White-label financial reporting that arrives under your firm’s brand

A report is only as good as the books behind it. HelloBooks keeps those books current with AI categorization and bank reconciliation, which your staff review and approve. By the time you run a report, the transactions have been coded and matched, so fewer figures need correcting before you send it. A reviewer can spend their time on the unusual movements that deserve a comment, rather than on chasing a miscoded fuel receipt.

For firms managing clients with more than one company, multi-entity support on the higher plans means you can keep related businesses organized without juggling separate systems. Each company still produces its own reports from the same branded environment. That matters for owners who hold a trading company alongside a property company, because you can prepare both sets of figures in one sitting without swapping logins.

Your firm’s report templates sit alongside your invoice and statement templates, set during onboarding. Clients who share a report with a bank manager or an investor are passing on a document that points back to your practice, which is useful marketing you did not have to plan.

Clients can also sign in to your branded software and open reports themselves. That reduces the routine emails asking for last month’s figures and lets meetings start from the numbers everyone has already seen. Owners who check their position between meetings also tend to arrive with sharper questions, which makes the conversation more useful for both sides.

When report production is quick, the time you save can go into explaining what the figures mean. Firms that want to move clients toward advisory packages often find that a reliable, branded monthly report is the natural starting point for that conversation.

Because you bill clients directly and HelloBooks bills only your firm, you can price reporting however fits your services. Some firms include it in bookkeeping; others make a richer monthly pack part of a higher tier. Either way, the pricing decision sits with the partner who knows the client, not with a software vendor’s published list.

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.