Certified for HK CPA firms

One login.
Every client.

Hong Kong CPA firms juggle SMEs, multi-entity groups and cross-border flows — across HSBC, Hang Seng, Shanghai Commercial, Stripe, Airwallex and Octopus. HeyBen uses AI to extract bank statements, manage every client in its own workspace, and reconcile bank lines to invoices automatically.

70%
less reconciliation time
50+
clients per firm
15 min
to onboard a client
The friction

Why legacy systems fail Hong Kong firms.

Hong Kong's economy moves fast — SMEs, multi-location groups, cross-border flows in HKD, USD, RMB. Manual processes can't keep up.

  1. 01

    Fragmented compliance

    HKICPA standards change. Manual spreadsheets don't — managing audit trails by hand is a liability, not a process.

  2. 02

    The CSV bridge gap

    Statements from local bank portals break standard formats, costing hours of manual cleanup before the real work begins.

  3. 03

    Separate logins per client

    Juggling spreadsheets and ledgers across dozens of entities — context-switching kills throughput.

  4. 04

    Headcount-bound scaling

    Growing the practice usually means hiring more juniors to type. There's a ceiling, and it arrives faster than partners expect.

The platform

Four moves that compound across every client.

01 · Ingestion

Intelligent bank statement extraction.

Drop in bulk PDFs, images or CSVs from any Hong Kong bank — HSBC, Hang Seng, Shanghai Commercial, BOCHK — or overseas accounts. AI extracts every line: dates, descriptions, amounts, references. Multi-currency aware.

  • +No more re-keying hundreds of lines
  • +Works on multi-page and scanned statements
  • +Import legacy data from Xero, QuickBooks, Sage
02 · Control

Multi-company workspaces.

Manage unlimited client companies under one secure login. Each client has its own workspace, fiscal year, and ledger — with group-level reporting across entities when you need it.

  • +Switch clients in one click, no data overlap
  • +Group-level consolidation for HK holding companies
  • +Per-entity fiscal year and currency settings
03 · Reconciliation

AI-powered reconciliation hub.

Match bank lines to invoices, bills and receipts across Stripe, Airwallex and Octopus automatically. See matched vs. open at a glance — e.g. 154 / 161 lines matched — confirm AI suggestions with one click.

  • +Confidence-scored AI suggestions
  • +Bulk processing with exception flagging
  • +Real-time payment integration view
04 · Teams

Built for firm teams.

Role-based access for partners, seniors and juniors. Juniors focus on review instead of data entry. Upload receipts on the go via WhatsApp. Generate professional HK-style financial reports in seconds.

  • +Partner / senior / junior permission tiers
  • +WhatsApp receipt upload for staff and clients
  • +HK-formatted P&L, balance sheet, cash flow
The standard

Constructed for the modern firm.

A side-by-side of yesterday's overhead and today's integrated workflow.

Workflow
  • Bank statement extraction
  • Multi-company management
  • Reconciliation
  • Receipts & bills
Legacy · manual
  • Hours of manual typing
  • Separate logins, spreadsheets
  • Manual matching, exception by exception
  • Paper folders, email forwards
HeyBen
  • Minutes with AI
  • One login, dedicated workspaces
  • AI hub across Stripe, Airwallex, Octopus
  • WhatsApp upload + AI OCR
The outcome

What partners actually feel after rollout.

Boost productivity

Take on more clients without adding headcount. Juniors shift from data entry to analysis and advisory.

Improve accuracy

AI extraction and matching reduces human error across statements and reconciliations.

Faster month-end

Reconcile multiple companies in parallel instead of one at a time.

Scalable practice growth

Onboard new clients in 15 minutes with pre-configured workspace templates.

Client satisfaction

Deliver accurate reports faster — clients see the difference every quarter.

Higher margin work

Spend hours on advisory, not on chasing rows. Compounding margin improvement.

Implementation

Implementation in days, not months.

  1. I

    Create client workspaces

    Sign up and add a workspace for each of your existing clients — solo or in bulk.

  2. II

    Onboard yourself, or let us help

    Most firms set up in 15 minutes. Our specialists can run a guided onboarding for larger practices.

  3. III

    Import existing data

    Bring in CSV or Xero exports — AI Bridge maps any column layout to HeyBen.

  4. IV

    Automate extraction & reconciliation

    Drop in statements and connect payment providers. The AI handles the rest while you review.

Frequently asked

Questions, answered.

Is HeyBen suitable for small CPA firms in Hong Kong?

Yes. The platform scales from solo bookkeepers to firms managing 50+ clients, with one login and a workspace per company.

Does it support Hong Kong banks and payment methods?

Yes. AI extraction works with HSBC, Hang Seng, Shanghai Commercial, BOCHK and others, plus Stripe, Airwallex and Octopus.

Can I manage multiple companies easily?

Yes. Independent workspaces keep each client's data isolated, while a central dashboard gives you firm-wide oversight.

How does AI reconciliation work?

It matches bank transactions to invoices and receipts automatically across connected payment providers, with confidence-scored suggestions and clear exception flags.

Built for Hong Kong CPA firms

Ready to elevate your practice?

Stop spending nights on manual data entry. Get a personalised demo for your firm — we'll show you exactly how HeyBen fits your workflow.