A white-label accounting platform that carries your firm’s name, not ours

Clients reach a sign-in page with your logo and your app name at the top. Inside, the colors match your brand, and the invoices, statements and reports they send or download use your document templates. Nothing in the daily flow asks them to learn another vendor’s name, so the software feels like an extension of the service they already pay you for every month.

Behind that surface sits the full HelloBooks platform: AI categorization of bank transactions, bank reconciliation, invoicing, bills and financial reports, with multi-entity support on the higher plans. Your team gets the same tools the product is built around, which means you are not handing clients a stripped-down portal while the real work happens somewhere else.

The firm pays HelloBooks a flat monthly license for the platform’s branding layer and the firm console. Each client company sits on one of the published HelloBooks plans, and your firm receives a firm discount on every one of those client plans. HelloBooks invoices only your firm; it never sends a bill to your clients or contacts them about pricing.

That split keeps the commercial conversation in your hands. You can fold the software into a monthly bookkeeping fee, list it as a separate line, or offer it free to your top tier of clients. Whatever you choose, the margin between your price and your discounted plan cost belongs to the practice rather than to a software reseller.

Onboarding takes about two working weeks. During that window we set up your app name, logo, colors, sign-in page and document templates, and your firm’s web address goes live on a hellobooks.ai subdomain from day one. Your own domain, along with email sent from your domain, arrives at full launch rather than today, and we will tell you exactly when it is ready.

We are accepting founding firms now. Founding firms get onboarded while the program is still small, which means direct access to the people setting up their branding and a voice in how the firm console develops. If you want your clients working in your own software before your next busy season, this is the stage to start.

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.