All features
Everything you need
to run your finances.
126 features across 16 areas, from the first bank feed to year-end. Availability of some areas depends on your plan.
Free plan available. Paid plans $1 for your first 3 months, then from $29.99/month.
01 · 10 features
Bank connections
Connect your accounts and let the transactions come to you.
Secure bank feeds
Connect your bank and credit-card accounts through Plaid with read-only access. We never see or store your banking credentials.
Automatic transaction import
New transactions arrive in EazeAccounts on their own, ready to review.
Smart Rules
Set conditions once and let similar transactions categorize themselves. Preview exactly which transactions a rule affects before you save it.
Bank reconciliation
Match statement lines, post adjustments and sign off, with the option to undo if something needs a second look.
Reconciliation history
Every reconciliation you complete is kept, with a detailed report for each run.
Statement import
Bring in transactions by CSV or statement file for accounts that aren't connected.
Unmatched entries workbench
See suggested matches between bank activity and your ledger, with a confidence rating on each.
Duplicate detection
Layered checks catch duplicate or irregular transactions before they reach your books.
AI match suggestions
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.
Bank-sync notifications
An email when a feed finishes syncing, and another if it needs your attention.
02 · 12 features
Invoicing and getting paid
Send professional invoices and get paid faster.
Custom invoices
Build branded invoices and send them as PDF or email in a couple of clicks.
Online payments
Let customers pay by card through a secure payment link, straight from the invoice.
Recurring invoices
Set up a billing schedule once. Handles month-end dates, sends reminders and retries automatically.
Scheduled invoices
Queue an invoice to go out on a future date, with send-time suggestions based on when that customer usually pays.
Email tracking
See when an invoice was opened and whether the payment link was clicked.
Payment reminders
Automatic nudges before and after the due date, so you chase less.
Sales receipts
Record a sale where payment was taken immediately.
Credit notes and refunds
Issue customer credits and track refund receipts against the original sale.
Customer statements
Generate and send a statement of account on demand.
Products and services catalogue
Save what you sell, with categories, and reuse it across quotes and invoices.
Invoice email preview
See exactly what your customer will receive before you hit send.
Estimate deposits
Ask for a deposit when a customer accepts an estimate, and take it online.
03 · 12 features
Bills and expenses
Capture spend accurately with as little typing as possible.
Bill capture with AI
Photograph or upload a bill and let EazeAI read the vendor, dates, totals and line items for you.
Vendor bills
Track what you owe, with open and closed views and full payment history.
Recurring bills
Standing bills for rent, subscriptions and anything else predictable.
Bill payments
Record and settle payments, including advances and part-payments.
Payment approvals
Route payments through an approval queue before any money moves.
Vendor bank-change review
Any change to a supplier's bank details is held for explicit approval, a direct defence against invoice-redirection fraud.
Expense tracking
Record business expenses with multiple lines and attach the receipt.
Mileage tracking
Log trips manually or by GPS, apply IRS rates, route them through approval and turn them into reimbursement claims.
Vendor management
A supplier master with contact details, history and CSV import.
Contractor records
Keep 1099-eligible contractors separate and ready for year-end.
Return to vendor
Return goods on a bill and have the debit note prefilled for you.
Learns your corrections
Fields you fix on an extracted bill are remembered for that vendor next time.
04 · 6 features
Accounting and the general ledger
A real double-entry engine under everything you do.
Chart of accounts
A full account tree with drill-down, hierarchy view and Excel export.
Journal entries
Post manual entries with balance validation, so an unbalanced entry can never be saved.
Bulk journal import
Load entries from file during migration or close.
Tracking categories
Tag transactions by department, location, project or your own custom dimensions, and report on any of them.
Fiscal-year close
Close the year and move net income to retained earnings in one controlled step.
Automatic double-entry
Every invoice, bill, payment and bank transaction posts to the ledger on its own. Your reports always reconcile.
05 · 4 features
Month-end close
Turn the close from a checklist in someone's head into a managed process.
Availability: All paid plans.
Close dashboard
Track a period close with a control sheet showing exactly what's left.
Close checklists
Configurable templates with dependencies, covering reconciliation, AR and AP review, depreciation, sales tax and ledger review.
Task assignment and sign-off
Assign each close task, verify it and record who signed it off.
Period lock
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.
06 · 12 features
Reporting
The statements your accountant asks for, on demand.
Availability: Some advanced reports vary by plan.
Profit and loss
Income statement for any period, with prior-period comparison.
Balance sheet
Statement of financial position at any date.
Cash flow statement
Cash movement across operating, investing and financing activity.
Trial balance
Every account balance in debit and credit form, ready to hand over.
Profit and loss by tracking category
The same statement split by department, location or project.
Accounts receivable ageing
See who owes you and how overdue they are.
Transaction reports
Full detail by date or by account.
Expense and sales reports
Spending and revenue analysis with category breakdowns.
Customer statements
Account statements for any customer.
Audit log
A record of who changed what, and when.
Health check
Scans your data for issues like missing categories or duplicate opening balances, with one-click fixes.
Saved views and bookmarks
Pin the reports and filtered views you use most.
07 · 9 features
EazeAI
Ask questions about your business in plain English.
Availability: EazeAI capabilities vary by plan; see pricing.
Chat with your books
Ask "how did we do last quarter?" or "who owes me money?" and get answers drawn from your real numbers, not a generic model.
Financial answers on demand
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.
Cash-flow forecasting
See where your cash position is heading based on your own history.
Transaction categorization suggestions
EazeAI proposes the right account for incoming bank transactions, with a confidence score.
Account explanations
Plain-English explanation of what any account in your chart of accounts is actually for.
In-app assistant
A helper on every screen that answers product questions and points you to the right place.
Invoice brand match
Upload an invoice you already use and have a matching branded template built for you.
Documents in chat
Attach, drop or paste a document into the EazeAI chat and work from it.
Help articles
Search the EazeAccounts help centre from inside the app.
08 · 9 features
Quotes and proposals
From first conversation to signed agreement, in one workflow.
Proposals
Build proposals from templates, track versions, compare revisions and send a complete package.
E-signature
Customers sign online. No printing, scanning or posting.
Estimates and quotes
Send an estimate, let the customer accept or reject it online, then convert it to an invoice.
Statements of work
Formal SOW documents with a starter clause library.
Customer purchase orders
Track customer PO authorization and bill against it.
Change orders
Raise changes with a financial-impact preview before the customer approves.
Milestone billing
Bill by milestone, with customer approval at each stage.
Time tracking
Log billable time by role and activity, and send it for customer approval.
AI writing help
Generate project descriptions, milestones, cover letters and suggested clauses.
09 · 4 features
Fixed assets
Asset registers and depreciation in the ledger, not a spreadsheet.
Availability: Smart and above.
Asset register
Maintain your fixed assets with a dashboard overview and assignment history.
Automated depreciation
Generate schedules and run depreciation, with the entries posted straight to your ledger.
Disposals
Record a disposal and have the gain or loss calculated and posted for you.
Asset ledger
A complete general-ledger trail for every individual asset.
10 · 4 features
Multi-currency
Trade internationally without losing the audit trail.
Availability: All paid plans.
Multi-currency transactions
Invoice and record bills in the currencies you actually trade in.
Automatic exchange rates
Rates update on a schedule from external providers.
Currency revaluation
Run unrealised gain and loss revaluation with preview, post and reverse.
Currency reporting
Realised and unrealised gain-loss, currency exposure, and currency-aware AR and AP ageing.
11 · 5 features
Client and supplier portals
Give the people you trade with their own secure window.
Customer portal
Your clients view invoices and estimates, pay online, approve time and milestones, download statements, share documents and message you, all branded to you.
Vendor portal
Suppliers see their bills and payments, download statements, exchange documents and keep their own details up to date.
Supplier self-verification
Vendors confirm their own bank and contact details through a controlled flow.
Public payment page
Customers pay an invoice from a secure link without creating an account.
Online estimate approval
Customers accept or reject an estimate from a link, with deposit payment supported.
12 · 9 features
Tasks and workflow
Keep finance work visible and moving.
Availability: All paid plans.
Task management
A work list with status, priority, due dates, comments, attachments and a full activity trail.
Team tasks
Assign and reassign work, approve it, or send it back for rework.
Task calendar
See everything that's due in one view.
Reusable templates
Save recurring processes once and run them every period.
Recurring schedules
Standing task series with a preview of what's coming up.
Reminders
Automatic alerts before and after a due date.
Activity feed
A running record of what everyone in your organisation has changed.
Bulk task creation
Add many tasks at once, or import them from a file.
Task widget on Home
What's due today, on the first screen you see.
13 · 6 features
For accountants and bookkeepers
A dedicated platform for firms managing multiple clients.
Practice dashboard
Firm-level view with statistics across every client.
Client management
Maintain your client list, invite new clients and stand up a new client organisation through a guided wizard.
Client subscriptions
Subscribe a client to a plan directly from your firm account.
Access requests
Request, grant and revoke access to client books, with a full audit trail on both sides.
Firm profile
Publish your firm's details, services and specialisms.
Find an accountant
Businesses without an accountant can search our directory, view profiles and request access.
14 · 5 features
Tax and compliance
Keep filings and supporting records organised and retrievable.
Availability: Smart and above.
1099 preparation
Map accounts to boxes, drill into every payee's payments, generate forms and keep locked snapshots of what you filed.
1099 reporting
Summary and full transaction detail behind every figure.
Sales tax records
A structured vault for sales-tax filings and supporting evidence.
Year-end document storage
Organised storage for year-end paperwork.
Document library
Folders, moves, renames and downloads for everything else you need to keep.
15 · 10 features
Security and administration
Controls that matter once more than one person touches the books.
Roles and permissions
Build custom roles and grant access per module, per screen and per action, with overrides for individual users.
Multiple companies
Run several businesses from one login and switch between them in a click.
Team management
Invite your team and assign what each person can see and do.
Two-factor authentication
Protect every login with 2FA and recovery codes.
Audit log
See who changed what, when, and undo a single action if needed.
Notification preferences
Choose what you're told about, and whether it reaches you by email, push or in-app.
Attachments
Attach source documents to any record, stored securely.
Storage management
Track your usage and add more space when you need it.
Encryption at rest
Bank details, tax IDs, contact data and uploaded documents are encrypted in the database, not just on disk.
Login history
See where and when each user signed in.
16 · 9 features
Getting started and moving across
Bring your history with you.
QuickBooks Online migration
Connect, map your accounts, preview, then migrate, with reconciliation and a before-and-after comparison so you can prove nothing was lost.
Spreadsheet import
Templates with validation for customers, vendors, open AR and AP, ledger balances, fixed assets, chart of accounts and payments.
Guided onboarding
A nine-step setup that gets you from sign-up to working books in one session.
Customizable dashboard
Choose the widgets you want on your home screen and arrange them your way.
Global search
Find any page or record instantly, filtered to what you're allowed to see.
Mobile app
Review transactions, capture receipts, send invoices and ask EazeAI from your phone.
Guided tour
A spotlight walkthrough of each area for new team members.
Keyboard-first forms
Move through invoices, bills and contact forms without touching the mouse.
Linkable screens
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 for your first 3 months, then from $29.99/month. CPA workspaces are free; client subscriptions are separate.