A Clinked white label alternative that brands the books, not only the portal

Clinked’s white-label page lists a firm’s logo and brand identity, client workspace branding, hosting the portal on the firm’s own domain, sending portal notifications from the firm’s own email domain, and a white-label mobile app. Its core features are collaboration tools: files, tasks, approvals, messages and project updates inside branded workspaces, with an emphasis on secure document sharing.

For a firm whose main need is a polished, fully branded place to exchange documents and requests with clients, that is a strong set of features. It serves legal, finance and healthcare as well as accounting, so it is designed as a general collaboration portal rather than around bookkeeping workflows.

The HelloBooks White-Label License applies your app name, logo, colors, sign-in page and document templates to the ledger. Clients sign in to your firm’s software and see their categorized transactions, reconciled bank accounts, invoices, bills and reports there. AI categorization and bank reconciliation run inside the same product.

Your address starts on a hellobooks.ai subdomain from day one. Your own domain and email from your firm’s domain arrive at full launch, so firms that need those on the first day should plan around that timing. The firm console shows every client’s close status and items waiting, with unlimited staff.

A firm could keep Clinked for document collaboration and put client books in a branded HelloBooks ledger. That gives clients two branded destinations, which some firms accept for the depth each offers. Others prefer one login and let the ledger carry documents, invoices and reports.

On cost structure, HelloBooks charges the firm a flat monthly license, keeps each client on a published plan with a firm discount, and bills only the firm. You set your clients’ price. Compare that with Clinked’s current plan page, since its branding features are listed by plan.

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.