The Accounting Layer Built Into Your SaaS Platform.
BooksEZ helps software companies deliver embedded accounting and white-label bookkeeping services directly inside their products. Our embedded accounting infrastructure combines accounting software, bookkeeping operations, and API-driven workflows, allowing SaaS platforms to offer financial services under their own brand. Instead of sending customers off to third-party accounting tools, BooksEZ keeps accounting where it belongs, inside the platforms their customers already use every day.
Accounting Should Live Inside The Software Businesses Already Run On.
Most small businesses rely on several pieces of software for accounting & bookkeeping operations. They manage customers, payments, scheduling, inventory, payroll, and reporting through the platforms they trust.
Accounting is usually the exception. Business owners are still expected to leave their primary software, export their data, and manage their finances through a disconnected accounting system or a separate bookkeeper.
BooksEZ was built to close that gap. We provide the embedded accounting infrastructure that allows SaaS platforms to offer bookkeeping and accounting capabilities directly within their products, creating one seamless experience for their customers and a new line of revenue for the platform.
Embedded Accounting Software And White-Label Bookkeeping, In One Platform.
BooksEZ combines technology and accounting expertise to help software platforms launch and scale embedded financial services. Our solution includes:
- Embedded accounting software
- White-label bookkeeping services
- General ledger infrastructure
- Financial reporting
- Transaction categorization
- API integrations
- Human bookkeeping support
Everything is designed to operate behind the scenes while keeping your platform at the centre of the customer relationship.
Six Commitments We Stand Behind For Every Partner.
Built For SaaS Platforms
We help software companies deliver accounting services directly inside their products, without building accounting infrastructure from scratch.
Your Brand Comes First
Our embedded accounting and bookkeeping services operate behind the scenes, so your customers continue to engage with your platform and your brand.
Technology And Human Expertise
Automation handles the routine work, while experienced bookkeeping professionals provide the judgment and support that businesses still need.
Customer Data Ownership
Businesses retain ownership of their financial information and maintain full access to their data at all times.
Scalable Infrastructure
Our accounting infrastructure is designed to support growing software businesses and evolving customer needs.
Dedicated Support
Our team works closely with platform partners throughout implementation, onboarding, and ongoing operations.
A New Line of Business, Without Building Accounting Yourself
Software companies choose BooksEZ because they want to offer more value to their customers without spending years building an accounting product internally. With our embedded accounting infrastructure, platforms can:
- Launch accounting and bookkeeping services faster
- Open a new revenue stream for the company
- Improve customer retention
- Deliver a more complete customer experience
- Reduce operational complexity
Ready To Add A New Revenue Stream To Your Platform?
Launch embedded accounting and white-label bookkeeping services inside your software platform with BooksEZ, and turn financial services into a new line of business for your company.