White-label automated bookkeeping software built around an exceptions queue

Bank transactions land in each client’s ledger as they come in. The AI suggests a category for each line based on how that client’s books have been coded, and reconciliation matching pairs bank lines with recorded invoices, bills and entries. Anything that fits the established pattern moves along without a person touching it line by line.

Lines the system cannot place, or that look unusual for that client, drop into a review queue. A bookkeeper works through those exceptions, corrects or confirms them, and the corrections inform later suggestions. When the queue for a client is clear and the accounts reconcile, the month is ready for your reviewer to sign off and close.

• Transactions arrive in the client ledger
• AI proposes categories and matches bank lines
• Exceptions go to a review queue
• A reviewer signs off and the month closes

In a manual process, the effort per client grows with the number of transactions. When routine lines are coded automatically, effort follows the number of exceptions instead, which is usually far smaller and more interesting work. A bookkeeper can therefore look after more clients without the week turning into a data-entry marathon.

The work also becomes easier to share. Because every client’s queue sits in the same system, a manager can see where exceptions are piling up and move a reviewer to help, rather than waiting for someone to admit they are behind. Unlimited firm staff are included in the license, so rebalancing the team never involves buying seats.

The firm console lists every client with its close status and the number of items waiting. Instead of opening each company to see how far along it is, a partner can scan the practice and spot the clients whose queues have stalled. That visibility turns month end into a managed process rather than a scramble in the final days.

Clients see the automated work inside software carrying your app name, logo and colors, with reports on your document templates. Your firm pays a flat monthly license, clients stay on published HelloBooks plans at your firm discount, and you set client pricing. Onboarding takes about two working weeks, with founding-firm terms for firms signing before full launch.

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.