Bank Feeds for US and Canadian Businesses | HelloBooks Connect US and Canadian bank accounts through Plaid. Transactions flow in daily, AI categorizes and matches them, and statement upload covers any bank.
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Connect your bank once and HelloBooks pulls in every transaction for you. In the US and Canada, bank connections run through Plaid, the AI categorizes each line and matches it to your invoices and bills, and you review only what it isn't sure about.
Free Plan with invoices within 200 transactions/year, bills & quotes — no credit card.
A bank feed is a read-only connection between your bank account and your books. Instead of downloading a statement every month and importing it, new transactions arrive on their own, so your cash balance and your ledger stay in step.
HelloBooks connects through Plaid. You sign in to your bank in Plaid’s window, not ours, so HelloBooks never sees your banking password, and the connection can read transactions but cannot move money.
Plaid connects thousands of US banks and credit unions, from the national banks to local credit unions. Checking, savings and credit card accounts all come in the same way.
Canadian bank connections are live through Plaid. Connect a Canadian account and CAD transactions flow in for the same AI categorization and matching as in the US, alongside GST/HST, PST and QST on your sales and purchases.
Plaid does not cover every Canadian institution. If yours isn’t listed when you search for it, upload a PDF or CSV statement instead and the AI parses, categorizes and matches every line the same way.
Every plan, in every country, can upload bank statements as PDF or CSV. It is the fallback when a bank isn’t covered and the quickest way to bring in history from before you connected. Uploaded lines go through the same categorization and matching as a live feed.
The Free Plan includes 1 live bank feed, with no credit card and no expiry. Pro and Business include unlimited bank connections, plus unlimited manual accounts you update by statement upload on any plan.
“AI categorizes every transaction automatically and learns from your corrections, so a small team keeps clean books without spending evenings on manual data entry.”
“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.”
“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.”
Illustrative scenarios describing what the product does for each business type — not attributed customer reviews.
Link a US or Canadian bank account through Plaid and start reconciling.
Step 1
Open bank settings
In HelloBooks, go to Settings, then Bank, then Add.
Step 2
Find your bank
Search for your bank in the Plaid window and sign in with your online banking details.
Step 3
Pick the accounts
Choose which accounts to connect and map each one to an account in your chart of accounts.
Step 4
Review the first import
Check the AI’s categories and matches on the first batch.
How AI matching closes each month from your bank feed.
What the US Free Plan includes, live feed and all.
The Canadian Free Plan, GST/HST and QST included.
Plans and CAD prices, with bank connections per plan.
Plaid, Tally and the QuickBooks migration tool.
Free Plan with full access to the AI accountant — no credit card, no time limit.