Branded software for bookkeeping businesses of every size

Bookkeepers spend most of the month in the same few tasks: coding transactions, reconciling accounts, recording bills and invoices, then producing reports. HelloBooks covers each of those, with AI suggesting categories so the coding moves faster. There is no need to stitch together several tools just to get one client’s month finished and out the door.

For a solo bookkeeper, that simplicity is the main attraction. For a team, the firm console adds a shared view of every client, with close status and items waiting, so work can be divided cleanly and nobody duplicates effort on the same account in the same afternoon. As the business grows, that shared list becomes the backbone of how the week gets organized.

Many bookkeeping businesses start with one person and grow by adding a helper, then another. Per-seat software pricing makes each of those steps more expensive. The White-Label License includes unlimited staff, so you can hire when the work justifies it without recalculating your software costs every time someone joins.

Your costs instead follow your client list. Each client company sits on a published HelloBooks plan at your firm discount, and you add the flat license on top. That keeps the maths simple enough to explain to a spouse, a business partner or a lender without drawing a spreadsheet. When a client leaves, their plan goes with them, so costs shrink as naturally as they grow.

Independent bookkeepers often compete with larger firms and with do-it-yourself software. A branded platform helps you stand out from both. Clients sign in to software that carries your name, receive invoices and reports on your templates, and come to see your business as the place their numbers live.

We are accepting founding firms now, and bookkeeping businesses are welcome. Onboarding takes about two working weeks, after which your branded software is live on a hellobooks.ai subdomain. Your own domain and email from your domain follow at full launch, once that part of the product is ready. Founding firms also get a direct line to the people setting up their branding, which suits owners who prefer to talk to a person rather than a ticket queue.

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.