Family office accounting software for accountants, across every entity

A single family might have a holding company, several property companies, an aircraft entity and a foundation. Higher HelloBooks plans support multi-entity books, so each keeps its own ledger. The firm console lists every entity with its month-end close status and review items, which turns a sprawling structure into a manageable checklist.

AI categorisation and bank reconciliation handle routine activity like property expenses and management fees. Your reviewers focus on capital calls, distributions and intercompany transfers that need careful recording, since those are the entries family members and their advisors ask about most.

• Separate books for each family entity
• One console listing every entity’s status
• Careful review of intercompany transfers
• Branded reports for family members

Families value privacy. Your firm controls which staff work on which clients, and the family only ever sees your brand. Your firm owns the data and can export it, so records remain under your practice’s stewardship rather than scattered across providers.

Investment accounting, trust administration, consolidation and tax planning remain your firm’s responsibility and that of the family’s other advisors. HelloBooks provides reconciled books and reports as the foundation for that work, so each adviser starts from the same agreed numbers.

Each family entity stays on a published HelloBooks plan, and your firm receives its discount on every entity plan. HelloBooks sends its invoice to your firm, never to the family. You set a relationship fee that fits the family’s structure and invoice them directly.

Unlimited staff with no per-seat charges lets your team grow as the family adds entities or a younger generation starts its own ventures that need their own books. Founding firms are being accepted now for practices serving family offices of every size.

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.