Connected business records
Practical tools for the numbers and the work behind them.
EasyBizi connects customer sales, business expenses, job delivery, payments and reporting so your team works from the same business record.
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Customer workspace
Manage customers, additional contacts, addresses, KYC records, documents and communication history.
Products and services
Build a reusable catalogue with categories, codes, units, pricing, costs and tax rates.
Professional quotations
Prepare branded quotes, track decisions and convert accepted work without recapturing line items.
Invoice management
Issue invoices, follow balances and due dates, and see payment history against each invoice.
Payments and receipts
Allocate payments and generate downloadable, branded receipts for customers.
Corrections and controls
Process credit notes, refunds, reversals, voids and overrides with clear reasons.
Detailed expense capture
Record supplier-linked or general expenses with references, dates, categories, quantities, tax and multiple line items.
Receipts and supporting files
Attach evidence when capturing an expense and keep it available to authorised team members.
Payments and controls
Submit expenses, record part or full payments, follow balances and protect editing, payment and void actions with permissions.
Scheduling and assignments
Create customer jobs, set scheduled start and end times, and assign the right team members.
Tasks and delivery evidence
Use reusable checklists, track task progress and attach evidence to completed work.
Time, materials and invoicing
Record time and materials used, then generate an invoice from the completed job.
Accounts performance
Analyse sales, expenses, gross result, collections, outstanding balances, ageing, customers and catalogue performance.
Users and permissions
Control access with built-in organisation roles or create custom roles for the way your team works.
Security and auditability
Protect banking details, verify account contacts and retain meaningful audit events.
Choose your workflow
Start with Sales. Add Service Operations when work moves into the field.
Sales covers customers, quotations, invoices, expenses, payments and finance reporting. Service Operations adds scheduling, assignments, delivery checklists, time, materials and job-to-invoice workflows.