Categorization - HelloBooks - Easy Accounting For You
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Categorization

Smart Categorization for Effortless Accounting

AI-Powered Categorization

Adios to guesswork and hooray for clarity. With HelloBooks’ Smart Categorization, financial entries are sorted into the correct categories automatically through powerful AI algorithms. From utilities and subscriptions to payroll and customer payments, each entry is smartly placed where it should be instantly. Accurately classify every transaction with precision.Accurately classify every transaction with precision.Accurately classify every transaction with precision.

Accurately classify every transaction with precision.

Why Opt for Smart Categorization with HelloBooks?

Accuracy You Can Trust

Each purchase is labeled with accuracy through AI-powered analysis of merchant names, spending habits, and past behavior.

Zero Manual Effort

No need to sort through receipts or Excel files—our system processes hundreds of entries in seconds.

Always Current

Your data that’s already categorized is updated automatically, providing you with a real-time view of cash flow and expenses.

Adaptive Learning

The more you use it, the smarter it becomes. HelloBooks’ AI improves its categorization rules based on your feedback.

Features

Core Features of HelloBooks Smart Categorization

Let AI do the heavy lifting—automatically categorize your transactions with unmatched accuracy. Say goodbye to manual sorting and hello to seamless financial management.

Transaction Auto-Sorting

From office supplies to SaaS subscriptions, HelloBooks identifies the type of your expenses and automatically categorizes them.

Intelligent Pattern Recognition

AI analyzes transaction context—vendor, timing, and trends—to ensure each entry finds its proper place.

Industry-Specific Categories

Whether you're a service-based business, retailer, or freelancer, your books are organized by industry-specific categories.

Go Beyond the Basics

How Smart Categorization Works

A Step-by-Step Guide to Automated Financial Sorting

Connect Your Financial Sources

Connect your bank accounts, credit cards, and payment gateways. HelloBooks starts pulling transaction data in real time.

AI-Driven Categorization Begins

The AI scans every transaction, categorizes it based on historical data and predefined rules, and adds it to the correct ledger.

Review, Approve, Fine-Tune

Rapidly scan categorized items. Make corrections if necessary—every correction teaches the AI your future preferences.

Who Does It Help Most?

Focus on running your business, while HelloBooks handles the numbers. Cut down on classification time and dedicate more time to analysis and forecasting. Tackle multiple client accounts with efficient categorization and less manual review.

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Our Testimonial

What Our Clients Are Saying

"I never thought bookkeeping could be this easy."

With HelloBooks, I don't stress about dirty ledgers anymore. The categorization is always on point and saves me an entire day of work every month. My reports are neater, and I can finally concentrate on building my business rather than scrubbing spreadsheets.

Dev S.

Retail Business Owner

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FAQs

What is HelloBooks Smart Categorization?
It’s a feature powered by AI that automatically recognizes and categorizes financial transactions according to spending habits, merchant details, and accounting rules.
Absolutely! You’re in control. Any manual adjustments will be learned by the AI for the future.
Yes. Whether you have a salon, consultancy, or online store, HelloBooks applies industry-specific categories to ensure your reports remain relevant.
Yes, HelloBooks does support a vast array of financial institutions from around the world.
It’s part of the majority of them. Check our [Pricing Page] to find out which plans have this feature.

Welcome to HelloBookkeeping

Automated Bookeeping - Powered By AI

At HelloBookkeeping, we’re simplifying the way you manage your business finances. With our intelligent AI technology, we automate bookkeeping tasks, track expenses, and provide real-time financial insights, all in one user-friendly platform.

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