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Financial Management as Reliable as Your Policies

In the insurance industry, attention to detail is paramount. With Easy on Books, manage your agency’s finances with the same level of precision and control.

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Financial Solutions Custom-Made for Insurance Agents

The insurance sector demands meticulous record-keeping, seamless client management, and strict regulatory compliance. Easy on Books is engineered to meet these exact needs.

Client Management 

Maintain comprehensive client profiles, policy details, and payment statuses for seamless operations.

Document Management 

Keep all essential documents like policies, renewals, and claims securely in one place.

Commission Tracking 

Automatically track commissions on new policies, renewals, and client referrals.

Invoicing and Payments 

Issue invoices and accept payments online, directly from your clients.

Mobile App

Gain real-time insights and perform essential tasks through our mobile app, empowering you to manage your agency on-the-go.

Hear how insurance agents have bolstered their business with Easy on Books.

Testimonial

“Commission tracking used to be a headache. With Easy on Books, I can effortlessly track commissions and focus on what I do best—selling policies.”

— David M., Independent Insurance Agent

Automated Reminders

Set up automated reminders for policy renewals, premium payments, and other deadlines.

Secure Data Storage

Your client data is secure with state-of-the-art encryption and regular backups.

Regulatory Compliance 

Built-in features to help you stay compliant with insurance regulations and reporting requirements.

Switch to Easy on Books and elevate your insurance agency’s financial management. Take advantage of our free trial today!

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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