A ledger that codes. A team that closes. Both wear your logo.
In one platform, your SaaS product gets a serious double-entry engine, transaction categorization tuned to small businesses, and white-label bookkeeping support that helps manage month-end close, reconciliation, and customer bookkeeping queries under your brand. Everything runs through a single accounting API and lands as a dozen drop-in components. Your customers see your product. Behind the scenes, BooksEZ runs the books and opens a new line of revenue for your company.
Accounting software designed to be embedded.
Every other accounting tool wakes up wanting to be your customer's homepage. BooksEZ was written the other way around, line one. Every screen folds into a component. Every workflow opens through an API. Every record can be pushed in or pulled out by your platform. We are the parts you cannot see, doing the things you do not want to staff.
Every source, in one place.
Bring payments, banking, payroll, inventory, and your own platform events into a single tidy ledger. Plug into Plaid, Stripe, Square, Toast, Gusto, Rippling, Shopify, and 40+ other connectors out of the box. Push anything custom through the API.
- Daily auto-sync from connected banks, processors, and payroll systems
- Webhook ingestion of your platform's native events
- Two-way sync with QuickBooks Online and Xero
A model that gets small business.
Our categorization engine is trained vertical by vertical. A med-spa chart of accounts has almost nothing in common with a contractor's, and a contractor's chart looks nothing like an indie creator's. Every vertical gets its own brain. Every business on your platform sharpens that brain a little more.
- 92% of transactions categorized automatically, no human eyes needed
- Splits, transfers, refunds, and inter-account matches handled in the background
- Every rule the model writes is readable, editable, reversible, and logged
Reports an owner opens. Reports a CPA trusts.
Profit and loss, balance sheet, cash flow, AR aging, AP aging, customer revenue, and any tag-based view you want. Click any number and fall straight into the transactions that built it. Export a clean branded PDF, or hand a CSV to the bookkeeper next door.
- Cash and accrual basis with a one-click toggle that does not rerun anything
- Custom dimensions for location, project, store, treatment, crew
- Compare any period to any other
- Branded PDF exports your customer can send to a lender or accountant
| Sales | $94,116.40 |
| Refunds & discounts | −$3,108.20 |
| Net revenue | $91,008.20 |
| Cost of goods sold | −$28,420.10 |
| Gross profit | $62,588.10 |
| Wages | −$22,118.00 |
| Rent | −$4,400.00 |
| Net profit | $30,023.50 |
A grown-up general ledger, finally.
No customer should outgrow their accounting system at the worst possible moment. BooksEZ runs the workflows serious SMBs and their accountants actually expect. Full double-entry. Multi-entity. Multi-currency. Locked periods. Journal entries with approvals. Audit trail on everything.
- Accrual and cash basis with a one-click toggle
- Journal entries with attachments and approval workflows
- Period locking, full audit log, CPA review mode
- Multi-entity consolidation for franchise and multi-location operators
| 1010 · Cash · Operating | Asset · Bank | $84,116.20 |
| 1100 · Accounts Receivable | Asset · Current | $12,488.40 |
| 1200 · Inventory | Asset · Current | $24,180.18 |
| 2010 · Accounts Payable | Liability · Current | $8,206.20 |
| 3000 · Owner's Equity | Equity | $112,578.58 |
| 4000 · Sales Revenue | Income | $382,118.40 |
White-Label Bookkeeping Support, Delivered Under Your Brand.
Software handles the easy half. The hard half is the human bookkeeping work behind reconciliation, month-end close, customer questions, and year-end preparation. BooksEZ supports that work behind the scenes, allowing your platform to offer bookkeeping as part of its own product experience.
Closed. Reconciled. By the 5th.
Every month, every customer's bookkeeper closes their books, ties out every account, and hands over a polished month-end financial package by the fifth business day. Roughly three times faster than the bookkeeper your customer would have hired on their own.
- Bank, credit card, and processor accounts reconciled every month
- Fully categorized general ledger, cleaned and tied
- Branded month-end PDF with P&L, balance sheet, cash flow, and a short commentary
- 1099 prep, sales-tax filings, and a CPA-ready year-end book
Bookkeeping Communication, Managed Under Your Brand .
Customer bookkeeping questions are handled through the agreed support workflow, with communication tied to the relevant transaction, account, or reporting period. Your branding and customer relationship stay at the centre of the experience.
- White-labeled chat with your branding and your domain on outbound emails
- Inline transaction tagging so questions link straight to the row that prompted them
- Response SLAs you set: 4-hour, next-business-day, or 24-hour
Hey John — quick one: was the $1,284 Sysco charge for the new café location?
Yes — Hayes Valley location. Opening May 22.
Got it — I'll tag it under Hayes Valley and add it to opening costs. Want me to set up a class for the new location now?
Live Bookkeeping Support With A Dedicated Contact
BooksEZ provides dedicated bookkeeping support for your customers, helping with onboarding, month-end reviews, reconciliation, and year-end preparation under your brand. Customers get the support they need inside the product experience you control, while BooksEZ works behind the scenes to keep the bookkeeping service reliable, consistent, and scalable.
- A dedicated bookkeeping contact throughout the relationship.
- One-click scheduling baked into your platform's UI.
- Recordings and transcripts stored against the customer profile.
9:15 AM PT · 30 minutes
Who handles what, and when.
A clean split of responsibilities across your platform, our software, our bookkeepers, and the customer themselves. Nothing slips into the gap, because there is no gap.
| Activity | Your platform | BooksEZ software | BooksEZ bookkeeper | End customer |
|---|---|---|---|---|
| Push sales and orders into the ledger | — | — | ||
| Connect bank and processor accounts | — | — | ||
| Categorize daily transactions | — | — | ||
| Reconcile bank statements | — | — | — | |
| Ask clarifying questions | — | — | ||
| Close the month, generate reports | — | — | — | |
| Approve the month | — | — | — | |
| Bill the customer (you bill, we run the labor) | — | — |
Two products. One clean integration.
Tell us about your platform and we will hand you a working sandbox inside 48 hours.