HELLOBOOKS.AI
                     HELLOBOOKS.
AAI-IP​OWERED​BOOKKEEPING
TABLE​OF​
CONTENTS
• Overview​- An introduction to HelloBooks and its mission.
• Offerings​- Identifying reading challenges and presenting our AI solutions.
• Features​- Key functionalities of HelloBooks explained.
• Benefits​- Advantages of using HelloBooks for readers. 
• Industries​Served - Diverse sectors that benefit from HelloBooks. 
WHAT​IS​
HELLOBOOKS.A
I?
HelloBooks.ai delivers an AI-first approach to 
bookkeeping and financial automation. It 
automates categorization, reconciliation, and error 
cleanup, providing clean and accurate books. 
Designed primarily for SMBs, startups, and finance 
teams, it eliminates manual work and enhances 
overall accuracy and efficiency in accounting 
processes. 
OFFERINGS
THE​PROBLEM​WITH​MANUAL​ THE​HELLOBOOKS.AI​SOLUTION
BOOKKEEPING
Time-consuming manual entries Auto-categorized transactions
High error rates Real-time error detection & correction
No real-time financial visibility OCR-based invoice & bill extraction
Complex compliance & tax workflows End-to-end procurement automation
Misclassified transactions Instant dashboards & management 
reports
Tedious invoice/bill processing
Compliance-ready workflows with 
audit trails
Difficult to audit and correct errors
FEATURES​
The platform includes automated bookkeeping 
with daily bank sync and auto-posting of 
transactions. Its cleanup dashboard detects 
duplicates and irregularities, enabling quick 
corrections. Invoice and payment automation 
streamline AP/AR workflows, enhancing 
efficiency and reducing manual errors in 
financial operations.
AI​Categorization Secure​Cloud​
Real-time transaction Encrypted, flexSibtloe rcalogued access 
categorization for clean, with customizable storage plans
error-free books
Tax​&​Audit​ Built-In​Chat​Support
InstAauntt aoumdiat-treioadny reports Real-time in-app assistance 
and real-time tax for tasks and feature 
computations guidance
Smart​Clean-Up​Tools Task​Manager
Automatically detects and Assign, track, and 
fixes errors, duplicates, and CORE​ collaborate across teams misclassifications with ease
Easy​Error​ FEATURE Advanced​Reporting
InsRteanctt iefirrcoar tiidoenntification S AI-driven dashboards, KPIs, for precise, compliant and deep insights for 
records decision-making
Scalable​System OCR​Scanning
Effortlessly adapts to more Extract data instantly from 
users, higher data, and invoices, bills, and receipts
business expansion
BENEFITS​
Enhanced​ Time​Efficiency​
ACIo-dmrivpenr einhsiegnhts ihoenlp Smart recommendations 
readers understand and save time by helping users 
retain information better quickly find relevant 
literature tailored to their 
interests
Community​Connection​ Increased​
Engaging with fellow readers EInntegraacgtiveem feeatnutre​s make 
promotes discussion and the reading more enjoyable, 
sharing of ideas, enhancing fostering a love for books and 
the reading journey lifelong learning
INDUSTRIES​
WE​SERVE
HelloBooks can save over 60% of 
bookkeeping time while improving accuracy 
and ensuring audit-ready books. It caters to 
various industries, helping enhance reading 
experiences and insights across different 
sectors. It scales with business growth and 
serves industries such as  
INDUSTRIES​SERVED​
Education Construction Franchises Jewelry
Lawyers Manufacturing Hospitality Many more...
​AUTOMATE​​​YOUR​
BOOKKEEPING​
Signup​now​fTorO​a​frDee​AtriYal!​​