AI bookkeeping software for accounting firms, reviewed by your staff

When a transaction arrives, HelloBooks proposes where it belongs. A bookkeeper glances at the suggestion, accepts it if it is right, and fixes it if it is not. Across a month of client activity, that shift from typing to reviewing frees hours that can go into reconciliation, client questions or advisory work that clients actually notice and value.

The AI does not remove professional judgement. Staff still decide how unusual items should be treated, and a reviewer still signs off before reports go out. What changes is the starting point: instead of a blank ledger, your team begins each month with most of the routine coding already proposed and waiting for a quick check.

The benefit compounds at firm scale. With every client in the firm console, a bookkeeper can move from one company to the next and find each one with suggestions ready for review. The console’s count of items waiting shows where the most work remains, so time goes where it is needed first rather than to whoever emailed last. Over a few months, the suggestions become a steady rhythm that the whole team can plan around.

Because staff seats are unlimited, you can spread the review work across the team however suits you. Juniors can clear the straightforward suggestions while seniors take the clients with complex activity. Nobody needs to share a login to take part, and the license fee does not move when you add another reviewer to the rotation.

Clients rarely care which algorithm coded their fuel receipts. They care that their books are current and their questions get quick answers. When the software carries your app name, logo and colors, the speed that AI brings reads as your firm’s service improving, which supports your fees rather than inviting clients to wonder why they need you.

The same engine sits alongside bank reconciliation, invoicing, bills and reports, with multi-entity support on the higher plans. That means AI is not an isolated add-on bolted to another product. It is part of the full accounting system your clients sign in to under your name every month.

One flat license covers your brand, unlimited staff and the firm console. Your clients stay on published HelloBooks plans, and your firm gets 20% off each one. Founding firms go live first on a firm subdomain; your own domain and email from your domain follow at full launch.