The product
EasyBooks
A calmer way through the financial work that keeps the business moving.
Daily entries, receivables, payables, cash and bank work, stock, review queues, and reporting come together in guided workspaces backed by ERPNext.
Interactive demo below. Fictional data, no login required.
Interactive walkthrough
Try the moments that matter before you log in.
This browser-only tour uses fictional August 2026 data. Explore the workspace, create a sample invoice, match a bank item, approve a bill, and change reports. Nothing is saved.
Good morning. Here is what needs attention.
Attention needed
8 totalQuick actions
Role-awareRecent activity
TodayKnow what is due before it becomes overdue.
Customer invoices
| Customer | Invoice | Due | Status | Outstanding |
|---|---|---|---|---|
| Alder Studio | Draft | Aug 20 | Draft | $1,280 |
| Northstar Market | INV-2041 | Jul 28 | 8 days overdue | $4,820 |
| Alder Studio | INV-2045 | Aug 5 | Due today | $3,240 |
| Fieldworks Co. | INV-2048 | Aug 12 | Current | $2,960 |
| Harbor Retail | INV-2036 | Jul 21 | 15 days overdue | $1,840 |
Move from a difference to a confirmed match.
Northstar Market payout
Aug 5 / Deposit / Ref. NST-4820+$4,820Payment Entry PE-1088
Northstar Market / Aug 5Matched. The item is ready for the next reconciliation review.
Give pending work a visible owner.
The document, amount, submitter, and status travel together. Approval still respects the permissions and workflow underneath.
Turn current books into a clearer answer.
Assets
Cash and bank$48,240
Receivables$12,860
Inventory$18,400
Total assets$79,500
Liabilities & equity
Payables$8,420
Owner equity$71,080
Total$79,500
Depth when you need it
Guided on the surface. Connected underneath.
EasyBooks simplifies the route into finance operations without replacing the accounting, stock, permissions, and reporting foundations already provided by ERPNext.
Money in
Customers, invoices, payment receipt, receivables, and revenue tracking.
Money out
Expenses, supplier bills, supplier payments, payables, and spend review.
Financial control
Cash and bank accounts, transfers, reconciliation, journals, and the general ledger foundation.
Reporting
Cash position, profit and loss, balance sheet, receivables aging, payables aging, and stock valuation snapshots.
Operations
Stock receipt, issue, transfer, adjustment, item lookup, low-stock review, approvals, and exceptions.
Access control
Role-aware workspaces backed by ERPNext permissions and server-side checks.
Ready for your own books?
Leave the demo data here. Take the clarity with you.
Sign in to your EasyBooks workspace or talk with Selfmade Cloud Solutions about setup and fit.