Private-label accounting software for firms that sell a service

Building accounting software in-house is a multi-year engineering project that has nothing to do with serving clients well. Recommending someone else’s branded software is easy, but it sends your clients to a vendor who may later market directly to them. A private label sits between those two options, giving you a product of your own without the cost of building one.

For a firm owner, the practical upside is control over the story. When you pitch a prospect, you are presenting your firm’s platform and your firm’s process. The software stops being a line in someone else’s partner directory and becomes part of what makes your practice different from the office down the street.

The label covers the parts clients notice: the app name, the logo, the color scheme, the sign-in page, and the document templates behind invoices, statements and reports. Your firm’s web address runs on a hellobooks.ai subdomain from the first day of use. Your own domain, plus email from that domain, is part of full launch and is not live yet.

What stays underneath is the working product. Categorization suggestions, reconciliation, invoicing, bills and reports all run on the HelloBooks engine, and multi-entity support is there on the higher plans for owners with several companies. You put your name on something complete, rather than on a thin front end that forces staff to finish the job in another system.

• App name and logo across the product
• Brand colors throughout the interface
• A sign-in page that shows your firm
• Invoice, statement and report templates

You pay a flat monthly license to HelloBooks, and each client company sits on a published plan that your firm buys at a firm discount. Your clients pay you, on whatever terms your engagement letters already set. HelloBooks never bills them and has no reason to contact them about their subscription.

That arrangement suits firms that want recurring software revenue without becoming a software company. Your margin is the gap between your client price and your discounted plan cost, and the license fee stays flat whether you run ten staff or forty. Founding firms are being accepted now, with onboarding taking about two working weeks.

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.