How it works
From Manual Chaos to AI Precision
Stop wasting hours on messy transactions.
Let our AI do the heavy lifting—fast, easy, and accurate.
Simple Steps
Accuracy
%
Weekly Hours Saved
+
Setup
Min
The Complete Process in 3 Simple Steps
From raw bank data to perfectly categorized transactions ready for QuickBooks or Xero import
Upload Your Transaction Data
Simply drag and drop your bank statements, CSV files, or connect directly to your bank feeds. Our system automatically extracts and validates all transaction data.
- PDF bank statements from any bank
- CSV/Excel files in any format
- Direct bank feed connections (12,000+ banks)+
- Automatic data validation and cleanup
- Duplicate transaction detection
Processing Time
1,000 transactions processed in under 30 seconds.
AI Categorizes with 90% Accuracy
Our advanced AI engine analyzes each transaction using machine learning, industry-specific rules, and historical patterns to categorize with exceptional accuracy.
- Industry-trained AI models for accounting
- 500+ predefined business categories
- Custom rule creation and learning
- Confidence scoring for each categorization
- Automatic anomaly and error detection
AI Processing
5,000 transactions categorized in under 2 minutes
Review, Adjust & Export
Quickly review categorized transactions in our intuitive dashboard, make any needed adjustments, then export directly to your accounting software with proper formatting.
- Smart review interface with confidence scores
- Bulk editing and approval tools
- Direct QuickBooks Online integration
- Native Xero synchronization
- Custom CSV/Excel export formats
Export Time
Ready for QuickBooks/Xero import in seconds
The Complete Process in 3 Simple Steps
Watch our 2-minute demo to see the complete process from upload to export using real transaction data.
Transactions
Accuracy Shown
%
Setup
Min
Works with All Your Data Sources
No matter how your transaction data comes in, HelloBooks can process it
PDF Bank Statements
Upload PDF statements from any bank. Our OCR technology extracts transaction data with 90.9% accuracy.
CSV & Excel Files
Import CSV or Excel files in any format. We automatically detect columns and clean data.
Direct Bank Feeds
Connect directly to 12,000+ financial institutions for automatic transaction sync.
Credit Card Statements
Process credit card transactions from all major card providers and business accounts.
Why Our AI Achieves 90%+ Accuracy
See how HelloBooks outperforms manual categorization and generic tools.
Industry-Specific Training
Our AI is specifically trained on millions of accounting transactions from CPA firms and bookkeeping practices, not generic financial data.
- Trained on 50+ million accounting transactions
- Understands business context and patterns
- Recognizes industry-specific vendors
- Learns from your corrections and preferences
- Continuously improves with usage
Transform Your Weekly Workflow
See the dramatic difference HelloBooks makes to your time allocation
Before HelloBooks
20hrs
per week on categorization
Manual data entry
12 hours
Error corrections
4 hours
Review and validation
3 hours
Export formatting
1 hour
After HelloBooks
3hrs
per week on categorization
Upload data
10 minutes
AI processing
5 minutes
Review adjustments
45 minutes
Export to software
2 minutes