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Elevate Your Service Business with Tailored Financial Management

From client interactions to expense tracking, discover how Easy on Books brings clarity, efficiency, and growth to your service-based business.

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Financial Solutions for the Financial Industry

Service businesses often juggle multiple clients, variable pricing models, and dynamic expenses. They require intuitive tools to manage client billing, track service-specific expenses, and generate comprehensive financial reports.

Client Management
Cultivate and manage relationships effortlessly. From the first contact to the final invoice, handle client interactions smoothly.

Dynamic Invoicing
Whether you charge by the hour or by the job, create customized invoices that reflect your services’ value.

Expense Tracking
Input and categorize expenses related to each service. Stay updated about your profitability in real-time.

Team Management
Allocate tasks, set roles, and manage your team’s productivity, all in one place.

Mobile App
Stay connected to your business anytime, anywhere. With our mobile app, you can engage clients, review finances, and make decisions on-the-go.

“In our world, every decimal counts. Easy on Books offers us the precision and efficiency we need, allowing us to manage client portfolios and handle transactions with unmatched accuracy.”

Mason T., Financial Advisor

Key Benefits for Service Providers

  • Grow Your Business: By spending less time on financial paperwork, you have more time to focus on expanding your clientele and services.
  • Stay Informed: Get real-time insights into your business's financial health. Make informed decisions with detailed reports.
  • Enhance Client Relationships: Automate reminders, send personalized invoices, and maintain seamless communication with your clients.

Pricing & Plans

Scale with us. Choose from our flexible pricing plans designed to meet the unique requirements of your business. Whether you’re a startup or a large corporation, we’ve got a plan for you

Standard

$29.99 CAD per month

Features Included:

  • All Basic Features
  • Unlimited Invoicing: No limit on the number of invoices.
  • Unlimited Expense Tracking: No cap on expense records.
  • Billing: Advanced billing features including recurring billing.
  • Accounting: Basic accounting features.
  • Integration with Stripe and Banks: Connect your Stripe and bank accounts.
  • Supplier Management: Keep track of all your suppliers.
  • Task and Team Management: Assign tasks and manage your team.
  • Mobile App: Full access to all mobile app features.
  • Who is it for? Ideal for growing businesses that need more robust features.
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Basic For Everyday Needs

$19.99 CAD per month

Features Included:

  • Customer Management: Add and manage up to 50 customers.
  • Invoicing: Create and send up to 10 invoices per month.
  • Expense Tracking: Track up to 50 expenses per month.
  • Document Management: Store up to 100 MB of documents.
  • Mobile App: Access to the mobile app with limited features. Who is it for?
  • Perfect for freelancers and small businesses just starting out.
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Enterprise

$49.99 CAD per month

Features Included:

  • All Standard Features
  • HR and Payroll Management: Comprehensive HR solutions.
  • Asset Management: Keep tabs on your business assets.
  • Lease and Mortgage Management: Manage your property expenses.
  • Inventory Management: Full control over your inventory.
  • Advanced Report Generation: Custom reports to understand your business better.
  • Sales and Purchase Management: Advanced tools for handling sales and purchases.
  • Complete Accountant Dashboard: Complete financial oversight for your accountant.
  • Priority Support: Get your queries answered faster.
  • Who is it for? Perfect for large-scale operations and those in need of a comprehensive financial solution.
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Hear It From Our Satisfied Clients

— Samantha J.

"Easy on Books revolutionized my small business. I've never felt so in control of my finances, and I finally have time to focus on what really matters: my customers."

— Meghana P.

"With the complex and variable nature of construction projects, I used to dread the paperwork. Easy on Books has changed all that. Now I can track everything from labor costs to materials with ease. It's a game-changer!"

— Megan R.

"Managing policy information, commissions, and client interactions used to be a juggling act. Easy on Books simplifies it all. It’s not just an accounting software, it’s a complete business solution for insurance agents."

— David W

"As a lawyer, my time is best spent serving my clients, not struggling with accounting. Easy on Books has saved me countless hours, allowing me to focus on my cases instead of spreadsheets."

—Singh G.

"For years, I was using multiple apps to manage different aspects of my carpentry business. Easy on Books brought it all under one roof. I can't imagine going back to the old way of doing things."

— Stacey K.

"Tracking parts, labor costs, and invoices used to be a major headache. With Easy on Books, I can do it all seamlessly. The mobile app also lets me handle things even when I'm away from the shop. Excellent tool!"

— Sarah L

"From managing multiple properties to tracking rental income and expenses, Easy on Books makes real estate accounting a breeze. I especially love the seamless tax integration."

Corporate Partners of Easy on Books

We support all type of industries to manage invoice, revenue, expense and other critical financial documents. Seam less integration with your accountant and tax software.

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