Are quotes, invoices and bills limited on Free?

No. Quotes, invoices and bills are unlimited on Free, and so are email payment reminders.

Does HelloBooks handle cottage food permits?

No. Permits and sales limits are set by your state; HelloBooks keeps your books.

Can I send the same invoice every month automatically?

Recurring invoices are on paid plans. On Free you can send each invoice yourself as often as you need.

Is it really free, and do I need a credit card?

Yes, it is a permanent $0 plan, not a trial. Sign up with an email; no card is collected and there is no end date.

What happens when the free AI credits run out?

Free includes free AI credits to get started. When they run out you can upgrade for more AI credits or keep categorizing by hand; paid plans can also top up with a credit pack. Invoices, bills, reports and your bank feed keep working either way.

Free Plan · Home bakers

Free accounting for home bakers and cottage food businesses

Custom cakes, farmers-market tables and wholesale orders to a local café. HelloBooks Free keeps the invoices, ingredient bills and a simple P&L in one place at $0/mo.

Start free, no credit card Everything on the Free Plan

Free Plan with unlimited invoices, bills & quotes — no credit card.

Small invoices, no cap

Invoice custom orders and café accounts; there is no limit on invoices or email payment reminders.

Ingredients and packaging

Categorize flour, butter, boxes and market fees from your live bank feed, or enter supplier bills. Your P&L shows what a month of baking actually earned.

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

Limits

Cottage food rules differ by state; check your state’s rules on what you can sell and where. HelloBooks keeps the books, not the permit.

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.

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

Are quotes, invoices and bills limited on Free?: No. Quotes, invoices and bills are unlimited on Free, and so are email payment reminders.
Does HelloBooks handle cottage food permits?: No. Permits and sales limits are set by your state; HelloBooks keeps your books.
Can I send the same invoice every month automatically?: Recurring invoices are on paid plans. On Free you can send each invoice yourself as often as you need.
Is it really free, and do I need a credit card?: Yes, it is a permanent $0 plan, not a trial. Sign up with an email; no card is collected and there is no end date.
What happens when the free AI credits run out?: Free includes free AI credits to get started. When they run out you can upgrade for more AI credits or keep categorizing by hand; paid plans can also top up with a credit pack. Invoices, bills, reports and your bank feed keep working either way.