Ezysystems – Bookkeeping

Turn your daily work into clean, accountant-ready books.

Ezysystems connects jobs, invoices, payments and expenses so your books stay accurate as you work — not weeks later. See income, costs and profit in one clear view, then export everything for your accountant or accounting software.

No more guessing from bank statements or chasing missing invoices. Ezysystems keeps your records joined up from the moment a job is booked.

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Scheduling, invoicing, payments, expenses and bookkeeping in one place.

Ezysystems · Bookkeeping Overview

Month reconciled

Period: Mar 2025 Profit: $18,420.75

Category Income Expenses Net

Routes & regular jobs $28,560.00 $6,940.25 $21,619.75

One-off work & extras $9,320.50 $2,519.50 $6,801.00

Adjustments & write-offs $0.00 $0.00 $0.00

Total income: $37,880.50

Total expenses: $9,459.75

View: P&L · This month · By category

Bookkeeping that starts where your work actually happens.

Traditional bookkeeping tools expect you to rebuild your business in their system — customers, invoices, payments, expenses. Ezysystems already has that information, because it’s where you schedule jobs, invoice and take payments.

That means your numbers are always close to reality: who owes what, how much you’ve collected, and what you’ve spent to get the work done.

Use Ezysystems day-to-day, then pass clean summaries and exports to your accountant or accounting platform when they need deeper detail.

Joined-up Data

One source of truth for your numbers

Jobs, invoices, payments and expenses live in the same system, so totals and reports are based on real activity, not duplicate data entry.

No more juggling between scheduling software, spreadsheets and accounting tools just to figure out the basics.

Simple Reporting

Understand performance in a glance

See how much money is coming in, what’s been spent and how that breaks down by route, service, team member or customer type.

Keep an eye on margins and spot issues before they become problems.

Accountant-Friendly

Exports tailored for bookkeeping software

When it’s time for formal accounts, export clean CSV data your accountant can import into their system, grouped and labelled properly.

Less time explaining spreadsheets, more time making decisions.

Daily bookkeeping

Let your everyday workflow keep the books up to date.

Every completed job, invoice, payment and expense automatically feeds into your bookkeeping view, so you’re not building accounts from scratch later.

Workflows

From job to invoice to payment, automatically reflected in your books.

When you or your team mark a job as complete, Ezysystems already knows the services performed, the pricing and which customer it belongs to. Turning that into an invoice and tracking the payment is a natural, connected flow.

Once an invoice is paid, your bookkeeping views update automatically, showing income by customer, route and service. Record your expenses and the full picture is there.

Jobs feed into invoicing automatically
Payments update balances and income totals
Expenses complete the picture for profit analysis

Accountant & Tools

Pass clean, structured data to your accountant or accounting app.

Instead of sending messy spreadsheets or screenshots, share exports that are already grouped by income type, expense category and tax rate. Your accountant can plug them straight into their system.

You keep the operational view in Ezysystems — jobs, customers, routes — while your accountant handles compliance and statutory filings in tools designed for that job.

Export invoices, payments and expenses by date range
Include tax breakdowns and categories
Designed to work alongside common accounting platforms

Reporting

See which work is most profitable, not just most busy.

Use Ezysystems’s views to compare income and costs by route, team member, service type or customer segment. It’s not just about how much you’re doing — it’s about how much you’re making.

With expenses properly captured and jobs tied to invoices, you can quickly see which areas are high-margin and which ones need attention.

Filter by route, staff, service or customer type
Compare income against tracked expenses
Spot underperforming services or routes early

Year-end & Tax

Stay ready for tax time all year round.

Good bookkeeping isn’t a once-a-year event. Ezysystems makes it part of your everyday workflow, so by the time year-end or tax deadlines roll around, most of the heavy lifting is already done.

Run summaries for the year, export data for your accountant and keep digital records of the key details your accountant will ask for.

Yearly summaries for income, expenses and tax
Digital audit trail of invoices, payments and receipts
Cleaner data for smoother tax filings

What teams say about Ezysystems bookkeeping

Less guesswork, more confidence in the numbers.

Hear from businesses that use Ezysystems to keep their books aligned with what’s really happening day to day.

ROUTE-BASED CLEANING

“We finally see the full picture.”

Before Ezysystems, we had rough ideas of what we earned. Now, with jobs, invoices, payments and expenses tied together, we can see real profit by route and service.

Tom H. Owner · ClearView Routes

HOME SERVICES

“My accountant loves the exports.”

Instead of asking for piles of paperwork, our accountant just asks for the Ezysystems export. Everything is grouped correctly and ready to be imported into their system.

Amelia P. Director · BrightNest Home Care

GROWING TEAMS

“We plan growth with real numbers now.”

Because the books update in step with daily work, we trust our reports. That makes it far easier to plan new hires, vehicles and routes with confidence.

Marcus Y. Operations Lead · RouteRise Services

Guides & resources

Articles to help you build better bookkeeping habits.

Bookkeeping Basics

Connecting daily operations to your books in Ezysystems

Learn how jobs, invoices, payments and expenses flow together so your bookkeeping view stays accurate without extra admin.

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