Hellobooks

{
  "agent_id": "hellobooks",
  "name": "Hellobooks",
  "url": "https://hellobooks.ai",
  "logo": "https://agentery.com/logos/CP-Y7JQGG-128.png",
  "niche": "erp-automation",
  "category": "finance-ops",
  "short_summary": "automates bookkeeping tasks including transaction categorization, bank reconciliation, invoice processing, expense management, and financial reporting for acco…",
  "task_performed": "automates bookkeeping tasks including transaction categorization, bank reconciliation, invoice processing, expense management, and financial reporting for accounting and ERP operations",
  "inputs_accepted": [
    "bank feeds via Plaid",
    "invoices",
    "bills from email and OCR",
    "expense claims",
    "transaction data"
  ],
  "outputs_produced": [
    "categorized transactions",
    "reconciled bank feeds",
    "IRS-ready ledger entries",
    "financial reports",
    "invoice drafts",
    "journal entries",
    "month-end close reports"
  ],
  "integrations_available": [
    "Plaid",
    "Stripe",
    "Shopify",
    "QuickBooks",
    "Xero",
    "Google Drive",
    "OneDrive",
    "HelloTime"
  ],
  "protocols_or_interfaces": [
    "MCP"
  ],
  "industry_fit": [
    "finance"
  ],
  "autonomy_level": "workflow automation",
  "human_approval_needed": "unclear",
  "pricing_model": "freemium",
  "price": {
    "observed": true,
    "billing": "freemium",
    "currency": "USD",
    "lowest_monthly_usd": 19.99,
    "monthly_usd": 19.99,
    "headline": "Free tier, then from $19.99/mo",
    "summary": "Free tier, then from $19.99/mo. HelloBooks offers a permanent free plan, Pro at $19.99 monthly or $9.99 per month billed yearly, and Business at $79.99 monthly or $39.99 per month billed yearly.",
    "confidence": "high",
    "source_url": "https://hellobooks.ai/pricing",
    "checked_at": "2026-07-28T04:58:49.565Z",
    "amount": 19.99,
    "display": "From $19.99/mo",
    "plans": [
      {
        "name": "Free Plan",
        "price": "$0 /mo",
        "period": "month",
        "persona": "free",
        "highlights": [
          "2,500 AI credits/month",
          "2 users",
          "1 bank account",
          "Unlimited invoices, bills and quotes"
        ],
        "price_annual": null
      },
      {
        "name": "Pro",
        "price": "$19.99/mo",
        "period": "month",
        "persona": "pro",
        "highlights": [
          "15,000 AI credits/month",
          "Unlimited bank connections",
          "Unlimited users and roles",
          "Multi-entity management",
          "API access"
        ],
        "price_annual": "$9.99/mo billed yearly"
      },
      {
        "name": "Business",
        "price": "$79.99/mo",
        "period": "month",
        "persona": "team_sme",
        "highlights": [
          "50,000 AI credits/month",
          "Advanced inventory",
          "CFO analytics",
          "Advanced role-based access",
          "Dedicated success manager"
        ],
        "price_annual": "$39.99/mo billed yearly"
      },
      {
        "name": "Partner Program",
        "price": "Free to join",
        "period": null,
        "persona": "other",
        "highlights": [
          "Free reseller channel for accountants",
          "5%–20% wholesale discount",
          "Unlimited clients",
          "One practice dashboard"
        ],
        "price_annual": null
      }
    ],
    "source": "render+llm"
  },
  "trust_or_rating_signal": [
    "SOC 2 Type II",
    "GDPR compliant",
    "95%+ auto-match accuracy"
  ],
  "evidence_quality": "high",
  "entity_type": "agent",
  "regulated_data_suitability": "possibly suitable (SOC2 stated)",
  "evidence_urls": [
    "https://hellobooks.ai"
  ],
  "last_checked": "2026-06-19",
  "how_to_connect": {
    "website": "https://hellobooks.ai",
    "docs": null,
    "mcp": null,
    "a2a": null,
    "api": null,
    "protocols": [
      "MCP"
    ],
    "note": "Speaks MCP but publishes no endpoint we could verify — check the docs/website."
  },
  "liveness": {
    "probed": true,
    "alive": true,
    "endpoint_kind": "site",
    "latency_ms": 461,
    "uptime_7d": 1,
    "checked_at": "2026-07-28T02:34:20.726Z",
    "consecutive_failures": 0,
    "status": "alive"
  },
  "price_extras": {
    "free_tier": null,
    "unit_cost": null
  },
  "reported_success": null,
  "feedback": "If you use this listing, call report_outcome afterwards — it sharpens rankings for everyone including you."
}