Questions shaped around the transaction
AI uses the merchant, amount, date and available context to create a simple Who, What or Why question that clients can answer without bookkeeping jargon.
For Australian bookkeepers, accountants and BAS-focused practices
Client bookkeeping questions,
handled clearly before reconciliation. Books handled clearly.
HelpMyBooks helps practices turn unclear transactions into client-friendly questions, collect supporting information, and keep review under professional control.
No credit card required · 14-day free trial · Professional review stays in human control
Bunnings · $182.4012 May 2026
Needs receiptCaltex · $95.0010 May 2026
Reminder sentOfficeworks · $44.958 May 2026
Auto-ready ✓87%AI confidence
2/3Answered
Illustrative demonstration data
What HelpMyBooks actually does
Missing transaction details arrive without another email spreadsheet.
Accounting platforms hold the books. HelpMyBooks handles the awkward gap between an unexplained bank line and the client information a bookkeeper needs to finish it.
Highlights
- ✓Pull unclear bank transactions into one review queue
- ✓Generate a plain-English Who / What / Why question for each item
- ✓Send a secure, no-login link that works on the client’s phone
- ✓Collect the explanation, receipt, and optional voice note together
- ✓Learn repeat merchant answers so clients are asked less over time
- ✓Keep the bookkeeper in control before anything is exported or synced
Where HelpMyBooks is strongest
Built to understand the question, not just deliver it.
HelpMyBooks adds intelligence before and after every client response. It turns unclear bank lines into useful questions, learns from confirmed answers, and gives bookkeepers clean context they can trust and review.
Knowledge that improves over time
Confirmed merchant patterns can be remembered for each client, reducing repeat questions while keeping professional oversight in place.
Answers and evidence stay together
Written answers, receipts and optional voice notes remain attached to the relevant transaction, ready for review in one place.
Visible AI confidence
Bookkeepers can see the suggested category and confidence level instead of receiving an unexplained result from a black box.
The bookkeeper makes the decision
AI prepares and assists. A qualified person reviews, corrects and approves the outcome before information is exported or synced.
Designed for Australian practices
The workflow, language, AUD pricing and Xero-first approach are built around the everyday needs of Australian bookkeepers and BAS-focused practices.
The practical result
Ask less, understand more, and carry cleaner information into reconciliation.
Built for Australian BAS & bookkeeping practices
Encrypted connections and tenant access controls
Every AI suggestion reviewed before reconciling
No credit card required to start
Fits beside your accounting platform
HelpMyBooks does the chasing. Your ledger stays the source of truth.
Xero, QuickBooks and MYOB are accounting systems. HelpMyBooks is the client-information workflow that sits before reconciliation: ask, remind, collect, review, then send clean context back.
XeroAvailable now
Connect a Xero organisation, import supporting account data, and prepare reviewed coding for push-back.
No verified marketplace rating yet
QuickBooks OnlinePlanned
QuickBooks support is on the integration roadmap. It is not being advertised as live before it is verified.
No verified marketplace rating yet
MYOB BusinessPlanned
MYOB support is planned for Australian practices and will be labelled live only after end-to-end testing.
No verified marketplace rating yet
Product names belong to their respective owners. Planned integrations are clearly identified and are not yet available.
Why it is different
Not another general ledger. A purpose-built answer-collection layer.
Workflow
Typical manual process
With HelpMyBooks
Ask
Typical manual processWrite a custom email for every unclear line
With HelpMyBooksGenerate a simple transaction-specific question
Follow up
Typical manual processTrack replies and remember who still owes what
With HelpMyBooksAutomatic reminders stop when the answer arrives
Evidence
Typical manual processSearch inboxes, messages and shared folders
With HelpMyBooksAnswer, receipt and voice note stay with the transaction
Repeat merchants
Typical manual processAsk the same question again next month
With HelpMyBooksReuse confirmed merchant knowledge with human oversight
Review
Typical manual processRe-key the client’s explanation into the ledger
With HelpMyBooksReview one clean queue before export or sync
See it in action
Watch the 60-second walkthrough
Full tutorial
See the complete HelpMyBooks workflow
See how a transaction moves from the bookkeeper's queue to a client question, response and receipt, then back into HelpMyBooks ready for review.
The problem
Bookkeepers waste hours chasing clients
Every unclear transaction becomes a phone call, email chain, or Slack message. Clients delay, receipts go missing, BAS deadlines loom. It's exhausting.
The solution
AI prepares simple client questions instead
Nothing is sent merely because a statement was uploaded. When the bookkeeper deliberately sends, HelpMyBooks batches the prepared questions into one digest through the client's enabled email or SMS channel. Clients tap a secure link and answer without accounting jargon.
The result
Clean reconciliations, faster every month
Confirmed merchant answers can be reused for that client, reducing repeat questions over time while every suggested outcome remains reviewable.
Features
Everything your practice needs
Built specifically for Australian bookkeepers and their clients. No unnecessary complexity.
AI transaction questions
AI analyses each transaction and generates simple, plain-English questions. Your clients never see accounting jargon.
Email & SMS reminders
Send client questions and follow-up reminders by email or SMS. HelpMyBooks keeps each communication tied to the transaction and stops chasing once the client responds.
Receipt upload
Clients upload receipts directly from their phone. Files are stored securely and attached to the matching transaction.
Memory-based learning
HelpMyBooks remembers past answers. Bunnings is always materials. Caltex is always fuel. Fewer questions over time.
Bookkeeper dashboard
Review answered transactions, AI confidence scores, client notes, and receipts in one clean queue that is ready to reconcile.
Client-friendly portal
Clients answer on their phone like a text message. No login, no accounting knowledge, no confusion.
See it in action
Your reconciliation queue, finally under control
One screen shows every transaction's status: answered, waiting on a client, or ready to reconcile.
Humevale Projects · Reconciliation queue12 transactions · 3 clients
8 reconciled this week24Total clients
5Unanswered
9Answered
87%Avg AI confidence
Bunnings · $182.40Mehdi K. · 12 May 2026
Needs receiptCaltex · $95.00Sarah T. · 10 May 2026
Reminder sentOfficeworks · $44.95Mehdi K. · 8 May 2026
Auto-ready ✓Telstra · $89.00Sarah T. · 6 May 2026
Reviewed ✓Illustrative demonstration data; results vary by workflow and transaction mix.
Core workflow
Unknown transaction to
clean export in 4 steps
The complete reconciliation workflow takes messy bank data to a confident export without manual chasing.
See how it works ↓- 01Upload statement
Upload CSV, OFX, QFX or QIF bank transactions. HelpMyBooks compares them with client-scoped Xero history first.
- 02Review prepared work
Genuine exceptions get simple Who / What / Why or receipt requests, prepared without contacting the client by default.
- 03Client answers
When the bookkeeper deliberately sends one batched digest, clients tap a secure link, answer on their phone, and upload receipts.
- 04Bookkeeper reviews
Review clean answers, AI suggestions, and receipts. Approve and export.
Pricing
Simple, transparent pricing
Choose the plan that matches your practice workflow.
Starter
For a small client list
$19.99/month
- ✓Up to 5 clients
- ✓500 transactions/month
- ✓Email & SMS reminders
- ✓AI classification
- ✓Receipt upload
Most popular
Professional
For growing practices
$49.99/month
- ✓Up to 20 clients
- ✓2,000 transactions/month
- ✓Everything in Starter
- ✓Memory rules
- ✓Priority support
- ✓Team members (3)
Practice
For established practices
$99.99/month
- ✓Up to 50 clients
- ✓5,000 transactions/month
- ✓Everything in Professional
- ✓Advanced reporting
- ✓Priority support
- ✓Team members (5)
Unlimited
For high-volume firms
$299/month
- ✓Unlimited clients
- ✓Unlimited transactions
- ✓Everything in Practice
- ✓Unlimited team members
- ✓Dedicated onboarding
- ✓API access
All prices are in AUD. Any applicable taxes are shown at checkout.
Owner Mode is coming soon. We're building a simpler HelpMyBooks experience for Australian businesses. More information will be released when it's ready. Existing users can still sign in.
Why practices switch
What you get back
1 queue
Answers and evidence together
No more searching separate email chains for the explanation and its receipt.
No login
Simple for every client
Clients open a secure link on their phone without creating an account or learning bookkeeping terms.
Human approved
AI never gets the final say
Confidence and suggestions support the bookkeeper; reviewed coding remains under professional control.
Workflow overview
See how HelpMyBooks™ fits into your practice
Review the four-step journey from an unclear bank transaction to a bookkeeper-approved result. See how questions, client answers, receipts and the review queue fit together.
The workflow is explained directly on this page.
Ready to stop chasing clients?
Built for Australian practices that want a cleaner way to collect answers, receipts and context before reconciling.