EezyFinance is the integrated platform for accounting firms, family offices, law firms, and fund administrators. Ingest any document — K-1s, invoices, contracts, capital calls — parse it with AI-powered OCR, map it to your systems, and deliver it under your brand.
OCR with fuzzy logic on any financial document — K-1s, 1099s, invoices, capital call notices, trust accountings. Line-item detail captured automatically. Mapping tables tuned per document type. Output to QuickBooks, Xero, Sage, or any GL.
Every client logs into a portal branded with their identity — their logo, their colors, their domain. Same platform underneath, unique experience on top. Powered by EEZYCLOUD multi-tenant infrastructure.
Every parsed document is stored with full audit trail in EEZYDOCS. Retention policies, version control, role-based access. Compliance-ready for SOC2, GDPR, and SEC record retention requirements.
Documents flow through configurable pipelines — intake, parse, review, approve, export. Exception handling for low-confidence OCR results. Escalation rules. SLA tracking. Powered by EEZYAUTOMATION.
Documents arrive via email, upload, scan, or API. Any format — PDF, image, fax, electronic data interchange. The system accepts everything.
AI-powered OCR extracts every field and line item. Fuzzy logic handles messy scans, varied formats, and inconsistent layouts. Confidence scoring flags exceptions for human review.
Extracted data maps to your chart of accounts, vendor master, entity structure, or case management system. Mapping tables are tuned per client, per document type.
Clean data exports to QuickBooks, Xero, Sage, or any target system. Branded reports for your clients. Full audit trail for compliance.
Bring your own licenses. We handle the infrastructure, security, backups, and updates.
See the PlatformEvery tool works together. One login. Shared data. Your brand. See how EEZYFINANCE fits into the ecosystem.
No seat fees. No contracts. Pricing scales with your document volume and complexity.
AP automation tools like Bill.com handle invoices only. EezyFinance parses any financial document — K-1s, capital calls, contracts, trust accountings, insurance policies. Different mapping tables, different price points, same powerful engine.
Your team spends hours keying data from documents into systems. EezyFinance reads the document, extracts every field, maps it to your chart of accounts, and delivers clean data — in seconds. Under your brand.
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