CAD invoicing, books reconciled by AI, and GST/HST + T4 return preparation in one ledger. CRA e-filing on the roadmap. Free Plan, no credit card.
95%+ auto-match is an internal benchmark, not an audited figure · SOC 2 Type II is an independent attestation, not a certification
The AI accountant for Canadian SMBs. GST/HST-ready books, closed by AI. CAD invoicing, books reconciled by AI, and GST/HST + T4 return preparation in one ledger. CRA e-filing on the roadmap. Free Plan, no credit card.
HelloBooks is AI accounting software for Canadian small businesses — AI-reconciled CAD bank transactions (Plaid bank connections are rolling out by region; statement upload works today) and an AI agent that categorizes transactions, captures bills from email, reconciles, and closes the month end-to-end against retained source evidence on every entry. GST/HST (GST34) return preparation and T4 slips are built; CRA e-filing is on our roadmap.
The AI agent keeps your books close-ready year-round — categorised, reconciled, and evidenced — so month-end is a review, not a scramble. Provincial GST/HST return preparation, T4 slips, and CPP/EI/QPIP source-deduction workings are built; CRA e-file, T5/T5018, and Record of Employment are on the roadmap.
The Free Plan covers the core accounting features for up to 2 users, no credit card required. Canadian SMBs and bookkeepers pick HelloBooks when they want the AI agent to run the close — categorise, reconcile, and keep books audit-ready — without per-seat charges layered on top of a basic ledger.
C$0 with no credit card and no expiry. Your ledger never locks.
Pro is C$22.99/month when you need unlimited users and bank connections. All prices in Canadian dollars (CAD). See the full Free plan card on Canadian pricing
Each one is a feature you'd otherwise stitch together from two or three tools. Skim them here, then watch the agent work in the live demo below.
AI-Powered
AI-based accounting software that listens. Tell your AI what to do — create invoices, record bills, or snap a receipt. Our AI bookkeeping software handles the workflow from capture to categorization.
Reconciliation
95%+¹
AI matches transactions in real time. Bulk-reconcile in one click — no rules to write.
Local compliance
GST/HST return preparation and T4 slips are built into the ledger. CRA e-filing is on the roadmap.
AI Payables
Let AI match invoices to payments and recommend approvals with confidence. Watch AI parse extracted line items, auto-match to existing inventory, and suggest mappings.
Migration
Switch without the stress. Migrate from QuickBooks, Xero, Tally, Zoho or Wave and bring your ledger across — every transaction, contact, item and opening balance — with a dry-run preview before you commit.
¹ 95%+ auto-match is an internal benchmark, not an audited figure
You stay in control
HelloBooks does the heavy lifting, but it never files or posts behind your back. The AI proposes; you and your accountant dispose — with a full audit trail and an undo on everything.
HelloBooks reads bills, categorises transactions and matches your bank feed — then hands you the result. Nothing posts to your ledger until you (or your accountant) confirm it.
A full audit trail logs what the AI suggested, what actually changed, who approved it and when — so month-end and any review start from a clean, defensible history.
Edit or unwind any AI-assisted entry, match or categorisation. Nothing is a one-way door, so an automation can never quietly corrupt your books.
Invite your CA or bookkeeper with reviewer or read-only access. Bills route through approval before payment, and returns wait for a human sign-off before they are filed.
One platform
Receivables, payables, banking, inventory, tax and reports share one ledger — so nothing is re-typed between apps and the AI agent sees the whole picture.
Create and send invoices, put retainers on recurring billing and let customers pay online. The AI agent matches every incoming payment to its invoice and chases the ones that are overdue.
Bills and receipts arrive by email or upload, OCR reads them, and the AI codes each line to the right account. Expense claims route for approval before anything is paid.
Bring in bank and card transactions and let AI reconciliation do the matching: a deposit to its invoice, a card swipe to its expense account. You review the exceptions, not every line.
Items, variants, units of measure and bills of materials live in the same ledger as your invoices and bills, so stock valuation is always current and reorder alerts fire before you run out.
Explore Inventory
GST/HST return preparation and T4 slips are built into the ledger. CRA e-filing is on the roadmap.
Explore GST/HST
Profit and loss, balance sheet and cash-flow statements update as transactions post. AP and AR aging and custom report layouts are a click away, with multi-entity views on the Business plan.
Why HelloBooks in Canada
Six reasons Canadian small businesses leave QuickBooks Canada, Wave and Sage 50 — including the sales-tax handling that trips up every cross-province seller.
Federal GST/HST and provincial PST and QST — Quebec included — are tracked per line with place-of-supply routing, CRA-aligned tax invoices and GST/HST plus T4 return preparation from your posted entries. Direct CRA e-filing is on our roadmap; the returns are prepared and ready to file today.
The AI Accounting Agent reads your bills, categorises at 95%+ accuracy, and applies the right provincial tax treatment to each line rather than defaulting your whole ledger to one rate. It reconciles and drafts the closing entries; you approve the month.
Canada is a Plaid-supported market, with direct bank connections rolling out by region. Statement upload with AI parsing works today: upload a PDF or CSV and the AI categorises and matches every line, wherever a direct connection has not landed yet.
Most Canadian businesses bill in CAD and buy in USD. Live-rate multi-currency and unrestricted user seats are in every paid HelloBooks plan, where QuickBooks Canada counts seats by tier and reserves multi-currency for its upper plans.
HelloTime runs attendance, vacation accrual and payroll on the web and posts the resulting journals into HelloBooks, so wages and source deductions hit the books without a re-key. T4 return preparation happens in HelloBooks itself; CRA submission stays on our roadmap. The HelloTime Attend mobile app ships Q3 2026.
Start on the Free Plan — core accounting, 2 users, no credit card. Pro is a flat CAD 22.99/month with unlimited users and no per-seat charge as your team grows.
Tailored for you
Whether you run the business, advise it or are just getting it started, HelloBooks sets up around your workflow.
Invoicing, bank reconciliation and reports on a Free Plan — no credit card and no time limit.
Accounting software for small businessClose the month in hours, keep investor-ready financials, and grow to unlimited users on Pro.
Accounting software for startupsRun every client’s books from one dashboard, automate the routine work, and join the free partner program.
HelloBooks for accountantsSee project and client profitability, bill retainers on repeat, and know your margin on every client.
Accounting for agenciesConnect HelloBooks to your software, automation tools, and workflows. Get an API key in one click, use a safe sandbox, explore the API docs, and see every request your integration makes.
Sign in, choose your company, and get an API key.
Test with realistic Indian accounting data without touching a real ledger.
API documentation, code samples, request logs, webhooks, and OAuth support.
# No organization ID, no entity ID:
# the key already identifies your company.
curl https://<api-host>/public/v1/customers \
-H "Authorization: Bearer YOUR_API_KEY"Explore side-by-side comparison pages for QuickBooks, Xero, Tally, FreshBooks, and more.
See pricing, AI automation, migration support, and where HelloBooks saves more time.
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Core accounting, AI-powered. Free to start. No credit card required.
Everything you need to start — no credit card
AI-powered automation for growing businesses
Heavier ops + analytics for multi-entity & inventory-led businesses
Prices are shown in CAD for comparison. Billing is processed in US dollars at our US list price, so the amount debited will differ from the figure above and will vary with your card's exchange rate.
Accountant or bookkeeper? Partner Program is free to join
Free reseller channel for accountants — earn a wholesale discount as your client book grows
Frequently Asked Questions
AI-powered accounting software built for small businesses, freelancers, and CPAs.
HelloBooks is an AI-powered accounting software that automates bookkeeping tasks like transaction categorization, bank reconciliation, and financial reporting. Unlike QuickBooks, FreshBooks, or Xero, HelloBooks uses AI agents to eliminate manual data entry — saving businesses 20+ hours per month.
HelloBooks has a Free Plan with the core accounting features and up to 2 users — no credit card. Free AI credits are included; upgrade to get more, and paid plans can also top up with a credit pack. Pro is C$22.99/month (C$229/year) with unlimited users and 15,000 AI credits, priced per company rather than per seat.
Yes — HelloBooks offers a permanent Free Plan with free AI credits to get started, 1 bank connection (a bank account or a credit card), AP/AR aging reports, and the core accounting features. Up to 2 users included. No credit card required to sign up. No time limit. Upgrade to Pro when you need more AI credits or unlimited users; multi-entity is on Business.
Bank connections in Canada are Plaid-supported and rolling out by region; statement upload works today with any Canadian bank. Upload a statement and HelloBooks AI categorises every line and matches it to your invoices and bills.
Yes — HelloBooks includes a guided QuickBooks USA migration that imports your company file (chart of accounts, customers, vendors, transactions, and history) in a single pass. It is a one-time data migration, not an ongoing two-way sync — once you are on HelloBooks, that is your source of truth.
HelloBooks AI automates transaction categorization, bank reconciliation, vendor/customer matching, invoice processing via OCR, expense claim approvals, anomaly detection, and financial report generation. It learns your patterns and gets smarter over time.
Yes — HelloBooks is built for both small businesses and accounting professionals. CPAs can manage multiple clients from one dashboard, automate bookkeeping workflows, and reduce manual work. We offer a partner program for accounting firms.
HelloBooks includes AI bookkeeping on every plan, Free included — not gated behind a higher tier — and prices Pro per company rather than per seat, so the whole team is covered at one price. A guided QuickBooks USA import brings your exported company file across when you are ready to switch. See our detailed comparison at hellobooks.ai/compare.
Yes. HelloBooks has per-source importers for QuickBooks (Online and Desktop), Xero, Tally, Zoho Books and Wave, plus a generic CSV import for any other tool. Your chart of accounts, contacts, transactions, items and opening balances come across, and a dry-run preview with one-click rollback means nothing is final until you commit. Start at hellobooks.ai/migrate.
Your books are available from any browser or the HelloBooks mobile app, updates reach every account automatically with nothing to install, and your accountant works in the same live ledger instead of trading files. Bank data (Plaid-supported, rolling out by region; statement upload today) and AI categorization keep the numbers current between reviews, so month-end becomes a check rather than a catch-up.
Yes, by market. In India, HelloBooks files GSTR-1 and GSTR-3B directly and generates IRN e-invoices and e-way bills. In the US it tracks multi-state sales tax and prepares 1099s, and in the UK it keeps MTD-ready VAT records. In Australia, Canada, Singapore and Kenya it prepares BAS, GST/HST, GST F5 and VAT3 returns, with e-filing on the roadmap in those markets.
HelloBooks is independently attested under SOC 2 Type II — an attestation, not a certification. Security controls, data handling and sub-processors are documented in the HelloBooks Trust Center at hellobooks.ai/trust-center.
HelloBooks connects to banks across Canada through Plaid, our open-banking partner — securely import CAD transactions for automatic AI categorisation and reconciliation. Connection rollout is by region.
Connections are read-only and bank-grade secure — HelloBooks never sees your login. Prefer not to connect? Upload a statement and HelloBooks’ AI reconciles it line by line.
Connects with the tools you already use