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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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All Features

AI Accounting Software Features. All included, on every plan.

From AI transaction categorization and bank reconciliation to invoicing, OCR bill capture, inventory, and advanced reports — explore everything HelloBooks includes. Start on the Free Plan, no credit card required.

  • AI auto-categorization
  • Bank reconciliation
  • Real-time reports
HelloBooks in action: a bank account's transactions with AI match and categorization suggestions on every line
A real HelloBooks screen — bank transactions matched and categorized by AI, ready to review.
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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Do your books over WhatsApp

Send a bill photo, ask "GST due this month?", file GSTR-1 — from a WhatsApp chat. Munimji (India) and the Bookkeeper / Procurement / Finance agents (other regions) write to your real HelloBooks ledger. Hindi, English, Hinglish, voice notes.

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Seamless migration

Switch without the stress. Migrate from QuickBooks, Xero, Tally, Zoho or Wave and bring your ledger across — every transaction, contact, item and opening balance — with a dry-run preview before you commit.

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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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Online Invoice Payments

Send a link, get paid online

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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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Compliance Calendar

Country-aware filing deadlines in one calendar

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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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Budget vs Actual

Build budgets and track live variance

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Multi-Entity Consolidation

Consolidated P&L, balance sheet & cash flow across entities

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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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Bookkeeping on WhatsApp

Munimji answers in Hindi or English

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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

Restaurant POS with kitchen display (KDS), captain ordering & QR table menu

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Three-Way Match

Match PO, GRN & bill with variance policy & approval routing

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Fixed Assets

Asset register with automated depreciation runs

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Hello Mileage

Trip logging with rate-based reimbursement, posted to your ledger

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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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Tally Connector

Push entries to Tally Prime + one-time guided import

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Payments & Collections

Razorpay, PineLabs, Stripe & shareable payment links

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Migrate from QuickBooks, Xero, Tally, Zoho & Wave

Per-source imports + generic CSV, with dry-run preview & rollback

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BI Connector

Pipe your ledger into external BI & analytics tools

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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.