One queue for unclear transactions
Bring unresolved items into a dedicated workflow instead of tracking client questions manually across email threads and notes.
Bookkeeping reconciliation software Australia
Bookkeeping reconciliation software built around the client questions that slow reconciliation down.
HelpMyBooks helps Australian bookkeepers turn unclear bank transactions into simple client questions, collect the answer and receipt in one place, and return clean context to a review queue before anything is finalised.
The problem
Reconciliation often stops because the software has the transaction, but not the explanation.
A bank feed can show the merchant, amount and date without explaining who the purchase was for, what was bought, or why it was business-related. That missing context usually triggers emails, messages and repeated follow-up. HelpMyBooks gives that part of the workflow its own structured process instead of leaving it scattered across inboxes and spreadsheets.
What HelpMyBooks changes
Plain-English client questions
Generate simple Who / What / Why questions that clients can answer without accounting terminology.
Answers and receipts stay together
Client explanations and supporting receipts remain attached to the transaction that needs them.
Human review stays in control
AI can suggest context and coding, but the bookkeeper reviews the result before reconciliation is completed or exported.
How the workflow works
Import transactions
Bring in bank transactions by CSV or through the available Xero workflow.
Identify unclear items
Transactions that need more context are prepared for client clarification.
Collect the answer
The client receives a secure phone-friendly link and can add an explanation and receipt.
Review and reconcile
The bookkeeper sees the response, AI suggestion and evidence together before approving the final treatment.
Built for Australian bookkeepers and BAS-focused practices
HelpMyBooks is designed around Australian bookkeeping language, GST-aware workflows, AUD pricing and the practical reality of chasing transaction explanations before BAS and reconciliation work can be finished.
Frequently asked questions
What is bookkeeping reconciliation software?
Bookkeeping reconciliation software helps organise and complete the process of matching, reviewing and resolving financial transactions. HelpMyBooks focuses specifically on the client-clarification step that often blocks reconciliation when a bank transaction does not contain enough context.
Does HelpMyBooks replace Xero or MYOB?
No. HelpMyBooks is designed as a workflow layer around the accounting platform. Xero integration is available now, while MYOB and QuickBooks Online are roadmap integrations rather than current live integrations.
Can clients answer without creating an account?
Yes. The client-facing workflow uses secure links so clients can answer from their phone without needing bookkeeping knowledge or a full staff account.
Does AI make the final bookkeeping decision?
No. AI assists with questions and suggestions, but the bookkeeper remains responsible for reviewing and approving the final outcome.
Explore related HelpMyBooks guides
AI bookkeeping softwareSee how HelpMyBooks uses AI to assist rather than replace professional review.Xero reconciliation softwareExplore the Xero-focused workflow for importing context and preparing reviewed coding.Client query managementTurn repeated client follow-up into a structured transaction-by-transaction workflow.