--- title: "HelloBooks Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about HelloBooks Software - reviews, pricing plans, popular comparisons to other Waste Management products and more." source_url: "https://www.capterra.com/p/10031688/HelloBooks/" page_type: "product" language: "en" --- # HelloBooks Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) HelloBooks ## What is HelloBooks? HelloBooks is a cloud-based financial management tool that automates financial tasks and delivers real-time insights for businesses. The system features automatic transaction categorization, OCR scanning capabilities, AI-based reporting, and real-time financial monitoring tools that analyze spending patterns and predict cash flow. HelloBooks includes invoice creation through AI interaction, integration with popular accounting platforms such as QuickBooks, Tally, Xero, Zoho, and Odoo, and mobile accessibility for managing finances remotely. The software provides transaction history analysis, fraud alerts, and cash flow predictions while reducing manual data entry. HelloBooks stores financial data securely in the cloud and offers task management features to streamline communications and workflows. ## What is HelloBooks used for? [Waste Management](https://www.capterra.com/waste-management-software/)[Accounting](https://www.capterra.com/accounting-software/)[Financial Management](https://www.capterra.com/financial-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $399 Flat Rate, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for HelloBooks?[Manage this product listing](https://www.g2.com/products/iwdms/claim_requests/new?auto=true) ## HelloBooks Overview Updated September 2026 AI summary HelloBooks offers cloud-based accounting and financial management for organizations of all sizes, supporting core functions like general ledger, financial reporting, bank reconciliation, and budgeting. With features such as AI Copilot, customizable workflows, real-time analytics, and integrations with platforms like Odoo and Xero, it enables businesses to manage finances, invoicing, and compliance efficiently via web and Android access. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### HelloBooks 0.0 VS. [4.4 (3,329)](https://www.capterra.com/p/120109/Xero/reviews/) Starting Price $399 Flat Rate, Per Month Starting Price $25 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.4 (7,763) Value For Money 0.0 (0) Value For Money 4.2 (6,671) Customer Service 0.0 (0) Customer Service 4.0 (6,376) ## HelloBooks alternatives [4.3 (717)](https://www.capterra.com/p/76/Intacct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [4.2 (2,073)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) [4.3 (8,529)](https://www.capterra.com/p/190778/QuickBooks-Online/reviews/) Starting price $38.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/190778/QuickBooks-Online/) Highest Rated [FreshBooks](https://www.capterra.com/p/142390/FreshBooks/) [4.5 (4,529)](https://www.capterra.com/p/142390/FreshBooks/reviews/) Starting price $21.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/142390/FreshBooks/) ## FAQs about HelloBooks Overview ### What company size and specific industries is HelloBooks built for? HelloBooks is designed for small and medium-sized businesses, including startups and freelancers, as well as remote teams. It also targets healthcare providers, construction firms, restaurants, and manufacturing companies that need AI-powered bookkeeping and accounting support. Features and Usability ### What are the key features of HelloBooks? HelloBooks offers accounting features such as general ledger, accounts payable, accounts receivable, bank reconciliation, cash management, and tax management. It also includes invoice creation, invoice processing, and online invoicing, plus financial reporting, customizable reports, real-time analytics, audit trail, user management, and third-party integrations. Pricing ### How much does it cost and what fees or limitations are included? HelloBooks starts at $399 per month for the HelloBooks Complete flat-rate plan. It includes unlimited transactions, unlimited users, web and Android access, and 50 free AI credits. A 30-day free trial is available, and the price lock guarantee lasts 12 months. Integrations ### Which third-party tools and platforms does HelloBooks integrate with? HelloBooks integrates with 2 third-party platforms: Odoo and Xero. These accounting and business management integrations connect HelloBooks to core financial and operational systems, making it easier to keep records aligned across related workflows. Getting Started and Support ### What training and onboarding options does HelloBooks offer? HelloBooks provides live online sessions, documentation, and videos to help teams get started. Live online sessions offer guided setup support, documentation gives written reference material for checking steps and features, and videos support self-paced learning and review at any time. Getting Started and Support ### What customer support options does HelloBooks offer? HelloBooks provides email/help desk support, FAQ/forum resources, phone support, and chat. No reviewer feedback about support is available here, so the support experience cannot be assessed from user comments. The listed channels indicate multiple ways for users to seek help. ## Features AI summary Based on 1,574 Waste Management reviews Capterra data shows that buyers of Financial Management software rank the following features as their top priorities: - **General Ledger** (**59%** of reviewers rated this feature as critical) - **Financial Reporting** (**49%**) - **Accounting** (**61%**) HelloBooks supports all three features that reviewers rate most highly: **General Ledger**, **Financial Reporting**, and **Accounting**. Together, these capabilities help businesses keep financial records accurate, track performance clearly, and manage core accounting tasks with confidence, allowing teams to make informed decisions and maintain better control over day-to-day finances. Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Accounting Integration Integrate with a third-party accounting system Accounts Payable Track money owed to a company's creditors/suppliers Accounts Receivable Track outstanding invoices and the money owed from clients AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users API Application programming interface that allows for integration with other systems/databases HelloBooks 42 features ### All Features - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Accounting Integration: Integrate with a third-party accounting system - Accounts Payable: Track money owed to a company's creditors/suppliers - Accounts Receivable: Track outstanding invoices and the money owed from clients - AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users - API: Application programming interface that allows for integration with other systems/databases - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Bank Reconciliation: Compare and match accounting/financial records with corresponding bank statements - Budgeting/Forecasting: Create budgets based on historical data and future projections - Cash Management: Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Configurable Workflow: Configure existing workflows to meet your organization's needs - Customizable Reports: Alter the layout and content of reports - Dashboard Creation: Creation and customization of dashboards - Data Import/Export: Import and export data to and from software applications - Data Security: Protect sensitive data for digital privacy - Data Visualization: Graphical representation of data - Electronic Payments: Electronically collect payments for goods or services - Encryption: Convert data into a code for security - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Financial Reporting: Generate reports to assess the financial performance of an organization - General Ledger: Centralized accounting record which tracks all financial transactions - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Invoice Creation: Create invoices from scratch or have recurring invoices - Invoice History: Store and view prior invoices for each account/client - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Invoice Processing: Creation, processing, verification, and execution of invoices till the payment is made - Mobile Access: Access software remotely via mobile devices - Multi-Currency: Manage and handle various international currencies - Online Invoicing: Create, send, and view electronic invoices - Predictive Analytics: Predict future data based on historical data sets - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Reporting: Active reporting of data and metrics - Tax Management: Implementation of various strategies to manage tax obligations via planning and maintaining compliance - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Transaction History: Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period - Transaction Monitoring: Monitor or audit historical and current transactions to analyze customer account activities - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data --- Get Advice We can help you find the software with the features you need. ## Pricing Free Trial [View pricing plan details](https://www.capterra.com/p/10031688/HelloBooks/pricing/) HelloBooks Complete $399.00 Flat Rate,Per Month It includes: - AI Accounting Agent - CFO Agent - OCR Receipt Scanning - Bank Reconciliation - Unlimited Users - 30-Day Free Trial ## Integrations [ Xero](https://www.capterra.com/p/120109/Xero/)[ Odoo](https://www.capterra.com/p/135618/Odoo/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.