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Import Bank Statements into Free Accounting Software | HelloBooks India Import your bank statement as CSV or PDF into HelloBooks Free and reconcile it against your invoices and bills. GSTR-1 and GSTR-3B filed free for one GSTIN.

Free Plan · Bank statement import

Import bank statements into your free ledger

Download your statement from net banking, import it as CSV or PDF, and match each line to an invoice, bill or expense in your books.

GST filing included, no card

How bank statement import works

In India, HelloBooks works from the statements you import. There is no live connection to your bank; you upload the statement for the period you want to reconcile.

  • Download the statement from your bank's net banking as CSV or PDF.
  • Import it into HelloBooks.
  • Match each line to an invoice, bill or expense, or record it as a new entry.
  • Repeat each month before you file GSTR-3B.

Where AI helps

AI can suggest a category for each imported line, using the free AI credits included with the plan. When they run out, you categorise by hand or upgrade for more.

What the Free Plan includes

The same Free Plan every Indian business gets: permanent, no card, no trial expiry.

  • Unlimited GST filing — GSTR-1 & GSTR-3B
  • GSTR-2B reconciliation with ITC tracking
  • 2 users · 1 GSTIN
  • Free AI credits to get started (upgrade for more)
  • Unlimited invoices, bills & quotes
  • AP/AR aging · P&L · Balance Sheet · Cash Flow
  • Full mobile app (iOS & Android)
  • Robust email support
  • "Powered by HelloBooks" badge on invoices

What is not in the Free Plan

Pro at ₹499/month adds GSTR-9 generated ready to file, e-invoicing and unlimited users.

  • GSTR-9 and GSTR-9C annual returns
  • GSTR-7 (GST TDS) and GSTR-8 (GST TCS) returns
  • ITC-04 job-work returns
  • E-invoice and e-way bill volume
  • More than one GSTIN, or more than 2 users

What's metered on Free

Only the AI is metered. Free includes free AI credits to get started; when they run out, upgrade to get more AI credits; paid plans can also recharge with a credit pack.

Your ledger, invoices, bills, reports and GSTR-1 and GSTR-3B filing for one GSTIN are never locked, whether or not you upgrade.

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

Can HelloBooks connect to my bank directly in India?
No. In India you import bank statements as CSV or PDF. The import is included in the Free Plan.
What happens when the free AI credits run out?
AI categorisation pauses and you carry on by hand. Upgrade to get more AI credits; paid plans can also recharge with a credit pack. Your books and GST filing keep working either way.
Is GST filing really free on this plan?
Yes. The Free Plan files GSTR-1 and GSTR-3B for one GSTIN with no cap on the number of returns, and reconciles GSTR-2B. It needs no card and does not expire.

Start automating your books today

GST filing included, no card

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