Integrations
Smart Integrations That Keep Your Books in Sync
Connect HelloCategorize to your preferred platforms to streamline your accounting procedure. Our intelligent data sync software makes sure that your categorized transactions flow into your accounting tools accurately and instantly, regardless of whether you’re managing your finances in Xero, QuickBooks, or another program.
- QuickBooks Online
- QuickBooks Desktop
- Xero
- Custom Software
Tally Integration: Strength for Indian Companies
Make use of Tally? We’ve got you covered. Tally ERP and TallyPrime can be seamlessly integrated with HelloCategorize.
Export categorized transactions in formats that are compatible with Tally.
Ledger names, and GST information
Both automated and manual import workflows are supported.
Perfect for all SMEs, CA firms, and expanding companies
Reduce bookkeeping time, expedite compliance, and streamline operations.
QuickBooks Online Integrations
- Direct OAuth connection - no passwords needed
- Maintains your existing chart of accounts
- Preserves customer and vendor relationships
- Supports classes and locations
- Real-time transaction sync
- Automatic duplicate detection
- Multi-company support
QuickBooks Integration: Full Automation, Zero Stress
Seamlessly connect to QuickBooks Online or Desktop with just a few clicks.
- Real-time transaction sync
- Automatic vendor/category matching
- Compatible with classes, locations, and multi-entity setups
- Built for accountants, business owners, and bookkeepers
Fast, reliable, and always in sync.
Xero Integration: Sync with Confidence
Our Xero integration helps you close the books faster:
- Secure API-based connection
- Supports tracking codes, tax rules, and multi-currency
- One-click exports from categorized data to your Xero ledger
- Custom mapping for income, expenses, and more
Get peace of mind with automated accuracy.
Custom Export Options
Not using QuickBooks or Xero? No problem. HelloCategorize supports custom exports in Excel, CSV, JSON, and more making it easy to plug your data into any system.
- Download-ready in multiple formats
- REST API access for developers
- Zapier & webhook support for automation workflows
Disclaimer Note
Integration Workflow - Simple, Secure, and Streamlined
Connect Your Software
Secure OAuth authentication ensures no credentials are stored on our servers.
Map Your Accounts
Intelligent field mapping aligns your chart of accounts with HelloCategorize. Review or adjust as needed.
Test the Connection
Run a test export with sample data to confirm accuracy before going live.
Start Categorizing & Exporting
Upload transactions to categorize via AI—then export them directly to your accounting software with confidence.