AI for Retail

Retail Accounting That
Syncs with Every Sale.

Stop manual data entry between your POS and accounting software. HelloBooks automates retail bookkeeping by connecting sales, inventory, and expenses—giving you real-time visibility into your store's health.

Construction Dashboard

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Total Billings
$1.24M
+12%
Job Costs
$987K
+8%
Cash Position
$342K
+3%
Claims
5
2 new

Projects Summary

8
Active
14
Completed
2
On Hold
Contract Value$4.83M
Costs To Date$2.91M
Gross Margin
18.4%2.3%

WIP Analysis

Under-billed $19K

Retention

Total Retention
$241,250
Current
$128K
30 Days
$69K
60 Days
$33K
90+ Days
$12K

Upcoming Draws

Riverside Plaza
Feb 15, 2026 · Draw #6
$185,000
Ready
Metro Tower Ph2
Feb 20, 2026 · Draw #4
$142,000
Ready
County Bridge
Feb 28, 2026 · Draw #8
$96,500
Pending
Harbor Dock Ext
Mar 05, 2026 · Draw #3
$73,000
Draft

Compliance

SubcontractorInsuranceLien WaiverBond
Martinez Electric
Electrical
Solid Rock Concrete
Concrete
Apex Plumbing
Plumbing
Steel Frame Co
Structural
Hillside Grading
Earthwork
ProPaint LLC
Finishing
H
Terminal POS-01 Online
Cashier: Sarah C.
🥛

Amul Taza Milk 1L

₹54.00

🧈

Amul Butter 500g

₹285.00

🍞

Britannia Bread

₹45.00

🍜

Maggi Noodles 4pk

₹56.00

🥔

Lays Classic 52g

₹20.00

🥤

Coca-Cola 2L

₹96.00

Walk-in Customer

Standard Tier

Amul Taza Milk 1L

₹108.00

2

Britannia Bread

₹45.00

1
Subtotal₹153.00
Total₹153.00
POS & Billing Core

Lightning-Fast
Retail Checkout

Experience a terminal-grade POS interface built for high-volume retail. From barcode scanning to digital receipts, every click is optimized for speed and accuracy.

  • One-Click Item Entry

    Keyboard shortcuts and category hotkeys for peak hour efficiency.

  • Multi-Channel Receipts

    Automate delivery via WhatsApp, SMS, and Email instantly.

  • Integrated Payments

    Seamless reconciliation of Cash, Card, and UPI settlements.

Intelligent Payment Hub

Flexible Checkout,
Instant Collection

Give your customers the flexibility they demand. Process split payments, track partial collections, and manage store credit (udhaar) with enterprise-grade safeguards.

  • Multi-Tender Split Payments

    Combine Cash, Card, and UPI in a single transaction effortlessly.

  • Smart Partial Payments

    Accept deposits and auto-track the remaining balance on customer credit.

  • Credit (Udhaar) Safeguards

    Automated limit warnings and manager PIN overrides for high-risk sales.

HB

Payment Processing

Secure Gateway Live

Bill Total

₹2,450.75

Paid

₹1,500.00

Balance

₹950.75

Added Payments

Cash

Drawer A

₹500.00

Card

Visa *4242

₹1,000.00

Integrated with Stripe, Razorpay & UPI

HB

Pricing & Discounts

Active Strategy: Festive Rush

Margin Impact Analysis

Healthy Margin

New Price

₹4,050

Gross Margin

21.0%

Cost: ₹3,200MRP: ₹4,999

Price safety zone: ₹3,400₹4,999

Dynamic Pricing & Offers

Strategic Pricing
& Instant Discounts

Drive sales and clear inventory with intelligent discount presets and price override controls. Maintain margins with real-time impact analysis and manager approval workflows.

  • Automated Festival & Member Offers

    Apply complex multi-tier discounts in a single click during checkout.

  • Real-Time Margin Safeguards

    AI calculates profit impact instantly and flags prices below cost for approval.

  • Custom Clearance Workflows

    Quickly set liquidation rates for slow-moving stock to optimize floor space.

Retail Inventory Core

Live Stock Monitoring
& Batch Tracking

Eliminate shrinkage and never miss a reorder. Track inventory in real-time across multiple locations, manage documented stock adjustments, and monitor batch expiry dates automatically.

  • Real-Time Stock Pulsing

    Visual health monitors for every SKU with automated reorder alerts.

  • Audit-Ready Adjustments

    Document every stock-in/out with standardized reason codes and audit trails.

  • Batch & Expiry Intelligence

    Automated countdowns for perishables with visual risk detection.

HB

Inventory Management

Real-time Stock Control

Total Products

450

Low Stock Alerts

12

ProductStockStatus

Amul Taza Milk 1L

MLK-001

8 Pkt
Low Stock

Amul Butter 500g

BTR-002

28 Pcs
Normal

Britannia Bread

BRD-003

0 Pcs
Out of Stock

Maggi Noodles 4pk

NDL-005

68 Pkt
Normal

Auto-updated via POS Sync

Rajesh Kumar

CUST-001+91 98765 43210

Current Balance

₹12,500

Credit Limit

₹50,000

25%
DateReferenceDebitCreditBalance
05 Feb

INV-0234

Sale - Groceries

₹2,500₹12,500
03 Feb

RCP-0089

Payment - UPI

₹5,000₹10,000
01 Feb

INV-0198

Sale - Monthly supplies

₹8,500₹15,000
28 Jan

CN-0012

Return - Damaged

₹1,200₹6,500
Loyalty: 2456 Pts

Aged: 12 days O/S

Relationship & Credit

Intelligent Customer
Ledger Tracking

Master your customer relationships with centralized ledger history. Track credit (Udhaar) balances with automated limits, manage loyalty points, and gain deep insights into purchase patterns.

  • Running Balance Ledgers

    Full transaction history with debit/credit breakdown and real-time balance.

  • Smart Credit Controls

    Set individual credit limits and automate warnings when limits are reached.

  • Loyalty & Member Tiers

    Auto-calculate points and reward your most valuable customers instantly.

Returns & Exchanges

Flexible Returns,
Pristine Inventory

Handle returns and exchanges with professional speed. Reconcile against original receipts, track return reasons for quality control, and choose refund methods that suit your policy.

  • Receipt-Linked Processing

    Prevent fraud by verifying returns against original transaction data.

  • Reason & Condition Tracking

    Log why items return and decide whether to restock or write off.

  • Flexible Refund Methods

    Refund via Cash, UPI, Original Card, or issue automated Store Credit.

RET

Returns & Exchanges

INV-2026-0068 • Sneha Reddy

Select Items to Return

Amul Butter 500g

Purchased: 2₹285

₹285
1

Tata Tea Gold 500g

Purchased: 1₹285

₹285
0

Refund Summary

Items for Refund1
Total Refund₹285
Growth Engine

Specialized Retail Modules

Multi-Store Sync

Consolidated financials across all physical and digital store fronts.

Customer CRM

Track loyalty, purchase history, and lifetime value automatically.

Vendor Portal

Automate purchase orders and manage supplier payables seamlessly.

Dropshipping Support

Track third-party fulfillment and margins without complexity.

Intelligent Insights

Smarter Decisions with AI-Powered Retail Analytics

Our AI platform analyzes your store data to provide predictive insights and actionable recommendations. Optimize your inventory, manage seasonal fluctuations, and identify your most profitable SKUs automatically.

  • Harness the power of AI for category-specific insights.
  • Automate inventory forecasting and reorder logic.
  • Gain real-time visibility into multi-unit performance.

Sales Tracking

AI Predictions

Margin Analysis

POS Integration

Frequently Asked Questions

Grow Your Store with
AI Precision

Join thousands of retailers who have simplified their books and reclaimed their time. Start your 30-day free trial today.

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