White-label accounting for Illinois CPA firms

Chicago sits at the center of the nation’s rail and trucking networks, and the suburbs are full of distributors, freight brokers and warehouse operators. Their books carry high volumes of vendor bills and customer invoices. When reconciliation falls behind, owners lose track of who owes what.

HelloBooks handles AI categorization and bank reconciliation, holding uncertain items for a reviewer, with invoices and bills in the same ledger. Your firm console shows every client’s month-end status. Reviewers in Naperville or Schaumburg can see which distribution clients have items waiting and clear them in one pass.

Corn and soybean operations across central Illinois spend heavily in spring and wait on harvest or marketing decisions in the fall. Equipment dealers and elevators along the same roads follow that cycle. Farm families often hold land and operations in separate entities, and lenders want current statements for each.

Multi-entity support is available on the higher HelloBooks plans, keeping each ledger distinct while your firm reviews them together. Any question about farm tax treatment or Illinois compliance remains with your firm; HelloBooks does not give tax advice and does not file on anyone’s behalf.

Firms that gather through the Illinois CPA Society include everything from Loop practices to small-town offices. The White-Label License works the same for each: a flat monthly fee, unlimited staff, and your firm’s app name, logo, colors, sign-in page and templates. A hellobooks.ai subdomain is available from day one, with your own domain and email at full launch.

Each client stays on a published HelloBooks plan with a firm discount, and your firm bills clients at the price it chooses. HelloBooks sends invoices to the firm alone. Client data is owned by your firm and exportable, and founding firms are being accepted now.

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.