BooksEZ

About

BooksEZ is an embedded accounting and bookkeeping platform built to help software companies offer financial services directly inside their own products. Designed for SaaS businesses, it lets any platform serving small businesses add a complete general ledger, automated transaction categorization, real-time financial reporting, and a real bookkeeping team, all white-labeled and running quietly behind the scenes. Software companies integrate BooksEZ through a single accounting API and a library of drop-in components, so they can launch accounting without building it from scratch. With BooksEZ, your customers manage their finances without ever leaving the software they already use every day. The platform automates the repetitive work a computer handles best, tracking transactions, categorizing expenses, reconciling accounts, and generating reports, while a dedicated bookkeeping team reviews the books, catches what software cannot, and handles the judgment calls at month-end and tax time. The result is accurate accounting your customers trust, delivered entirely under your brand. Whether you run a vertical SaaS platform serving one specific industry, a horizontal SaaS platform spanning many categories, or a fintech moving payments and payroll, BooksEZ is designed to scale with your business. Industry-aware chart of accounts templates, multi-vertical support, and 40-plus pre-built integrations make it a versatile foundation for embedded financial services. Software companies set their own pricing and keep the margin, turning accounting and bookkeeping into a new line of business and a steady source of recurring revenue. Choose BooksEZ to add accounting to your platform without the years of engineering, the compliance overhead, or the cost of hiring accountants. Keep your customers inside your product, strengthen retention, and open a new revenue stream. BooksEZ provides the embedded accounting infrastructure, the bookkeeping operations, and the accounting professionals software companies need to bring financial services to market quickly and under their own brand.