Approve and run your books from Slack

Most “accounting in Slack” tools are expense bots: you snap a receipt, they hold it, and later they sync to a separate QuickBooks or Xero ledger you still have to reconcile. HelloBooks is different because HelloBooks is the ledger. The Slack assistant confirms categorizations, captures bills, and posts approved entries straight into the same books your accountant and dashboard use.

That means Slack becomes the approval and Q&A surface for your real accounting system — not a holding pen you empty later.

HelloBooks categorizes transactions automatically, but for a high-value or genuinely ambiguous one it would rather ask than guess. The assistant sends the right person a Slack message with the transaction, its suggested category, and the alternatives it considered. One click approves or corrects it — and your correction trains the categorizer for next time.

• High-value or low-confidence transactions routed to the right approver in Slack
• Suggested category plus the alternatives the AI weighed, with a reason
• Approve or recategorize in one click — the correction is learned
• Every decision is logged with an audit trail, not buried in a thread

Drop a receipt or supplier bill into a channel or DM and the assistant runs OCR, reads the vendor, amount, tax and date, and drafts a categorized entry. You confirm — the AI proposes, you approve, and only then does it post. Nothing is booked behind your back.

• Vendor, amount, GST/VAT and date extracted from the image or PDF
• A suggested account and category learned from your history
• Draft-and-confirm by design — no silent auto-posting
• Confirmed entries flow into reports and tax returns automatically

Ask “what’s our runway?”, “how much is outstanding from Acme?”, or “what’s this month’s GST liability?” and the assistant answers from your live data — because it is authenticated to your workspace. Answers respect permissions, so finance-only figures are only returned to people who are allowed to see them.

Each Slack user is mapped to a HelloBooks user, and the assistant acts within that user’s permissions — an approver can approve, a viewer can only ask read-only questions. It is not an open bot that exposes your books to the whole workspace.

It is billed on credits — a usage meter covering the AI work (OCR, categorization, answering) — rather than a per-seat licence. Slack is one of three channels for the same assistant; WhatsApp and email work identically.