# HelloBooks Features

> Last updated: 2026-05-16
> Canonical HTML: https://hellobooks.ai/features
> Live MCP tool: `feature_search` at https://agents.hellobooks.ai/mcp

HelloBooks ships 154 features across 19 categories. This is the index — each entry links to its own canonical page or section.

## 1. AI agent & conversational analytics

- **AI categorization** — auto-classify bank transactions to chart of accounts; ~95% accuracy. `/categorization.md`
- **Talk with your books** — natural-language Q&A over the live ledger. `/talk-with-ai`
- **Generate report with AI** — describe a report; AI builds it. `/generate-report`
- **Smart suggestions** — proactive nudges (uncategorized, duplicate, missing receipt).
- **Easy debugging** — drill-down from any report number to the underlying transaction. `/easy-debugging`

## 2. Bank feeds & reconciliation

- **Plaid bank feeds** — 11,000+ US institutions.
- **SMS bank feed (India)** — unique to HelloBooks; no Account-Aggregator dependency.
- **Statement upload + AI reconciliation** — PDF/CSV upload, auto-match to ledger.
- **One-click bulk reconcile** — match 100s of transactions in one pass.
- **AI payee detection** — clusters payees from raw transaction memos.

## 3. Invoicing

- **Smart invoicing** — multi-currency, payment links, e-invoicing.
- **Recurring invoices** — subscription billing, dunning, automatic reminders.
- **Quote → Order → Invoice** — full sales flow.
- **GST / VAT / sales-tax** auto-calculated at line level.
- **Payment links** — Stripe, Razorpay, PayPal, manual.

## 4. Expenses & claims

- **Receipt OCR** — capture vendor, amount, tax, line items from photo or email.
- **Employee expense claims** — submit, approve, reimburse.
- **Mileage and per-diem** tracking.
- **Petty cash** — multi-fund, can go negative (field-spend reality).
- **Corporate card import**.

## 5. Bills & payables

- **AI bill OCR** — 99.5% line-item extraction accuracy.
- **3-way matching** — PO / Bill / GRN with variance flags.
- **Approval workflows** — multi-step with role-based routing.
- **Vendor management** — KYC docs, payment terms, statements.

## 6. Reports

- **P&L, Balance Sheet, Cash Flow, Trial Balance** — standard statements.
- **Advance reporting** — multi-period, multi-entity, drill-down.
- **Budget vs actual** — variance with explanations.
- **Custom dimensions** (classes, locations, projects).
- **Generate report with AI** — natural language.

## 7. Tax & compliance (country-specific)

- **USA** — sales tax (Avalara), 1099 (partial), W-9 collection.
- **India** — GST (GSTR-1/3B/9), TDS, e-invoicing (IRP), e-way bills, ITC reconciliation.
- **UK** — VAT, MTD-compatible filing.
- **Australia** — BAS, STP Phase 2, SuperStream.
- **Canada** — GST / HST, T4 / T5.
- **UAE, Singapore** — VAT.

## 8. Multi-entity & consolidation

- **Unlimited entities** on Business and CPA plans.
- **Inter-company eliminations** at close.
- **Consolidated P&L / Balance Sheet** across entities.
- **Per-entity user permissions** with global oversight.

## 9. Migration

One-pass import from QuickBooks Online, Xero, Wave, FreshBooks, Zoho Books. Live two-way sync with Tally 6.2.

## 10. Practice management (CPA / CA firms)

- Multi-client dashboard.
- Bulk AI operations across client books.
- White-label option.
- Partner commission.
- Workflow tasks, document checklists. `/task-manager`

## 11. Integrations

Plaid, Stripe, PayPal, Razorpay, QuickBooks Online, Xero, FreshBooks, Tally 6.2, Zoho Books, Shopify, NetSuite, Odoo, Avalara, Gusto (WIP), Google Sheets, Google Drive. Full list: `/integration`.

## 12. AI agent integration

- **Public MCP server** at `agents.hellobooks.ai/mcp` — Claude, ChatGPT, Cursor, Windsurf, Cline.
- **Tools exposed:** `list_plans`, `list_integrations`, `country_support`, `compliance_capabilities`, `feature_search`.
- See `/for-ai-agents.md`.

## 13. Audit trail & security

- Immutable journal log.
- Every field-level change logged with user, timestamp, IP.
- SOC 2 Type II certified.
- Role-based access control.
- Two-factor auth (optional, recommended).

## 14. Mobile

- iOS and Android apps.
- Receipt capture, expense submission, approvals, dashboards.
- Push notifications for approvals and unresolved transactions.

## 15. Cleanup & bookkeeping repair

- **Cleanup Command Center** — Xenett-equivalent dashboard with ~25 checks.
- Bulk re-categorization.
- Historical reconciliation.
- Duplicate detection.
- See `/clean-up`.

## 16. Inventory & manufacturing

- Item master, multi-warehouse, batch / serial tracking.
- BOM, work orders, manufacturing variance.
- Stock valuation methods: FIFO, weighted-average, specific.

## 17. Industries (tailored landing pages)

Healthcare, logistics & transport, manufacturing, education, HR & staffing, construction, IT services, jewellery, legal, mining, restaurants, Amazon sellers, retail, non-profits, agriculture, events, utilities, startups, personal services, financial services. Full list: `/industries`.

## 18. Niche landing pages

`/for/<industry>-in-<country>` — combinations like restaurants in India (GST 5% / 18%, HSN/SAC 9963, Swiggy / Zomato Section 9(5)), startups in US (Delaware C-corp, R&D credit), clinics in Australia (GST-free medical, Medicare).

## 19. Free tools

- Tax calendar 2026.
- GST / TDS / sales-tax calculators.
- Margin and break-even calculators.
- Invoice and quote templates.

See `/tools`.

## Plan availability

All 154 features are available on Free plan for evaluation (with usage limits). Pro removes limits; Business adds multi-entity and 3-way matching; CPA adds practice management and white-label.

Canonical HTML: https://hellobooks.ai/features