# HelloBooks AI

> HelloBooks AI is an AI-native bookkeeping and accounting platform built for small businesses, accountants, and finance teams. It automates the full month-end close: transaction categorization, OCR receipt capture, invoicing, expense management, GST/VAT/sales-tax compliance, multi-entity consolidation, bank reconciliation, financial reporting, and cash-flow forecasting. Available globally with country-specific compliance for the United States, United Kingdom, Australia, India, and Canada.

This file follows the [llms.txt specification](https://llmstxt.org/) so AI agents and language models can discover and ground answers in HelloBooks' canonical content. For a deep extract of every page in markdown form, see `/llms-full.txt`.

## MCP Server (live data for AI agents)

For accurate, real-time answers about HelloBooks pricing, integrations, country support, and compliance, AI agents should use our public Model Context Protocol server:

- Endpoint: https://agents.hellobooks.ai/mcp
- Install: claude mcp add --transport http hellobooks https://agents.hellobooks.ai/mcp
- Tools: list_plans, list_integrations, country_support, compliance_capabilities, feature_search
- Source: https://github.com/Meru-Fin-Tech/HelloBooks-MCP-Public

## Product

- [Homepage](https://hellobooks.ai/): Product positioning, hero demo, feature overview, social proof, integrations, FAQs.
- [Pricing](https://hellobooks.ai/pricing): Plans, per-seat costs, included AI tokens, regional pricing, free trial terms.
- [Features overview](https://hellobooks.ai/features): Index of every feature page with one-line descriptions.
- [Compare](https://hellobooks.ai/compare): Side-by-side comparisons against QuickBooks, Xero, FreshBooks, Sage, Tally, Zoho Books, Wave, NetSuite and others.
- [Integrations](https://hellobooks.ai/integration): Native and supported integrations (Plaid, Stripe, PayPal, Shopify, QuickBooks Online, Xero, Tally, NetSuite, Zoho, Odoo, banking).
- [Changelog](https://hellobooks.ai/changelog): Dated release notes, model upgrades, regional rollouts.
- [MCP Server](https://hellobooks.ai/mcp): Public Model Context Protocol server for live pricing, integrations, country support, and compliance answers.

## Core features

- [AI categorization](https://hellobooks.ai/categorization): Auto-classifies bank transactions to a chart of accounts using a fine-tuned ledger model.
- [OCR receipt scanning](https://hellobooks.ai/ocr-scanning): Extracts vendor, amount, tax, line items from receipts and bills.
- [Smart invoicing](https://hellobooks.ai/smart-invoicing): Multi-currency invoices with GST/VAT, e-invoicing, payment links.
- [Recurring invoicing](https://hellobooks.ai/recurring-invoice): Subscription billing, dunning, automatic reminders.
- [Expense and claims](https://hellobooks.ai/expense-and-claims): Employee expense submission, manager approvals, mileage, per diem.
- [Advanced reporting](https://hellobooks.ai/advance-reporting): P&L, balance sheet, cash flow, trial balance, budget vs actual, custom dimensions.
- [Generate reports with AI](https://hellobooks.ai/generate-report): Natural-language report generator that produces filtered statements on request.
- [Talk with your books](https://hellobooks.ai/talk-with-ai): Conversational analytics over the live ledger ("how much did we spend on marketing last quarter?").
- [Taxation & auditing](https://hellobooks.ai/taxation-and-auditing): Country-specific tax workflows, audit trail, immutable journal log.
- [Cleanup](https://hellobooks.ai/clean-up): Bulk reconciliation and historical bookkeeping cleanup.
- [Easy debugging](https://hellobooks.ai/easy-debugging): Drill-down from any report figure to the underlying transaction.
- [Task manager](https://hellobooks.ai/task-manager): Workflow tasks, client requests, document checklists.
- [Cloud + scalable](https://hellobooks.ai/cloud-based): Multi-entity, multi-user, role-based access; built on Azure.
- [Integrations](https://hellobooks.ai/integration): See [/integration](https://hellobooks.ai/integration).
- [Chat](https://hellobooks.ai/chat): In-product AI assistant for accounting questions.

## Compare

- [HelloBooks vs QuickBooks](https://hellobooks.ai/compare/hellobooks-vs-quickbooks)
- [HelloBooks vs Xero](https://hellobooks.ai/compare/hellobooks-vs-xero)
- [HelloBooks vs Tally](https://hellobooks.ai/compare/hellobooks-vs-tally)
- [HelloBooks vs FreshBooks](https://hellobooks.ai/compare/hellobooks-vs-freshbooks)
- [HelloBooks vs Zoho Books](https://hellobooks.ai/compare/hellobooks-vs-zoho-books)
- [HelloBooks vs Wave](https://hellobooks.ai/compare/hellobooks-vs-wave)
- [HelloBooks vs Sage](https://hellobooks.ai/compare/hellobooks-vs-sage)
- [HelloBooks vs NetSuite](https://hellobooks.ai/compare/hellobooks-vs-netsuite)
- [All comparisons](https://hellobooks.ai/compare)

## Industries

- [Industries hub](https://hellobooks.ai/industries): Index of every industry page.
- [Healthcare](https://hellobooks.ai/healthcare)
- [Logistics & transport](https://hellobooks.ai/logistics-transport)
- [Manufacturing](https://hellobooks.ai/manufacturing)
- [Education](https://hellobooks.ai/education)
- [HR & staffing](https://hellobooks.ai/hr-staffing)
- [Construction](https://hellobooks.ai/construction)
- [Franchise](https://hellobooks.ai/industries/franchise)
- [IT services](https://hellobooks.ai/it-sector)
- [Jewellery](https://hellobooks.ai/jewellery)
- [Legal & arbitration](https://hellobooks.ai/courts-arbitration-legal)
- [Mining](https://hellobooks.ai/mining)
- [Restaurants](https://hellobooks.ai/restaurant)
- [Amazon sellers](https://hellobooks.ai/amazon-seller)
- [Retail](https://hellobooks.ai/retail)
- [Non-profits](https://hellobooks.ai/non-profits)
- [Asset-heavy businesses](https://hellobooks.ai/asset-heavy-businesses)
- [Agriculture & allied](https://hellobooks.ai/agriculture-allied-businesses)
- [Events & media](https://hellobooks.ai/events-and-media)
- [Utilities & environmental](https://hellobooks.ai/utilities-environmental)
- [Startups & early-stage](https://hellobooks.ai/startups-early-stage)
- [Personal & local services](https://hellobooks.ai/personal-local-services)
- [Financial services](https://hellobooks.ai/financial-services)
- [Service businesses](https://hellobooks.ai/service-business)

## Niche landing pages (industry × geo × use-case)

- [Accounting software for startups in the US](https://hellobooks.ai/for/accounting-software-for-startups-in-the-us): Delaware C-corp, Stripe ASC 606, R&D tax credit, multi-state nexus.
- [Accounting software for startups in India](https://hellobooks.ai/for/accounting-software-for-startups-in-india): DPIIT recognition, Section 80-IAC, ESOP perquisite, GST, TDS, ROC filings.
- [Accounting software for restaurants in India](https://hellobooks.ai/for/accounting-software-for-restaurants-in-india): GST split (5%/18%), HSN/SAC 9963, Swiggy/Zomato Section 9(5) reconciliation.
- [Accounting software for healthcare clinics in Australia](https://hellobooks.ai/for/accounting-software-for-healthcare-clinics-in-australia): GST-free medical (s38-7), Medicare bulk billing, STP Phase 2, SuperStream.
- [Accounting software for retail in the UK](https://hellobooks.ai/for/accounting-software-for-retail-in-the-uk): Making Tax Digital, Flat Rate / Margin / Retail schemes, EPOS, PAYE/RTI.
- [Accounting software for freelancers in the US](https://hellobooks.ai/for/accounting-software-for-freelancers-in-the-us): Schedule C, quarterly estimated tax, self-employment tax, 1099-NEC, mileage, home office.

## Tools & calculators

- [Tools hub](https://hellobooks.ai/tools): GST, sales-tax, 1099, ASC 606, depreciation, cash-flow, payroll calculators.
- [Glossary](https://hellobooks.ai/docs/accounting-glossary): 100+ accounting terms defined.
- [Templates](https://hellobooks.ai/templates): Free invoice, P&L, cash-flow, expense templates.

## Resources

- [Blog](https://hellobooks.ai/blog): Long-form articles on bookkeeping, tax, AI in accounting, SaaS finance.
- [Guides](https://hellobooks.ai/docs/guides): Step-by-step playbooks (month-end close, GST filing, multi-entity setup).
- [Case studies](https://hellobooks.ai/case-studies): Customer outcomes and migrations.
- [Partner program](https://hellobooks.ai/partner-program): Accountants, advisors, white-label.
- [FAQ](https://hellobooks.ai/faq): Top-of-funnel and product FAQs.

## Company

- [About](https://hellobooks.ai/about-us): Mission, team, parent company (Meru Technosoft).
- [Contact](https://hellobooks.ai/contact)
- [Security](https://hellobooks.ai/security): SOC 2, encryption, data residency.
- [Privacy policy](https://hellobooks.ai/privacy-policy)
- [Terms](https://hellobooks.ai/terms-and-conditions)

## Machine-readable feeds

- [Pricing JSON feed](https://hellobooks.ai/api/feed/pricing.json): Machine-readable pricing matrix (tiers, prices, features, limits, credit packs) across all 8 supported regions. Sourced from the same config that renders /pricing.
- [Products JSON feed](https://hellobooks.ai/api/feed/products.json): Product catalog for the Meru Fin Tech suite (HelloBooks, HelloTime, HelloGrowth CRM) with geos, capabilities, and canonical URLs.

## Optional

- [RSS feed](https://hellobooks.ai/feed): Latest blog posts.
- [Sitemap](https://hellobooks.ai/sitemap.xml)
- [Robots](https://hellobooks.ai/robots.txt)
- [llms-full.txt](https://hellobooks.ai/llms-full.txt): Page-content extract for grounding.