Your AI . for Complete Financial Reports
Designed for CPA firms and bookkeepers. Deliver CFO-level intelligence to your clients with AI-powered strategic insights, trend analysis, and decision-making guidance.
- Elevate your practice with CFO-level client reports
- AI-powered insights that impress clients
- Custom branding for your firm
AI
CFO Intelligence
Powerful Features for CPA Firms & Bookkeepers
Everything you need to deliver CFO-level insights to your clients with AI-powered intelligence and professional presentation.
CFO-Level Intelligence
AI that thinks like a seasoned CFO, providing strategic analysis and actionable business insights.
Instant Strategic Reports
Upload financial data and get comprehensive CFO-style reports with recommendations in seconds.
Custom Firm Branding
Add your firm's logo, colors, and branding to create professional, branded reports for clients.
Decision-Making Guidance
Get specific recommendations on cash flow, growth opportunities, and risk management strategies.
Multiple Export Formats
Download reports as PDF or Excel files, ready to share with clients or stakeholders.
Chart of Accounts Ready
Automatically organize and categorize financial data according to standard accounting practices.
Predictive Analysis
AI-powered forecasting and trend analysis to anticipate challenges and opportunities.
Professional Templates
Choose from multiple professionally designed report templates that impress clients.
Enterprise Security
SOC 2 certified platform with bank-level security to protect sensitive financial data.
Seamless Accounting Software Integration
Connect directly to your existing accounting software for automatic data import and seamless reporting
QuickBooks
Accounting Software
Pulls data from QuickBooks accounting software and generates CFO-level reports in minutes.
Key Features:
- Real-time data sync
- Chart of accounts mapping
- Transaction categorization
- Multi-company support
Xero
Accounting Software
Automatically pull data from Xero and prepare CFO-level reports in minutes.
Key Features:
- Automatic data pull
- Balance sheet sync
- P&L integration
- Custom field mapping
How It Works
Save hours of manual data entry and focus on what matters most – advising your clients
Connect
Securely link your QuickBooks or Xero account with one click
Sync
Automatically import your financial data in real-time
Generate
Create professional reports instantly with AI insights
See Our Sample Reports
Explore professionally crafted financial reports that showcase the power of our AI-driven insights and beautiful design.
Key Figures
Revenue V/S Net Income
Monthly Financial Summary
Schedule a Demo Call
See how HelloBooks Reporting can transform your financial reporting process. Book a personalized demo with our team.
How It Works
1
AI Analysis
Our AI analyzes the data, compares against industry benchmarks, and generates insights.
3
Upload Financial Data Or Connect to accounting software
Simply upload your client’s balance sheet and P&L statements in any format.
2
Download Beautiful Report
Get a professionally designed report with your branding, ready to share with clients.
1
Upload Financial Data Or Connect to accounting software
Simply upload your client’s balance sheet and P&L statements in any format.
2
AI Analysis
Our AI analyzes the data, compares against industry benchmarks, and generates insights.
3
Download Beautiful Report
Get a professionally designed report with your branding, ready to share with clients.
Schedule a Meeting Today
Frequently Asked Questions
What is HelloReports?
HelloReports is an AI‑driven financial reporting platform designed for CPA firms and bookkeepers. It delivers CFO‑level intelligence, offering strategic analysis, trend insights and decision‑making guidance to help you elevate client reporting
How does HelloReports use AI to generate insights?
The platform employs AI algorithms that behave like a seasoned CFO. It automatically organizes and categorizes your financial data,compares figures against industry benchmarks and generates actionable recommendations on cash flow, growth opportunities and risk management
Which accounting software does HelloReports integrate with?
HelloReports connects directly to popular accounting systems such as QuickBooks and Xero.Features include real‑time data sync, chart‑of‑accounts mapping and transaction categorization for QuickBooks,as well as automatic data pull, balance‑sheet sync and P&L integration for Xero
Can I customize reports to match my brand?
Yes. You can add your firm’s logo, colors and branding to create professional, white‑labelled reports.HelloReports also provides professionally designed templates that impress clients
How quickly can I generate a CFO‑level report?
After uploading your financial data or connecting your accounting software, HelloReports can produce a comprehensive CFO‑style report with recommendations in seconds.The combination of AI analysis and pre‑built templates dramatically reduces report preparation time.