Productivity
hellobooks.ai
Provides information about HelloBooks pricing plans, credit packs, free tier eligibility, partner program, and practice management features.
ENDPOINT 1
https://agents.hellobooks.ai/mcp
Known tools 29
list_plansList HelloBooks pricing plans with monthly + annual prices in 8 regional currencies (USD, INR, CAD, GBP, AUD, AED, SGD, NZD).
list_credit_packsList HelloBooks AI credit packs — one-time pay-as-you-go top-ups (Boost 5,000, Power 15,000, Mega 50,000, Ultra 150,000 credits) priced in 8 regional currencies (USD, INR, CAD, GBP, AUD, AED, SGD, NZD).
free_tier_eligibilityReturn the HelloBooks Free-plan annual-invoice-turnover thresholds for the 8 supported countries (IN ₹40 lakh / US $100K / GB £90K / AU A$75K / CA C$30K / NZ NZ$60K / SG S$500K / AE AED 187.5K).
partner_program_infoReturn the HelloBooks Partner Program structure — free reseller channel for accountants/CPAs/bookkeepers who put their clients on Pro/Business plans.
practice_management_infoReturn HelloCPA Practice Management info — the standalone product at practice.hellobooks.ai for running a CPA / CA / bookkeeping practice (proposals + CPQ, workflow, time tracking, billing, 6-role RBAC, Gmail/Outlook/Calendar sync, CSV migration from TaxDome / Karbon / Canopy).
list_integrationsList integrations (banks, payments, payroll, time tracking, shipping, accounting sync, ecommerce, CRM).
country_supportReturn features available per supported country (AU, IN, UK, US, CA, AE, SG, NZ).
compliance_capabilitiesReturn supported compliance frameworks for a country (BAS, STP, GST, MTD, 1099, etc.) with version and certification info.
feature_searchFree-text search across the marketing feature catalog, plan features, integrations, country features, compliance frameworks, competitor positioning, statutory deadlines, local payment methods, and published articles on hellobooks.ai.
list_competitorsReturn competitor positioning entries (QuickBooks, Xero, FreshBooks, Wave, Zoho Books, Tally) with where HelloBooks wins, where the competitor wins, and pricing notes.
compliance_deadlinesWhen statutory returns and payroll filings are due, per country.
local_payment_methodsList local bank-rail / wallet payment methods relevant to HelloBooks invoice collection (AR), B2B supplier payments (AP), and contractor payouts (UPI, RuPay, Razorpay, IMPS, NEFT, RTGS, BACS, FPS, CHAPS, Open Banking, Interac e-Transfer, EFT, PayID, PayTo, NPP, BPAY, ACH, Same Day ACH, Fedwire, RTP, Zelle, PayNow, FAST, GIRO, NZ Direct Credit, etc.).
list_featuresList the full HelloBooks marketing feature catalog (145+ items).
list_feature_categoriesList the 13 feature categories on the marketing site (Core Accounting, Invoicing, Banking, Reports, Tax & Compliance, Inventory, Warehouse, Manufacturing, AI, Integrations, Mobile, Operations, Industry Modules) with per-category counts by status.
list_articlesList published articles on hellobooks.ai — head-to-head compare pages and curated flagship blog posts.
list_videosList HelloBooks product videos curated on the marketing site (homepage demo + feature walkthroughs) and the official @hellobooksai YouTube channel link.
analyze_qbo_journal_cleanupScan a QuickBooks Online "Journal Entries" CSV export for cleanup issues — unbalanced journals (debits ≠ credits, with severity by deviation), duplicate journals (same date + same totals, likely posted twice), and schema problems (invalid dates, malformed amounts, missing accounts, missing journal numbers).
analyze_qbo_journal_anomaliesScan a QuickBooks Online "Journal Entries" CSV export for anomalies — currently round-number lines (debit or credit amounts that are exact multiples of $1,000, above a $1,000 materiality threshold).
analyze_xero_journal_cleanupScan a Xero "Manual Journals" CSV export for cleanup issues — unbalanced journals, duplicate journals (same date + same totals), and schema problems (invalid dates, malformed amounts, missing account code/name, missing group key).
analyze_xero_journal_anomaliesScan a Xero "Manual Journals" CSV export for anomalies — currently round-number lines (debit or credit amounts that are exact multiples of $1,000, above a $1,000 materiality threshold).
analyze_journal_varianceCompare two periods of journal-entry data (QBO or Xero — source auto-detected from headers) and flag accounts whose movement deviates materially between periods.
compare_books_to_hellobooksTake a QBO or Xero journal-entry CSV (source auto-detected), run the full Tier-0 detection set (imbalance + duplicates + round-number + schema), and return a structured side-by-side comparison — "your books have X issues; here is how HelloBooks resolves each phase".
estimate_migration_effortTake a QBO or Xero journal-entry CSV (source auto-detected) and return a structured migration-effort estimate — row counts, unique-account count, period span, complexity classification (low / medium / high), human-hours estimate, assisted-hours estimate, and an indicative price quote in USD.
analyze_profit_lossTake a Profit & Loss / Income Statement CSV export from QuickBooks Online, Xero, Zoho Books, or Wave (source auto-detected from section names) and run three checks: (1) pnl.subtotal_mismatch — each "Total Section" subtotal equals the sum of its preceding line items (catches missing or duplicated rows); (2) pnl.negative_expense — flags expense-section line items with negative amounts (usually sign-flips or refunds posted to the wrong side); (3) pnl.margin_red_flag — gross-profit margin < 5% or > 95%, or negative total revenue.
analyze_balance_sheetTake a Balance Sheet CSV export from QuickBooks Online, Xero, Zoho Books, or Wave (source auto-detected) and run three checks: (1) bs.equation_broken — the fundamental accounting equation Assets = Liabilities + Equity does not hold (every downstream ratio analysis is invalid until fixed); (2) bs.negative_asset — Cash / AR / Inventory line items with negative balances (reconciliation error signal); (3) bs.negative_equity — Total Equity < 0 (insolvency signal).
list_tax_ratesList statutory tax-rate slabs by jurisdiction — IN GST (5/12/18/28 + zero + exempt + composition trader/manufacturer/restaurant + compensation cess), UK VAT (20 / 5 / zero / exempt), AU GST (10 / GST-free), US sales-tax (state-administered summary, no federal rate), CA GST 5% + HST 13% ON / 15% Atlantic, SG GST 9%, NZ GST 15%, AE VAT 5%.
lookup_tax_ratePick a single statutory tax-rate slab — either by exact `id` (e.g.
analyze_trial_balanceTake a Trial Balance CSV export from QuickBooks Online, Xero, Zoho Books, or Wave (source auto-detected from headers — YTD columns indicate Xero, Opening Balance indicates Zoho, etc.) and run three checks: (1) tb.unbalanced — debits ≠ credits (every downstream P&L / BS / cash-flow report built from this TB is wrong until fixed); (2) tb.wrong_sign — accounts whose name suggests a class (Revenue / COGS / Expense / AR / AP) carrying a balance on the wrong side (classic posting-error signal); (3) tb.round_balance — exact-multiple-of-$10,000 balances (plug-entry signal).
how_munimji_helpsExplain how HelloBooks and Munimji (the in-app AI assistant) help a specific business — given a free-text description of the user's own operations.