Free Accounting Software for Consultants | HelloBooks Free accounting for consultants: send a quote, bill it as an invoice, chase late payers and watch AR aging. Unlimited invoices and quotes. $0, no card.
Free accounting for consultants, free bookkeeping software for consultants, consulting invoice and quote software free, for US independent consultants.
Consulting runs on proposals and receivables. HelloBooks Free takes you from quote to invoice to paid at $0/mo, with unlimited quotes, invoices and email payment reminders, and AR aging that shows who owes you what.
Free Plan with unlimited invoices, bills & quotes — no credit card.
Send a quote with your scope, rates and an expiry date. When the client accepts, create the invoice and pick the quote as its source document, so the lines carry over and both references stay linked for anyone who checks later.
The AR aging report groups unpaid invoices by how overdue they are. Unlimited email payment reminders on Free do the chasing, so you spend less time on awkward follow-ups and more time billing.
Retainer clients billed the same amount each month need recurring invoices, and overseas clients billed in their own currency need multi-currency; both are on paid plans.
Free includes 1 live bank feed, 2 users and free AI credits to get started. Data export, recurring invoices and multi-currency are on paid plans, and invoices sent from Free carry a small “Powered by HelloBooks” badge. Starter is $14.99/mo; Pro is $39.99/mo.
“AI categorizes every transaction automatically and learns from your corrections, so a small team keeps clean books without spending evenings on manual data entry.”
“For a practice managing dozens of client books, automated reconciliation turns a full day of matching into a background task — review the AI matches, approve, and move on.”
“Snap a receipt on your phone and the AI reads, categorizes, and files it — bookkeeping stays current even for people who would rather not think about numbers.”
Illustrative scenarios describing what the product does for each business type — not attributed customer reviews.
Free Plan with full access to the AI accountant — no credit card, no time limit.