Features

Everything a business needs,
nothing it has to fight.

Nine connected modules on one ledger. Pick one to see everything it does.

01

Sales and billing

Every sales document an Indian business uses, connected end to end: a quote becomes an order, the order an invoice, and the invoice is paid and settled, with nothing typed twice.

Quotes, proforma, sales orders, delivery challansInvoices, credit and debit notes, retainersRecurring invoices and payment trackingPDF templates, UPI QR, WhatsApp share links

02

Purchases and expenses

Order from vendors, receive goods, record bills and pay them on time. Expenses come in with their receipts, and anything you spend for a customer can be billed back.

Purchase orders, goods receipts, billsVendor credits and purchase returnsExpenses with receipt photos and mileageCheque printing and billable expenses

03

Banking

Bring in the statement your bank already gives you. Easy Books suggests matches against open invoices and bills, your rules categorise the routine lines, and you confirm.

Import CSV, Excel, OFX and MT940 statementsBank rules that categorise lines for youMatch payments to invoices and billsReconciliation with a running difference

04

Inventory

Every sale, purchase, return and count moves stock and its value in the same step, across as many warehouses as you run.

Warehouses, transfers and stock countsLow-stock alerts, barcodes, units like box = 12Price lists and customer-specific ratesStock valuation and movement reports

05

Accounting

A real ledger underneath every screen. Every posted entry balances, nothing posted is ever deleted, and corrections are reversals your accountant can follow.

Chart of accounts and manual journalsFixed assets, loans with EMI schedulesMulti-currency with realised gains and lossesBranches, cost centres, period locks, year-end close

06

Reports

Every report reads the same ledger, so the profit and loss, balance sheet and cash flow always agree.

Profit and loss, balance sheet, cash flowSchedule III layouts and comparisonsAgeing, registers, day book, general ledgerDownload as PDF, Excel or CSV

07

Team and control

Bring in your staff and your accountant with roles you design, approvals where you want them, and a record of every change.

Custom roles, report access per roleApprovals before documents go outMembers limited to branches or customersA full activity log of who did what

08

Assistant

An assistant that reads your books and suggests, but never changes anything on its own. You stay in charge of every entry.

“Who owes me the most?” answered from your reportsReads PDF bills into draftsSuggests accounts and bank matchesFlags possible duplicates before you save

09

Automation and integrations

Recurring documents, monthly schedules and imports take the routine work away, and one page shows everything that runs on its own.

Recurring documents and prepayment schedulesImports with preview and correctionPublic API keys and signed webhooksOne page that shows everything automated

Document formats

Twelve kinds of documents, one look

Tax invoiceQuotationProforma invoiceSales orderDelivery challanRetainer invoiceCredit noteDebit notePurchase orderGoods receiptBillVendor credit

Your books, sorted from today

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