01
Project & client profitability
Projects and job costing plus class tracking (4 categories, 100 options each) show margin per client, project, or service line — not just a blended P&L.
For Agencies
AI accounting software for agencies
AI accounting software for agencies automates project-based bookkeeping — tracking profitability per client and project, billing retainers and milestones, and reconciling income across multiple revenue streams. HelloBooks adds AI categorization, project and class tracking, and multi-currency invoicing, with a free plan and no per-seat fees.
Who it's built for
- Marketing, creative, and digital agencies billing retainers and projects
- Consultancies and professional-services firms tracking project margins
- Agencies with international clients needing multi-currency invoicing
- Studios juggling milestones, advances, and recurring invoices
- Owners who want project profitability without a full-time bookkeeper
- Teams that need unlimited users for account managers and finance
How HelloBooks helps
02
Retainers & milestones
Recurring invoices, customer advances, and milestone billing auto-apply against invoices so retainer revenue reconciles itself instead of living in a spreadsheet.
03
Send invoices everywhere
AI smart invoicing via Email, WhatsApp, and SMS with open and payment tracking, plus auto payment reminders for overdue accounts.
04
Multi-currency for global clients
Invoice international clients in their currency with automatic FX gain/loss — included on every paid plan.
05
AI does the bookkeeping
AI categorizes transactions at 95%+ accuracy, captures bills and receipts via OCR, and reconciles bank feeds from 11,000+ US banks via Plaid.
06
Unlimited users, flat price
Give account managers, partners, and your bookkeeper access with no per-seat fees. Pro is a flat $9.99/month.
Frequently asked questions
What is the best accounting software for agencies?
Agencies need project-level profitability, retainer and milestone billing, and multi-currency invoicing — not just basic bookkeeping. HelloBooks delivers all of that with AI automation, unlimited users, and a free plan, which makes it a strong fit versus invoicing-first tools like FreshBooks or per-seat platforms.
Can HelloBooks track profitability per project and client?
Yes. Projects and job costing plus class and location tracking let you see margin by client, project, or service line, with AI analysis and comparatives on every report so you can spot which work actually makes money.
Does it handle retainers and recurring billing?
Yes — recurring invoices, customer advances, and milestone billing auto-apply against invoices, so retainer revenue and prepayments reconcile automatically rather than by hand.
Can I invoice international clients in their currency?
Yes. Multi-currency with automatic FX gain/loss is included on every paid plan, so you can bill clients abroad and keep your books accurate without manual conversions.
How does HelloBooks compare to FreshBooks for agencies?
FreshBooks is invoicing-first and lighter on full bookkeeping. HelloBooks gives you AP/AR, bank reconciliation, project profitability, inventory, and reporting in one AI-powered ledger from $9.99/month. See the full HelloBooks vs FreshBooks comparison.
Is there a free plan for small agencies?
Yes — a permanent free plan with all 154 features, 500 AI credits/month, and up to 3 users. No credit card. Move to Pro ($9.99/month) for unlimited users and multi-entity as you grow.
Explore more
Service business accounting
Dashboards, projects, contracts, and proposals.
Smart invoicing
AI invoicing via Email, WhatsApp & SMS.
Pricing
Free plan + Pro $9.99/mo, unlimited users.
HelloBooks vs FreshBooks
Full bookkeeping vs invoicing-first.
Advanced reporting
Project profitability and AI insights.
AI bookkeeping software
How AI bookkeeping works.
Get IRS-ready books — start free
Free plan with 500 AI credits and all 154 features. No credit card. Pro is a flat $9.99/month with unlimited users when you're ready to scale.