---
description: Review of HelloBooks Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: HelloBooks | Reviews, Pricing & Demos - SoftwareAdvice NZ
---

Breadcrumb: [Home](/) > [Billing and Invoicing Software](/directory/263/billing-invoicing-software/software) > [HelloBooks](/software/530457/HelloBooks)

# HelloBooks

Canonical: https://www.softwareadvice.co.nz/software/530457/HelloBooks

> HelloBooks is an AI-powered bookkeeping software designed to streamline financial management tasks for small and medium-sized businesses. It is used across various industries, including healthcare, manufacturing, construction, restaurants, online retail, and professional services. Accounting firms and CPAs also use the software to manage multiple client accounts through a dedicated dashboard.

The software includes automated transaction categorization and bank reconciliation, connecting to numerous U.S. financial institutions. It provides real-time financial reporting, including profit and loss statements, balance sheets, cash flow reports, and accounts payable and receivable aging reports. Features include invoicing and billing with support for recurring transactions, expense claim workflows with approval processes, and multi-currency operations with automatic foreign exchange conversion. Additional tools include three-way matching for purchase orders, bills, and goods receipt notes, inventory management using FIFO, LIFO, and weighted average methods, and project-based job costing.

The platform supports unlimited users with role-based permissions and multi-entity management for businesses with multiple companies. It offers API access for custom integrations. Security measures include SOC 2 Type II certification and SSL encryption. The software is cloud-based and includes mobile applications for iOS and Android devices that sync across platforms.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: MERU Technosoft

## Commercial Context

- **Starting Price**: US$399.00
- **Pricing model**: Flat Rate (Free Trial)
- **Pricing Details**: HelloBooks offers a single all-inclusive plan — HelloBooks Complete — at $399/month per entity (billed monthly). This plan includes unlimited transactions, unlimited users, web app access, and Android mobile app access. All AI-powered features are included: AI Accounting Agent for data entry and invoice automation, CFO Agent for financial analytics and insights, OCR scanning for receipts and bills, bank reconciliation with 95%+ auto-matching, recurring invoices, expense management, inventory tracking, and advanced reporting.

A 30-day free trial is available with full feature access and no credit card required. Subscriptions auto-renew monthly until cancelled — cancel anytime with no cancellation fees. Each business entity requires a separate subscription. Priority phone support is available Monday-Friday, 9AM-6PM EST. 12-month price lock guarantee is included. SOC2 Type II certification ensures enterprise-grade security for all financial data.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Android (Mobile)
- **Supported Languages**: English
- **Available Countries**: India, United States

## Features

- AI Copilot
- API
- Accounting
- Accounting Integration
- Accounts Payable
- Accounts Receivable
- Audit Trail
- Bank Reconciliation
- Budgeting/Forecasting
- Cash Management
- Compliance Management
- Configurable Workflow
- Currency Management
- Customisable Reports
- Dashboard Creation
- Data Import/Export
- Data Security
- Data Visualisation
- Electronic Payments
- Encryption

## Integrations (2 total)

- Odoo
- Xero

## Support Options

- Email/Help Desk
- FAQs/Forum
- Phone Support
- Chat

## Category

- [Billing and Invoicing Software](https://www.softwareadvice.co.nz/directory/263/billing-invoicing-software/software)

## Related Categories

- [Billing and Invoicing Software](https://www.softwareadvice.co.nz/directory/263/billing-invoicing-software/software)
- [Accounting Software](https://www.softwareadvice.co.nz/directory/4220/accounting/software)
- [Financial Management Software](https://www.softwareadvice.co.nz/directory/3401/financial-management-system/software)

## Alternatives

1. [QuickBooks Online](https://www.softwareadvice.co.nz/software/393202/quickbooks-online) — 4.3/5 (8429 reviews)
2. [QuickBooks Enterprise](https://www.softwareadvice.co.nz/software/49801/qb-enterprise) — 4.5/5 (20631 reviews)
3. [Xero](https://www.softwareadvice.co.nz/software/2976/xero) — 4.4/5 (3286 reviews)
4. [QuickBooks Desktop](https://www.softwareadvice.co.nz/software/17316/quickbooks-pro) — 4.4/5 (2556 reviews)
5. [TaxDome](https://www.softwareadvice.co.nz/software/335839/taxdome) — 4.7/5 (3592 reviews)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/530457/HelloBooks)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/530457-HelloBooks/> |
| en-AU | <https://www.softwareadvice.com.au/software/530457/HelloBooks> |
| en-GB | <https://www.softwareadvice.co.uk/software/530457/HelloBooks> |
| en-IE | <https://www.softwareadvice.ie/software/530457/HelloBooks> |
| en-NZ | <https://www.softwareadvice.co.nz/software/530457/HelloBooks> |

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