BooksEZ

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United States HQFounded 2026

Deployment

Web-basediPhone/iPadWindowsAndroidMac

Overview

About BooksEZ

BooksEZ is an embedded accounting and bookkeeping platform that helps software companies offer financial services inside their own products. With a general ledger, automated categorization, real-time reporting, and a white-label bookkeeping team, it lets SaaS platforms deliver accounting under their own brand. Ideal for vertical SaaS, horizontal SaaS, and fintech platforms, BooksEZ keeps customers from leaving for QuickBooks, improves retention, and opens a new revenue stream, all without building accounting from scratch.

At a glance

Software information

Industries served, licensing and the support BooksEZ provides.

Industries

  • Accounting

Licensing

  • Proprietary
  • Quote Based

Support

  • Email
  • Live Chat
  • Phone
  • 24x7 Support

Training

  • Webinar
Languages (1)
English
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Capabilities

BooksEZ features

The full feature set, grouped by module.

Accounting

  • Accounts Payable
  • Billing & Invoicing
  • Budgeting and Forecasting
  • Expense Tracking
  • Project Accounting
  • Tax Management
  • Payroll Management

Plans

BooksEZ pricing

Free Version
No
Payment Frequency
Quote Based
Preferred Currency
USD ($)

Media

Screenshots & video