White-label accounting for SaaS companies whose books your firm closes

Annual prepayments land in one month and belong to twelve. Your staff record billings, and your firm decides the deferred revenue schedules and recognition policy. AI categorisation handles cloud hosting, software subscriptions and contractor invoices, while bank reconciliation keeps card and payout accounts tied to statements.

The firm console shows every startup with its close status and review items. When a founder needs numbers for an investor update, you know at a glance whether their month is closed or still waiting on a stack of receipts.

• Record annual and monthly billings consistently
• Support deferred revenue reviews by your team
• Code hosting, tooling and contractor costs
• Report burn in a branded monthly pack

Board members expect financials that match the bank and do not change after the meeting. Your reviewers close the month in HelloBooks, and branded reports carry your firm’s templates into the board pack. Your firm remains responsible for revenue recognition conclusions, capitalised software decisions and tax matters such as research credits.

Startups hire fast and change finance contacts often. A single branded sign-in under your firm’s name gives each founder, operator and investor-appointed controller a consistent place to look. You can add unlimited staff with no per-seat charges as your SaaS client list grows.

Each startup stays on a published HelloBooks plan, and your firm receives a firm discount on every client plan. HelloBooks bills only your firm. You set your own fee, which lets you offer a lean package at the seed stage and a fuller close once a company has a board.

Companies that open a foreign subsidiary can move to higher plans with multi-entity support. Your firm owns the client data and can export it for due diligence or an audit. Founding firms are being accepted now for practices focused on software companies.

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.