Easy Books is a full double-entry, multi-currency accounts package with bank statement reconciliation so you can easily find any missing or erroneous transactions that need to be corrected.
Prepare estimates, sales invoices and send them in PDF format direct to your customers.
Track how your business is doing with the Profit & Loss and Balance Sheet reports. Use the Customer Aged Debt report to keep tabs on any late payments you might need to chase up.
Using more than one device? Use our Online Sync service to keep everything backed up and in sync. Enter new information anywhere and it will appear on all your other devices (Mac and iOS).
Bank accounts, credit cards, and cash
Assets & Liabilities
Income & Expenses (incl. depreciation)
Customer & Supplier
Sales & Purchase tax
Standard (tax due on invoice date)
Cash (tax due on receipt of payment)
Cash on sales only (tax due on receipt of payment)
Flat rate (standard)
Flat rate (cash based)
Reconcile your bank statements to see if there are any missing or erroneous transactions that need to be corrected.
Run more than one business? You can add as many as you need to in Easy Books. You can even track your personal finances.
Year End Consolidation
Use the "Consolidate" option on the Profit & Loss report to consolidate all your income and expenses for the year. Easy Books supports both accrual and cash accounting models.
Set any transaction to repeat automatically to cater for any standing orders you have set up at your bank.
Backup & Restore
It's important to backup regularly. Just send your data somewhere safe and you'll be able to restore it to a new device if you need to.
Passcode Lock (iOS)
Set a four digit passcode to protect your data. This is useful if you want to lend your iPhone to someone for a while.
Do you have existing data you want to add to Easy Books? The Mac app can import transactions from a CSV file.
Easy Books handles 150+ currencies with exchange rates updated hourly. It also tracks historical rates, just add transactions and let Easy Books find the rate applicable at the time. Run a Profit & Loss report to show all your realised and unrealised gains.
Easy Books helps you avoid mistakes by warning you if you're making an unusual entry.
Instead of terms like debit and credit, you'll find more helpful words like "In (Received)" and "Out (Paid)".
All invoices are sent as PDF format direct from your device. Email your customer, print and post or pass to a third party app such as Dropbox or Evernote.
Create a quotation quickly and (if accepted) turn it instantly into a new sales invoice.
Statements show all sales, credits and payments.
Customise your letterhead/logo, footer, payment terms and all the fixed content labels.
Choose between A4 and US Letter page sizes.
Profit & Loss
VAT Return can be used in other tax schemes but ties in closely with the UK VAT-100 form for faster filing.
Track your best customers (in terms of sales) and monitor which customers have payments overdue using the Customer Aged Debt report.
Find your best selling products or generate a stock report showing how much stock you have bought and sold in a time period.
All reports can be printed or emailed. Reports are produced in HTML, CSV and ZIP (containing both) formats.
Most financial reports allow a comparison report to be added alongside to help you compare a previous tax year with your current one.
Use container accounts to reduce the detail level in reports, hiding individual accounts to give an overview.
When your Year End has passed and you've reconciled all your bank and credit card statements, use the Consolidate option in the P&L Report to start the new tax year.
What does it do?
Online Sync provides continuous online backup of your data whenever you make a change. Everything is sent to your other devices, whether Mac or iOS to keep them all up to date.
Should something bad happen to your device, you'll just need to sign in to retrieve all your data. The system makes regular backups of your data should you want to undo a recent change and go back to an earlier version.
If you have more than one business you can make use of the sharing feature to share just one business with a partner or your accountant. Share with read-only or full access.