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Books that stop following you home

EasyBooks

Your financial back office, finally under control.

See what needs attention, move daily finance work forward, and make the next decision with books you can trust.

Built on Frappe and ERPNext accounting foundations.

Why it feels different

The work nobody sees

It is not just admin. It is the quiet weight of not knowing.

EasyBooks is designed around the moments that keep owners and finance teams thinking about work after the day should be over. Open each story to see what changes.

01Money in

Friday, 6:18 PM. The sale went well. The invoice is still open.

You should not have to remember who owes you.

3 invoices past due

Every unpaid invoice stays in your head until someone checks the invoice list, the bank, and the follow-up thread.

One receivables queue

See what is due and overdue, then move directly into payment receipt and follow-up work while the context is still clear.

02Cash confidence

The bank says one number. The books are off by $640.

A balance you doubt is not a balance.

Difference unresolved

That small mismatch follows every spending decision because you cannot tell which number deserves your confidence.

Suggested match found

Bring bank activity and payment records into the same reconciliation flow, review suggestions, and confirm the right match.

03Team handoffs

A bill was approved in chat, entered later, and reviewed somewhere else.

Growth should not make ownership blurry.

Who has the next step?

When a handoff disappears between people and tabs, good teammates spend their time asking for status instead of moving work.

Review queue: 2 items

Role-aware workspaces and review queues make pending approvals, drafts, payments, and exceptions visible to the right people.

04Decision clarity

The question lands: "Can we afford this next month?"

The answer should not begin with "give me a day."

Numbers still being assembled

Cash, bills, receivables, and reports should not need to be rebuilt every time the business asks a reasonable question.

Books current through today

Keep daily entries, review work, reconciliation, and financial reports connected so the answer starts from current books.

Guided paths

The same books. A clearer view for the person doing the work.

01 / 03

01 / Founders

See the decision, not the accounting maze.

You did not start the business to spend your evening wondering whether the cash on screen includes the bills on your desk.

  • Know now: cash, receivables, payables, and what is overdue.
  • Do next: invoice, receive payment, record spend, or review an exception.
  • Feel: able to leave work without carrying the ledger in your head.
See the founder walkthrough
Before you close up3 things need you
Cash available$48,240Across cash and bank accounts
Who still owes us?$12,8603 overdue
What do we owe?$8,4202 due this week
Can I leave this here?YesNext actions are queued

02 / Growing teams

Make the handoff visible before it becomes a bottleneck.

More people should create more capacity, not more places to search for the status of one supplier bill.

  • Route clearly: role-aware actions and server-side permissions.
  • Review together: approvals, stale drafts, unallocated payments, and stock issues.
  • Grow: with an operating rhythm the next teammate can understand.
See the team walkthrough
Supplier bill / SB-1048In review
RecordedMaya, 9:12CheckedJon, 9:26ApproveFinance leadPayDue Friday
Context stays with the work

Office supplies / $740 / Main warehouse

03 / Bookkeepers

Cleaner inputs. Fewer follow-ups. The control stays with you.

Give daily operators clear flows while accounting documents, links, permissions, and reporting foundations stay connected underneath.

  • Review exceptions: instead of rediscovering routine work.
  • Reconcile deliberately: inspect suggested matches before confirming.
  • Close with context: move from entries to reports in one operating flow.
See the bookkeeper walkthrough
Reconciliation reviewAugust 2026
Stripe payoutSuggested match+$4,820
Cloud hostingNeeds account-$640
Office suppliesConfirmed-$180
Statement difference$0.00

One connected rhythm

The calm comes from knowing nothing important is hiding.

EasyBooks keeps daily work close to the accounting and stock foundations it affects, so an entry can move through review, reconciliation, and reporting without becoming a disconnected side process.

Explore the bookkeeping flow
  1. 01RecordIncome, spend, invoices, bills, payments, stock
  2. 02ReviewApprovals, drafts, exceptions, allocations
  3. 03ReconcileCash, bank, transfers, suggested matches
  4. 04ReportCash, P&L, balance sheet, aging, stock

A clearer next step

Your books in order. Your evening back.

Walk through the product with fictional data, or start the conversation about fitting EasyBooks to your business.