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About
Power your investment operations with real-time data immediately and seamlessly integrated across all workflows. Unburden yourself of obsolete technology while shaping the future of investment accounting. Delight your clients with unparalleled speed, innovation, and digital experiences. Embrace new regulations, ensure oversight, and easily incorporate new asset classes – including crypto – with ease. Scale for the future, improve operational efficiency and dramatically reduce costs. Complete with general ledgers and NAV values in addition to portfolio holdings and cash. Designed to handle near limitless volumes of data without the common constraints of relational databases. Cloud-native, big-data database and distributed architecture enables near real-time business continuity and disaster recovery.
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About
HelloBooks.ai is an AI-powered accounting and bookkeeping platform designed for businesses, freelancers, and accountants. It automates financial tasks like invoicing, expense tracking, and reporting, helping users manage their finances more efficiently.
The platform uses AI to organize financial data, detect errors or fraud, generate insights, and streamline workflows—reducing manual work and improving accuracy. It also includes features like bill scanning, payment automation, and real-time financial reporting to support better business decisions.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Businesses wanting an all-in-one investment accounting solution that helps control and digital workflows
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Audience
Users that need AI accounting software
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
No information available.
Free Version
Free Trial
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Pricing
₹1500
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationFundGuard
Founded: 2018
United States
www.fundguard.com
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Company InformationHelloBooks.ai
Founded: 2025
United States
hellobooks.ai/
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Categories |
Categories |
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Integrations
No info available.
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Integrations
No info available.
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