Name: EasyBooks
Author: Geode Software

Help Desk

Web and Video Conferencing

Customer Support

Innovation Management

PHP Frameworks

Development

Business Intelligence (BI)

Collaboration

Manufacturing Execution

Payment Facilitation

Quality Management

Enterprise

Accounting

Blockchain Payments

Merger and Acquisition

Payment Hubs

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employer of Record (EOR)

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AIOps

Bot Mitigation

Cloud Storage

Container Security

Data Center Outsourcing (Canada)

Data Center Power

Data Replication

Endpoint Security

Firewall

Fraud Detection

Graph Database

Infrastructure-as-a-Service

Integration Platform as a Service (iPaaS)

LAN Switches

Mobile Data Security

Network Performance Monitoring

Network Troubleshooting

SQL Server Performance Monitoring

Scale-Out Storage

Secure Access Control

Smart Contracts

Testing Services

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Email Marketing

Grant Management Software

IP Geolocation

Marketing Attribution

Marketing Automation

Social Media Management

Survey & Forms Building

Translation

Web Analytics

Marketing

Project Management

Task Management

Professional Services

Customer Relationship Management (CRM)

Intelligent Virtual Assistant

Sales Dialer

Sales Training

Sales

Data-Centric Audit Protection (DCAP)

Security

Aviation

Emergency Notification

Fleet Maintenance

Hospital Management

Hotel Management

Retail Analytics

Revenue Cycle Management (RCM)

Shipping

Veterinary

Warranty Management

Vertical-Specific

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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.

Affordability for Small Businesses: Many users have found EasyBooks to be a cost-effective software solution, particularly for small businesses. It has been praised as an inexpensive option that is suitable for beginners and first-time software users.

Ease of Use: The ease of maneuverability in EasyBooks has been highlighted by numerous reviewers. Users have mentioned that the software is easy to navigate and access all necessary information without extensive searching. Its user-friendly interface makes it accessible even for those with no prior accounting knowledge.

Organization Capabilities: EasyBooks is highly regarded for its organization capabilities. Multiple users have found it perfect for keeping things organized, such as files, achievements, and other important information. This feature contributes to the overall efficiency and effectiveness of the software.

Frequent Software Downtime: Some users have experienced frequent software downtime after switching to the subscription module, requiring them to contact support for assistance. Although the issues have been resolved in a timely manner, the interruptions in service can be frustrating for users.

Lack of Android App: Users have expressed frustration with the lack of an Android app for EasyBooks. This limitation hinders their ability to conveniently use the software on their preferred device, potentially impacting their workflow and productivity.

Limited Report Options: Several users have mentioned that the report options in EasyBooks are limited. Currently, only basic reports such as profit and loss and balance sheet are available. This limitation may prevent some users from generating more detailed or customized reports as per their specific business requirements.

Users of EasyBooks have found the software to be an invaluable tool for their startups. It simplifies the process of gathering transaction information and seamlessly transferring it to their accountants for submission to HMRC. The software's effectiveness in handling bookkeeping tasks has provided a smooth user experience, ensuring that users can focus on other aspects of their business with peace of mind.

One key use case where EasyBooks shines is in accounting tasks involving multi-currency exchanges. Users have praised the software for its ease of use and efficiency in handling transactions across different currencies. This feature has made EasyBooks the go-to option for businesses that frequently deal with international clients or suppliers, eliminating the need for manual conversion calculations and streamlining the financial management process.

EasyBooks also excels in helping users keep track of client business expenses, depreciation, and invoicing. Its comprehensive solution allows users to efficiently manage these financial aspects, providing them with a clear overview of their business finances. This capability has proven to be essential for businesses looking to maintain accurate records, analyze expenses, and generate professional invoices.

In summary, EasyBooks offers a user-friendly experience for startups and small businesses by simplifying bookkeeping tasks and providing an efficient solution for managing financial aspects. Whether it's gathering transaction information for accountants, handling multi-currency exchanges, or keeping track of expenses and invoicing, EasyBooks proves to be an effective tool that meets the diverse needs of its users.

Xero is an online accounting software product for small businesses and personal finance. Its features beyond general ledger and double-bookkeeping include quotable invoicing, bank reconciliation, purchase order and expense management, and tax management. Third party apps can extend its features further.

Early

Growing

Established

Acumatica delivers a set of cloud-based business software applications with dashboards, reporting tools, integrated document management, centralized security, and customization tools.

Acumatica

EasyBooks

1 in 3 accounting software users find it difficult to choose the right tool. Find the best solution for you.

The Buyer’s Guide to Accounting Software

Software for tracking revenues and expenses and forecasting future revenue.

Geode Software

General Ledger and Configurable Accounting

Financial management solution, including capabilities for general ledger and configurable accounting

Accounts payable

This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.

Accounts receivable

This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.

Cash management

The software provides a complete picture of a company’s cash flows, streamlines payment processing, and includes cash forecasting.

Bank reconciliation

The software connects to a company’s financial institutions in order to reconcile accounting records with checking, savings and credit card accounts. Often month and year closing capabilities are included.

Expense management

The software can log and track business expenses and reimbursements, including travel-related expenses, with the ability to tie them to particular projects.

Time tracking

The software can track billable and non-billable employee time by project.

Fixed asset management

This includes the ability to track fixed assets (e.g., laptops), including location, check-in and check-out, maintenance scheduling, audit history, specialized property tax period reports, cost and depreciation.

Multi-currency support

The software supports transactions across multiple currencies.

Multi-division support

The software is flexible and supports bookkeeping practices along multiple dimensions such as locations, branches or products.

Regulations compliance

The software helps users adhere to typical accounting standards and regulations such as IFRS, GASB, or GAAP.

Electronic tax filing

The software provides a full electronic interface for the filing of repeatable taxes, such as payroll or sales tax.

Self-service portal

The software provides online portals for certain stakeholders to find information relevant to them, such as employees, vendors and customers.

Global Financial Support

Account using multiple ledgers, multiple currencies, and multiple entities

Primary and Secondary Ledgers

Record and report across multiple currencies and accounting standards with primary and secondary ledgers

Intercompany Accounting

Automatically balance and reconcile GL for intercompany transactions

Localizations

Meet reporting requirements with country-specific localizations

Journals and Reconciliations

Automate and synchronize ledgers and processes

Enterprise Accounting

Create accounting for disconnected ERP and non-accounting source systems

Configurable Accounting

Configure accounting rules and segments for each chart of accounts

Centralized Rules Framework

Integrate disparate ERP and transactional systems into single ERP instance

Standardized Processes

Centralize financial management to facilitate standardized financial processes

Inventory Management

The ability to track and manage the flow of goods or materials into and out of an inventory.

Inventory tracking

The software syncs orders and stock to maintain a real-time picture of inventory and supports multiple methods such as LIFO and FIFO.

Automatic reordering

The software can be set up to automatically reorder a good when it falls below a certain threshold.

Location management

The software can track multiple goods across multiple locations.

Manufacturing module

The software helps track and manage raw materials, work-in-progress items, and finished goods.

Order Management

The ability to process orders, and track them from quote to cash.

Pricing

Users can set up complex and unique pricing requirements.

Order entry

Users can enter an order once, and the data flows to all the necessary units such as fulfillment and billing.

Credit card processing

The software facilitates credit card processing.

Cost of goods sold

The software calculates the direct costs attributable to a finished product, such as materials and labor, and includes roll-up pricing.

Order Orchestration

Define and execute order fulfillment processes for products as well as services on the same order.

End-to-end order visibility

Get updates on orders, inventory, shipments, planned supply, and invoices, and improve the quality of decisions through in-context analytics

Order exception Resolution

Monitor fulfillment tasks and resolve issues, view and evaluate varios options via what-if analysis and define and enforce change order rules

Payroll Management

Provides for pay calculation and benefit plan administration, in addition to managing direct deposit, salary revisions and payroll tracking.

Pay calculation

Pay calculation provides for computation of employee pay with state and federal deductions.

Benefit plan administration

Benefit plan administration is administration of health insurance plans and 401k plans, and other benefits.

Direct deposit files

Direct deposit is the ability to electronically transfer pay to an employee’s personal bank account.

Salary revision and increment management

Salary revision is the ability to modify individual employee pay.

Reimbursement management

Reimbursement management provides cash reimbursement for employee expenses related to business travel or other.

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

Dashboards

Users can create, customize and share dashboards, which provide an overview of the most important metrics.

Standard reports

The software offers pre-built reports with metrics standard to the category.

EasyBooks

Overview

What is EasyBooks?