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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.
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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.