01
Faster month-end close
AI categorization (95%+), automated reconciliation, and Period Autopilot (auto-depreciation and a board pack at month-end) compress the close from a week to a review cycle.
For Finance Teams
AI accounting software for finance teams
AI accounting software for finance teams automates the month-end close — categorization, reconciliation, multi-entity consolidation, and approval workflows — so controllers and analysts review exceptions instead of keying entries. HelloBooks adds 3-way matching, multi-entity reporting, audit trails, and unlimited users with role-based access.
Who it's built for
- Controllers and accounting managers running the monthly close
- Finance teams consolidating multiple entities or locations
- Companies that need approval workflows and segregation of duties
- Teams replacing spreadsheets with AP automation and 3-way matching
- Operations that want audit-ready books with full transaction trails
- Growing businesses that need unlimited users with role-based access
How HelloBooks helps
02
Multi-entity consolidation
Manage multiple entities and produce a combined view across all businesses, with inter-entity visibility — included on Pro, no per-entity subscription.
03
3-way matching & approvals
Match PO ↔ Bill ↔ GRN automatically, flag discrepancies, and route bills through multi-tier approval workflows with limits and hierarchy for control.
04
Audit-ready by default
Every entry stays reviewable with a full audit trail, and tax-aware categorization keeps books filing-ready year-round.
05
Role-based access for the team
Unlimited users with roles and permissions, so analysts, approvers, and your external auditor each get the right level of access — no per-seat fees.
06
Reporting & analysis built in
P&L, balance sheet, cash flow, AP/AR aging, and 50+ reports with AI analysis and period-over-period comparatives on every report.
Frequently asked questions
How does AI speed up the month-end close?
HelloBooks AI auto-categorizes transactions, matches and reconciles bank and card feeds, and runs Period Autopilot for auto-depreciation and a month-end board pack. The team shifts from data entry to reviewing exceptions, which compresses a multi-day close into a review cycle.
Does HelloBooks support multi-entity consolidation?
Yes — multi-entity management and consolidation are included on Pro, giving you a combined view across all businesses without a separate subscription per entity, unlike per-entity tools such as Docyt.
Can we enforce approvals and segregation of duties?
Yes. HelloBooks supports multi-tier bill approval workflows with limits and hierarchy, plus role-based access for unlimited users, so approvers, preparers, and reviewers are properly separated.
Is HelloBooks audit-ready?
Yes. Every entry is reviewable with a complete audit trail, categorization is tax-aware, and you can grant your external auditor read access — keeping the books filing- and audit-ready year-round.
Does it do 3-way matching?
Yes — HelloBooks automatically matches purchase orders, bills, and goods-received notes (PO ↔ Bill ↔ GRN), flags discrepancies, and is included on Pro rather than gated behind an enterprise tier.
How many users can we add?
Pro includes unlimited users with roles and permissions and no per-seat fees, so the whole finance team — plus auditors and approvers — can work in one ledger at a flat $9.99/month.
Explore more
Advanced reporting
Multi-entity, AI analysis, and forecasting.
Inventory & multi-entity
3-way matching and consolidation in one ledger.
Pricing
Free plan + Pro $9.99/mo, unlimited users.
HelloBooks vs Docyt
One ledger vs a per-entity automation layer.
Bank reconciliation software
Automated reconciliation with Plaid feeds.
Trust Center
Security, audit trails, and compliance posture.
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.