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Users of EasyBooks have found the software to be an invaluable tool for their startups. It simplifies the process of gathering transaction …
Overview
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,...
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Product Details
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- Tech Details
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.
EasyBooks Features
- Supported: Billing & Invoicing
- Supported: Accounts Payable
- Supported: Accounts Receivable
- Supported: Expense Tracking
- Supported: General Ledger
- Supported: Tax Management
- Supported: Bank Reconciliation
- Supported: Financial Reporting
- Supported: Budgeting/Forecasting
- Supported: Fixed Asset Management
- Supported: Fund Accounting
- Supported: Multi-Currency
- Supported: Purchase Order Management
EasyBooks Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Mac, iPhone, iPad |
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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.
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.