A black square with white text in lowercase reading "the book ease.
A black square with white text in lowercase reading "the book ease.
Financial dashboard showing various data points, including shareholder equity, cash growth, income, expenses, and key performance indicators, with an "In Progress" status banner.

KPI Business Intelligence

Stay Informed with Real-Time Financial Insights

Receive real-time, up-to-date financial information on your business. From an executive summary with a high-level overview of your finances to detailed breakdowns of revenue and expenses, your business has access to valuable insights that simplify decision-making and keep you informed about your financial health.

bookkeeping and tax tools

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CFO Level Budgeting and Forecasting Tools

Precision Planning for Long-Term Success

Gain CFO-level insights that support strategic financial planning. With tools to track cash flow, budget effectively, and forecast for receivables and payables, achieving both short and long-term financial clarity has never been easier.
Financial spreadsheet displaying various expenses and income with a line graph showing current and projected income trends.
Financial dashboard showing payables and overdue amounts for this week and last week, with a bar chart comparing weekly payables amount dues.

Enhanced Detailed A/R and A/P Reporting

Manage Payments and Revenue with Confidence

Take advantage of comprehensive A/R and A/P reporting with real-time snapshots of your business’s financial performance. With features that track incoming payments and outstanding bills, you gain visibility into your financial commitments and incoming revenue, making it easy to manage your finances proactively.
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Secure Encrypted Desktop and Mobile App Portal

Secure Financial Access, Anytime, Anywhere

Optimized for mobile devices, the mobile app portal allows you to access vital financial information anytime and anywhere. Perfect for on-the-go users, the mobile app portal is protected with end-to-end encryption, ensuring sensitive financial information remains secure and confidential.
Financial spreadsheet
Screenshot of a web portal interface with navigation menu on the left, welcome message in the center, onboarding checklist below, and quick links on the right for navigation and uploads.

Secure Encrypted Company Dashboard

Financial Oversight Made Simple

Enjoy the safety and confidentiality of a secure encrypted company dashboard for all your business’s financial needs. The secure encrypted company dashboard provides a safe environment for messaging and document sharing, as well as a quick overview of performance and easy monitoring of key financial metrics in real time.

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