Record Payments Faster. Get Clarity Instantly.
Capture, categorize, and reconcile every payment from a single intelligent interface—with AI-powered classification and seamless bank integration.
95%
Auto-Match Accuracy
60%
Faster Processing
Zero
Manual Errors
Multi-Bank Support
Connect all your bank accounts in one place
AI Categorization
Smart classification with 95%+ accuracy
Auto Document Match
Link payments to invoices automatically
Real-Time Insights
Instant visibility into cash flow
See the Complete Workflow in Action
From payee identification to final categorization—watch how HelloBooks transforms raw transactions into organised, audit-ready records.
AI-Powered Auto-Categorization
AI bookkeeping categorization and categorization of bookkeeping — HelloBooks AI analyzes your transactions and suggests the most likely category based on historical data and vendor information. AI bookkeeping software with categorization and accounting software with categorization, achieving over 95% accuracy.
Learning AI
The more you use it, the smarter it gets.
Historical Matching
Applies categories from your past transactions.
Rule-Based Logic
Set custom rules for vendors you use frequently.
AI-Powered Payee Detection
The system automatically identifies payees from your bank transactions with confidence scores, so you always know how reliable the match is.
Confidence Scoring
See 85%–99% accuracy indicators for each payee match
Vendor Recognition
Flipkart, Amazon, Uber—all detected automatically
Instant Processing
Real-time detection as transactions import
Flexible Category Selection
Choose from a comprehensive category dropdown with options to add new accounts, record transfers, or select from asset categories—all inline.
Add New Account
Create categories on-the-fly without leaving the screen
Record as Transfer
Quick toggle for inter-account movements
Organised Categories
Assets, Expenses, Receivables—all neatly grouped
Smart Suggested Actions
HelloBooks recommends the best action for each transaction—match to a document with confidence percentage or categorize manually.
Match with Confidence
See 97%, 94% match scores to existing bills
Document References
BILL-696171, BILL-691632—direct links to source docs
One-Click Categorize
Green button for instant categorization
Review & Save Changes
See all your categorization changes at a glance. Save bulk updates with one click, with the option to discard if needed.
Save Changes (1)
Track pending changes with visual counter
Discard Option
Undo all changes if something looks wrong
Categorized Transactions
Count updates in real-time (9 remaining)
Everything You Need to Manage Payments
From bank selection to reconciliation, HelloBooks streamlines your entire payment recording workflow.
Smart Bank Account Selection
Choose from all your connected bank accounts with real-time balance visibility. Never record a payment from the wrong account.
- View all accounts with live balances
- Quick account switching
- Active status indicators
- Multi-currency support (INR default)
Flexible Payment Recording
Two powerful recording methods to match your workflow. Link to existing documents or record standalone payments.
- Apply to Document — Auto ledger matching
- Record Unlinked — Quick entry mode
- HSN/SAC code support
- Complete audit history tracking
Real-Time Processing Status
Watch as AI processes your transactions in real-time. See "Processing..." status and confidence scores as they update.
- Live "Processing" status indicators
- Confidence percentages (91%–99%)
- AI Suggested status tags
- Document type detection
Intelligent Reconciliation
Match transactions to documents with field-by-field analysis. See match scores and link payments to bills with one click.
- Field-by-field matching analysis
- Match confidence scoring
- Quick "Search Bills" & "Link to Bill" actions
- Clear unmatched transaction handling
5 Ways to Auto-Categorize Transactions
Let AI do the heavy lifting. Choose your preferred categorization method or let the system pick the best one.
AI Based
Machine learning understands context
Historical Based
Learns from your past decisions
Rule Based
Apply predefined rules for vendors
Document Matching
Matches with invoices & bills
Accounting Payee
Categorizes by vendor info
5 Steps to Perfect Categorization
From raw transaction to audit-ready record.
Select Bank
Choose payment source
Import Data
Transactions flow in
AI Detects
Payees identified
Categorize
One-click assignment
Review & Save
Bulk save with audit trail
Built for Security & Accuracy
Enterprise-grade controls for your financial data.
Bank-Level Security
256-bit encryption for all transactions.
Audit Trail
Complete history of every change.
Validation Rules
Prevent errors before they happen.
Compliance Ready
GST, TDS, and regulatory support.