HelloBooks AI

HelloBooks offers a comprehensive accounting platform designed specifically for small businesses, founders, and accountants. It streamlines financial management with a focus on ease of use and accuracy. Key features include: • Automated transaction categorization • Receipt and bill extraction • Financial reporting and bank feeds • Migration tools for popular accounting software • SOC 2 Type II compliance and IRS-ready ledger The platform integrates with over 11,000 US banks via Plaid, enabling 95%+ auto-match accuracy for bank reconciliations. It drafts monthly closes, providing audit-ready profit-and-loss, balance sheet, and cash-flow statements. Additionally, HelloBooks supports 1099-NEC and 1099-MISC preparation, multi-state sales tax tracking, and invoicing with Stripe and Square, all within a single workspace. HelloBooks is ideal for US founders, controllers, and bookkeepers who prioritize efficient and accurate financial operations. It offers a free plan with substantial credits and an affordable Pro plan, making professional accounting accessible without the complexity of traditional systems. Clean, faster books are a core benefit, allowing users to review financials rather than spending time on data entry.