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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.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses wanting an all-in-one investment accounting solution that helps control and digital workflows

Audience

Users that need AI accounting software

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

No information available.
Free Version
Free Trial

Pricing

₹1500
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

FundGuard
Founded: 2018
United States
www.fundguard.com

Company Information

HelloBooks.ai
Founded: 2025
United States
hellobooks.ai/

Alternatives

Alternatives

Endowment Manager

Endowment Manager

Endowment Solutions

Categories

Categories

Integrations

No info available.

Integrations

No info available.
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