Introduction: Simplicity Meets Intelligence
Enterprises in the modern world need their financial software to be set up immediately, not in hours or days. No matter if you are a small business owner, an accountant, or in charge of finance, having an effective and user-friendly bookkeeping system will be important.
Exactly, HelloBooks.ai brings an AI-powered accounting solution that can be set up rapidly and will work effectively in the long run. You can start bookkeeping without hassle, just 10 minutes after signing up.
This guide will explain how to use HelloBooks.ai and how it makes quick-start AI accounting possible with automated features.
Step 1: You should register your account and link your bank accounts.
Before using any bookkeeping software setup, you have to link your data sources. HelloBooks.ai takes care of security by linking your account directly to the bank in near real time.
Here are the things you should bear in mind:
- You can add your bank accounts, credit cards, and payment platforms by making a few swift clicks.
- Transactions are automatically gathered by the system and sorted using the environment, the vendor’s relationship, and how the same events have been handled before.
- You don’t need to manually upload CSVs or backfill the data since AI takes care of it.
With the Smart Bank Filters, you can group your imported transactions by account, amount, or type right after import.
Step 2: Automatically Generate and Clean Your Chart of Accounts
Unlike before, HelloBooks does not make you build your Chart of Accounts manually; it is done using AI.
What makes it fast and accurate?
- A Chart of Accounts that is divided into Assets, Liabilities, Revenue, Expenses, and more is created automatically.
- Duplicates, missing data, and unused items are found by the system by looking at the Cleanup Dashboard.
- Are there any accounts that are not needed anymore? You can deal with many tasks at the same time using the Bulk Actions feature.
Doing this ensures that the books are organised from the start, following standard accounting principles without you needing to redo them.
Step 3: AI-Powered Categorization with Zero Guesswork
The main feature of HelloBooks AI accounting is its smart way of categorizing data.
That’s how the process takes place.
- Importing the transactions causes the Categorization Tool to suggest which category the transaction belongs in.
- It takes note of your past choices and keeps improving as time goes on.
- New vendors are also put into the proper categories based on how much they resemble known data.
This is not logic based on rules. It is responsive and becomes wiser with your regular use.
Step 4: Configure Payees and Vendors in Minutes
A lot of systems do not realize how much time it takes to set up vendors. With HelloBooks.ai, these steps aren’t necessary, the system covers them automatically.
With the help of Payee tags, you can distinguish payments by the payee name
- You can view all of a vendor’s related activity in one place, no matter if it’s a bank transfer, a credit card expense, or another category.
- Managing vendors, assigning expenses, and matching bills takes almost no work.
- With payments and purchase orders connected, errors and slow processing are reduced.
Setting up this degree of automation usually requires spending hours. The product comes ready to use thanks to HelloBooks.ai .
Step 5: Customize Filters, Views, and Reporting Preferences .
Every business requires information to be presented differently in reports. For this reason, HelloBooks.ai allows you to customize your account easily, without the need for more steps.
Things that simplify everyday use are important features
- Group your information using Filters & Sorting, which allows you to find what you need by choosing an account, a specific date, whether an item is completed or not, or its category.
- Change the default report view to focus on what your team accesses regularly (for example, financial flows, accounts payable/receivable, or your suppliers’ balances).
- You can share the data in Excel, PDF, or give it to your accountants by using the Export Option.
These personalizations help you to concentrate on the important points rather than complicating your learning process.
How This Setup Can Be Finished in Less Than 10 Minutes
Design plays the most important role. All tools in HelloBooks.ai were made based on the idea of letting them work automatically, but in the best way possible.
These are the main factors that allow it to occur:
- You won’t need to upload any manual data manually
- There is no need to know how to code or work with a technical setup.
- Artificial intelligence helps your onboarding process right away with your data.
The platform knows what business users look for: clear information, correct results, and limited disturbance. For this reason, onboarding is enjoyable since it greatly benefits your financial processes.
Final Thoughts: Easy Accounting Onboarding That Delivers Results
Both the setup and the results from HelloBooks.ai are reliable and will improve with your business’s growth. Bookkeeping setup used to take much time, but now it can be done in only 10 minutes, thanks to real-time vendor intelligence.
If you want to leave spreadsheets or are switching from old tools, HelloBooks brings you an efficient and smart onboarding experience specially made for today’s financial teams.
