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Partner and Marketplace Copy

HelloBooks App Directory Listings

This page organizes listing copy for HelloBooks.ai across major partner directories and app marketplaces, including Plaid, Stripe, Shopify, QuickBooks, and a future Google Workspace listing. It is designed as a single internal-ready reference page for submissions, reviews, and updates.

Accounting & Bookkeeping

Plaid App Directory

AI-powered bookkeeping that automates your entire accounting workflow

HelloBooks.ai uses Plaid to securely connect to 11,000+ US financial institutions, enabling AI-powered transaction categorization, automatic bank reconciliation, and real-time financial reporting.

How it uses Plaid

  • Secure bank account connections for transaction import
  • Real-time transaction feeds for continuous AI categorization
  • Multi-account support for comprehensive financial visibility
  • Balance verification for automated reconciliation

Key Features

  • AI transaction categorization with 95%+ accuracy that learns your patterns
  • Automatic bank reconciliation
  • AI-powered payables with invoice and bill data extraction
  • Multi-currency support
  • QuickBooks two-way sync
  • CPA practice management dashboard

Target Users: Small business owners, freelancers, CPAs, and e-commerce sellers

Website: https://hellobooks.ai

Free Trial: 30 days, no credit card required

Accounting

Stripe App Marketplace

AI bookkeeping that syncs with your Stripe payments automatically

HelloBooks.ai automatically categorizes and reconciles your Stripe transactions alongside all your other bank accounts. Connect once, and AI handles the rest - no manual data entry, no spreadsheets, no stress.

How it works with Stripe

  • Automatic import of Stripe payments, refunds, and fees
  • AI categorizes each transaction into sales revenue, processing fees, and refunds
  • Stripe payouts matched against bank deposits automatically
  • Multi-currency Stripe transactions supported
  • Real-time financial reporting across Stripe and bank accounts

Why Stripe users love it

  • No more manually categorizing Stripe payouts
  • Processing fees automatically separated from revenue
  • Refunds properly tracked and categorized
  • Subscription revenue recognized correctly

Pricing: Free 30-day trial, then affordable monthly plans

Website: https://hellobooks.ai

Accounting

Shopify App Store

Automate your Shopify bookkeeping with AI

Stop spending hours categorizing Shopify transactions. HelloBooks.ai connects to your bank accounts and uses AI to automatically categorize every sale, refund, shipping charge, and Shopify fee.

Key Features for Shopify Sellers

  • Auto-categorize Shopify payouts, fees, refunds, and shipping
  • Reconcile bank deposits against Shopify settlements
  • Track COGS and inventory costs
  • Multi-channel support across Shopify, Amazon, and eBay in one platform
  • Sales tax tracking across states
  • QuickBooks two-way sync
  • AI-generated profit reports

Perfect for

  • Shopify store owners doing $1K-$1M per month
  • Multi-channel sellers using Shopify, Amazon, and eBay
  • Drop-shippers with high transaction volumes
  • Shopify sellers currently on QuickBooks wanting better automation

Pricing: Free 30-day trial

Rating Goal: Aim for 4.8+ stars

Accounting & Finance

QuickBooks App Store

Add AI automation to your QuickBooks - auto-categorize, auto-reconcile, auto-report

HelloBooks.ai works alongside QuickBooks with full two-way sync. Keep using QuickBooks while HelloBooks AI automates the manual work - transaction categorization, bank reconciliation, and bill processing.

How it enhances QuickBooks

  • Two-way sync so changes in HelloBooks reflect in QuickBooks and vice versa
  • AI categorizes transactions that QuickBooks leaves as uncategorized
  • Auto-reconciliation that matches bank statements to your QBO books
  • AI-powered payables for bills and invoices that sync to QBO
  • Works alongside your existing QuickBooks setup with no migration required

Who it's for

  • QuickBooks users spending 5+ hours per week on manual bookkeeping
  • CPAs managing multiple QBO client files
  • Businesses that want AI automation without leaving QuickBooks

Key Benefit: Run both platforms side-by-side. See the difference. Switch when you're ready - or keep both.

Pricing: Free 30-day trial

Finance & Accounting

Google Workspace Marketplace

AI bookkeeping integrated with your Google Workspace

HelloBooks.ai integrates with Google Workspace to bring AI-powered bookkeeping directly into your workflow. Receive financial summaries in Gmail, export reports to Google Sheets, and manage your books from any Google-connected device.

Features

  • Financial summary emails delivered to Gmail
  • Export reports directly to Google Sheets
  • Google SSO login
  • Google Drive integration for receipt and invoice storage
  • Google Calendar reminders for reconciliation and tax deadlines

Status: Future marketplace submission target

Submission Checklist

Use this checklist for each app marketplace or partner directory submission to keep the review process fast and consistent.

[ ]Create developer or partner account
[ ]Upload logo in high-resolution PNG format, 512x512 minimum
[ ]Upload 5-6 product screenshots
[ ]Record a 1-2 minute demo video
[ ]Write listing copy
[ ]Set up OAuth or API credentials for the integration
[ ]Submit for review
[ ]Respond to reviewer feedback within 24 hours
[ ]Ask early users to leave reviews after approval