HelloBooks - 2026 Pricing, Features, Reviews & Alternatives

HelloBooks is an artificial intelligence powered bookkeeping and accounting platform designed for small and medium sized businesses, freelancers, accounting professionals and certified public accountants. The platform eliminates manual data entry and reconciliation tasks by categorizing transactions, performing accounts reconciliation and generating financial statements with minimal human intervention. The software is accessible through web and mobile applications for iOS and Android devices, enabling task management, invoice creation, bill scanning and financial review from any location.

Core functionality centers on artificial intelligence driven automation that handles transaction categorization with high accuracy, automated bank reconciliation and real time financial reporting. The platform supports multiple bank connections through Plaid integration for United States financial institutions, enabling seamless synchronization of transactions across accounts. The system provides comprehensive accounts payable and accounts receivable management with aging reports, unlimited invoice and billing creation, quote generation and recurring billing capabilities. Standard financial statements include profit and loss reports, balance sheets and cash flow statements with advanced tiers offering customizable report building tools.

Advanced features within higher tier plans include three way matching for purchase orders, bills and goods receipt notes, multi entity management for organizations operating multiple business units and inventory management using first in first out, last in first out and weighted average costing methods. The platform accommodates multi currency transactions with automatic foreign exchange conversion, expense claim submission and approval workflows and customizable user roles and permissions for unlimited team members on paid plans. A specialized plan for accounting professionals provides a multi client dashboard, bulk artificial intelligence operations and white label customization options.

The software integrates with established accounting systems including Tally six point two and QuickBooks USA for real time data synchronization of invoices, payments and expenses and is extending compatibility to systems such as Xero, Zoho Books, NetSuite, Odoo, Stripe and PayPal. API access is available for custom integrations and data exchange. Operation of artificial intelligence features is based on a credit allocation system according to subscription tier. The platform maintains SOC two type II certification for security compliance, implements two hundred fifty six bit secure socket layer encryption for data transmission and offers high uptime reliability. Mobile applications provide feature parity with the web platform including invoice creation, bill capture through optical character recognition technology and synchronized access to financial data across devices.