Are quotes, invoices and bills limited on Free?

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

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.

Can I estimate my self-employment tax?

Yes, with our free self-employment tax calculator. It runs in your browser.

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 · Tutors and coaches

Free bookkeeping for tutors and coaches

Sessions add up to lots of small invoices and the occasional family that forgets to pay. HelloBooks Free gives you unlimited invoices and email payment reminders at $0/mo.

Start free, no credit card Everything on the Free Plan

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

Invoice sessions and packages

Invoice per session, per week or per package. Every invoice lands in AR aging, and email payment reminders go to anyone past due; there is no cap.

A simple P&L for tax time

Connect your business account as the live bank feed, categorize books, software and travel, and run a P&L at the end of the year for your Schedule C.

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

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.
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.
Can I estimate my self-employment tax?: Yes, with our free self-employment tax calculator. It runs in your browser.
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.