Bookkeeping software for freelancers, on a platform that wears your brand

Groceries, a co-working pass and a client lunch can sit on the same statement. AI categorisation proposes business categories, and your reviewers mark personal spending as owner draws. Bank reconciliation keeps the account tied out, so a freelancer’s year does not turn into a shoebox at filing time.

With many small clients, the firm console becomes your daily list. It shows where every solopreneur stands on the month and which transactions are waiting on a reviewer, so you can process a dozen light months in an afternoon and spot the one person who has not uploaded a statement.

• Separate personal spending from business costs
• Send invoices from your branded app
• Keep every month reconciled, not just year end
• Hand over clean records for tax preparation

Solopreneurs often invoice from word processors and lose track of who has paid. Inside your branded platform they can send invoices on templates your firm designs, and payments show up during reconciliation. That habit alone saves many freelancers from chasing late clients months after the work.

Estimated tax planning and deduction questions still need a professional, and your firm stays responsible for that advice. HelloBooks gives you clean categories to work from. You can add staff freely, with no per-seat charges, when your solopreneur roster grows and one bookkeeper can no longer carry it alone.

Freelance clients each stay on a published HelloBooks plan, and a firm discount applies to every one you add. HelloBooks invoices your firm and nobody else. You set a simple monthly fee for solopreneurs and bill them yourself, which keeps the relationship and the margin inside your practice.

Data for each freelancer is owned by your firm and can be exported whenever a client needs records for a mortgage application or a move to incorporation. Founding firms can join today, which suits bookkeepers building a volume practice around independent professionals.

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.