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AI Bookkeeping & Accounting Software Explore the top features of bookkeeping, AI bookkeeping, and advanced accounting software. Discover how AI-powered bookkeeping software simplifies finances.

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The AI accountant for US small business. Books that close themselves.

HelloBooks is the AI accountant for US small business. It reconciles your Plaid bank feeds, codes every transaction to an IRS-ready ledger, and closes the month for you — so you review the numbers instead of typing them.

  • Autonomous month-end close
  • IRS-ready ledger
  • Real-time reports
Core product

Features of bookkeeping and features of AI bookkeeping software — see them on the home page

Your AI accounting agent

AI-based accounting software that listens. Tell your AI what to do — create invoices, record bills, or snap a receipt. Our AI bookkeeping software handles the workflow from capture to categorization.

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Reconcile in a flash

Connect your banks and let our AI match transactions. Experience over 95% accuracy in auto-matching with real-time detection.

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11,000+ U.S. banks & cards

Securely connect banks and credit cards via Plaid — coverage of 11,000+ US institutions. Read-only feeds, no manual CSV imports.

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Automate bill payments

Let AI match invoices to payments and recommend approvals with confidence. Watch AI parse extracted line items, auto-match to existing inventory, and suggest mappings.

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Seamless migration

Switch without the stress. Migrate from QuickBooks, Xero, or Tally and bring your full data across — every transaction, every contact, every report.

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Statement reconciliation & reporting

Bookkeeping software with advanced reports and real-time insights. Upload PDF statements and let our AI reconcile. Get bookkeeping software with advanced analytics when you need them.

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Invoicing & Billing

Invoicing & Billing

Smart Invoicing

Create and send invoices

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Recurring Invoice

Automate billing cycles

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Expense & Claims

Streamline expense reporting

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Cashbook

Petty cash, daily till, project pools — tracked, split, settled. Accounted entries post journals; non-accounted stay memo-only.

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OCR Scanning

OCR for bills and receipts

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Accounting & Compliance

Accounting & Compliance

Categorization

AI categorization for clean books

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Taxation & Auditing

GST, TDS, TCS, sales tax & audit-ready trails

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AIS Reconciliation

Upload AIS JSON or PDF and match every TDS/income line to your books

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Compliance Calendar

Country-aware filing deadlines in one calendar

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Multi-GSTIN

Switch between GSTINs per entity from the header

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Clean Up

AI cleanup for accurate books

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Reports & Insights

Reports & Insights

Advanced Reports

Real-time advanced reporting

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Cash Flow Forecast

4 / 12 / 26-week forecast from 8 driver sources

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Cash Flow Scenarios

Base / best / worst — persistent overrides, side-by-side compare

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Proactive Alerts

Variance, runway, scenario & digest alerts

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AI Insights

Narratives for Cash Flow, BS, P&L, Runway & Vendor health

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Industry Benchmark

Peer-percentile chips on the Financial Ratio report

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Period Autopilot

Auto-depreciation, board pack, MonthEndClose run-now

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Generate Report

Generate AI reports in seconds

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AI & Automation

AI & Automation

AI Chat (Munimji)

Conversational accounting Q&A & actions

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AI Payables

Bill intelligence, line extraction & approvals

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AI Calling for AR

AI dialer that calls customers on overdue invoices

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CFO Agent

Session-based AI co-pilot for finance leads

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Auto-Inbox

Receipts captured from email & photos

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Connect Channels

Link Slack, WhatsApp & email to a HelloBooks user

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Talk With AI

Voice chat for your bookkeeping

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Smart Error Detection

Find bookkeeping issues fast

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Operations & Inventory

POS, manufacturing, inventory and mileage — built into the same ledger

Inventory

Item master, BOM, valuation & forecasting

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Warehouse

Receiving, put-away, wave picking, cycle counting, 3PL

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POS & EDC

Point of sale with EDC terminal integration

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Manufacturing

BOM, work orders, MRP & job costing

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Restaurant

POS, KDS, captain app & self-order — Swiggy/Zomato/UrbanPiper

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Hello Mileage

GPS trip tracking with IRS-rate reimbursement

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Platform & Integrations

Platform & Integrations

Cloud Based

Secure cloud bookkeeping

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Integrations

Tally, Stripe, PayPal — and more

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Migrate from QBO / Xero / Tally / Wave

Generic CSV imports + per-source bridges + dry-run preview

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HelloTime HRM

Attendance, payroll prep & TimeX time-tracking

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HelloGrowth CRM

Pipeline + lead conversion built on the same ledger

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Practice Management

For accountants serving multiple clients

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Status Board

Real-time public status of every HelloBooks capability

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Trust Center

SOC 2 Type II, DPDP, GDPR & responsible disclosure

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Scalable

Multi-user scaling for teams

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Task Manager

Track tasks across projects

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How It Works

Close your books in three steps

No setup headaches. No manual data entry. Just connect, review, and close.

1

Connect bank and apps

Link 11,000+ banks via Plaid, Stripe, PayPal, and your existing accounting tools in under 2 minutes.

2

AI categorizes, reconciles, and captures bills

HelloBooks AI reads receipts, matches transactions, and categorizes entries with 95%+ accuracy—no manual typing.

3

Books close with audit-ready reports

Generate P&L, Balance Sheet, and Cash Flow in one click. Your month-end close finishes before your coffee gets cold.

Built for Ambitious Business Owners Like You

Remote Teams

Pay your staff (and yourself!) with confidence.

Startup Founders

Get tidy books for tax time—one less thing to worry about.

Advisors / Coaches

Set up recurring invoices and payments for repeat clients.

Online Sellers

Fire off professional invoices and estimates in minutes.

Healthcare

Manage patient billing and practice compliance with ease.

Manufacturing

Track production costs and inventory flows in real-time.

Construction

Master job costing and subcontractor payments.

Restaurant

Control food costs and daily sales margins.

Ready to automate your books?

Let AI handle the bookkeeping and reclaim hours every month. Get started free — no credit card required.