An AI bookkeeper that does the work, not just the math

A traditional bookkeeping tool gives you a ledger and leaves the work to you: categorizing every line, chasing receipts, matching transfers, and reconciling at month-end. An AI bookkeeper does that work itself and hands you the result to approve.

HelloBooks watches your connected bank and card feeds, categorizes each transaction against your chart of accounts, learns your vendor patterns, drafts the journal entries a human bookkeeper would, and flags only the handful of items that genuinely need a decision.

• Auto-categorization at 95%+ accuracy that improves as it learns your patterns
• Daily bank and credit-card reconciliation, with transfer matching and duplicate detection
• Month-end close prep: accruals, journal entries, and a review-ready P&L and balance sheet
• Receipt and bill capture via OCR — the AI reads the document and codes it
• An open agent on a public MCP server, so you can ask it questions inside Claude or ChatGPT

The promise is simple: you should not spend your evenings doing data entry. HelloBooks keeps your books continuously close-ready, so month-end is a 15-minute review rather than a multi-day scramble.

When you do hit a messy stretch — an unreconciled quarter, a pile of uncategorized transactions — cleanup mode backfills categorization, matches transfers, surfaces duplicates, and reopens the books, the kind of catch-up work firms typically bill for by the hour.

Solo founders use the AI bookkeeper to stay close-ready without hiring. Finance teams use it to cut the manual categorization that eats their month-end. Accountants and CPAs use the multi-client dashboard to run more books with the same headcount.

Your accountant gets a free reviewer seat on every plan, so the human stays in the loop on judgment calls while the AI handles the volume.