Close the books.Find the money. Fund the future.
AI-powered books and Auto-close that execute while you approve. Sync bank, Stripe, Ramp, and BILL, categorize and reconcile with explainable steps, and get a weekly briefing that flags the money you're owed.
30-day free trial. No setup fees.Watch tutorials
September pre-close
Auto-close run · sample data
In queue
248
31 need review
Categorized
87%
AI proposed
Close prep
On track
3 exceptions
Stripe payout
Matched to deposit
+$4,820.00
AWS
Categorized as software
-$384.21
Office lease
Ready to reconcile
-$3,200.00
Auto-close paused: approve 3 vendor matches to finish this pre-close run.
For owners
See whether the period is close-ready without chasing spreadsheet snapshots.
- Balance Sheet, P&L, Trial Balance
- Close status at a glance
- Ask your AI assistant
For operators
Keep invoices, checks, vendors, and customers organized while the books move forward.
- Invoices and checks
- Customers and vendors
- Bank, Stripe, Ramp, and BILL activity
For finance teams
Reconcile, resolve exceptions, and finalize with audit-friendly history.
- Reconciliation
- Auto-close checkpoints
- Complete audit trail
Trusted by 50+ businesses
Owners, operators, and accountants use HelloLedger to keep the books current and close every month.
One workspace for the full close loop
From bank feeds to month-end close
HelloLedger brings setup, transactions, reconciliation, reporting, and team access together—so month-end is a workflow you run, not a spreadsheet project you rescue.
Bank Sync
Bring bank and card activity into one place so your books stay current.
Smart Categorization
Spend less time coding transactions manually as HelloLedger learns your patterns.
Reconciliation
Match bank activity against your records faster—central to every Auto-close run.
Chart of Accounts
Start with an organized account structure and customize it as your business grows.
Journal Entries & Register
Keep detailed transaction history and make adjustments without losing context.
Financial Reports
Generate Balance Sheet, Profit & Loss, and Trial Balance reports when decisions need numbers.
Cash Flow
See where cash came from and where it went with a cash flow statement for any period.
KPIs
Get a snapshot of key balance sheet and year-to-date profit and loss figures as of any date.
Receivables & Collections
Track who owes you with AR aging, and see overdue invoices so you know who to follow up with.
Audit Trail
See what changed, when it changed, and who changed it for better financial control.
Per-Company Billing
Manage each company separately with clear billing, user access, and data boundaries.
AI assistant access
Connect ChatGPT, Claude, Gemini, or Muse to ask questions about your books with read-only keys you control.
Built for the full bookkeeping loop
From first setup to month-end close
HelloLedger matches how growing teams actually work: setup, daily transaction flow, exception review, reconciliation, Auto-close checkpoints, reporting, and collaboration—with humans in the loop where it matters.
Get organized from day one
Create a company workspace, bring in customers and vendors, invite your team, and start with a chart of accounts that matches how you operate.
Business profile, entities, users, and chart of accounts
Keep transactions moving
Sync bank, Stripe, Ramp, and BILL activity, upload transactions when needed, and let AI categorize the repetitive work into review queues before it piles up.
Bank and app connectors, uploads, AI categorization, and review queues
Close with confidence
Reconcile accounts, resolve differences, and use Auto-close checkpoints with a complete audit trail on every important change.
Reconciliation, Auto-close checkpoints, transaction history, audit trail
Run everyday finance
Create invoices, manage checks, track customers and vendors, and generate reports when owners, accountants, or lenders need answers.
Invoices, checks, entities, Balance Sheet, P&L, Trial Balance
Integrations
Your business tools, working together
Connect what each business uses. Synced activity flows into review, reconciliation, and Auto-close, with exceptions held for you to approve.
Plaid
Banks & cards
Sync activity from supported banks and cards for categorization and reconciliation.
Transactions and account activity
QuickBooks Online
Accounting
Bring over your chart of accounts and trial balances, company by company.
Chart of accounts and trial balances
Stripe
Payments
Book daily sales, fees, and refunds, and match payouts to bank deposits.
Sales, fees, refunds, and payouts
Ramp
Spend management
Bring in card spend, payments, and cashback from your Ramp business.
Card spend, payments, and cashback
BILL
Accounts payable
Sync bills, invoices, and payments from your BILL organization.
Bills, invoices, and payments
Otelier HelloGM
Hotel operations
Daily journals from your hotel PMS, mapped to each property.
Daily journals and property mapping
Works with your AI assistant
Your books, inside ChatGPT, Claude, Gemini, and Muse
Connect the assistant you already use and ask questions about your real ledger. Access is read-only by default, limited to the companies you choose, and you can revoke it anytime.
What needs attention before September close?
3 items need review before close. Here they are, highest priority first:
| Item | Details | Priority |
|---|---|---|
| Vendor matches | 3 awaiting approval | High |
| Checking account | 2 unreconciled items | High |
| Uncategorized over $500 | 4 transactions | Medium |
Answers come straight from HelloLedger reports, transactions, and reconciliations for the companies on your key.
The Monday briefing
Start each week knowing what needs attention
Your AI assistant reads your books and returns a short briefing: one headline, the insights that matter, each marked ACTION, WATCH, or INFO, and the next steps to take.
Every Monday at 8 AM
Ask your assistant to “brief me,” or let it send the briefing on a weekly schedule.
Ranked by what matters
Overdue invoices, large or first-time payments, reconciliation gaps, and the week's net change.
Next steps included
Each briefing ends with numbered follow-ups you can run with a single reply.
Harbor Lane Hospitality
Week of Sep 21–27, 2026 · Monday, Sep 28 · 8:00 AM
Two invoices are past due, and one large payment needs a look.
- ACTION
2 invoices are past due ($3,480)
Northside Catering owes $2,150 (21 days late) and Lakeview Events owes $1,330 (9 days late).
- WATCH
Large payment: $4,200 to Pacific Equipment Co.
About 3× your typical payment size. Confirm it was expected.
- INFO
Net change last week: +$1,940
Revenue $12,480 and expenses $10,540, up from +$1,210 the week before.
Suggested next steps
- Who owes me money?
- Show my largest transactions
- Compare this month to last month
For developers
Build on HelloLedger
Connect your billing, rent, or booking app with a REST API. Retries are safe, keys are scoped, and the bookkeeper sees every record the same day.
- Customers by your own ID
- Every charge as its own invoice
- Payments applied to what they paid
Partners
Partner with HelloLedger
Bring HelloLedger to the businesses you serve. Partners get partner pricing, Connect HelloLedger for their users, and a direct line to our team.
Accounting and CPA firms
Run your clients' books in HelloLedger with partner pricing for every business you bring.
Software platforms
Rent, billing, or booking apps: let your users connect HelloLedger in a click, no keys to copy.
Advisors and consultants
Recommend HelloLedger to the businesses you work with and get them set up with our team.
From setup to close
How It Works
Get started in minutes, then let automation run the repetitive close steps while you approve exceptions and stay in control.
- 1
Set Up Your Business
Add your company details once so HelloLedger can shape the workspace around your business.
- 2
Get Your Chart of Accounts
Start from a useful chart of accounts, then adjust categories as your bookkeeping needs evolve.
- 3
Connect Your Tools
Securely link bank and card feeds, plus Stripe, Ramp, or BILL, so new activity is ready for review instead of manual entry.
- 4
Let AI Categorize Transactions
Suggested categories from your history, vendors, and business context—review exceptions before they pile up.
- 5
Close & report
Use Auto-close to drive reconciliation checkpoints, then generate Balance Sheet, P&L, and Trial Balance when the period is ready.
Meet Auto-close
Human-in-the-loop month-end runs · sample dataAn AI Operator for your close workflow: it runs categorization, matching, and checkpoints—you approve exceptions before the period is ready to finalize.
This run
- Bank & cards syncedLatest activity pulled from connected accounts.Done
- 212 transactions categorizedSuggestions applied from history and still reviewable.Done
- 3 exceptions — your approvalReview supporting details before reconciliation continues.Review
- Reconciliation and period checksContinues after the exceptions are resolved.Pending
"Run pre-close for September."
Sync and categorization complete. 3 vendor matches need your approval to continue—everything else is ready for reconciliation review.
You stay in controlAuto-close shows what ran, what's blocked on you, and what still needs review—so close week isn't a guessing game.
Designed for trust
AI that makes the books clearer, not less controlled
Company-level access
Each company has its own workspace, users, and billing. AI assistant keys only reach the companies you choose.
Read-only AI by default
Assistant keys start read-only. Confirming reviewed transactions or saving reconciliations is opt-in, and you can revoke a key anytime.
Human approval points
Auto-close runs the repetitive steps and pauses on exceptions for your approval before the period is ready to finalize.
Complete audit trail
See what changed, when it changed, and who changed it.
Simple pricing
Start with a 30-day free trial
Run month-end as a workflow: keep transactions current, resolve exceptions with Auto-close, and give owners, operators, and accountants one place to work.
HelloLedger plan
or $200/year (save $40)
- All core bookkeeping features included
- Unlimited users included per company
- AI categorization, reconciliation, Auto-close checkpoints, reports, and audit trail
- No upfront setup fees
- Cancel anytime
- 30-day free trial
Questions
Frequently asked questions
Who is HelloLedger for?
Owners, operators, and finance teams who want the books current and month-end under control. Everyone works in the same company workspace, and unlimited users are included.
Can I move over from QuickBooks Online?
Yes. Connect QuickBooks Online for a company to bring over its chart of accounts and trial balances, then run the books in HelloLedger.
Which tools can I connect?
Banks and cards through Plaid, QuickBooks Online, Stripe, Ramp, BILL, and Otelier HelloGM for hotels. You can also connect ChatGPT, Claude, Gemini, or Muse to ask questions about your books.
What can my AI assistant see and do?
Only the companies you choose for its key, and read-only by default. You can opt in to letting it confirm reviewed transactions or save reconciliations, and revoke the key anytime.
Does Auto-close change my books without review?
Auto-close runs categorization, matching, and checkpoints, then pauses on exceptions for your approval before the period is ready to finalize. Every change is recorded in the audit trail.
How much does it cost?
$20 per company per month, or $200 per year. That includes unlimited users, a 30-day free trial, and no setup fees, and you can cancel anytime.
Make close week feel different
Spend less time chasing the books. More time understanding the business.
Start with one company. Bring in the right data. Let HelloLedger move repeatable work forward—and keep people in control of what matters.