White-label accounting software: your firm’s own books, under your name

Your clients rely on your advice, but most of them sign in to someone else’s software every day. Three problems follow from that, and a white-label license is built to remove all three.

Your clients sign in to “Smith CPA Books”, not to a software vendor. The sign-in page, invoices, statements and reports carry your firm’s name, logo and colors. HelloBooks runs underneath and never appears in front of them, so every login reinforces your firm rather than someone else’s brand.

That matters more than it sounds. When a client opens their books every week, the name on the screen is the name they associate with their numbers. With vendor-branded software, that is the vendor. With a white-label license, it is you, and switching away from your firm means leaving the software they know as yours.

HelloBooks, under your firm’s name, with the accounting built in.

Founding firms go live first on a web address like yourfirm.hellobooks.ai, with their name, logo and colors throughout. Your own domain, such as books.yourfirm.com, and email sent from your domain follow at full launch. The table below is the exact list, kept up to date as each part ships.

Every partner, manager and junior gets a seat at no extra cost, so hiring never raises your software bill. The firm console lists every client with its close status for the month and the items waiting for a person, which turns “who needs me this week” into a list rather than a round of emails.

The accounting is included, not bolted on. Transactions are categorized by AI, bank accounts are reconciled, invoices and bills run through the same books, and reports come out on your templates. Clients who run several companies can use multi-entity on the higher plans. Your team reviews the exceptions instead of keying data.

• Unlimited firm staff
• Firm console across every client
• AI categorization and bank reconciliation
• Invoicing, bills and financial reports on your templates
• You bill your clients at your own price

Transactions arrive from the client’s bank and uploads. The AI suggests categories and matches bank lines, and anything it is unsure about lands in your review queue. Your team clears the exceptions, sends invoices on your templates, and closes the month. The client sees the result at your firm’s address, with your name on every page.

Because routine coding is handled before anyone opens the file, the same team can look after more clients without the month-end crunch getting worse. The time goes to review, questions and advice, which is the work clients actually value and the work you can charge for.

1. 1

   Transactions arrive

   From the client’s bank and uploads.

2. 2

   AI codes them

   Categories are suggested and applied.

3. 3

   Your team reviews

   Only the exceptions need a person.

4. 4

   Invoices go out

   On your templates, under your name.

5. 5

   You close the month

   Reports carry your firm’s name.

The firm console lists every client company with its month-end status and the number of items waiting for a person. Open any client’s books from the list, add a client in minutes, and see at a glance who needs you before the month closes.

The license is $1,000 a month on a 12-month term. Each client company stays on a published HelloBooks plan, and your firm gets 20% off every one. HelloBooks bills only your firm; you decide what your clients pay, so the software can sit inside your monthly fee or appear as its own line.

Search for white-label accounting and most results are outsourced bookkeeping providers: their staff do the work and hand it back under your name. That is a service, not software. Partner programs from the big ledgers are a third option, with a discount but the vendor’s brand on every screen your client opens.

A white-label license sits between them. Your team keeps doing the work, with AI taking the routine coding, and the software your clients use is yours in name. Many firms combine models: an outsourced team can work inside your branded HelloBooks just as your own staff do.

It fits firms that keep the books for a steady roster of clients and want those clients inside software carrying the firm’s name: CPA firms with a bookkeeping line, bookkeeping practices, client accounting services teams and fractional CFOs who manage several companies.

It is not the right first step for a firm with only a handful of bookkeeping clients. The free Partner Program gives a reseller discount without a license fee, and moving up to white-label later is straightforward. It is also not an outsourced service: HelloBooks provides the software, not bookkeepers.

Day one is a kickoff call where we collect your logo, colors and domain. Within a few days your firm address is live with your brand. We import your first clients, train your team, and your first client signs in to your firm’s software by the end of the second week.

Your firm answers your clients, and HelloBooks supports your firm with a named contact. You own your client data and can export it at any time. If you leave, you keep read-only access for 60 days.

Firms that sign before full launch get founding-firm terms: the license at $750 a month for 12 months, no setup fee, and their first 5 client companies free for 12 months. In return we ask for a short case study after 90 days, your logo on our site and a monthly feedback call.

Guides, comparisons and pages for your firm’s specialty and location.