The reason the books stay current is that data arrives on its own from many sources. This is the part QuickBooks and Zoho users are most surprised by.
- Bank data — Plaid-connected feeds across 11,000+ US banks, and PDF/Excel statement upload with AI parsing (the route in India, which has no bank feeds).
- Tally — a connector pushes HelloBooks entries to Tally and does a one-time import of existing Tally data.
- POS & e-commerce — in-store POS sales, plus Shopify, Amazon Seller, and Shiprocket orders.
- Receipts & bills — captured from email, photos, and WhatsApp, then read by OCR (Auto-Inbox).
- Manual & CSV — direct entry and entity-agnostic CSV import with downloadable templates when you need it.
When more than one bank source is connected, HelloBooks resolves duplicates automatically (Plaid takes priority over statement upload, which takes priority over SMS).