HelloBooks
PrivateLast Round
Series A
Feb 1, 2026
Est. Valuation
$40M
Total Funding Raised
$10.53M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
HelloBooks is an AI-powered accounting and bookkeeping platform that automates transaction categorization, bank reconciliation, and financial reporting for small businesses and finance teams.
Sector
FinTech
Verticals
Accounting & Expense, Workflow Automation, NLP & Conversational AI
Business Model
B2B
Customer Profile
Subscription SaaS, Usage-Based SaaS, Freemium
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
HelloBooks Comparables
Compare HelloBooks with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Febi.ai | 83% | |
| Digits Financial | 77% | |
| Intuit | 75% |
HelloBooks Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series A | Feb 1, 2026 | ||||
| Seed | Jun 10, 2025 | ||||
| Pre Seed | Aug 22, 2024 | ||||
| Angel | Mar 15, 2024 |
HelloBooks Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Speciale Invest | Pre Seed |
| Lightspeed India | Seed |
| Accel | Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Feb 1, 2026
$8M round led by Accel
- Aug 22, 2024
$375K round led by Speciale Invest
HelloBooks Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about HelloBooks's valuation, stock price, and market status.
Is HelloBooks a public or private company?
HelloBooks is a private company.
What is the current stock price of HelloBooks?
HelloBooks is a private company, so its shares have no public market price. Caplight tracks HelloBooks's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is HelloBooks worth (valuation)?
HelloBooks's valuation is estimated at $40.0M based on funding round data.
Can I buy HelloBooks stock?
HelloBooks shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was HelloBooks's last funding round?
HelloBooks's most recent funding round was Series A on February 1, 2026.
Who are the main investors in HelloBooks?
Key investors in HelloBooks include Speciale Invest, Lightspeed India, Accel.
Will HelloBooks IPO soon?
No public IPO plans have been announced for HelloBooks.
How can I track HelloBooks secondary market activity?
Caplight tracks bids, offers, and trades in HelloBooks's shares on secondary markets.