Integrations
Seamless Integration with
Your Favorite Tools
Connect HelloCategorize with QuickBooks Online, QuickBooks Desktop, Xero, or your custom software. Experience AI-powered categorization with direct export capabilities that save hours of manual work.
- QuickBooks Online
- QuickBooks Desktop
- Xero
- Custom Software
Why Integration Matters
Seamless workflow integration ensures your categorized transactions flow directly into your existing accounting processes without disruption
One-Click Export
Export categorized transactions directly to your accounting software with a single click. No manual data entry required.
Real-Time Sync
Keep your books updated instantly with real-time synchronization between HelloCategorize and your accounting platform.
Secure Connection
Bank-level encryption and OAuth authentication ensure your financial data remains secure during integration.
Perfect Mapping
Intelligent field mapping ensures categories, accounts, and classes transfer correctly to your accounting software.
Our Integration Partners
Connect with the accounting software you already know and love
QuickBooks Online Integrations
Seamlessly connect with QuickBooks Online to export your AI-categorized transactions directly into your QBO account. Our integration maintains your chart of accounts, customer records, and vendor information while adding perfectly categorized transactions.
- 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 Desktop Integrations
Seamlessly connect with QuickBooks Online to export your AI-categorized transactions directly into your QBO account. Our integration maintains your chart of accounts, customer records, and vendor information while adding perfectly categorized transactions.
- IIF and QBX file format support
- Compatible with all QB Desktop versions
- Batch export for efficiency
- Custom field mapping
- Journal entry and transaction formats
- Vendor and customer preservation
- Multiple company file support
Xero Integration
Connect HelloCategorize with Xero for seamless transaction export. Our Xero integration supports all key features including tracking categories, tax rates, and contact management while maintaining your existing workflow.
- Direct API connection with OAuth 2.0
- Tracking categories and projects support
- Tax rate and GST handling
- Contact and supplier matching
- Multi-currency transaction support
- Bank reconciliation ready
- Automatic account code mapping
Your Custom Software
Using specialized accounting software or custom business systems? No problem. HelloCategorize exports to multiple formats including CSV, Excel, JSON, and can integrate via API to connect with virtually any business system.
- CSV, Excel, and JSON export formats
- RESTful API for custom integrations
- Webhook support for real-time updates
- Custom field mapping and transformation
- Batch processing for large datasets
- Developer-friendly documentation
- White-label integration options
Disclaimer Note
Meru Technosoft Pvt. Ltd. and HelloBooks.ai are not affiliated with or endorsed by Intuit QuickBooks, Xero, or any of their parent companies. We offer independent AI-powered bookkeeping solutions that integrate with QuickBooks, Xero, and other accounting platforms for your convenience.
Our Integration Partners
Connect with the accounting software you already know and love
01
Connect Your Software
Securely connect your accounting software using OAuth authentication or download our formatted files. Your credentials are never stored on our servers.
02
Map Your Accounts
Our intelligent mapping system automatically matches your existing chart of accounts. Review and customize the mapping to fit your specific needs.
03
Test Integration
Run a test export with sample transactions to ensure everything works perfectly. We’ll verify the connection and mapping before processing real data.
04
Start Categorizing
Begin uploading your transactions for AI categorization. Export results directly to your accounting software with perfect accuracy and formatting.