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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. invoices and quotes within 200 transactions. $0, no card.

Free accounting for consultants, free bookkeeping software for consultants, consulting invoice and quote software free, for US independent consultants.

Free Plan · Consultants

Free accounting software for consultants

Consulting runs on proposals and receivables. HelloBooks Free takes you from quote to invoice to paid at $0/mo, with quotes within 200 transactions, invoices and email payment reminders, and AR aging that shows who owes you what.

Free Plan with invoices within 200 transactions, bills & quotes — no credit card.

Quote to invoice without re-typing

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.

AR aging: know who owes you, and for how long

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.

  • Unlimited invoices, bills and quotes
  • Unlimited email payment reminders
  • 1 live bank feed through Plaid
  • Unlimited manual bank and card accounts
  • 2 users
  • Free AI credits to get started
  • AP/AR aging, P&L, balance sheet, cash flow
  • iOS and Android app

When a consultancy outgrows Free

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.

Export, recurring invoices and multi-currency are paid. Free invoices carry a “Powered by HelloBooks” badge. Starter is $14.99/mo per entity; Pro is $39.99/mo per entity.

How teams use HelloBooks

What HelloBooks does for businesses like yours

“AI categorizes every transaction automatically and learns from your corrections, so a small team keeps clean books without spending evenings on manual data entry.”
Small business · US
“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.”
Accounting practice · US
“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.”
Freelancer · mobile-first

Illustrative scenarios describing what the product does for each business type — not attributed customer reviews.

FAQ

Frequently asked questions

Can I turn a quote into an invoice?
Yes. On the invoice form, select the accepted quote as the source document and its lines carry over.
Are quotes and invoices limited on Free?
No. Quotes, invoices and bills are unlimited, and so are email payment reminders.
Can I bill retainer clients automatically?
Recurring invoices are on paid plans. On Free you can send each retainer invoice yourself as often as you need.

Start automating your books today

Free Plan with full access to the AI accountant — no credit card, no time limit.

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Free Accounting Software for Consultants | HelloBooks