Accounting software for agencies that tracks profit by client and project

Total revenue tells you nothing about which engagements are worth keeping. HelloBooks lets you track income and cost against clients and projects, so you can see the margin on each retainer and each one-off — and fire the work that loses money.

Recurring invoices handle retainers automatically, payment links get you paid faster, and the AI bookkeeper reconciles every payment against your bank feed without manual matching.

• Recurring invoices and retainer billing on autopilot
• Project and client-level profitability tracking
• Multi-currency with auto FX for international clients
• Expense and contractor cost capture by OCR
• AI bookkeeping and daily reconciliation across all accounts
• Real-time cash flow so you can plan around lumpy project revenue

Mixed retainers and project fees, overseas clients paying in their own currency, contractor costs that need allocating to the right job — HelloBooks handles the messiness agencies deal with every month, and keeps the books close-ready throughout.

When tax time comes, your accountant joins on a free reviewer seat and works in the same live books, no exports required.