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Categorization

Smart Categorization for Effortless Accounting

AI-Powered Categorization

Adios to guesswork and hooray for clarity. With HelloBooks’ Smart Categorization, financial entries are sorted into the correct categories automatically through powerful AI algorithms. From utilities and subscriptions to payroll and customer payments, each entry is smartly placed where it should be instantly. Accurately classify every transaction with precision.Accurately classify every transaction with precision.Accurately classify every transaction with precision.

Accurately transactions

Why Opt for Smart Categorization
with HelloBooks?

Accuracy You Can Trust

Each purchase is labeled with accuracy through AI-powered analysis of merchant names, spending habits, and past behavior.

Zero Manual Effort

No need to sort through receipts or Excel files—our system processes hundreds of entries in seconds.

Always Correct

Your data that's already categorized is updated automatically, providing you with a real-time view of cash flow and expenses.

Adaptive Learning

The more you use it, the smarter it becomes. HelloBooks' AI improves its categorization rules based on your feedback.

Core Features of HelloBooks Smart Categorization

Let AI do the heavy lifting—automatically categorize your transactions with unmatched accuracy. Say goodbye to manual sorting and hello to seamless financial management.

Transaction Auto-Sorting

From office supplies to SaaS subscriptions, HelloBooks identifies the type of your expenses and automatically categorizes them.

Intelligent Pattern Recognition

AI analyzes transaction context—vendor, timing, and trends—to ensure each entry finds its proper place.

Industry-Specific Categories

Whether you're a service-based business, retailer, or freelancer, your books are organized by industry-specific categories.

Beyond the Basics

How Smart Categorization Works

Connect Financial Sources

Connect your bank accounts, credit cards, and payment gateways. HelloBooks starts pulling transaction data in real time.

AI-Driven Categorization

The AI scans every transaction, categorizes it based on historical data and predefined rules, and adds it to the correct ledger.

Review, Approve, Fine-Tune

Rapidly scan categorized items. Make corrections if necessary—every correction teaches the AI your future preferences.

Who Does It Help Most?

Focus on running your business, while HelloBooks handles the numbers. Cut down on classification time and dedicate more time to analysis and forecasting. Tackle multiple client accounts with efficient categorization and less manual review.

Get In Touch

FAQs

What is HelloBooks Smart Categorization?
It’s a feature powered by AI that automatically recognizes and categorizes financial transactions according to spending habits, merchant details, and accounting rules.
Absolutely! You’re in control. Any manual adjustments will be learned by the AI for the future.
Yes. Whether you have a salon, consultancy, or online store, HelloBooks applies industry-specific categories to ensure your reports remain relevant.
Yes, HelloBooks does support a vast array of financial institutions from around the world.
It’s part of the majority of them. Check our [Pricing Page] to find out which plans have this feature.

Our Testimonial

Featured Review

HelloBooks has revolutionized the way we look at our figures. I previously depended on spreadsheets and intuition. Now, I have live dashboards and reports that assist me in being one step ahead. From revenue analysis to past-due invoices—it’s merely a few clicks away.

Priya R.

Finance Manager at an E-Commerce Brand

Don't get confused

Streamline Your Complex Financial Operations with AI Precision

Hello AI is the intelligent engine powering Hello Bookkeeping, designed to remove the frustration of dealing with your books. With sophisticated machine learning, it does the bookkeeping for you, from sorting transactions to real-time reconciliation. No more spreadsheets, no more guesswork — just accurate, clean books.
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