HootBooks is a cloud-based accounting platform designed for freelancers, consultants, and small businesses. It helps you send invoices, track expenses, accept payments, manage clients, and generate financial reports — all from one place.

HootBooks is built for freelancers, self-employed professionals, small business owners, and businesses with contractors or employees. Whether you're a solo consultant or a growing team, HootBooks scales with your needs.

Absolutely. HootBooks uses industry-standard encryption, runs on Microsoft Azure cloud infrastructure, and processes payments through Stripe. Your financial data is never shared with third parties.

Yes. HootBooks is a web-based application that works on any device with a modern browser — desktop, tablet, or phone. There's no software to install.

Yes! Sign up without a credit card and explore the platform. When you're ready, choose the plan that fits your business.

We offer three plans: Bronze ($9/mo), Silver ($19/mo), and Gold ($29/mo). Each plan includes different levels of features and team member limits. Visit our pricing page for full details.

Yes. You can change your plan at any time from your account settings. Changes take effect at the start of your next billing cycle.

We accept all major credit cards through Stripe, including Visa, Mastercard, and American Express.

Create an invoice by selecting a client, adding line items, and clicking send. HootBooks automatically generates a branded PDF and emails it to your client. You can track when it's viewed and paid.

Yes, with the Gold plan. Connect your Stripe account and your clients can pay invoices online via credit card. Payments are automatically matched to invoices.

Upload a photo of your receipt and our AI-powered scanner (Azure Form Recognizer) automatically extracts the merchant name, date, and total amount. Review the details and save — no manual data entry needed.

Yes. Once a client approves your estimate, you can convert it into an invoice with a single click. All line items carry over automatically.

HootBooks offers Profit & Loss, Balance Sheet, General Ledger, Client Revenue Breakdown, and Expense Breakdown reports. All reports can be exported to CSV.

Email us at [email protected] and our team will get back to you as soon as possible. You can also visit our contact page.

Our primary support channel is email. We respond Monday through Friday, 9 AM – 6 PM EST.