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HelloBooks Network Key — Send an invoice, it lands as a draft bill in their books | HelloBooks.ai The HelloBooks Network Key delivers an invoice straight into your customer’s HelloBooks as a draft bill — no PDF, no email, no re-keying. Ledger-to-ledger, structured, with a draft-only safety net. Free Plan, no credit card.

HelloBooks Network Key is HelloBooks.ai’s ledger-to-ledger document exchange: an invoice sent from one HelloBooks organisation is delivered into a connected customer’s HelloBooks as a draft bill, with amount, line items and GST pre-populated, requiring only review and approval.

HelloBooks Network Key

Send an invoice. It lands as a draft bill in their books.

When your customer also uses HelloBooks, the HelloBooks Network Key delivers your invoice straight into their books as a draft bill — structured, with lines and tax already filled in. No PDF, no email, no re-keying. They review and approve; you both keep a full audit trail.

Free Plan with 2,500 AI credits every month — no credit card.

How it works

Watch an invoice become a draft bill — instantly

Acme sends an invoice over the HelloBooks Network. It arrives in Nimbus’ books as a draft bill with the amount, lines and GST already populated — zero data entry, ready to review.

Live demo

Ledger-to-ledger delivery, not another PDF

Every accounting tool can email a PDF. The person on the other end still has to read it, re-key the vendor, the lines, the tax, and the due date — or run it through OCR and fix what OCR got wrong. The HelloBooks Network Key skips all of that: because both sides are on HelloBooks, the invoice is delivered as structured data and materialises as a draft bill in the recipient’s books, already coded.

It is the same idea as Xero’s Network Key, built into HelloBooks and wired to the India GST engine — so a sender’s output GST arrives as the recipient’s input tax, ready to reconcile.

How the Network Key works

Every HelloBooks entity gets a unique, shareable Network Key. You connect a customer by pasting their key against their contact record — a one-time handshake.

  • Turn on your Network Key in Settings and share it, or paste a customer’s key to connect them.
  • When you send a connected invoice, choose “Send via HelloBooks Network.”
  • It lands in their books as a draft bill — amount, lines and tax pre-filled, your invoice number kept as the reference.
  • They review and approve. Nothing posts to their ledger until they do.
  • Credit notes travel the same way — a sales credit note arrives as a draft vendor credit note.

Draft-only, revocable, audited — safe by design

A delivered document is always a draft. It never touches the recipient’s ledger until they approve it, so a mistaken send can never create a journal on someone else’s books. The key is a capability token you can rotate or disable at any time, and a recipient can block a sender outright.

Both sides get a full audit trail of what was sent and received. If you withdraw an invoice after sending, the recipient’s still-unapproved draft is voided automatically. Foreign-currency documents arrive flagged for a tax and FX review before any input tax is claimed.

Why it matters

For a cluster of businesses that trade with each other — an agency and its retainer clients, a distributor and its dealers, a group of connected entities — the Network Key drives accounts-payable data entry to zero. Every connected pair is one fewer inbox to babysit and one fewer bill to key in.

How teams use HelloBooks

What HelloBooks does for businesses like yours

“AI categorizes every transaction automatically and learns from your corrections, so a small team keeps clean books without spending evenings on manual data entry.”
Small business · US
“For a practice managing dozens of client books, automated reconciliation turns a full day of matching into a background task — review the AI matches, approve, and move on.”
Accounting practice · US
“Snap a receipt on your phone and the AI reads, categorizes, and files it — bookkeeping stays current even for people who would rather not think about numbers.”
Freelancer · mobile-first

Illustrative scenarios describing what the product does for each business type — not attributed customer reviews.

FAQ

Frequently asked questions

What is the HelloBooks Network Key?
It is a unique, shareable key on every HelloBooks entity that lets you deliver an invoice straight into a connected customer’s HelloBooks as a draft bill — structured, with lines and tax already filled in, instead of a PDF or email they have to re-key.
Does the delivered bill post automatically?
No. A delivered document always arrives as a draft and never touches the recipient’s ledger until they review and approve it. That draft-only rule is the core safety net.
Is it like Xero’s Network Key?
Yes — it is the same ledger-to-ledger concept, built into HelloBooks and wired to the India GST engine so the sender’s output GST arrives as the recipient’s input tax, ready to reconcile.
Can I revoke or block a connection?
The key is a capability token you can rotate or disable at any time, and a recipient can block a specific sender. Every delivery is audited on both sides, and withdrawing a sent invoice voids the recipient’s still-unapproved draft.
Do credit notes work too?
Yes. A sales credit note delivered over the Network Key arrives in the recipient’s books as a draft purchase (vendor) credit note, the same way an invoice arrives as a draft bill.

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    HelloBooks Network Key — Send an invoice, it lands as a draft bill in their books | HelloBooks.ai