AI categorisation, OCR bill capture, AI bank reconciliation, and AI-driven month-end close. NZ GST and IRD filing on the roadmap. Free Plan, no credit card.
95%+ auto-match is an internal benchmark, not an audited figure · SOC 2 Type II is an independent attestation, not a certification
The AI accountant for New Zealand SMBs. Month-end close, run by AI. AI categorisation, OCR bill capture, AI bank reconciliation, and AI-driven month-end close. NZ GST and IRD filing on the roadmap. Free Plan, no credit card.
HelloBooks is AI accounting software for New Zealand small businesses — an AI agent that runs categorisation, bill capture, bank reconciliation, and month-end close end-to-end against retained source evidence on every entry. NZ GST and IRD filing are on our build roadmap.
The AI agent keeps your books close-ready year-round — categorised, reconciled, and evidenced — so month-end is a review, not a scramble. Multi-currency support handles trans-Tasman trade and international contractor billing without a second app or a separate FX subscription. NZ-specific GST returns (IRD GST 101), provisional tax workings, and PAYE/IR348 employer schedules are on the roadmap.
The Free Plan unlocks the core accounting features for up to 2 users, no credit card required. New Zealand bookkeepers and SMBs choose HelloBooks when they want the AI agent to actually run the close — categorise, reconcile, and keep books audit-ready against retained source evidence — not just present a dashboard of unreconciled balances.
Each one is a feature you'd otherwise stitch together from two or three tools. Skim them here, then watch the agent work in the live demo below.
AI-Powered
AI-based accounting software that listens. Tell your AI what to do — create invoices, record bills, or snap a receipt. Our AI bookkeeping software handles the workflow from capture to categorization.
Reconciliation
95%+¹
AI matches transactions in real time. Bulk-reconcile in one click — no rules to write.
Local compliance
AI categorisation codes every transaction against its source evidence, so your accountant gets books that are ready to review.
AI Payables
Let AI match invoices to payments and recommend approvals with confidence. Watch AI parse extracted line items, auto-match to existing inventory, and suggest mappings.
Migration
Switch without the stress. Migrate from QuickBooks, Xero, Tally, Zoho or Wave and bring your ledger across — every transaction, contact, item and opening balance — with a dry-run preview before you commit.
¹ 95%+ auto-match is an internal benchmark, not an audited figure
You stay in control
HelloBooks does the heavy lifting, but it never files or posts behind your back. The AI proposes; you and your accountant dispose — with a full audit trail and an undo on everything.
HelloBooks reads bills, categorises transactions and matches your bank feed — then hands you the result. Nothing posts to your ledger until you (or your accountant) confirm it.
A full audit trail logs what the AI suggested, what actually changed, who approved it and when — so month-end and any review start from a clean, defensible history.
Edit or unwind any AI-assisted entry, match or categorisation. Nothing is a one-way door, so an automation can never quietly corrupt your books.
Invite your CA or bookkeeper with reviewer or read-only access. Bills route through approval before payment, and returns wait for a human sign-off before they are filed.
One platform
Receivables, payables, banking, inventory, tax and reports share one ledger — so nothing is re-typed between apps and the AI agent sees the whole picture.
Create and send invoices, put retainers on recurring billing and let customers pay online. The AI agent matches every incoming payment to its invoice and chases the ones that are overdue.
Bills and receipts arrive by email or upload, OCR reads them, and the AI codes each line to the right account. Expense claims route for approval before anything is paid.
Bring in bank and card transactions and let AI reconciliation do the matching: a deposit to its invoice, a card swipe to its expense account. You review the exceptions, not every line.
Items, variants, units of measure and bills of materials live in the same ledger as your invoices and bills, so stock valuation is always current and reorder alerts fire before you run out.
Explore Inventory
AI categorisation codes every transaction against its source evidence, so your accountant gets books that are ready to review.
Explore this module
Profit and loss, balance sheet and cash-flow statements update as transactions post. AP and AR aging and custom report layouts are a click away, with multi-entity views on the Business plan.
Why HelloBooks in New Zealand
Six reasons New Zealand small businesses try HelloBooks alongside Xero and MYOB — with the GST position stated plainly rather than implied.
Transactions are categorised at 95%+ accuracy, bills captured by OCR, the ledger reconciled and the closing entries drafted — then the whole month is handed to you to approve. HelloBooks is AI-first, not an assistant bolted onto an older ledger.
HelloBooks runs your NZD books, invoicing, reconciliation and reporting today. New Zealand GST handling and IRD GST101A filing are on our roadmap, not in the product — we would rather you knew that before you migrated than after. Every other capability on this page is live now.
Upload a PDF or CSV statement from ANZ, ASB, BNZ, Westpac or Kiwibank and the AI parses each line, categorises it and matches it to your invoices and bills. Reconciliation starts on day one rather than after a feed authorisation clears.
Trans-Tasman trade means most NZ businesses run at least two currencies. Live-rate multi-currency and unlimited user seats come with every paid plan, where Xero and MYOB both price by tier and put multi-currency at the top of the range.
Rosters, leave and payroll run in HelloTime on the web, and the payroll journals are written into your HelloBooks ledger, so the two never need reconciling by hand. NZ statutory payroll filing is not part of this. The HelloTime Attend mobile app for shift workers ships Q3 2026.
Free means free: core accounting, 2 users, no credit card and no trial countdown. Pro is a flat NZD 32/month with unlimited users and no per-seat fee.
Tailored for you
Whether you run the business, advise it or are just getting it started, HelloBooks sets up around your workflow.
Invoicing, bank reconciliation and reports on a Free Plan — no credit card and no time limit.
Accounting software for small businessClose the month in hours, keep investor-ready financials, and grow to unlimited users on Pro.
Accounting software for startupsRun every client’s books from one dashboard, automate the routine work, and join the free partner program.
HelloBooks for accountantsSee project and client profitability, bill retainers on repeat, and know your margin on every client.
Accounting for agenciesConnect HelloBooks to your software, automation tools, and workflows. Get an API key in one click, use a safe sandbox, explore the API docs, and see every request your integration makes.
Sign in, choose your company, and get an API key.
Test with realistic Indian accounting data without touching a real ledger.
API documentation, code samples, request logs, webhooks, and OAuth support.
# No organization ID, no entity ID:
# the key already identifies your company.
curl https://<api-host>/public/v1/customers \
-H "Authorization: Bearer YOUR_API_KEY"Explore side-by-side comparison pages for QuickBooks, Xero, Tally, FreshBooks, and more.
See pricing, AI automation, migration support, and where HelloBooks saves more time.
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Compare inventory, automation, global-friendly workflows, and reporting depth.
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Understand desktop vs cloud differences across GST, reporting, and scale.
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Review which platform fits invoicing-heavy teams versus full accounting needs.
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Compare free-plan value, banking workflows, and built-in automation.
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Browse more alternatives and find the best fit for your accounting workflow.
Core accounting, AI-powered. Free to start. No credit card required.
Everything you need to start — no credit card
AI-powered automation for growing businesses
Heavier ops + analytics for multi-entity & inventory-led businesses
Prices are shown in NZD for comparison. Billing is processed in US dollars at our US list price, so the amount debited will differ from the figure above and will vary with your card's exchange rate.
Accountant or bookkeeper? Partner Program is free to join
Free reseller channel for accountants — earn a wholesale discount as your client book grows
Frequently Asked Questions
AI-powered accounting software built for small businesses, freelancers, and CPAs.
HelloBooks is an AI-powered accounting software that automates bookkeeping tasks like transaction categorization, bank reconciliation, and financial reporting. Unlike QuickBooks, FreshBooks, or Xero, HelloBooks uses AI agents to eliminate manual data entry — saving businesses 20+ hours per month.
HelloBooks has a Free Plan with the core accounting features and up to 2 users — no credit card. Free AI credits are included; upgrade to get more, and paid plans can also top up with a credit pack. Pro is NZ$32/month (NZ$320/year) with unlimited users and 15,000 AI credits, priced per company rather than per seat.
Yes — HelloBooks offers a permanent Free Plan with free AI credits to get started, 1 bank connection (a bank account or a credit card), AP/AR aging reports, and the core accounting features. Up to 2 users included. No credit card required to sign up. No time limit. Upgrade to Pro when you need more AI credits or unlimited users; multi-entity is on Business.
HelloBooks connects to 11,000+ US banks and credit unions via Plaid for real-time transaction feeds. Once connected, our AI automatically categorizes transactions with 95%+ accuracy.
Yes — HelloBooks includes a guided QuickBooks USA migration that imports your company file (chart of accounts, customers, vendors, transactions, and history) in a single pass. It is a one-time data migration, not an ongoing two-way sync — once you are on HelloBooks, that is your source of truth.
HelloBooks AI automates transaction categorization, bank reconciliation, vendor/customer matching, invoice processing via OCR, expense claim approvals, anomaly detection, and financial report generation. It learns your patterns and gets smarter over time.
Yes — HelloBooks is built for both small businesses and accounting professionals. CPAs can manage multiple clients from one dashboard, automate bookkeeping workflows, and reduce manual work. We offer a partner program for accounting firms.
HelloBooks includes AI bookkeeping on every plan, Free included — not gated behind a higher tier — and prices Pro per company rather than per seat, so the whole team is covered at one price. A guided QuickBooks USA import brings your exported company file across when you are ready to switch. See our detailed comparison at hellobooks.ai/compare.
Yes. HelloBooks has per-source importers for QuickBooks (Online and Desktop), Xero, Tally, Zoho Books and Wave, plus a generic CSV import for any other tool. Your chart of accounts, contacts, transactions, items and opening balances come across, and a dry-run preview with one-click rollback means nothing is final until you commit. Start at hellobooks.ai/migrate.
Your books are available from any browser or the HelloBooks mobile app, updates reach every account automatically with nothing to install, and your accountant works in the same live ledger instead of trading files. Bank feeds and AI categorization keep the numbers current between reviews, so month-end becomes a check rather than a catch-up.
Yes, by market. In India, HelloBooks files GSTR-1 and GSTR-3B directly and generates IRN e-invoices and e-way bills. In the US it tracks multi-state sales tax and prepares 1099s, and in the UK it keeps MTD-ready VAT records. In Australia, Canada, Singapore and Kenya it prepares BAS, GST/HST, GST F5 and VAT3 returns, with e-filing on the roadmap in those markets.
HelloBooks is independently attested under SOC 2 Type II — an attestation, not a certification. Security controls, data handling and sub-processors are documented in the HelloBooks Trust Center at hellobooks.ai/trust-center.
Direct bank feeds via Plaid are live in 20 countries today (the US, UK, Canada and Europe). For New Zealand, the fastest way to get your bank data into HelloBooks is statement import — and it works with any bank:
Export a PDF, CSV, or Excel statement from any bank in New Zealand and drop it into HelloBooks.
Every line is extracted, categorised, and matched to invoices or bills — in your local currency.
Confirm the AI's suggestions and reconcile the period. Nothing posts to your books without your say-so.
Multi-currency throughout, and your data stays private — HelloBooks never asks for your online-banking login. As open-banking coverage expands, direct connections will reach more markets over time.
Connects with the tools you already use