How it works
The Simpler Way It Operates How to Use AI-Powered Automation to Classify Transactions
Categorize by HelloBooks is a state-of-the-art solution that automates and streamlines your entire workflow through AI-based expense categorization.
The Complete Process in 4 simple steps
From raw bank data to perfectly categorized transactions ready for QuickBooks or Xero import
Upload Your Bank Statement
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.
Intelligent Transaction Sorting & Automated Categorization
Even in cases where data is ambiguous or missing, our AI engine automatically classifies each transaction and assigns the appropriate payee and account category. You can save hours of manual review with this clever transaction sorting.
Establish Guidelines for Smooth Workflow Automation
Use robust rule-based automation to personalize your workflow. You may establish guidelines such as “Initiate L2 approval if Payee equals Vendor A.”
Our system makes complex workflows simple and transparent by supporting email notifications, rejection handlers, and multi-level approvals.
Examine and easily reconcile
To swiftly examine categorized transactions, make use of the sorting, built-in filters, and recent activity tracking features. Ask Client status prompts allow you to work with clients in real time, spot duplicates, and flag entries that seem suspicious. To guarantee accuracy, our AI also facilitates bill matching and reconciliation.
The Complete Process in 3 Simple Steps
Works with All Your Data Sources
Designed for business owners, finance teams, and accountants
Varies according to volume, ranging from 100 to 100,000 transactions
AI-powered and trained on actual financial behavior
Creating rules is simple, even for non-technical users
Integrates with your current accounting stack with ease
Are You Prepared to Transform Your Transaction Classification System?
Put an end to the time wasted on manual bookkeeping. With rule-based workflow automation, intelligent transaction sorting, and automated categorization, HelloBooks‘ AI-powered platform will handle the laborious tasks, allowing you to concentrate on expanding your company.
How HelloBooks Transforms Your Workflow
Before HelloBooks
20hrs
per week on categorization
Manual data entry
8–10 hours per client/week
Categorization & Mapping
10–12 hours per week
Rule-Based Workflows
Not available ❌
Bill Matching & Reconciliation
Manual and error-prone
Total Time Spent Weekly
20–24 hours per week
After HelloBooks
3hrs
per week on categorization
Manual Data Entry
Completely Eliminated
Categorization & Mapping
Done Automatically
Rule-Based Workflows
Fully Automated
Bill Matching & Reconciliation
AI-Powered Matching
Total Time Spent Weekly
3–4 hours per week