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HelloBooks — The AI Accountant for US Small Business

Your books, ~70% done before you log in. AI categorizes transactions, matches your bank feeds, and drafts the month-end close — you just review and approve. IRS-ready books, multi-state sales tax, and real-time reports in one ledger. Free Plan, no credit card.

HelloBooks is AI accounting software for US small businesses. The AI agent reconciles transactions from 11,000+ banks and credit cards over Plaid, captures bills and receipts from email and inbox, codes them against an IRS-aligned chart of accounts, and closes the month with audit-ready profit-and-loss, balance sheet, and cash-flow statements.

1099-NEC and 1099-MISC preparation, 50-state sales tax tracking with nexus-aware rates, Stripe and Square invoicing, recurring billing, and bill-pay automation ship in the same workspace — no separate apps to license. Migrate from QuickBooks Online or QuickBooks Desktop with full chart-of-accounts, customer, vendor, and historical-transaction parity.

The Free Plan covers all 154 features for up to 3 users with 5,000 AI credits per month, no credit card required. US founders, controllers, and bookkeepers pick HelloBooks over QuickBooks when they want the AI agent to actually run the close — categorize, reconcile, and produce the statements — not just record what someone else has already typed in.

Books that
close themselves.

AI categorizes transactions, matches your bank feeds, and drafts the month-end close — you just review and approve. IRS-ready books, multi-state sales tax, and real-time reports in one ledger. Free Plan, no credit card.

  • 95%+ auto-match accuracy
  • 11,000+ US banks via Plaid
  • 48 hrs QuickBooks migration
  • AI drafts the close
  • Multi-state sales tax
  • IRS-ready books
Start FreeBook a Demo
Take the 5-step product tour
  • No credit card
  • Free forever plan
  • Cancel anytime
  • Read-only bank connections
  • Free data export
HelloBooks dashboard showing AI-reconciled bank feeds and an audit-ready monthly close — play the product demo
AI categorized 1,284 transactions — month closed

Recognized by

  • HelloBooks featured on Product Hunt
  • HelloBooks on the Apple App Store
  • HelloBooks on Google Play

Why HelloBooks

Why choose HelloBooks

Six concrete reasons businesses pick HelloBooks over QuickBooks, Xero, Zoho Books, and Tally — pulled from real differentiators on the platform today, not roadmap promises.

  • AI that learns your books

    The AI Accounting Agent auto-categorizes transactions with 95%+ accuracy, reconciles bank feeds, and suggests journal entries. It is AI-first, not bolted on after the fact like QuickBooks or Tally.

  • Native 1099 e-file and 50-state sales tax

    IRS-aligned chart of accounts, 1099-NEC and 1099-MISC preparation, and multi-state sales tax with nexus-aware rates ship in the same workspace — no separate apps to license, no third-party add-ons to authorize.

  • Payroll via HelloTime

    HelloTime, our sibling product in the Meru Fin Tech suite, handles attendance, leave, and payroll on the web, and posts payroll journals straight into HelloBooks so books and pay stay in sync. The HelloTime Attend mobile app for shift workers ships Q3 2026.

  • Unlimited users, multi-currency on every plan

    Every paid plan includes unlimited users and full multi-currency with live exchange rates. QuickBooks caps users by tier and locks multi-currency behind Plus ($90/mo+); HelloBooks does not.

  • 11,000+ U.S. banks via Plaid with AI matching

    Connect any of 11,000+ U.S. banks and credit unions through Plaid for read-only, real-time transaction feeds, then let the AI engine auto-match each line against invoices and bills.

  • Free Plan with all 154 features, Pro at $9.99/mo

    The Free Plan ships every one of the 154 accounting features with up to 3 users and 5,000 AI credits per month — no credit card. Pro is a flat $9.99/month with unlimited users and no per-user fees.