# HelloBooks Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about HelloBooks Software - reviews, pricing plans, popular comparisons to other Bookkeeper products and more. Source: https://www.capterra.com/p/10046010/HelloBooks --- # HelloBooks Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on June 11, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) HelloBooks ## What is HelloBooks? HelloBooks is AI accounting and bookkeeping software with a built-in AI bookkeeper that does the work — not just answers questions. Cleanup mode: point it at a messy QuickBooks file or pile of uncategorized transactions; it backfills categorization, matches transfers, reconciles. What firms charge $1,500+ to clean up, the agent does in an afternoon. Ongoing bookkeeping: runs daily on your bank feed — categorizes, applies your rules, drafts journal entries, prepares P&L and balance sheet. Bank feeds: 11,000+ US banks via Plaid; SMS feed + AI statement upload for India. Two-way QuickBooks sync for migration. Also includes invoicing, AP automation, multi-currency, multi-entity, inventory, manufacturing, CPA practice dashboard. Multi-country tax: US sales tax (Avalara), 1099, UK MTD, Australia BAS, Canada GST, India GSTR + e-invoice + TDS. A modern QuickBooks, Xero, Wave alternative. From $4.99/mo. Free 30-day trial. hellobooks.ai ## What is HelloBooks used for? [Bookkeeper](https://www.capterra.com/bookkeeper-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $9.99 Usage Based, Per Month Free trial available 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://hellobooks.ai/&name=HelloBooks) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Access Controls/Permissions Define levels of authorization for access to specific files or systems 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 ACH Payment Processing Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) HelloBooks 51 features Define levels of authorization for access to specific files or systems Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Integrate with a third-party accounting system Track money owed to a company's creditors/suppliers Track outstanding invoices and the money owed from clients Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) Dashboard to view the status of ongoing processes, identify current incidents and track past activities A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Application programming interface that allows for integration with other systems/databases Compare and match accounting/financial records with corresponding bank statements Create, manage, and send invoices or bills to customers Create budgets based on historical data and future projections Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Organize and group data or items based on various criteria Accept and process credit card transactions Pre-designed layouts that can be customized to match preferences and requirements Import and export data to and from software applications Store and organize documents in a centralized system Electronically collect payments for goods or services Estimate expected cost based on various factors before a project begins Attaching relevant receipts or supporting documents to submit expenses for reimbursement Monitor and record expenses such as purchases or charges incurred Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Plan, manage, and track the financial activities of an individual or organization Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history Centralized accounting record which tracks all financial transactions Use AI to generate content in the form of text, images, videos, etc. A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time Captures invoice data and maintains comprehensive records for auditing and reporting purposes Creation, processing, verification, and execution of invoices till the payment is made Access software remotely via mobile devices Manage and handle various international currencies Tracking, managing, and initiating the transfer of funds for overdue customer payments Reconcile payments with corresponding invoices or orders for accounting purposes Manage employee salary processes, data, taxes, and records administration efficiently A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time Create, send, and track purchase orders and their statuses Receive data and information in real time Upload, track, and submit receipts in a central database Automated process of charging customers at regular intervals for repeated access or use of a product or service Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it. Calculation of consumption tax imposed on the sale of goods/services Track the amount of money spent on a certain product or with a certain supplier Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Implementation of various strategies to manage tax obligations via planning and maintaining compliance Set up connections to third-party platforms to improve business processes Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. Get Advice We can help you find the software with the features you need. ## Pricing Free Trial Free Plan $0.00 It includes: - 500 AI credits/month - All 154 features - Up to 3 users - 1 bank account + 1 credit card - Unlimited invoices, bills & quotes - AP/AR aging reports - P&L, Balance Sheet, Cash Flow - Full mobile app (iOS & Android) - "Powered by HelloBooks" badge Pro $9.99 Usage Based,Per Month It includes: - 1,500 AI credits/month - AI auto-categorization (95%+ accuracy) - Unlimited bank connection - Unlimited bank connection - Multi-entity management - 3-way matching (PO / Bill / GRN) - Custom report builder - API access - Recurring invoices, bills & approvals - Multi-currency with auto FX - Remove "Powered by" badge - Priority email support CPA / CA Partner $59.99 Other,Per Month It includes: - Unlimited AI credits - White-label option - Multi-client dashboard - Bulk AI operations - Partner commission (10%) - Co-branded landing page - Priority phone support - Dedicated account manager - Quarterly business review ## Integrations [ Stripe](https://www.capterra.com/p/123889/Stripe/)[ Razorpay](https://www.capterra.com/p/179263/Razorpay/)[ Tally](https://www.capterra.com/p/10032029/Tally/) 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.