free trial with 500 transactions.

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