White-label virtual bookkeeping software for remote-only firms

When your firm serves dozens of small businesses, the question each morning is which clients need attention today. Every client sits on one console list, each with its close status and a count of lines awaiting review. Your team works down that list instead of opening companies one by one to find out where they stand.

AI categorisation handles the routine lines for each client, and bank reconciliation matches the rest. Reviewers see only the transactions that need a human decision, which is what makes a high-volume bookkeeping practice sustainable without burning out the people doing the work.

• One list of every client’s close status
• Review queues that surface only exceptions
• Unlimited remote staff with no per-seat charges
• Branded reports sent to each client

Virtual firms often grow by adding contractors in different time zones. Because the license includes unlimited firm staff with no per-seat charges, adding a reviewer for a busy season is an operational decision, not a software budget discussion. Removing one later is just as simple.

Clients experience your brand from sign-in to monthly report. Your logo, colours and app name are on every screen, and invoices and statements use your templates. That consistency matters when your firm has never met most clients in person and the software is their main impression of you.

Each client stays on a published HelloBooks plan, and your bookkeeping firm is granted a discount on every plan. HelloBooks sends a single bill to your firm. You set your own client pricing, whether tiered by transaction volume or flat per month, and invoice clients directly.

Your firm owns client data and can export it at any time, including when a client outgrows bookkeeping and hires an in-house controller. Founding firms are being accepted now, a good match for remote practices that want the platform itself to carry their brand.

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.