Welcome to HelloBooks.ai Partner Program

The HelloBooks. ai to establish the Bookkeeping Partner Program, a multi-faceted three-year strategic investment program created to cater for all types of financial professionals including accountants firms, bookkeeping services and financial consultants and trusted advisors to small businesses. Created for such leaders, the program seeks to provide citizens with a scalable digital infrastructure they can utilize in the cloud to grow their professional services business—and get even more rewards for prioritizing their clients first. By combining world-winning financial technology with professional practice, helloBooks. ai has a symbiotic relationship that benefits both the advisor and small-business owner.

Partner Program Overview

The HelloBooks. ai & HelloPay Partner Program is the product of redefining the boring old accounting industry with AI! We've gone beyond old-school, closed systems of accounting software to develop the most intuitive AI-agent bookkeeping software capable of tackling advanced transaction categorization, sub-categorization, and automated clean-up. Our mission is to build a worldwide community of finance professionals, technology developers and advisors who are committed to shifting companies from the "year-end panic" of manual bookkeeping into a future of clear financial advice.

Through this program, partners will have the opportunity to leverage a platform built for scale, and support as little as a small start-up all the way up to an enterprise. It’s rudimentary, really: we write the “financial hub” – you guys and gals do the smarts to make these solutions a reality! Operating in some of the world’s most dynamic markets, such as USA, India, Canada, UK, Australia, UAE, Singapore and New Zealand – our partners are positioned to right into a global demand for AI-precision in financial processes.

And the programme is not so much with software as it is a shared conception of bookkeeping that suits user. Our partners assist businesses in replacing the AI bookkeeper who thinks like a human; so owners can stop wasting their time on manual tasks and start growing again. From our cloud-based platform which is bank level secure to our AI powered OCR scanning through Hello Pay, partners are given a suite of tools that set them way ahead of the competition.

Why Partner with HelloBooks. ai

Partnering with HelloBooks. ai represents aligning your business with the forefront of automated accounting. The first reason to collaborate with us is the unprecedented efficiency provided by AI. Through our AI Agent users can do bookkeeping by just speaking to the software as they would to a human, thereby eliminating this massive learning curve around accounting tools. This “plain, but powerful” interface is "a joy to use" for our customers - and that thematically results in better client satisfaction & retention of your users!

Best in Class Accuracy and Automation One of the best reasons you should join this ecosystem is our focus on data integrity. Our OCR tech is able to pull data from bills and invoices with 99%+ accuracy, on top of that our bank integration processes transactions accurately at 99.5%. At this level of precision the hours spent on manual data entry are a thing of the past and partners can offer more value-added advisory services, rather than just processing data.

Advanced Tools Partnership Advanced Reporting: Provide your clients with full visibility of their financial details through AdvBG's Advanced Reporting. Not to mention, with our live report builder, you can easily see the ‘how’ behind your numbers using visual analysis. This will allow you making decisions based on hard facts and not gut feelings. This is a huge leap from static, month-end-reporting and enables decision makers to inform themselves on the dynamics of their business environment anytime, anywhere via our secure cloud platform.

Operational Efficiency through Task Manager We don’t just manage the numbers; we be managing the workflow. Partners and their clients can organize, assign, and keep track of jobs in a single place with our Task Manager. That leads to better collaboration and none of those deadlines get missed - critically important for keeping books tax-ready.

Seamless Integration and Scalability HelloBooks. ai is not a standalone, it works with QB, Tally, Xero, Zoho and Odoo to ensure your partners can easily put in into your client’s tech stack. In addition, we enable multi-entity management and unlimited transactions so that as a partner’s client business expands, so does the software seamlessly.

Who This Program Is For

The HelloBooks. ai Partner Program has been purposely designed to be inclusive, enabling a diverse range of professionals and organizations to make the most of AI-powered classification and custom automation rules.

Accounting & Bookkeeping Firms This is the perfect course for firms that are looking to take a break from manual data entry. With our AI agent for bookkeeping, companies can automate auto-categorization and easy debugging as it provide their staff more time to work on high level strategy rather than concentrating in the books. It’s not by coincidence: our platform serves as the “financial hub” of a firm's entire operation, which is why business experts see it as a critical tool for modern firms.

Finance / Tax Consultants For consultants who want to keep their clients tax ready every time, HelloBooks. ai that gives you real-time P&L, balance sheets and cash flow statements. This course is for those who wish to pass that skill on to their clients, using an app which provides contextual learning around accuracy, so they can be assured financial statements are always accurate and up to date.

Integrators: Technology and SaaS Providers Software providers and e-commerce experts are able to leverage our API or integrations. And if you’re supporting customers in any industry who need to connect their sales application with their accounting solution, our automated data entry and OCR scanning is the ideal technology connection. According to at least one e-commerce expert, easy integration makes it a game changer for efficiently managing one’s cash flow.

Business Advisors and Growth Coaches Business advisors who work with startups and companies will appreciate the Advanced Reporting and visual analytics. This is the programme for those who have to make smart business decisions based on real time data FOR their clients. Its capability of multi-entity management offers added value for advisors who serve complex corporate structures.

Regional Distributors and Entrepreneurs If you’re based out of one of our world wide offices: UAE, Singapore or the U.K and are interested in offering a “revolutionary” financial product into your local market – this program is for you. From small business owners to freelancers, and large corporations we have the right solution for you."Consider Taskomat as a product that is designed for scalability" in any market.

So basically, if you are a business professional who thinks “managing invoices and payments should look easy” and or "AI is the future of effiency in businesses,” then Advanced recognition system The HelloBooks. ai Partner Program is designed with you in mind. If you are a self-motivated and detail oriented when it comes to using algorithms/ formulae, join us in simplifying large financial operations through AI accuracy.