{ "name": "hellobooks-public", "version": "1.5.0", "catalog": "features", "title": "Feature catalog", "description": "Full HelloBooks marketing feature catalog with categories, tiers, and rollout status.", "source": "https://agents.hellobooks.ai/catalog/features.json", "marketingUrl": "https://hellobooks.ai/features", "dataSource": "static", "dateModified": "2026-09-23T00:00:00.000Z", "count": 152, "data": { "categories": [ { "key": "core-accounting", "label": "Core Accounting", "order": 10 }, { "key": "invoicing-billing", "label": "Invoicing & Billing", "order": 20 }, { "key": "banking-reconciliation", "label": "Banking & Reconciliation", "order": 30 }, { "key": "reports", "label": "Reports", "order": 40 }, { "key": "tax-compliance", "label": "Tax & Compliance", "order": 50 }, { "key": "inventory", "label": "Inventory", "order": 60 }, { "key": "warehouse", "label": "Warehouse", "order": 65 }, { "key": "manufacturing", "label": "Manufacturing", "order": 70 }, { "key": "ai-automation", "label": "AI & Automation", "order": 80 }, { "key": "integrations", "label": "Integrations", "order": 90 }, { "key": "mobile", "label": "Mobile", "order": 100 }, { "key": "operations", "label": "Operations & Admin", "order": 110 }, { "key": "industry-modules", "label": "Industry Modules", "order": 120 } ], "features": [ { "key": "chart-of-accounts", "label": "Chart of Accounts", "category": "core-accounting", "tier": "free", "status": "live", "marketed": true, "shortDescription": "Customizable Chart of Accounts with multi-currency support and audit-grade GL.", "competitorParity": [ "QuickBooks", "Xero", "Wave" ] }, { "key": "journal-entries", "label": "Journal Entries", "category": "core-accounting", "tier": "free", "status": "live", "marketed": true, "shortDescription": "Manual journal entries with approval workflow and reversal support.", "competitorParity": [ "QuickBooks", "Xero" ] }, { "key": "multi-currency", "label": "Multi-Currency", "category": "core-accounting", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Auto FX rates, gain/loss revaluation, multi-currency journals, and foreign-currency invoicing.", "competitorParity": [ "QuickBooks", "Xero" ] }, { "key": "multi-entity", "label": "Multi-Entity Books", "category": "core-accounting", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Run multiple legal entities under one HelloBooks organization with consolidated reporting.", "competitorParity": [ "NetSuite", "Sage Intacct" ] }, { "key": "audit-trail", "label": "Audit Trail", "category": "core-accounting", "tier": "free", "status": "live", "marketed": true, "shortDescription": "Tamper-evident change log on every transaction — required for SOC2 and external audit defense." }, { "key": "period-locking", "label": "Period Locking & Year-End Close", "category": "core-accounting", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Lock past periods after close to prevent retroactive edits.", "competitorParity": [ "QuickBooks", "Xero" ] }, { "key": "conversion-balance", "label": "Conversion Balance & Migration", "category": "core-accounting", "tier": "free", "status": "live", "marketed": true, "shortDescription": "Opening balance setup for new entities with contact imports and opening invoices/bills mapping." }, { "key": "fixed-assets", "label": "Fixed Assets & Depreciation", "category": "core-accounting", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Asset register with depreciation schedules (straight-line, WDV), disposal handling, and asset reports.", "competitorParity": [ "QuickBooks", "Xero" ] }, { "key": "tracking-categories", "label": "Tracking Categories (Class, Location, Project)", "category": "core-accounting", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Multi-dimensional tracking — Classes, Locations, Projects — applied across all transactions and reports." }, { "key": "department-mgmt", "label": "Department Management", "category": "core-accounting", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "First-class department dimension separate from classes — for cost centers and HR-aligned reporting." }, { "key": "data-cleanup", "label": "Data CleanUp Utilities", "category": "core-accounting", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Bulk data cleansing tools for duplicate removal, account merges, and reconciliation cleanup." }, { "key": "invoicing", "label": "Invoicing", "category": "invoicing-billing", "tier": "free", "status": "live", "marketed": true, "shortDescription": "Unlimited invoices with custom branding, payment links, and online payment.", "competitorParity": [ "QuickBooks", "Xero", "Wave", "FreshBooks" ] }, { "key": "bills", "label": "Bills (Accounts Payable)", "category": "invoicing-billing", "tier": "free", "status": "live", "marketed": true, "shortDescription": "Vendor bills with attachments, approval workflow, and pay-on-due-date scheduling." }, { "key": "quotes-estimates", "label": "Quotes & Estimates", "category": "invoicing-billing", "tier": "free", "status": "live", "marketed": true, "shortDescription": "Send quotes, convert to invoice on acceptance, optional e-signature." }, { "key": "credit-notes", "label": "Credit & Debit Notes", "category": "invoicing-billing", "tier": "free", "status": "live", "marketed": true, "shortDescription": "Customer and vendor credit/debit notes with auto-application against invoices/bills." }, { "key": "recurring-invoices", "label": "Recurring Invoices & Bills", "category": "invoicing-billing", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Schedule recurring billing for subscriptions and retainers." }, { "key": "expense-claims", "label": "Expense Claims", "category": "invoicing-billing", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Employee expense submission with receipt OCR and approval workflow." }, { "key": "three-way-matching", "label": "3-Way Matching (PO / GRN / Bill)", "category": "invoicing-billing", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Match purchase orders, goods receipts, and bills with variance approval.", "competitorParity": [ "NetSuite", "Sage Intacct" ] }, { "key": "branding-themes", "label": "Branding Themes", "category": "invoicing-billing", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Per-document branding (invoice, quote, statement) with logo, colors, and templates." }, { "key": "sales-orders", "label": "Sales Orders", "category": "invoicing-billing", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Confirm customer orders before invoicing. Convert from quotes; partially fulfill via delivery challans or invoices." }, { "key": "delivery-challans", "label": "Delivery Challans", "category": "invoicing-billing", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Goods dispatch documents linked to invoices. Partial dispatch and back-order tracking." }, { "key": "purchase-orders", "label": "Purchase Orders", "category": "invoicing-billing", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Vendor purchase orders with approval workflow. Convert to bills via GRN." }, { "key": "goods-receipt-notes", "label": "Goods Receipt Notes", "category": "invoicing-billing", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Receipt tracking for incoming goods. Reconciles with PO and bill for 3-way matching." }, { "key": "customer-advances", "label": "Customer Advances", "category": "invoicing-billing", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Track customer prepayments with allocation schedules and auto-application against future invoices." }, { "key": "vendor-prepayments", "label": "Vendor Prepayments", "category": "invoicing-billing", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Vendor advance tracking with prepayment schedules and bill-time allocation." }, { "key": "invoice-reminders", "label": "Automated Invoice Reminders", "category": "invoicing-billing", "tier": "free", "status": "live", "marketed": true, "shortDescription": "Customizable email reminder cadence for overdue invoices." }, { "key": "customer-portal", "label": "Customer Self-Service Portal", "category": "invoicing-billing", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Public invoice payment page — customers view, download, and pay invoices online without login." }, { "key": "vendor-customer-statements", "label": "Vendor & Customer Statements", "category": "invoicing-billing", "tier": "free", "status": "live", "marketed": true, "shortDescription": "Generate and email account statements with aging detail and outstanding balance." }, { "key": "procurement-requisitions", "label": "Procurement & Purchase Requisitions", "category": "invoicing-billing", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Multi-stage requisition workflow. Approval rules route POs by amount, department, or vendor." }, { "key": "repeating-bills", "label": "Repeating Bills", "category": "invoicing-billing", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Recurring vendor bills with auto-posting and approval routing." }, { "key": "bank-feeds-plaid", "label": "Bank Feeds (Plaid)", "category": "banking-reconciliation", "tier": "free", "status": "live", "marketed": true, "shortDescription": "Live bank feeds via Plaid for US/CA/UK/EU. 1 connection on Free, unlimited on Pro+.", "competitorParity": [ "QuickBooks", "Xero" ] }, { "key": "bank-reconciliation", "label": "Bank Reconciliation", "category": "banking-reconciliation", "tier": "free", "status": "live", "marketed": true, "shortDescription": "Match transactions, mark reconciled, lock periods. Includes find-and-match for batch payments.", "competitorParity": [ "QuickBooks", "Xero" ] }, { "key": "ai-categorization", "label": "AI Auto-Categorization", "category": "banking-reconciliation", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "AI categorizes bank transactions with 95%+ accuracy. Industry/turnover-aware.", "competitorParity": [ "QuickBooks Online (Pro+)" ] }, { "key": "find-and-match", "label": "Find & Match", "category": "banking-reconciliation", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "AI-scored matching of bank lines to invoices/bills/credit notes — handles batch payments and partial allocations." }, { "key": "undeposited-funds", "label": "Undeposited Funds", "category": "banking-reconciliation", "tier": "free", "status": "live", "marketed": true, "shortDescription": "Group customer payments before deposit; supports cheque batching." }, { "key": "running-balance", "label": "Running Balance & Reconciliation Periods", "category": "banking-reconciliation", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Period-locked reconciliation with running balance and review checkpoint." }, { "key": "bank-rules", "label": "Bank Rules Engine", "category": "banking-reconciliation", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Custom rules to auto-categorize recurring bank transactions by description, payee, or amount pattern." }, { "key": "cash-book", "label": "Cash Book", "category": "banking-reconciliation", "tier": "free", "status": "live", "marketed": true, "shortDescription": "Cash account management with budget insights, monthly contributions, and shareable cashbook invitations." }, { "key": "receive-spend-money", "label": "Receive / Spend / Transfer Money", "category": "banking-reconciliation", "tier": "free", "status": "live", "marketed": true, "shortDescription": "Manual payment workflows for ad-hoc receipts, payments, and inter-account transfers." }, { "key": "batch-cheque-payments", "label": "Batch Cheque Payments", "category": "banking-reconciliation", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Bulk cheque processing — pay multiple bills with one cheque and auto-split allocation." }, { "key": "profit-loss", "label": "Profit & Loss", "category": "reports", "tier": "free", "status": "live", "marketed": true, "shortDescription": "Standard P&L with comparative periods, drill-down, and CSV/PDF export." }, { "key": "balance-sheet", "label": "Balance Sheet", "category": "reports", "tier": "free", "status": "live", "marketed": true, "shortDescription": "Standard Balance Sheet with comparative periods and drill-down." }, { "key": "cash-flow", "label": "Cash Flow Statement", "category": "reports", "tier": "free", "status": "live", "marketed": true, "shortDescription": "Direct and indirect method cash flow statements." }, { "key": "ar-ap-aging", "label": "AR / AP Aging", "category": "reports", "tier": "free", "status": "live", "marketed": true, "shortDescription": "Aging buckets for receivables and payables with drill-down to source documents." }, { "key": "advanced-filter-reports", "label": "Advanced Filtering on Reports", "category": "reports", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Multi-dimensional filters (entity, project, class, location, date range) on every report." }, { "key": "general-ledger-report", "label": "General Ledger Report", "category": "reports", "tier": "free", "status": "live", "marketed": true, "shortDescription": "Standard GL with account, date, and dimension filters." }, { "key": "trial-balance", "label": "Trial Balance", "category": "reports", "tier": "free", "status": "live", "marketed": true, "shortDescription": "Period-end trial balance with debit/credit columns." }, { "key": "sales-report", "label": "Sales Report", "category": "reports", "tier": "free", "status": "live", "marketed": true, "shortDescription": "Sales analysis by customer, product, period, and channel with trend charts." }, { "key": "purchase-report", "label": "Purchase Report", "category": "reports", "tier": "free", "status": "live", "marketed": true, "shortDescription": "Purchase analysis by vendor, category, and period with trend visualizations." }, { "key": "bank-cash-report", "label": "Bank & Cash Report", "category": "reports", "tier": "free", "status": "live", "marketed": true, "shortDescription": "Cash position summary across all bank and cash accounts with movement details." }, { "key": "inventory-report", "label": "Inventory Report", "category": "reports", "tier": "free", "status": "live", "marketed": true, "shortDescription": "Stock valuation, movement, fast/slow movers, and reorder forecast reports." }, { "key": "cfo-dashboard", "label": "CFO Management Dashboard", "category": "reports", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Executive financial dashboard with live KPIs, AI-generated commentary, and drill-down to source." }, { "key": "audit-compliance-report", "label": "Audit Compliance Report", "category": "reports", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Pre-audit checklist with exception flagging, supporting document index, and SOC 2 ready evidence pack." }, { "key": "period-end-closing", "label": "Period End Closing", "category": "reports", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Guided period close — accruals, prepayments, depreciation, FX revaluation, and lock period." }, { "key": "budget-vs-actual", "label": "Budget vs Actual", "category": "reports", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Variance analysis between budget and actuals across departments, projects, and entities." }, { "key": "fx-gain-loss-report", "label": "FX Gain/Loss Report", "category": "reports", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Realized and unrealized foreign exchange gain/loss reporting with revaluation history." }, { "key": "payroll-reports", "label": "Payroll Reports", "category": "reports", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Payroll summary, deduction breakdown, and statutory remittance reports — synced from TimeX." }, { "key": "gst-india", "label": "GST (India)", "category": "tax-compliance", "tier": "free", "status": "live", "marketed": true, "shortDescription": "Full Indian GST: GSTR-1, GSTR-2A, GSTR-2B reconciliation, GSTR-3B, GSTR-6, GSTR-7, GSTR-8, GSTR-9, ITC-04, e-invoicing, e-way bills.", "competitorParity": [ "Zoho Books", "Tally" ] }, { "key": "gst-2b-recon", "label": "GSTR-2B Reconciliation", "category": "tax-compliance", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Auto-match purchase invoices against GSTR-2B with ITC eligibility flags and forecast." }, { "key": "uk-vat-mtd", "label": "UK VAT (Making Tax Digital)", "category": "tax-compliance", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "HMRC MTD-compliant VAT returns with 9-box submission, VAT detail, exception, and reconciliation reports.", "competitorParity": [ "Xero", "QuickBooks UK" ] }, { "key": "au-bas", "label": "Australian BAS", "category": "tax-compliance", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Quarterly BAS with PAYG withholding, GST, FBT, and instalments." }, { "key": "us-sales-tax", "label": "US Sales Tax (Avalara)", "category": "tax-compliance", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Avalara-powered US multi-state sales tax calculation, nexus tracking, and GL posting." }, { "key": "tds-tcs", "label": "TDS / TCS (India)", "category": "tax-compliance", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "TDS deduction at source with 26AS reconciliation; TCS collection with returns." }, { "key": "gst-tds-threshold", "label": "GST-TDS Threshold Automation (Section 51)", "category": "tax-compliance", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Auto-detects when a vendor contract crosses the ₹2.5L Section 51 floor and prompts 2% GST-TDS (1% CGST + 1% SGST intra-state, or 2% IGST inter-state) right at bill entry — with one-click apply and GSTR-7 Table 3 filing. Runs in parallel with Income-Tax TDS threshold prompts.", "competitorParity": [ "None — HelloBooks USP. Zoho Books supports GST-TDS but applies it manually; per its own help docs, users bear full responsibility for tracking the ₹2.5L threshold — there is no auto-detection, cumulative contract tracking, or bill-entry prompt." ] }, { "key": "tds-compliance-dashboard", "label": "TDS Compliance Analytics Dashboard", "category": "tax-compliance", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Per-section TDS breakdowns (194C/194J/194Q/…), quarterly and monthly deduction vs deposit reports, deductee tracking, 194Q per-vendor aggregate (₹50L threshold watch), 206C(1H) seller-side aggregate, reconciliation summary (deducted vs deposited), and upcoming deadline alerts — all in one dashboard.", "competitorParity": [ "None — HelloBooks USP. Most competitors show a flat TDS register; HelloBooks surfaces section-wise aggregates, threshold proximity warnings for 194Q/206C(1H), and a unified upcoming-deadlines feed covering all return due dates." ] }, { "key": "tds-ldc-management", "label": "§197 Lower-Deduction Certificate (LDC) Management", "category": "tax-compliance", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Register Income-Tax Act Section 197 Lower-Deduction Certificates directly inside HelloBooks. Once a certificate is saved (vendor, section, override rate, validity dates), the system automatically applies the reduced/nil rate on applicable bills for that vendor — no manual rate overrides needed. Archive superseded certs with one click." }, { "key": "e-way-bill", "label": "E-Way Bill Generation & Tracking", "category": "tax-compliance", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Generate, track, and audit e-way bills for goods movement; auto-linked to invoices and delivery challans with NIC portal sync and expiry alerts.", "competitorParity": [ "Zoho Books", "Tally" ] }, { "key": "e-invoice-irn", "label": "E-Invoice IRN Generation (Fynamics GSP)", "category": "tax-compliance", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Auto-generate Invoice Reference Numbers via Fynamics GSP → IRP → GSTN pipeline. IRN is printed on the invoice PDF with embedded QR code; cancellation within the 24-hour window is handled inside HelloBooks." }, { "key": "gstr7-deductor", "label": "GSTR-7 Filing (GST-TDS Deductors)", "category": "tax-compliance", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Draft, review, and file GSTR-7 returns for GST-TDS deductors (Section 51). GSTR-7A TDS certificates are generated per supplier and auto-populated from bill data." }, { "key": "gstr3b-section-tools", "label": "GSTR-3B Section Deep-Dive Analytics", "category": "tax-compliance", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Drill into GSTR-3B beyond the high-level summary: Table 3.1+3.2 outward supply breakdown (taxable / zero-rated / nil / exempt), Table 4 ITC ledger (available / reversed / net eligible by IGST/CGST/SGST), editable pre-filing draft, and a pre-filing impact preview showing net tax payable, ITC offset, and exact cash ledger outflow — before submitting to the portal.", "competitorParity": [ "None — HelloBooks USP. Zoho Books shows a single GSTR-3B summary tile; HelloBooks exposes per-table section data and a pre-filing cash-impact preview, letting accountants simulate the outflow before committing." ] }, { "key": "gstr2b-analytics", "label": "GSTR-2B Advanced Analytics", "category": "tax-compliance", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Go beyond the matched/unmatched reconciliation list: period-level ITC dashboard (total available, ineligible, IGST/CGST/SGST split), month-by-month ITC trend, per-supplier ITC aggregates to spot non-filing vendors, month-over-month period comparison, and Rule 42 proportionate ITC reversal computation (for inputs partly used in exempt/non-business purposes).", "competitorParity": [ "None — HelloBooks USP. GSTR-2B reconciliation is available in Zoho Books and Tally, but per-vendor ITC trend, period-comparison with supplier-filing variance, and auto Rule 42 reversal computation are not." ] }, { "key": "gstr2a-portal-sync", "label": "GSTR-2A On-Demand Portal Sync", "category": "tax-compliance", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Trigger a fresh GSTR-2A pull from the GSTN portal at any time — no need to wait for the next scheduled sync. When a supplier files late or after the sync window, one click refreshes their invoices in your reconciliation view. Pull events are logged so you can audit exactly when each sync ran and whether it succeeded." }, { "key": "form-16a-27d", "label": "Form 16A / 27D Generation", "category": "tax-compliance", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "PDF generation for TDS/TCS issuance certificates." }, { "key": "invoice-tds-tcs-pdf", "label": "TDS / TCS on Invoice & Bill PDFs", "category": "tax-compliance", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Invoice and bill PDFs render conditional TDS and TCS lines with the exact section and rate (e.g. \"TCS 206C(1H) @ 0.1%\") plus a withholding-net grand total. TCS prints on the buyer's invoice so they have a primary document to claim TCS credit against in their 26AS; TDS prints the net-of-deduction payable. Works across the default, industry-preset, and Tally-India template families.", "competitorParity": [ "None — HelloBooks USP. Zoho Books/QuickBooks India show the deduction in the ledger but do not print the section-and-rate TCS line on the buyer-facing invoice PDF, leaving buyers without a clean source document for the credit claim." ] }, { "key": "compliance-calendar", "label": "Compliance Calendar", "category": "tax-compliance", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Country-specific compliance deadlines surfaced as a calendar widget on the dashboard." }, { "key": "filing-tokens", "label": "Filing Token Bundles", "category": "tax-compliance", "tier": "pro", "status": "live", "marketed": false, "shortDescription": "Purchase and manage token bundles for Form 1099 e-filing. Balance shown inline on the 1099 page." }, { "key": "form-1099-state-leg-entry", "label": "Form 1099 State & Filing-Leg Entry", "category": "tax-compliance", "tier": "pro", "status": "live", "marketed": false, "shortDescription": "Per-recipient state and filing-leg (CF/SF) entry UI within the Form 1099 editor for multi-state 1099 reporting." }, { "key": "multi-jurisdiction-tax-ai", "label": "Multi-Jurisdiction AI Tax Intelligence", "category": "tax-compliance", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "AI categorization is tax-aware in 4 jurisdictions out of the box: India (TDS 194C/I/J/H/Q + GST CGST/SGST/IGST/RCM + TCS 206C), UK (VAT codes + CIS 20%/30% + DRC + MTD-aware), Australia (GST + no-ABN PAYG 47% + LCT + WET), UAE (5% VAT + 9% CT + Free Zone vs Mainland + Designated Zones). Cross-cutting PSP detection routes Stripe/Razorpay payouts to Undeposited Funds Clearing per GAAP/IFRS.", "competitorParity": [ "None — HelloBooks USP. Xero/QBO/Wave do not natively understand jurisdiction-specific withholding sections, free-zone splits, or PSP clearing-account routing." ] }, { "key": "item-master", "label": "Item Master", "category": "inventory", "tier": "free", "status": "live", "marketed": true, "shortDescription": "Single item master with HSN/SAC, UOM, multi-tax, and per-entity pricing." }, { "key": "stock-tracking", "label": "Stock Tracking & Valuation (WAC)", "category": "inventory", "tier": "free", "status": "live", "marketed": true, "shortDescription": "Real-time stock with weighted-average-cost valuation and movement history." }, { "key": "stock-adjustments", "label": "Stock Adjustments", "category": "inventory", "tier": "free", "status": "live", "marketed": true, "shortDescription": "Increase/decrease stock with approval workflow and reason codes." }, { "key": "stock-transfers", "label": "Stock Transfers", "category": "inventory", "tier": "free", "status": "live", "marketed": true, "shortDescription": "Inter-warehouse transfers with in-transit tracking." }, { "key": "inventory-overview", "label": "Inventory Insights & Overview", "category": "inventory", "tier": "free", "status": "live", "marketed": true, "shortDescription": "Stock-on-hand, valuation, fast/slow movers, and reorder forecast." }, { "key": "stocktake-cycle-count", "label": "Physical Stocktake & Cycle Count", "category": "inventory", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Periodic and cycle counting with variance approval workflow." }, { "key": "warehouse-multi-location", "label": "Multi-Warehouse with Bins & Zones", "category": "warehouse", "tier": "warehouse-addon", "status": "live", "marketed": true, "shortDescription": "Multi-warehouse stock with bin and zone hierarchy, location-aware ledger.", "competitorParity": [ "Odoo", "NetSuite WMS" ] }, { "key": "grn-putaway", "label": "Goods Receipt Notes & Put-Away", "category": "warehouse", "tier": "warehouse-addon", "status": "live", "marketed": true, "shortDescription": "GRN with auto-put-away rules, cross-docking, and discrepancy flagging." }, { "key": "warehouse-cross-dock", "label": "Cross-Docking", "category": "warehouse", "tier": "warehouse-addon", "status": "live", "marketed": true, "shortDescription": "Direct receive-to-ship workflow with order matching." }, { "key": "barcode-mobile-scan", "label": "Mobile Warehouse & Barcode Scan", "category": "warehouse", "tier": "warehouse-addon", "status": "live", "marketed": true, "shortDescription": "iOS/Android scanning for receive, pick, pack, transfer." }, { "key": "warehouse-rma", "label": "RMA & Returns Management", "category": "warehouse", "tier": "warehouse-addon", "status": "live", "marketed": true, "shortDescription": "Customer and vendor returns with restock-or-scrap workflow." }, { "key": "warehouse-3pl", "label": "3PL Integration", "category": "warehouse", "tier": "warehouse-addon", "status": "beta", "marketed": false, "shortDescription": "Connect to third-party logistics providers for outsourced fulfillment." }, { "key": "warehouse-allocation", "label": "Allocation & Reservation", "category": "warehouse", "tier": "warehouse-addon", "status": "live", "marketed": true, "shortDescription": "Reserve stock against open orders with auto-release on fulfillment." }, { "key": "bom", "label": "Bill of Materials (BOM)", "category": "manufacturing", "tier": "manufacturing-addon", "status": "live", "marketed": true, "shortDescription": "Multi-level BOM with versioning, component substitution, and cost roll-up.", "competitorParity": [ "Odoo", "NetSuite Manufacturing" ] }, { "key": "work-orders", "label": "Work Orders", "category": "manufacturing", "tier": "manufacturing-addon", "status": "live", "marketed": true, "shortDescription": "Work orders with component issuance, completion posting, and WAC valuation of finished goods." }, { "key": "shop-floor", "label": "Shop Floor Tracking", "category": "manufacturing", "tier": "manufacturing-addon", "status": "live", "marketed": true, "shortDescription": "Operator clock-in, station tracking, and operation completion." }, { "key": "quality-control", "label": "Quality Control", "category": "manufacturing", "tier": "manufacturing-addon", "status": "live", "marketed": true, "shortDescription": "QC checkpoints on receive and on completion with hold/release workflow." }, { "key": "subcontracting", "label": "Subcontracting", "category": "manufacturing", "tier": "manufacturing-addon", "status": "live", "marketed": true, "shortDescription": "Send components to subcontractor, receive finished goods, with valuation." }, { "key": "by-product-tracking", "label": "By-Product Tracking", "category": "manufacturing", "tier": "manufacturing-addon", "status": "live", "marketed": true, "shortDescription": "Co-product and by-product output from a single work order with cost split." }, { "key": "production-planning", "label": "Production Planning", "category": "manufacturing", "tier": "manufacturing-addon", "status": "beta", "marketed": false, "shortDescription": "Demand-driven production planning with capacity and material-availability checks." }, { "key": "mrp", "label": "MRP (Material Requirements Planning)", "category": "manufacturing", "tier": "manufacturing-addon", "status": "planned", "marketed": false, "shortDescription": "Multi-level MRP with lead-time-aware purchase suggestions. Roadmap." }, { "key": "agentic-accounting", "label": "Agentic Accounting", "category": "ai-automation", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "AI takes accounting actions with human approval — reconciliation, categorization, journal posting, document Q&A.", "competitorParity": [ "None — HelloBooks USP" ] }, { "key": "ai-credits", "label": "AI Credits (Per-Tier Allocation)", "category": "ai-automation", "tier": "free", "status": "live", "marketed": true, "shortDescription": "2,500 (Free) / 15,000 (Pro) / 50,000 (Business) AI credits per month for AI-powered actions." }, { "key": "ai-calls", "label": "AI Calls (Outbound Voice Agent)", "category": "ai-automation", "tier": "pro", "status": "beta", "marketed": false, "shortDescription": "Outbound AI voice agent for collections, reminders, and accounting interviews. ElevenLabs-powered." }, { "key": "smart-notepad", "label": "Smart Notepad", "category": "ai-automation", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Paste meeting notes — AI auto-creates tasks, action items, and follow-ups." }, { "key": "ai-chatbot", "label": "AI Chatbot (MCP)", "category": "ai-automation", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "In-app AI assistant with MCP tools — query data, create transactions, run reports via chat." }, { "key": "document-extraction", "label": "Document Extraction (OCR + Find & Match)", "category": "ai-automation", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Drag-drop PDFs/images — AI extracts vendor, amount, line items, GST, then auto-matches to bank lines." }, { "key": "voice-ai", "label": "Voice AI (Realtime + ElevenLabs)", "category": "ai-automation", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Voice-first accounting — speak queries, hear answers in natural voice. Powered by Realtime API and ElevenLabs.", "competitorParity": [ "None — HelloBooks USP" ] }, { "key": "ai-form-filling", "label": "AI Form Filling", "category": "ai-automation", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Active field auto-fill with progress indicators — drop a document, watch forms populate themselves." }, { "key": "ai-document-generation", "label": "AI Document Template Generation", "category": "ai-automation", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "AI-generated branded invoice and document templates from natural language prompts." }, { "key": "ai-onboarding-assistant", "label": "AI Onboarding Assistant", "category": "ai-automation", "tier": "free", "status": "live", "marketed": true, "shortDescription": "Conversational AI guides new users through entity setup, COA selection, and initial data import." }, { "key": "ai-payee-detection", "label": "AI Payee & Merchant Detection", "category": "ai-automation", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Automatically identifies merchants and customers from transaction descriptions and creates vendor/customer records." }, { "key": "ai-materiality", "label": "Materiality-Aware Categorization", "category": "ai-automation", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "AI applies industry/turnover-aware materiality bands when categorizing transactions — small items aggregated, large items flagged for review." }, { "key": "prompt-templates", "label": "Prompt Templates Library", "category": "ai-automation", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Reusable prompt templates with slot-fill — standardize AI workflows across teams." }, { "key": "chatbot-inline-softnotes", "label": "AI Chat Inline Soft-Note Rendering", "category": "ai-automation", "tier": "pro", "status": "live", "marketed": false, "shortDescription": "The AI assistant renders soft-note attachments inline within the conversation thread for richer context." }, { "key": "stripe-connect", "label": "Stripe Connect", "category": "integrations", "tier": "free", "status": "live", "marketed": true, "shortDescription": "Connect your Stripe account to receive online invoice payments." }, { "key": "razorpay", "label": "Razorpay (India)", "category": "integrations", "tier": "free", "status": "live", "marketed": true, "shortDescription": "Razorpay payment gateway for India invoice payments." }, { "key": "paypal", "label": "PayPal", "category": "integrations", "tier": "free", "status": "live", "marketed": true, "shortDescription": "PayPal payment gateway for invoice payments." }, { "key": "tally-import", "label": "Tally Import", "category": "integrations", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Import existing Tally books into HelloBooks." }, { "key": "quickbooks-sync", "label": "QuickBooks Migration", "category": "integrations", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Guided one-time migration/import of your QuickBooks Online books — customers, vendors, invoices, bills, and journals (import, not a live two-way sync)." }, { "key": "xero-sync", "label": "Xero Migration", "category": "integrations", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Guided one-time migration/import from Xero ledgers (not a live two-way sync)." }, { "key": "zoho-sync", "label": "Zoho Books Migration", "category": "integrations", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Guided migration/import from Zoho Books (not a live two-way sync)." }, { "key": "freshbooks-sync", "label": "FreshBooks Migration", "category": "integrations", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Guided migration/import from FreshBooks (not a live two-way sync)." }, { "key": "google-drive", "label": "Google Drive", "category": "integrations", "tier": "free", "status": "live", "marketed": true, "shortDescription": "Attach receipts and documents from Google Drive." }, { "key": "onedrive-sharepoint", "label": "OneDrive / SharePoint", "category": "integrations", "tier": "free", "status": "live", "marketed": true, "shortDescription": "Attach documents from OneDrive or SharePoint." }, { "key": "upwork-sync", "label": "Upwork (Freelance Spend)", "category": "integrations", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Auto-import freelance contractor spend from Upwork with project mapping." }, { "key": "tally-journal-capture-banner", "label": "Tally Journal Capture Guidance", "category": "integrations", "tier": "pro", "status": "live", "marketed": false, "shortDescription": "In-app banner on the Tally Reconciliation page guiding users through automated journal entry capture from Tally syncs." }, { "key": "mobile-ios", "label": "iOS App", "category": "mobile", "tier": "free", "status": "live", "marketed": true, "shortDescription": "Full iOS app for invoicing, expense capture, and approvals." }, { "key": "mobile-android", "label": "Android App", "category": "mobile", "tier": "free", "status": "live", "marketed": true, "shortDescription": "Full Android app for invoicing, expense capture, and approvals." }, { "key": "mileage-tracker", "label": "Mileage Tracker", "category": "mobile", "tier": "free", "status": "live", "marketed": true, "shortDescription": "GPS-tracked business mileage with IRS-compliant log export." }, { "key": "user-roles-rbac", "label": "User Roles & RBAC", "category": "operations", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Granular roles (org-level, entity-level, scope-level) with custom permissions." }, { "key": "approvals-workflow", "label": "Approvals Workflow", "category": "operations", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Configurable multi-step approvals on bills, journals, expenses, and stock adjustments." }, { "key": "automation-templates", "label": "Automation Templates", "category": "operations", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Trigger-based automations (recurring tasks, alerts, conditional posting)." }, { "key": "api-access", "label": "Public API & Webhooks", "category": "operations", "tier": "pro", "status": "beta", "marketed": false, "shortDescription": "REST API and webhook subscriptions for custom integrations." }, { "key": "audit-trail-detail", "label": "Audit Trail Drawer", "category": "operations", "tier": "free", "status": "live", "marketed": true, "shortDescription": "Per-document audit trail with user, timestamp, and field-level diff." }, { "key": "multi-currency-revaluation", "label": "FX Revaluation", "category": "operations", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Period-end FX revaluation with unrealized gain/loss postings." }, { "key": "drive-module", "label": "Drive (Document Storage)", "category": "operations", "tier": "free", "status": "live", "marketed": true, "shortDescription": "Built-in document storage with folders, comments, versioning, and section-based organization." }, { "key": "email-templates", "label": "Email Templates Engine", "category": "operations", "tier": "free", "status": "live", "marketed": true, "shortDescription": "Customizable email templates for invoices, statements, reminders, and notifications with variable substitution." }, { "key": "document-templates", "label": "Document & Branding Templates", "category": "operations", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Per-document custom templates with industry presets, logo zones, and column management." }, { "key": "multi-org", "label": "Multi-Organization Management", "category": "operations", "tier": "free", "status": "live", "marketed": true, "shortDescription": "One login. Multiple organizations. Multiple entities per organization. Switch context with one click." }, { "key": "client-chat-collab", "label": "Client Chat & Collaboration", "category": "operations", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "In-product chat with clients and team members. Comment on transactions, resolve queries, attach files." }, { "key": "cashbook-invitations", "label": "Cashbook Sharing & Invitations", "category": "operations", "tier": "free", "status": "live", "marketed": true, "shortDescription": "Invite team members to view or contribute to a specific cashbook with granular permissions." }, { "key": "export-csv", "label": "Universal CSV Export", "category": "operations", "tier": "free", "status": "live", "marketed": true, "shortDescription": "Export any list, report, or transaction set to CSV with one click." }, { "key": "rbac-route-gating", "label": "Feature-Flag Route Access Control", "category": "operations", "tier": "pro", "status": "live", "marketed": false, "shortDescription": "Reports and Banking Settings routes are gated by RBAC permission checks, preventing unauthorised access per user role." }, { "key": "pos", "label": "POS (Point of Sale)", "category": "industry-modules", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Industry-aware POS — cloth retail, vegetable mandi, generic — with offline support." }, { "key": "real-estate", "label": "Real Estate / Projects", "category": "industry-modules", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Project-level P&L, tenant ledgers, and rent roll." }, { "key": "budget-manager", "label": "Budget Manager", "category": "industry-modules", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Department/project budgets with variance reports." }, { "key": "consolidation", "label": "Multi-Entity Consolidation", "category": "industry-modules", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Consolidated P&L and Balance Sheet across multiple entities with intercompany elimination." }, { "key": "timex", "label": "TimeX (Payroll & Attendance)", "category": "industry-modules", "tier": "pro", "status": "live", "marketed": true, "shortDescription": "Sister-product TimeX handles payroll, leave, attendance — auto-syncs PAYG/PT/PF/ESI to HelloBooks GL." }, { "key": "owner-suite-consolidated-cashflow", "label": "Consolidated Cash Flow (Owner Suite)", "category": "industry-modules", "tier": "business", "status": "live", "marketed": true, "shortDescription": "Multi-entity cash flow report across all group entities with direct/indirect toggle and per-org contributor drill-down.", "competitorParity": [ "None — HelloBooks USP. No competitor offers consolidated cross-entity cash flow in a single dashboard for SMB owners." ] }, { "key": "owner-suite-consolidated-budget", "label": "Consolidated Budget vs Actual (Owner Suite)", "category": "industry-modules", "tier": "business", "status": "live", "marketed": true, "shortDescription": "Budget variance analysis rolled up across all group entities, with department and project drill-down.", "competitorParity": [ "None — HelloBooks USP. Consolidated budget vs actual across entities is enterprise-only in Xero/QuickBooks — not available to SMBs." ] }, { "key": "owner-suite-merchant-insights", "label": "Merchant Insights Panel (Owner Suite)", "category": "industry-modules", "tier": "business", "status": "live", "marketed": false, "shortDescription": "Customer lifetime value and vendor spend patterns surfaced across all entities in Owner Suite Mode B." }, { "key": "owner-suite-activity-insights", "label": "Activity Insights — Cross-Tenant Audit Timeline (Owner Suite)", "category": "industry-modules", "tier": "business", "status": "live", "marketed": false, "shortDescription": "Unified audit event feed across multiple entities with cross-tenant timeline and drill-down per org." }, { "key": "owner-suite-tally-health", "label": "Tally Health Dashboard (Owner Suite)", "category": "industry-modules", "tier": "business", "status": "live", "marketed": false, "shortDescription": "Monitor Tally integration sync status per org with configurable auto-sync schedules and per-org interval controls." } ], "meta": { "version": "1.2.0", "lastUpdated": "2026-07-10", "totalFeatures": 152, "source": "https://github.com/Meru-Fin-Tech/marketing/blob/main/feature-catalog.json", "description": "Authoritative HelloBooks feature catalog — 152 features across 13 categories (146 live, 5 beta, 1 planned). Mirrors marketing/feature-catalog.json. Filter by `marketed` to show on public website, `tier` for pricing pages, `status` for roadmap views." } } }