Can I import my spreadsheet?

Yes. Generic CSV import with HelloBooks templates covers contacts, items, transactions and opening balances.

Is the Free Plan really free in Canada?

Yes. It is C$0 with no credit card and no expiry, with unlimited invoices, bills and quotes, unlimited email payment reminders and 2 users.

Can I connect my Canadian bank?

Canada is a Plaid-supported market and bank connections are rolling out by region; Free includes 1 live bank feed where your bank is supported. Statement upload with AI parsing works today.

Canada · Spreadsheets

HelloBooks vs spreadsheets for Canadian sole proprietors

Spreadsheets are free and flexible. A ledger that builds itself from your invoices and bills is also free on HelloBooks, and it does the GST/HST maths for you.

Start free, no credit card See Canada pricing

Free Plan with unlimited invoices, bills & quotes — no credit card.

Where spreadsheets work, and where they break

A spreadsheet is fine for a handful of transactions. It gets harder when you need to send invoices, chase late payers, track GST/HST collected and paid, and produce a P&L for your T2125.

Spreadsheet: manual formulas; HelloBooks: double-entry ledger from invoices and bills
Spreadsheet: separate invoice files; HelloBooks: unlimited invoices and email reminders
Spreadsheet: tax columns you maintain; HelloBooks: GST/HST, PST and QST per line
Spreadsheet: copy-paste bank data; HelloBooks: statement upload with AI parsing

What the Free Plan includes in Canada

The Free Plan is C$0 with no credit card and no expiry. Your ledger never locks.

Bank connections: Canada is a Plaid-supported market with connections rolling out by region, and Free includes 1 live bank feed where your bank is supported. Statement upload (PDF/CSV) with AI parsing works today everywhere.

Free AI credits are included to get started. When they run out, upgrade to get more AI credits (paid plans can also top up with a credit pack), and the books keep working either way.

Pro is C$22.99/month or C$229/year and Business is C$91.99/month. All prices in Canadian dollars (CAD).

Unlimited invoices, bills and quotes, GST/HST-ready
Unlimited email payment reminders
2 users, so your accountant can work in the books with you
AP/AR aging, P&L, balance sheet and cash flow reports
The iOS and Android mobile app
Free invoices carry a small "Powered by HelloBooks" badge; Pro removes it

How teams use HelloBooks

What HelloBooks does for businesses like yours

“AI categorizes every transaction automatically and learns from your corrections, so a small team keeps clean books without spending evenings on manual data entry.”

Small business · US

“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.”

Accounting practice · US

“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.”

Freelancer · mobile-first

Illustrative scenarios describing what the product does for each business type — not attributed customer reviews.

FAQ

Frequently asked questions

Can I import my spreadsheet?: Yes. Generic CSV import with HelloBooks templates covers contacts, items, transactions and opening balances.
Is the Free Plan really free in Canada?: Yes. It is C$0 with no credit card and no expiry, with unlimited invoices, bills and quotes, unlimited email payment reminders and 2 users.
Can I connect my Canadian bank?: Canada is a Plaid-supported market and bank connections are rolling out by region; Free includes 1 live bank feed where your bank is supported. Statement upload with AI parsing works today.