Two partners, one set of books
Free includes 2 users, so both founders, or one founder and a bookkeeper, can work in the same ledger. Starter adds up to 5 users when you hire.
Free Accounting for Small Creative Agencies | HelloBooks Free accounting for small creative agencies: two users, quotes and invoices within 200 transactions, AR aging and reports. $0, no credit card.
Free accounting for agencies, free bookkeeping for creative agency, design studio accounting software free, United States.
Free Plan · Creative agencies
Free accounting for small creative agencies
A two-person studio needs proposals out, invoices paid and both partners in the books. HelloBooks Free covers it at $0/mo: 2 users, quotes and invoices within 200 transactions, and AR aging.
Free Plan with invoices within 200 transactions, bills & quotes — no credit card.
Quote, invoice, collect
Send a quote for each project, turn it into an invoice when it is approved, and watch AR aging for clients who drift past terms. Email payment reminders are unlimited.
- 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 the agency grows
Retainers billed automatically need recurring invoices, and overseas clients billed in their currency need multi-currency; both are paid.
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.”
“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.
FAQ
Frequently asked questions
- How many people can use the books on Free?
- 2 users. Starter allows up to 5 and Pro is unlimited.
- Can I bill a project in stages?
- Yes. Send one invoice per milestone; each sits in AR aging until paid.
- Can I send the same invoice every month automatically?
- Recurring invoices are on paid plans. On Free, send each retainer invoice yourself at month end.
Start automating your books today
Free Plan with full access to the AI accountant — no credit card, no time limit.