HelloBooks Reviews & Product Details

HelloBooks is AI-powered accounting and bookkeeping software for small businesses, startups, freelancers, and accountants. It covers everything you expect from traditional accounting tools like QuickBooks, including invoicing, expenses, bank reconciliation, and financial reporting, but with one big difference: a built-in AI assistant that chats, acts, and even makes calls on your behalf. Talk to your books in plain English Instead of clicking through menus and forms, just type what you need into the HelloBooks AI chat. Say "Invoice Bluebird Studio $2,100 for the design retainer" and the invoice is created. Ask "Which customers are overdue?" and get an instant answer, with payment reminders already drafted. Snap a receipt, record a bill, check your cash position, or pull a profit and loss report, all through a simple conversation. No accounting jargon, no training required. AI that makes the calls for you HelloBooks AI can phone customers on your behalf to follow up on unpaid invoices, so you get paid faster without awkward chasing. For accountants, it calls clients to collect bank statements and other documents needed to close their books, freeing your team to focus on advisory work. From manual bookkeeping to a finished month Traditional accounting software still expects you to review and confirm rule after rule. HelloBooks takes a different approach: its AI agents categorize transactions with 95%+ auto-match accuracy, reconcile your bank accounts, read bills and receipts with OCR, match payments to invoices, flag anomalies, and draft your month-end close. You simply review and approve. Everything a growing business needs - Real-time bank and credit card feeds from 11,000+ US institutions via Plaid - Invoicing, recurring invoices, and online payments via Stripe and Square - Bill capture, expense management, and approval workflows - Accounts receivable and payable automation - Inventory management with low-stock alerts - Real-time dashboards plus P&L, balance sheet, and cash flow reports - Multi-currency and multi-entity accounting Built-in tax compliance HelloBooks supports US multi-state sales tax, 1099-NEC and 1099-MISC preparation, and an IRS-aligned chart of accounts. It also handles GST returns and e-invoicing in India, MTD-ready VAT in the UK, BAS in Australia, and GST/HST in Canada, serving businesses in 187 countries. Easy switching and integrations Move from QuickBooks, Xero, Wave, Zoho Books, or Tally with guided migration and a dry-run preview before going live. HelloBooks integrates with Gusto, AvaTax, Shopify, Google Drive, and OneDrive, and offers a developer API. Accountants also get practice management tools and a partner program. Secure and reliable SOC 2 Type II attested, 256-bit SSL encryption, daily encrypted backups on AWS, and a 99.9% uptime guarantee. Built by accountants HelloBooks was founded by chartered accountants Rushabh Shah and Harnish Shah, who spent over a decade serving 1,000+ SMB clients across five countries. Available on web, iOS, and Android, HelloBooks offers a free-forever plan with unlimited invoices and affordable plans that grow with you. Stop doing bookkeeping. Just ask HelloBooks.