From annual cleanup to automated monthly bookkeeping, Easebook handles the heavy lifting so you can focus on what matters most.
From a raw bank statement to a clean, client-ready P&L—here's the flow, on repeat.
| Date | Description | Amount | Account | Status |
|---|---|---|---|---|
| 03/02 | ACH PAYROLL RUN | -$4,200.00 | Payroll | Confirmed |
| 03/04 | AMZN MKTP US | -$86.40 | Office Supplies | Needs review |
| 03/05 | STRIPE PAYOUT | +$3,150.00 | Sales Revenue | Confirmed |
| 03/06 | ADOBE SUBSCRIPTION | -$54.99 | Software & Subscriptions | Confirmed |
| 03/07 | SHELL OIL 574 | -$52.10 | Auto & Travel | Needs review |
Three workflows that cut bookkeeping busywork—from year-end cleanup to monthly closes and client-ready reporting.
Annual Cleanup
Upload statements, auto-label transactions, and streamline review so year-end cleanup becomes fast and predictable.
Monthly Automated Bookkeeping
Automate recurring categorization and reviews each month so you spend less time on repetitive work and more time supporting clients.
P&L Report
Generate a clean Profit & Loss view with clear categories so clients see performance clearly and you reduce back-and-forth.
Extraction, categorization, and reporting in one AI-assisted workflow.
Process 40+ bank & credit card statements simultaneously with AI-powered data extraction.
AI automatically maps transactions to your specific chart of accounts.
Generate clean, export-ready Profit & Loss reports automatically.
See how Easebook can take cleanup, monthly bookkeeping, and P&L work off your plate.
See Easebook in action