White-label online bookkeeping software your clients sign in to at your address

A client visits your firm’s address, sees your logo and app name, and signs in. From there they can upload bank statements and receipts straight into their own books, check which of their invoices are outstanding, review bills and open the reports your team has prepared. Everything they look at reflects the current state of their ledger.

For clients who have only ever mailed a folder of papers at year end, this is a gentle change. They are not asked to do bookkeeping; they are asked to drop documents in one place and look at results when they are curious. Your staff remain responsible for the categorizing, reconciling and review that turn those uploads into finished books.

• Upload statements and receipts into their own books
• See outstanding invoices and bills
• Open reports prepared by your team
• Work from a computer or a phone browser

When statements and receipts go directly into the client’s ledger, your team stops downloading attachments, renaming them and filing them by hand. Requests like “can you send me last quarter’s profit and loss” fade, because the client can open the report themselves. Questions about whether a particular invoice was paid are answered by the invoice status the client can already see.

The quieter inbox is not only about saving time. Documents no longer get lost in personal mailboxes when a staff member is away, and there is less risk of working from an outdated file someone sent weeks ago. The firm console then shows each client’s close status and the items waiting, so follow-ups are targeted.

The sign-in page, app name, logo and colors are your firm’s, and so are the document templates used for invoices and reports. Your web address runs on a hellobooks.ai subdomain from day one. At full launch you can switch to your own domain and send email from your firm’s domain, so reminders arrive from an address clients already recognize.

On the commercial side, each client stays on a published HelloBooks plan with your firm discount, and you bill clients at your own price. HelloBooks bills only your firm. Setup takes about two working weeks, after which you can start inviting clients to their branded online books.

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.