HeyBen for CPA firms and accounting practices in Hong Kong and APAC: bank statement extraction and import, AI bookkeeping, AR collection and aging, client documents, and management reporting in one platform.
One AI-native platform. Same team. More client capacity.
Replace the fragmented stack around your compliance workflow with HeyBen — an AI accounting agent that handles bookkeeping, reconciliation, documents and collections while your partners stay in control.
What is HeyBen for firms?
A unified layer for practice operations.
HeyBen is built in Hong Kong for practices that want one place to run operations, client documents, billing workflows and real-time reporting — without stitching together half a dozen subscriptions. Keep the systems you already trust for specialist work; the busywork around them does not have to.
Why teams switch
Stop paying for software that slows you down.
Your firm today
- Six to ten tools that barely talk to each other.
- Every new engagement means new logins and duplicate data entry.
- Seasonal peaks mean turning away work or burning out staff.
- Price hikes every renewal with your files held hostage.
Your firm on HeyBen
- One ledger-centric platform with AI execution and human review.
- New client, one setup — workflows and permissions propagate.
- Ben drafts; your managers approve. Iris answers clients in your voice.
- Built for Hong Kong & APAC banks, currencies and reporting norms.
Two surfaces, one platform
Meet Ben and Iris.
Two AI agents built into every part of the platform. You control both.
- Codes transactions and matches bank lines to invoices.
- Chases AR, posts AP and surfaces exceptions with context.
- Produces draft management reports with variance callouts.
- Answers common questions inside your branded experience.
- Sends polite nudges for missing documents.
- Escalates anything sensitive to your team instantly.
Ask Iris
Partner-grade answers, in plain English.
Your team asks Iris anything about a client ledger — cashflow, aging, budget variance — and gets a chart, the underlying lines, and a suggested next action. You approve before it ships to the client.
- Grounded in the live ledger, not a generic LLM guess.
- Every answer cites the journals and bank lines it used.
- Escalates to a partner the moment a client question goes past policy.
What clients see
Your brand. Structured intake. Less email tennis.
Give clients a clear place to upload, sign and pay — while every artifact lands in the right job file on your side.
- Bank statements · Q3
- Management accounts
- Lease agreement
- Payroll summary
When is our next management pack due?
Per the agreed schedule, the Q3 pack is due 15 Jan. Want me to add a calendar reminder for your team?
Bank extraction
From statements to coded lines — without the spreadsheet bridge.
Ingest PDF or CSV bank files and card statements. Ben extracts payees, amounts and dates, proposes COA codes, and lines up matches to invoices before your team confirms.
- Multi-entity files route to the right client and year automatically.
- AI suggests journals with references you can audit in one click.
- Exceptions land in a review queue — nothing posts without sign-off.
Accounts receivable
Collections, aging and cash application in one flow.
See overdue invoices by client entity, run polite chaser sequences, and apply bank receipts to the right bills — every client-facing message is queued for partner approval.
Chaser batch ready · 9 invoices · awaiting approval
- Aging buckets and WIP tags stay tied to engagement files.
- Reminder cadences follow your firm tone, templates and quiet hours.
- Receipts trace cleanly from bank line to open invoice.
Everything included
Replace the sprawl. Automate the rest.
Practice operations
Clients, jobs, WIP and deadlines with alerts when dates slip.
Document vault
Auto-organised by entity and year with audit-friendly trails.
Bookkeeping & GL
Continuous close with AI-coded journals and exception queues.
AR & AP
Chasers, approvals and payment posting without spreadsheet bridges.
Reporting & BI
Live P&L, balance sheet and cash with narrative summaries.
Automation & imports
Statement uploads and supported payment connectors, tuned for Hong Kong and regional stacks.
You stay in charge
Approval gates, full trails, your rules.
Explicit approvals
Draft emails, client replies and journals queue for a human before they go out.
Audit trail by design
Every AI suggestion and user decision is timestamped — inspection-ready.
Configurable autonomy
Choose what Ben may post automatically versus what must hit a review bucket.
Common questions
Straight answers for practice leaders.
Do we have to migrate historical files on day one?
No. Most firms start with live workstreams and let HeyBen sit alongside existing drives until you are ready to consolidate.
Is client data portable if we change strategy later?
Exports and API access are first-class. We expect practices to outgrow vendors — the ledger should never be a hostage situation.
How does this fit Hong Kong-specific banking?
HeyBen is built for multi-currency operations and the statement formats and reporting workflows common to local firms.
Let’s transform the way your books get done.
Book an intro and see HeyBen — Hong Kong’s AI Accounting Agent — run on your real data. No spreadsheets, no migration headaches.
Learn more about our journey to redefine how good books get done in Hong Kong.
Built by accountants and engineers in Hong Kong. Backed by people who’ve closed the books a thousand times.