Security .
Your data security is our top priority. We maintain the highest standards of security, compliance, and data protection to keep your client information safe.
AI
CFO Intelligence
Certifications & Compliance
Independently verified security and compliance standards
SOC 2 Type II
Certified
Independently audited security controls
Enterprise-Grade Security
Multiple layers of security protect your sensitive financial data
End-to-End Encryption
All data is encrypted in transit and at rest using AES-256 encryption standards.
USA-Based Infrastructure
All data processing and storage occurs exclusively on USA-based servers with enterprise-grade security.
NDA Protection
All client information is protected under comprehensive Non-Disclosure Agreements.
Access Controls
Role-based access controls with multi-factor authentication for all user accounts.
Audit Trails
Comprehensive logging and monitoring of all system activities and data access.
Real-time Monitoring
Business hours security monitoring with automated threat detection and response.
Data Handling Practices
Transparent processes for how we collect, process, store, and protect your data
Data Collection
- Only essential financial data required for report generation
- No personal identification beyond business contacts
- Client data segregation and isolation
- Minimal data retention policies
Data Processing
- Automated processing with minimal human intervention
- Encrypted processing pipelines
- Secure AI model training on aggregated, anonymized data
- No data sharing with third parties
Data Storage
- Encrypted at rest using AES-256
- Regular automated backups
- Geographic redundancy within USA
- Automatic data purging after retention period
Data Access
- Multi-factor authentication required
- Role-based permissions
- Session timeout controls
- Complete audit logging
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.