Training & Certification

Get certified in hours, not weeks. Self-paced training with practical, actionable content designed for busy accounting professionals.

Module 1 — AI in Accounting (30 min)

• What AI actually does in HelloBooks (categorization, reconciliation, anomaly detection)
• What AI does not do — and why partner judgment still matters
• Answering the three most common client concerns: accuracy, data privacy, job impact
• Short case studies: two Indian SMBs, two US practices

Module 2 — Platform Training (45 min)

• Workspace setup, roles, and multi-client navigation
• Connecting Tally 6.2 and QuickBooks USA
• Bank and payment processor integrations
• Reports and client-facing dashboards
• Mobile app tour (iOS / Android)

Module 3 — Client Advisory (30 min)

• The 3-slide pitch that works for small business owners
• Pricing conversations — bundling HelloBooks into your advisory retainer
• Objection scripts for the top six pushbacks
• When not to recommend HelloBooks

Module 4 — Implementation (30 min)

• 30-day client onboarding template
• Data migration checklist (Tally, QuickBooks, Zoho, spreadsheets)
• Handover to client operations
• Escalation paths — when to involve partner support

Certification exam

Most partners pass on the first or second attempt. The exam focuses on applied scenarios (client situations) rather than rote feature lists. Ongoing education includes quarterly refreshers, monthly office hours, a case study library, and specialization tracks.