All features
Everything you need
to run your finances.
135 features across 17 areas, from the first bank feed to year-end. Availability of some areas depends on your plan.
Free plan available. Paid plans $1 a month for your first 3 months, then from $29.99/month.
Bank connections
Connect your accounts and let the transactions come to you.
Invoicing and getting paid
Send professional invoices and get paid faster.
Bills and expenses
Capture spend accurately with as little typing as possible.
Inventory
Know what you have, what it cost, and what it is worth, inside your accounting rather than beside it.
Accounting and the general ledger
A real double-entry engine under everything you do.
Month-end close
Turn the close from a checklist in someone's head into a managed process.
Reporting
The statements your accountant asks for, on demand.
EazeAI
Ask questions about your business in plain English.
Quotes and proposals
From first conversation to signed agreement, in one workflow.
Fixed assets
Asset registers and depreciation in the ledger, not a spreadsheet.
Multi-currency
Trade internationally without losing the audit trail.
Client and supplier portals
Give the people you trade with their own secure window.
Tasks and workflow
Keep finance work visible and moving.
For accountants and bookkeepers
A dedicated platform for firms managing multiple clients.
Tax and compliance
Keep filings and supporting records organised and retrievable.
Security and administration
Controls that matter once more than one person touches the books.
Getting started and moving across
Bring your history with you.
0110 features
Bank connections
Connect your accounts and let the transactions come to you.
- Connect through Plaid
- Import transactions
- Reconcile with confidence
Connect your bank and credit-card accounts through Plaid with read-only access. We never see or store your banking credentials.
New transactions arrive in EazeAccounts on their own, ready to review.
Set conditions once and let similar transactions categorize themselves. Preview exactly which transactions a rule affects before you save it.
Match statement lines, post adjustments and sign off, with the option to undo if something needs a second look.
Every reconciliation you complete is kept, with a detailed report for each run.
Bring in transactions by CSV or statement file for accounts that aren't connected.
See suggested matches between bank activity and your ledger, with a confidence rating on each.
Layered checks catch duplicate or irregular transactions before they reach your books.
When you close a statement, EazeAI proposes matches between statement lines and your ledger; accept them one at a time or apply the whole set.
An email when a feed finishes syncing, and another if it needs your attention.
0212 features
Invoicing and getting paid
Send professional invoices and get paid faster.
- Create & send
- Automate reminders
- Track payments
Availability: Recurring invoices on Premium and Pro; everything else on every plan.
Build branded invoices and send them as PDF or email in a couple of clicks.
Let customers pay by card through a secure payment link, straight from the invoice.
Set up a billing schedule once. Handles month-end dates, sends reminders and retries automatically.
Queue an invoice to go out on a future date, with send-time suggestions based on when that customer usually pays.
See when an invoice was opened and whether the payment link was clicked.
Automatic nudges before and after the due date, so you chase less.
Record a sale where payment was taken immediately.
Issue customer credits and track refund receipts against the original sale.
Generate and send a statement of account on demand.
Save what you sell, with categories, and reuse it across quotes and invoices.
See exactly what your customer will receive before you hit send.
Ask for a deposit when a customer accepts an estimate, and take it online.
0312 features
Bills and expenses
Capture spend accurately with as little typing as possible.
- Capture bills
- Approve payments
- Track expenses
Availability: Premium and Pro.
Photograph or upload a bill and let EazeAI read the vendor, dates, totals and line items for you.
Track what you owe, with open and closed views and full payment history.
Standing bills for rent, subscriptions and anything else predictable.
Record and settle payments, including advances and part-payments.
Route payments through an approval queue before any money moves.
Any change to a supplier's bank details is held for explicit approval, a direct defence against invoice-redirection fraud.
Record business expenses with multiple lines and attach the receipt.
Log trips manually or by GPS, apply IRS rates, route them through approval and turn them into reimbursement claims.
A supplier master with contact details, history and CSV import.
Keep 1099-eligible contractors separate and ready for year-end.
Return goods on a bill and have the debit note prefilled for you.
Fields you fix on an extracted bill are remembered for that vendor next time.
049 features
Inventory
Know what you have, what it cost, and what it is worth, inside your accounting rather than beside it.
- Tracked items
- FIFO costing
- Purchase and sales orders
Availability: Pro.
Turn any product into a tracked item with on-hand, committed and available quantities.
Every movement in and out, with the document that caused it.
Cost of goods sold is posted to your ledger automatically when stock is sold or returned, using first-in, first-out lots.
Raise purchase orders to suppliers, receive against them and capitalise the stock on receipt.
Take orders ahead of invoicing and reserve the stock as committed.
Record counts, write-offs and corrections with the ledger impact shown before you post.
Set item prices per list, or work them out from a markup.
Reorder levels per item, with a Home widget showing what is running low.
Valuation summary and detail, cost lots, sales by item, a physical-count worksheet and a stock-to-ledger reconciliation.
056 features
Accounting and the general ledger
A real double-entry engine under everything you do.
- Chart of accounts
- Journal entries
- Automatic double-entry
A full account tree with drill-down, hierarchy view and Excel export.
Post manual entries with balance validation, so an unbalanced entry can never be saved.
Load entries from file during migration or close.
Tag transactions by department, location, project or your own custom dimensions, and report on any of them.
Close the year and move net income to retained earnings in one controlled step.
Every invoice, bill, payment and bank transaction posts to the ledger on its own. Your reports always reconcile.
064 features
Month-end close
Turn the close from a checklist in someone's head into a managed process.
- Close checklists
- Sign-off
- Period lock
Availability: All paid plans.
Track a period close with a control sheet showing exactly what's left.
Configurable templates with dependencies, covering reconciliation, AR and AP review, depreciation, sales tax and ledger review.
Assign each close task, verify it and record who signed it off.
Lock closed periods by date and area so nothing gets posted into a finished month, with a controlled reopen, or lock every previous month in one step.
0712 features
Reporting
The statements your accountant asks for, on demand.
- Profit and loss
- Balance sheet
- Cash flow
Availability: Some advanced reports vary by plan.
Income statement for any period, with prior-period comparison.
Statement of financial position at any date.
Cash movement across operating, investing and financing activity.
Every account balance in debit and credit form, ready to hand over.
The same statement split by department, location or project.
See who owes you and how overdue they are.
Full detail by date or by account.
Spending and revenue analysis with category breakdowns.
Account statements for any customer.
A record of who changed what, and when.
Scans your data for issues like missing categories or duplicate opening balances, with one-click fixes.
Pin the reports and filtered views you use most.
089 features
EazeAI
Ask questions about your business in plain English.
- Chat with your books
- Forecast cash flow
- Categorization suggestions
Availability: EazeAI capabilities vary by plan; see pricing.
Ask "how did we do last quarter?" or "who owes me money?" and get answers drawn from your real numbers, not a generic model.
Profit and loss, balance sheet positions, bank balances, customer balances, overdue invoices, vendor bills and more, over twenty question types, each backed by a real query.
See where your cash position is heading based on your own history.
EazeAI proposes the right account for incoming bank transactions, with a confidence score.
Plain-English explanation of what any account in your chart of accounts is actually for.
A helper on every screen that answers product questions and points you to the right place.
Upload an invoice you already use and have a matching branded template built for you.
Attach, drop or paste a document into the EazeAI chat and work from it.
Search the EazeAccounts help centre from inside the app.
099 features
Quotes and proposals
From first conversation to signed agreement, in one workflow.
- Proposals
- E-signature
- Milestone billing
Build proposals from templates, track versions, compare revisions and send a complete package.
Customers sign online. No printing, scanning or posting.
Send an estimate, let the customer accept or reject it online, then convert it to an invoice.
Formal SOW documents with a starter clause library.
Track customer PO authorization and bill against it.
Raise changes with a financial-impact preview before the customer approves.
Bill by milestone, with customer approval at each stage.
Log billable time by role and activity, and send it for customer approval.
Generate project descriptions, milestones, cover letters and suggested clauses.
104 features
Fixed assets
Asset registers and depreciation in the ledger, not a spreadsheet.
- Asset register
- Automated depreciation
- Disposals
Availability: Smart and above.
Maintain your fixed assets with a dashboard overview and assignment history.
Generate schedules and run depreciation, with the entries posted straight to your ledger.
Record a disposal and have the gain or loss calculated and posted for you.
A complete general-ledger trail for every individual asset.
114 features
Multi-currency
Trade internationally without losing the audit trail.
- Any currency
- Automatic rates
- Revaluation
Availability: Pro.
Invoice and record bills in the currencies you actually trade in.
Rates update on a schedule from external providers.
Run unrealised gain and loss revaluation with preview, post and reverse.
Realised and unrealised gain-loss, currency exposure, and currency-aware AR and AP ageing.
125 features
Client and supplier portals
Give the people you trade with their own secure window.
- Customer portal
- Vendor portal
- Public payment page
Your clients view invoices and estimates, pay online, approve time and milestones, download statements, share documents and message you, all branded to you.
Suppliers see their bills and payments, download statements, exchange documents and keep their own details up to date.
Vendors confirm their own bank and contact details through a controlled flow.
Customers pay an invoice from a secure link without creating an account.
Customers accept or reject an estimate from a link, with deposit payment supported.
139 features
Tasks and workflow
Keep finance work visible and moving.
- Task management
- Recurring schedules
- Reminders
Availability: All paid plans.
A work list with status, priority, due dates, comments, attachments and a full activity trail.
Assign and reassign work, approve it, or send it back for rework.
See everything that's due in one view.
Save recurring processes once and run them every period.
Standing task series with a preview of what's coming up.
Automatic alerts before and after a due date.
A running record of what everyone in your organisation has changed.
Add many tasks at once, or import them from a file.
What's due today, on the first screen you see.
146 features
For accountants and bookkeepers
A dedicated platform for firms managing multiple clients.
- Practice dashboard
- Client management
- Access requests
Firm-level view with statistics across every client.
Maintain your client list, invite new clients and stand up a new client organisation through a guided wizard.
Subscribe a client to a plan directly from your firm account.
Request, grant and revoke access to client books, with a full audit trail on both sides.
Publish your firm's details, services and specialisms.
Businesses without an accountant can search our directory, view profiles and request access.
155 features
Tax and compliance
Keep filings and supporting records organised and retrievable.
- 1099 preparation
- Sales tax records
- Document library
Availability: Smart and above.
Map accounts to boxes, drill into every payee's payments, generate forms and keep locked snapshots of what you filed.
Summary and full transaction detail behind every figure.
A structured vault for sales-tax filings and supporting evidence.
Organised storage for year-end paperwork.
Folders, moves, renames and downloads for everything else you need to keep.
1610 features
Security and administration
Controls that matter once more than one person touches the books.
- Roles and permissions
- Two-factor authentication
- Audit log
Build custom roles and grant access per module, per screen and per action, with overrides for individual users.
Run several businesses from one login and switch between them in a click.
Invite your team and assign what each person can see and do.
Protect every login with 2FA and recovery codes.
See who changed what, when, and undo a single action if needed.
Choose what you're told about, and whether it reaches you by email, push or in-app.
Attach source documents to any record, stored securely.
Track your usage and add more space when you need it.
Bank details, tax IDs, contact data and uploaded documents are encrypted in the database, not just on disk.
See where and when each user signed in.
179 features
Getting started and moving across
Bring your history with you.
- QuickBooks migration
- Spreadsheet import
- Guided onboarding
Connect, map your accounts, preview, then migrate, with reconciliation and a before-and-after comparison so you can prove nothing was lost.
Templates with validation for customers, vendors, open AR and AP, ledger balances, fixed assets, chart of accounts and payments.
A nine-step setup that gets you from sign-up to working books in one session.
Choose the widgets you want on your home screen and arrange them your way.
Find any page or record instantly, filtered to what you're allowed to see.
Review transactions, capture receipts, send invoices and ask EazeAI from your phone.
A spotlight walkthrough of each area for new team members.
Move through invoices, bills and contact forms without touching the mouse.
Every list and add screen has its own URL, so you can bookmark or share it.
Which plan has what
Pick the plan that fits, and grow into the rest.
Free to start, then Smart, Premium and Pro. Fixed assets and tax and compliance begin on Smart; EazeAI capabilities grow with each plan.
Choose a plan for your business. Or a workspace for your firm.
Business software starts at $1 a month for your first 3 months, then from $29.99/month. CPA workspaces are free; client subscriptions are separate.