Question 1

What's included in the Free Plan?

Accepted Answer

Everything you need to run your bookkeeping — the core accounting features, unlimited invoices, bills, quotes, purchase orders, AP/AR aging reports, P&L, Balance Sheet, Cash Flow statements, 1 bank account + 1 credit card via Plaid, full mobile app, up to 2 users, and 2,500 AI credits every month. The 'Powered by HelloBooks' badge appears on client-facing documents. No credit card required to sign up.

Question 2

How do AI credits work?

Accepted Answer

All AI features — OCR, auto-categorization, bank matching, reconciliation, and the AI chatbot — draw from one credit wallet. The Free Plan includes 5,000 credits to get started; Pro includes 15,000 and Business 50,000. When you run low, top up with credit packs — they never expire while your account is active. One wallet, one balance, no per-action pricing to track.

Question 3

What can I do with 5,000 free AI credits?

Accepted Answer

5,000 credits is enough for the early months of most small businesses. When you run low, top up with a credit pack (they never expire) or upgrade to Pro for a larger starting allocation.

Question 4

Does using AI cost more than QuickBooks?

Accepted Answer

No. QuickBooks bundles only a basic Intuit Assist and gates its real AI agents behind the Essentials tier ($75/mo in the US, after QuickBooks raised prices 15–25% in 2026) and above. HelloBooks includes AI on every plan — the Free Plan ships 2,500 AI credits every month and Pro ships 15,000. That covers a typical small business comfortably; when you run low, top up with credit packs that never expire. You stay at a fraction of QuickBooks' price either way.

Question 5

What does 'per entity' mean?

Accepted Answer

An entity is a single business or company. The Free Plan includes one entity. Pro and Business both include multi-entity management — manage all your businesses in one account. Accountants who manage many client entities should look at the free Partner Program, which lets you resell standard Pro/Business plans to your clients at an earned wholesale discount (Bronze 5% → Platinum 20%).

Question 6

Can I cancel anytime?

Accepted Answer

Yes, absolutely. No contracts, no cancellation fees. Cancel with one click from your dashboard. Your access continues until the end of your billing period. You keep the Free Plan permanently.

Question 7

How does HelloBooks compare to Wave?

Accepted Answer

HelloBooks Free Plan gives you everything Wave Pro ($16/mo) offers — plus AI auto-categorization, AP/AR aging reports, purchase orders, and an AI chatbot with 60+ tools. Wave has zero AI features at any price. Our Pro tier ($9.99/mo) is 38% cheaper than Wave Pro and adds multi-entity, 3-way matching, and unlimited users.

Question 8

Can I import my existing Chart of Accounts?

Accepted Answer

Yes! Our AI-powered import reads your existing Chart of Accounts, retains your account numbers, and intelligently maps them to HelloBooks. Zero re-learning for your team.

Question 9

Is my data secure?

Accepted Answer

Yes. HelloBooks is SOC 2 Type II certified. We use 256-bit AES encryption at rest, TLS 1.2+ in transit, and maintain 99.9% uptime with daily encrypted backups. See our trust center for sub-processors, data residency, the full controls list, and to request our SOC 2 report under NDA.

Question 10

What integrations do you support?

Accepted Answer

We connect to 11,000+ banks via Plaid for automatic bank feeds, push your entries to Tally 6.2 via the Tally Connector (with a one-time import to bring existing Tally data in), and ship a one-click QuickBooks USA company-file migration for users moving off QuickBooks. CSV/Excel import and export. API access is included with Pro. Need a custom payment gateway? We can integrate your preferred gateway in 5-7 business days.

Question 11

How do AI credit packs work?

Accepted Answer

Credit packs are one-time purchases that never expire. Buy a Boost (5,000 credits) for $4.99 or an Ultra (150,000 credits) for $69.99. Credits are added to your wallet instantly and can be used across all AI features — OCR, categorization, chatbot, reconciliation.

Question 12

What is 3-way matching?

Accepted Answer

3-way matching automatically compares your Purchase Orders, Bills, and Goods Received Notes (GRN). HelloBooks flags any discrepancies in quantities or amounts, preventing overpayments and ensuring you only pay for what you actually received. Included with Pro.

Question 13

Do you support inventory management?

Accepted Answer

Yes! HelloBooks includes full inventory management with products & services catalog, real-time stock tracking, GRN management, inventory valuation (FIFO, LIFO, Weighted Average), and low stock alerts. Included with Pro.

Question 14

How long will the $9.99 launch price last?

Accepted Answer

Pro is anchored at $19.99/mo and currently sells at $9.99/mo as a launch promo. Once you subscribe at $9.99/month, your rate is locked in for 12 months guaranteed. After 12 months, we'll notify you of any pricing changes in advance.

Question 15

Can I invite my accountant?

Accepted Answer

Yes! The Free Plan supports up to 2 users. Pro supports unlimited users with customizable roles and permissions. Your accountant gets their own login.

Question 16

What is the annual billing discount?

Accepted Answer

Annual billing saves you ~17% (about 2 months free). Pro annual is $99/year ($8.25/month). Cancel anytime — we'll refund the unused months.

Question 17

Is support really included?

Accepted Answer

Yes, priority email and chat support is included with Pro. Business adds priority phone support and a dedicated success manager. Our support team is available Monday-Friday, 9 AM - 6 PM EST.

Feature	Wave Free $0/mo	Wave Pro $19/mo	HelloBooks Free $0/mo
Bank connection	Not included	Included	Included
AI auto-categorization (95%)	Not included	Not included	Included
AI chatbot (60+ tools)	Not included	Not included	Included
AI OCR (bills & receipts)	Not included	Not included	Included
AP/AR aging reports	Not included	Not included	Included
Purchase orders	Not included	Not included	Included
Full mobile app	Not included	Not included	Included
QuickBooks USA migration tool	Not included	Not included	Included
Multiple users	Not included	Included	Included
Unlimited invoices	Included	Included	Included

HelloBooks AI Bookkeeping Pricing — Free Plan + Pro

Free Plan

Pro

Business

Partner Program

Need More AI Credits?

HelloBooks Free vs Wave Pro ($19/mo)

AI Agents Included

Built for Teams That Need Faster Close, Cleaner Books, and Fewer Manual Reviews

154 Features Across All Plans

Not sure how we compare?

See your real cost vs QuickBooks & Xero

Frequently Asked Questions

Ready to automate your bookkeeping?

Feature	Web	Mobile
AI-Powered Chart of AccountsNew Import existing COA – AI maps & retains your codes for easy onboarding	Included	Included
Journal Entries with Auto-Reversing Schedule reversals for accruals & prepayments	Included	Included
Unlimited Categorization Rules Set once, auto-apply forever	Included	Included
Class Tracking (4 Categories, 100 Options Each) Track by department, product line, or any dimension	Included	Included
Multiple Locations & Sub-Locations Consolidated or separate reporting per location	Included	Included
Projects & Job Costing Track profitability per project	Included	Included
Multi-Currency with Auto FX Gain/LossNew Automatic foreign exchange calculations	Included	Included
1099 Contractor ManagementSoon	Soon	Soon