HelloBooksAIAgents
seomerutechnosoft/HelloBooksAIAgentsBookkeeping eats time small business owners don't have. Chasing receipts, reconciling bank statements, fixing categorisation errors, racing to close the month — hours of work that adds no revenue and creates constant stress. agents.hellobooks.ai puts AI agents to work on all of it. They run continuously in the background — syncing transactions, matching entries, and flagging anything that needs human attention — so your books stay clean without you touching them. Three things it does especially well: bank reconciliation runs automatically with exceptions surfaced instantly; month-end close finishes in days, not weeks; and GST-ready workflows mean Indian SMBs and CA firms get a tool built for how they actually operate — not a US product bolted onto Indian compliance. Works alongside Tally and your existing stack. No rip-and-replace. Just faster books, fewer errors, and a finance team working on what matters. Try free at agents.hellobooks.ai.
Score: 100/100
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Tools · 29
List HelloBooks pricing plans with monthly + annual prices. The 8 priced regions return local currency prices (USD, INR, CAD, GBP, AUD, AED, SGD, NZD); other supported country hubs return the USD/defa…
List HelloBooks AI credit packs — one-time pay-as-you-go top-ups (Boost 5,000, Power 15,000, Mega 50,000, Ultra 150,000 credits). The 8 priced regions return local currency prices; other supported cou…
Return the HelloBooks Free-plan annual-invoice-turnover thresholds for the 8 priced markets (IN ₹40 lakh / US $100K / GB £90K / AU A$75K / CA C$30K / NZ NZ$60K / SG S$1M / AE AED 375K). Free includes …
Return the HelloBooks Partner Program structure — free reseller channel for accountants/CPAs/bookkeepers who put their clients on Pro/Business plans. Earned wholesale discount model (no commission): B…
Return HelloCPA Practice Management info — the standalone product at practice.hellobooks.ai for running a CPA / CA / bookkeeping practice (proposals + CPQ, workflow, time tracking, billing, 6-role RBA…
List integrations (banks, payments, payroll, time tracking, shipping, accounting sync, ecommerce, CRM).
Return features available per supported country (AU, IN, UK, US, CA, AE, SG, NZ).
Return supported compliance frameworks for a country (BAS, STP, GST, MTD, 1099, etc.) with version and certification info.
Free-text search across the marketing feature catalog, plan features, integrations, country features, compliance frameworks, competitor positioning, statutory deadlines, local payment methods, and pub…
Return competitor positioning entries (QuickBooks, Xero, FreshBooks, Wave, Zoho Books, Tally) with where HelloBooks wins, where the competitor wins, and pricing notes. Optional country, tier (primary …
When statutory returns and payroll filings are due, per country. Covers IN (GSTR-1/3B/9/9C, CMP-08, Form 24Q, Form 16, PF ECR, ESI), AU (BAS, STP, Super Guarantee), GB (VAT MTD, RTI, Self Assessment),…
List local bank-rail / wallet payment methods relevant to HelloBooks invoice collection (AR), B2B supplier payments (AP), and contractor payouts (UPI, RuPay, Razorpay, IMPS, NEFT, RTGS, BACS, FPS, CHA…
List the full HelloBooks marketing feature catalog (145+ items). Filter by category, tier, status, marketedOnly, or substring query.
List the 13 feature categories on the marketing site (Core Accounting, Invoicing, Banking, Reports, Tax & Compliance, Inventory, Warehouse, Manufacturing, AI, Integrations, Mobile, Operations, Industr…
List published articles on hellobooks.ai — head-to-head compare pages and curated flagship blog posts. Filter by country, tag or free-text query. Use this when a user asks "do you have a blog/article …
List HelloBooks product videos curated on the marketing site (homepage demo + feature walkthroughs) and the official @hellobooksai YouTube channel link. Each video returns title, description, category…
Scan a QuickBooks Online "Journal Entries" CSV export for cleanup issues — unbalanced journals (debits ≠ credits, with severity by deviation), duplicate journals (same date + same totals, likely poste…
Scan a QuickBooks Online "Journal Entries" CSV export for anomalies — currently round-number lines (debit or credit amounts that are exact multiples of $1,000, above a $1,000 materiality threshold). R…
Scan a Xero "Manual Journals" CSV export for cleanup issues — unbalanced journals, duplicate journals (same date + same totals), and schema problems (invalid dates, malformed amounts, missing account …
Scan a Xero "Manual Journals" CSV export for anomalies — currently round-number lines (debit or credit amounts that are exact multiples of $1,000, above a $1,000 materiality threshold). Input is raw C…
Compare two periods of journal-entry data (QBO or Xero — source auto-detected from headers) and flag accounts whose movement deviates materially between periods. Aggregates lines per account into a ne…
Take a QBO or Xero journal-entry CSV (source auto-detected), run the full Tier-0 detection set (imbalance + duplicates + round-number + schema), and return a structured side-by-side comparison — "your…
Take a QBO or Xero journal-entry CSV (source auto-detected) and return a structured migration-effort estimate — row counts, unique-account count, period span, complexity classification (low / medium /…
Take a Profit & Loss / Income Statement CSV export from QuickBooks Online, Xero, Zoho Books, or Wave (source auto-detected from section names) and run three checks: (1) pnl.subtotal_mismatch — each "T…
Take a Balance Sheet CSV export from QuickBooks Online, Xero, Zoho Books, or Wave (source auto-detected) and run three checks: (1) bs.equation_broken — the fundamental accounting equation Assets = Lia…
List statutory tax-rate slabs by jurisdiction — IN GST (5/12/18/28 + zero + exempt + composition trader/manufacturer/restaurant + compensation cess), UK VAT (20 / 5 / zero / exempt), AU GST (10 / GST-…
Pick a single statutory tax-rate slab — either by exact `id` (e.g. `IN-standard-18`, `GB-zero-0`, `CA-hst-13-on`) for a deterministic lookup, or by `country` + free-text `category` (e.g. "office suppl…
Take a Trial Balance CSV export from QuickBooks Online, Xero, Zoho Books, or Wave (source auto-detected from headers — YTD columns indicate Xero, Opening Balance indicates Zoho, etc.) and run three ch…
Explain how HelloBooks and Munimji (the in-app AI assistant) help a specific business — given a free-text description of the user's own operations. Returns a curated capability knowledge base: busines…
Resources · 8
Markdown product summary covering features, plans, integrations, and supported markets.
hellobooks://about
Most recent release notes (features, fixes, compliance updates).
hellobooks://changelog
Full marketing feature catalog mirrored from marketing/feature-catalog.json — 96+ features across 13 categories with tier, status, marketed flag, and competitor parity.
hellobooks://feature-catalog
The live "what can HelloBooks + the Munimji AI do for my business?" knowledge base: 10 business-operation areas, the AI-autonomy layer (autonomous / approval / assist / manual — what Munimji does on i…
hellobooks://capabilities
Honest positioning comparison: where HelloBooks wins, where QuickBooks Online wins, and public pricing posture.
hellobooks://comparison/quickbooks
Honest positioning comparison: where HelloBooks wins, where Xero wins, and public pricing posture.
hellobooks://comparison/xero
Honest positioning comparison: where HelloBooks wins, where Zoho Books wins, and public pricing posture.
hellobooks://comparison/zoho-books
Honest positioning comparison: where HelloBooks wins, where Tally (Tally Solutions) wins, and public pricing posture.
hellobooks://comparison/tally
How to use
Claude Desktop or claude.ai: add a custom connector (Customize → Connectors; on Team and Enterprise plans an owner adds it under Organization settings → Connectors) with this server URL: https://agents.hellobooks.ai/mcp
Cursor or Cline: add to your MCP config:
{
"mcpServers": {
"hellobooksaiagents": {
"url": "https://agents.hellobooks.ai/mcp",
"transport": "http"
}
}
}