HeyBen

HeyBen Product Overview — a guided tour of the AI Accounting Agent built for Hong Kong. Bookkeeping, reconciliation, AR/AP, reporting and 24/7 AI assistance, on a single platform.

Product Overview

The full AI accounting platform.

One agent, one ledger — purpose-built for Hong Kong businesses and accountants. Tour every module, integration and safeguard that powers HeyBen.

AI agent at the core

Ben executes accounting workflows end-to-end with a clear audit trail.

Built for Hong Kong

Management-ready exports, multi-currency and Cantonese / Mandarin / English.

Bank statement → ledger
① Upload

Drop your bank statement here

PDF · CSV · OFX · XLS supported

Browse files

Supports all major HK banks — HSBC, Hang Seng, BOC, SCB…

Navigate dashboard
Click upload

Live workspace

A single pane of glass.

From invoices, bills, receipts and bank files — to categorised lines and the ledger — in one place.

HeyBen Workspace
Live · Continuous close
Document extraction
  • Sales invoice · PDF
    parsed
  • Purchase bill
    extracting
  • Expense receipt
    ready
  • Email & scan inbox
    12 new
Bank extraction
  • HSBC HK statements
    parsed
  • HangSeng · Mar PDF
    extracting
  • CSV / OFX import
    ready
  • Stripe payouts
    5 pending
Categorised & book
  • Categorised to COA
    1,284 lines
  • Ready for your review
    12 items
  • Posted to ledger
    47 today
  • Exceptions to clear
    3
Continuous close
Active
AI confidence
96%
Currencies
7
Audit trail
Retained

Bookkeeping

Continuous close, every day.

Ben extracts from bank statements, scans receipts, codes journals against your COA and flags exceptions overnight.

  • Auto-categorisation that learns your COA after a handful of corrections.
  • Side-by-side journal review with one-click approval.
Auto-coded
1,284 txns
Anomalies flagged
3
Ready for review
12
Live
Auto-categorisation that learns your COA after a handful of corrections.
Side-by-side journal review with one-click approval.
Auto-coded
1,284 txns
Anomalies flagged
3
Ready for review
12

Bank reconciliation

Imports and matches, in seconds.

Import bank statements, CSV/OFX files, and screenshots from your bank. Ben matches transactions to invoices, bills and receipts — including FX-converted lines.

  • FX-aware matching across HKD, USD, CNY, SGD, GBP and EUR.
  • Automatic clearing of inter-account transfers.
  • Audit trail on every match, override and re-match.
Match rate
98%
Currencies
7
Manual touches
−92%
Live
FX-aware matching across HKD, USD, CNY, SGD, GBP and EUR.
Automatic clearing of inter-account transfers.
Audit trail on every match, override and re-match.
Match rate
98%
Currencies
7
Manual touches
−92%

Xero

Import from Xero through integration.

Connect Xero and pull in your chart of accounts, contacts, opening balances and transactions — continue in HeyBen without rebuilding from scratch.

  • Secure OAuth to your Xero organisation.
  • Map Xero accounts to your HeyBen COA during setup.
  • Choose what to bring across: COA, contacts, bills, invoices and more.
  • On-demand or scheduled sync while you cut over from Xero.
Connection
OAuth
Sync
Your choice
Mapping
COA + items
Live
Secure OAuth to your Xero organisation.
Map Xero accounts to your HeyBen COA during setup.
Choose what to bring across: COA, contacts, bills, invoices and more.
Connection
OAuth
Sync
Your choice
Mapping
COA + items

AR & AP

Cash in faster, vendors calmer.

Send branded invoices in any currency, auto-chase late payments, and route vendor bills through multi-step approvals — all with the AI agent doing the chasing for you.

  • Multi-currency invoicing with Stripe & Airwallex payment links.
  • Smart reminders before, on and after the due date.
  • AP capture from email, with line-level coding and approval routing.
  • AR aging, collection workflows and one-click follow-ups.
Avg days to pay
−9d
Reminders sent
12
Bills approved
26 / day
Live
Multi-currency invoicing with Stripe & Airwallex payment links.
Smart reminders before, on and after the due date.
AP capture from email, with line-level coding and approval routing.
Avg days to pay
−9d
Reminders sent
12
Bills approved
26 / day

Reporting

Numbers that explain themselves.

P&L, balance sheet, cashflow and KPIs — all with AI summaries on every chart and a natural-language drill-down across every line item.

  • Structured workpapers and supporting schedules for partner review.
  • Custom reports with formula bar and saved views.
  • Natural language drill-down: "Show me AWS spend by quarter."
  • Audit-grade exports to PDF, Excel and accountant-friendly formats.
Reports built-in
40+
AI summaries
Every chart
Export formats
PDF · XLSX · CSV
Live
Structured workpapers and supporting schedules for partner review.
Custom reports with formula bar and saved views.
Natural language drill-down: "Show me AWS spend by quarter."
Reports built-in
40+
AI summaries
Every chart
Export formats
PDF · XLSX · CSV

AI assistant

Ask Ben anything, in plain English.

Iris is your 24/7 AI accountant. Ask follow-up questions, generate ad-hoc reports, draft working memos and dig into any number across your books.

  • Always-on chat that cites the source transactions.
  • Cantonese, Mandarin and English — switch mid-conversation.
  • Plug-in Iris into client portals so customers can self-serve.
  • Configurable guardrails and approvals on actions Iris can take.
Languages
3
Avg answer time
< 4s
Cited sources
Always
Live
Always-on chat that cites the source transactions.
Cantonese, Mandarin and English — switch mid-conversation.
Plug-in Iris into client portals so customers can self-serve.
Languages
3
Avg answer time
< 4s
Cited sources
Always

How HeyBen runs

Every workflow, end-to-end.

Ben works the way an experienced HK accountant works — only faster and without the late nights.

  1. 01

    Capture

    Bank statements, invoices, bills and receipts — pulled or pushed into HeyBen automatically.

  2. 02

    Codify

    Ben codes every transaction against your COA, flags exceptions and suggests adjustments.

  3. 03

    Reconcile

    Live matches across accounts, currencies and entities — with full audit trail.

  4. 04

    Report

    P&L, balance sheet, cashflow and management exports — generated on demand.

  5. 05

    Advise

    Iris answers questions, drafts memos and runs ad-hoc analyses for clients and stakeholders.

Governance

Approval workflows that keep you in control.

Route bills, journals and high-risk changes through the right people — with SLAs, escalations and a replayable audit trail. The preview shows how items move through your approval chain before they post.

  1. 1

    Define routes

    Per entity: who approves AP, journals, COA changes and bank actions — including amount thresholds.

  2. 2

    Queue & notify

    Submissions land in approver inboxes with context, attachments and Ben’s confidence scores.

  3. 3

    Review in one click

    Side-by-side lines, diffs and Iris explanations — approve, reject or send back with a note.

  4. 4

    Post with evidence

    Only released entries hit the ledger; every step is stamped for auditors and clients.

app.heyben.ai / approvals

Approval inbox

Awaiting you·3 open

Iris: explain variance vs prior month
Submitted
Manager review
Partner sign-off
  • AP bill
    Bright Office Supplies Ltd
    INV-2044 · Utilities · 2-way match
    HKD 18,400.00Manager · SLA 4h
  • Journal
    Accrual · March rent
    JE-8841 · Proposed by Ben · 96% confidence
    HKD 28,000.00Your approval
  • AP bill
    Serverless HK Ltd
    BILL-1182 · Posted 09:42 · Partner C.K. Wong
    HKD 2,180.00Posted · trail retained

Ledger update queued after final sign-off

Send backApprove & post

Illustrative approval queue — bills and journals with routing, status and audit-ready actions.

Everything in one platform

40+ capabilities, every plan.

No upcharges, no add-ons. Your whole finance stack on a single bill.

Auto categorisation

Learns your COA from corrections.

Multi-entity

Consolidations and inter-company entries.

Multi-currency

HKD, USD, CNY, SGD, GBP, EUR and more.

OCR receipts

Vendor, line items and amount in seconds.

Approval workflows

Multi-step routing for bills and journals.

Audit trail

Every action logged, replayable and exportable.

Anomaly detection

Surface duplicates and other outliers for your review.

Cashflow forecast

6, 12 and 18 month runway projections.

Custom reports

Formulas, filters and saved views.

AI assistant

Iris on every page, cites sources.

Role-based access

Granular permissions per entity.

Data export

PDF, Excel, CSV and accountant exports.

Extraction

Extract, categorise, book — in one flow.

Invoices, bills, receipts and bank files — read, matched to your COA, and posted to the books with a full trail.

Document extraction

Sales invoices
Invoice
Purchase bills
Bill
Receipts & expenses
Receipt

Bank extraction

HSBC HK
Bank
HangSeng
Bank
Standard Chartered
Bank
Bank of China (HK)
Bank
Stripe
Payments
Airwallex
Payments
Xero
Accounting

Security & governance

Access control and evidence.

Permissions and a clear record of work — so you can see what changed and who approved it.

Audit trail on every action

Every Ben action — and every override — is logged, replayable and exportable.

Role-based access

Granular permissions per entity, per module, per user — with SSO on enterprise.

FAQ

Everything you might ask.

How does pricing work?

Plans are based on entities and transaction volume. All capabilities are included — no upcharges for AI features, integrations or reporting.

How long does it take to migrate?

Most teams are live in 30 days. We offer free implementation for 30 days including data migration from Xero, QuickBooks or spreadsheets.

Can my CPA firm collaborate?

Yes. HeyBen has a built-in firm portal with multi-client switching, role-based access and a shared audit trail.