AI-Powered Transaction Categorization for
Streamline your workflow with automated transaction categorization. Upload your bank statement and let our AI handle the rest including payee detection, account categorization, and rule-based automation.
SOC 2
Compliant & Secure
Why Categorize by HelloBooks?
Save hours of manual work
Automate bookkeeping tasks and free valuable time for business growth.
Eliminate human error
Achieve consistent accuracy with AI-driven categorization and reporting precision.
Built for accountants, bookkeepers & business owners
Tailored features designed to meet every professional’s unique financial needs.
Scalable for small businesses and large firms alike
Flexible system that adapts seamlessly to any stage of business growth.
Works seamlessly with your financial software
Smooth integration ensures no disruption to existing tools and workflows.
How It Works4-Step Process
Follow steps sequentially, reach a consistent final result.
Upload Your Bank Statement
Easily import your PDF, CSV, or Excel bank statements. Our AI engine immediately begins processing
Automatic Data Extraction & Categorization
Each transaction is automatically enriched identifying missing payees and assigning account categories using smart financial data enrichment techniques.
Review, Approve, or Automate
Use customizable rules to automate recurring entries. Review flagged transactions with built-in filters and client collaboration tools.
Examine and easily reconcile
To swiftly examine categorized transactions, make use of the sorting, built-in filters, and recent activity tracking features. Ask Client status prompts allow you to work with clients in real time, spot duplicates, and flag entries that seem suspicious. To guarantee accuracy, our AI also facilitates bill matching and reconciliation.
Key Features Section
Built for Speed. Powered by AI. Loved by Bookkeepers.
AI-Powered Financial Transaction Categorization
Forget manual entries — our AI learns from past data and ensures every transaction is categorized correctly.
Custom Rules Engine
Set logic like: “If Vendor = A, set Category = Purchases & Status = Approved.” Rules apply instantly to matching transactions.
Financial Data Enrichment
Missing a payee or category? No problem. Our system enriches incomplete data using historical intelligence and machine learning.
Advanced Filters & Sorting
Filter by duplicates, GST, “to verify,” and more. Sort by date, amount, payee — whatever speeds up your process.
Bill Matching & Reconciliation
Automatically match payments to bills like Xero. Get your accounts reconciled faster than ever.
Auto-Match Engine
Recurring payments? Our system detects patterns and applies the right category without lifting a finger.
Seamless Export to
Your Accounting Software
QuickBooks Online
Direct export with proper chart of accounts mapping
Xero
Excel/CSV Export
Bank Feeds
Bank-Level Security & Compliance
Your clients’ financial data is protected with enterprise-grade security measures
SOC 2 Type II Compliant
Independently audited security controls and data protection standards
256-Bit Encryption
Secure Cloud Infrastructure
Hosted on AWS with 99.9% uptime SLA and automated backups
Role-Based Access
Trusted by Accounting Professionals
Souvin Martinez, CPA
Martinez & Associates
Robert Johnson
Senior Bookkeeper, ABC Corp
The ROI is Immediate
See how HelloBooks pays for itself in the first month
15 hours/week × $40/hour = $2,400 in billable time recovered per month
Process client backlogs in hours instead of weeks, increasing capacity
Eliminate categorization mistakes and reduce review time significantly
Handle 5x more clients without hiring additional staff members
Simple, Transparent Pricing
Starter
Perfect for small firms getting started
$9.99
Free/month
Up to 50 transactions
Up to 50 transactions
- Up to 50 transactions/month
- QuickBooks Online export
- Xero export
- CSV/Excel export
500 transactions free • No credit card required
Business
Perfect for small businesses and solo practitioners
$399.99
$10/month
Up to 500 transactions
- Up to 100 treansactions per company per month
- QuickBooks Online export
- Xero export
- CSV/Excel export
- Email support
500 transactions free • No credit card required
Up to 2000 transactions a month
Professional
Designed for CPAs, bookkeepers, and accounting firms
$30/month
Up to 2000 transactions a month
- Up to 2,000 transactions/month
- All Business Plan Features
- Multi-client management
- Advanced custom rules
- Priority phone support
- Dedicated account manager
500 transactions free • No credit card required
Enterprise
For large organizations
Custom
Custom transactions/month
- Custom transactions/month
- Custom Price
500 transactions free • No credit card required