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Accounting Software for CPA & CA Firms — AI Bookkeeping at Practice Scale | HelloBooks.ai Accounting software for CPA and CA firms: a multi-client AI dashboard, cleanup mode, white-label option, and partner commissions. Run more client books with the same team. Book a demo.

Accounting software for CPA firms, accounting software for CA firms, bookkeeping software for accountants, and multi-client accounting platform — HelloBooks lets firms run client books at scale with AI bookkeeping, cleanup mode, and a white-label partner program.

A multi-client dashboard, AI cleanup for fast onboarding, unlimited AI credits on the partner track, white-label branding, and partner commissions for accountants who onboard clients onto HelloBooks.

CPA & CA Firms

Accounting software for CPA and CA firms that does the bookkeeping for you

The constraint on a practice is hours, not clients. HelloBooks gives firms an AI bookkeeper that does cleanup and ongoing bookkeeping across every client from one dashboard — so you take on more books without adding headcount, and your team spends its time on advisory, not data entry.

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Free Plan with 5,000 AI credits/month — no credit card.

One dashboard for every client

Instead of logging into a dozen separate files, your firm works from a single multi-client dashboard. See the status of every client’s books, jump into any ledger, and let the AI handle the categorization and reconciliation that used to eat junior hours.

Cleanup mode is the firm’s force multiplier: point it at a new client’s messy or unreconciled books and it backfills categorization, matches transfers, and surfaces duplicates in a single pass — turning a multi-day onboarding into an afternoon.

  • Multi-client dashboard with per-client status and review queues
  • AI cleanup mode for fast client onboarding and catch-up work
  • Daily AI bookkeeping and reconciliation across all engagements
  • White-label option to put the firm’s brand on the product
  • Partner commission for clients you bring onto HelloBooks
  • Bulk AI operations and a dedicated account manager on the partner track

The HelloBooks CPA Partner Program

Firms join through the HelloBooks CPA Partner Program — a reseller and co-brand track with unlimited AI credits, a white-label option, a co-branded landing page, and partner commission on the clients you onboard.

Note: this is the Partner Program for accountants who run their clients’ books on HelloBooks. If you are looking for standalone practice-management software (per-user pricing for your firm’s own workflow), see the practice management page instead.

How teams use HelloBooks

What HelloBooks does for businesses like yours

“AI categorizes every transaction automatically and learns from your corrections, so a small team keeps clean books without spending evenings on manual data entry.”
Small business · US
“For a practice managing dozens of client books, automated reconciliation turns a full day of matching into a background task — review the AI matches, approve, and move on.”
Accounting practice · US
“Snap a receipt on your phone and the AI reads, categorizes, and files it — bookkeeping stays current even for people who would rather not think about numbers.”
Freelancer · mobile-first

Illustrative scenarios describing what the product does for each business type — not attributed customer reviews.

FAQ

Frequently asked questions

How does HelloBooks help a firm scale?
The AI bookkeeper does categorization, reconciliation, and cleanup across all your clients from one dashboard, so the same team can serve more clients. Junior hours move from data entry to review and advisory.
Can I white-label it for my firm?
Yes. The HelloBooks CPA Partner Program includes a white-label option and a co-branded landing page, so clients experience the product under your firm’s brand.
Is there a commission for bringing clients?
Yes. The Partner Program includes partner commission on clients you onboard onto HelloBooks, alongside unlimited AI credits and priority support. Contact sales for current terms.
How fast can I onboard a new client?
Cleanup mode backfills categorization, matches transfers, and surfaces duplicates in a single pass, so onboarding a client with messy or unreconciled books takes an afternoon rather than days.
Is this the same as HelloCPA practice management?
No. This is the Partner Program for running client books on HelloBooks. Standalone practice-management software for your firm’s own workflow is a separate product — see the practice management page.
Related

Keep exploring

HelloBooks for accountants

The full accountant story: workflows, reviewer seats, proof.

CPA Partner Program

White-label, commissions, and co-branding for firms.

Practice management

Standalone practice-management software for your firm.

Find an Accountant directory

Get listed and matched with HelloBooks clients.

Cleanup mode

Onboard messy client books in a single pass.

For small business

What your clients get on the product side.

Start automating your books today

Free Plan with full access to the AI accountant — no credit card, no time limit.

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    Accounting Software for CPA & CA Firms — AI Bookkeeping at Practice Scale | HelloBooks.ai