What is EasyBooks?
EasyBooks is an accounting software designed to simplify bookkeeping and financial management for small businesses, sole traders, and self-employed individuals. According to the vendor, EasyBooks provides a range of features to assist users with customer invoicing, business bookkeeping, finance reporting, online sync, inventory management, and expense tracking. It is suitable for small business owners, sole traders, self-employed individuals, freelancers, and contractors from various professions and industries.
Key Features
Customer Invoicing: According to the vendor, EasyBooks allows users to create and send professional-looking invoices to their customers. Users can customize invoices with their logo, business details, and personalized messages. The software tracks invoice status, including whether it has been viewed or paid.
Business Bookkeeping: EasyBooks provides a comprehensive set of bookkeeping tools to manage income, expenses, and accounts. Users can record and categorize transactions, including sales, purchases, and expenses. The software supports multiple currencies and enables users to manage foreign exchange rates.
Finance Reporting: EasyBooks offers a range of financial reports, including profit and loss statements, balance sheets, and cash flow statements. Users can generate reports for specific time periods and compare them with previous periods for analysis. According to the vendor, the software provides insights into business performance, helping users make informed financial decisions.
Online Sync: EasyBooks allows users to sync their data across multiple devices, ensuring access to up-to-date information from anywhere. Users can work offline and sync their data when they have an internet connection. The software automatically backs up data to prevent data loss. Users can collaborate with their accountant or team members by granting them access to specific data.
Inventory Management: EasyBooks includes inventory management features to track stock levels, sales, and purchases. Users can create and manage product listings, including prices, quantities, and descriptions. The software provides real-time inventory updates to avoid stockouts or overstocking. Users can generate inventory reports to analyze sales trends and make informed purchasing decisions.
Expense Tracking: According to the vendor, EasyBooks allows users to track and categorize business expenses, such as office supplies, travel, and utilities. Users can capture receipts by taking photos or uploading them directly into the software. The software automatically calculates expenses for tax purposes, simplifying tax preparation. Users can generate expense reports for reimbursement or tax purposes.
Categories & Use Cases
Technical Details
| Deployment Types | SaaS |
|---|---|
| Operating Systems | Mac, iPhone, iPad |
