ezbooks.ai

AI-native finance for QuickBooks

Your finance stack should think.

ezbooks keeps the books clean, models what happens next, and queues the work you approve.

Run the live demoJoin the private beta

Read-first · Approval-gated · Full audit trail

Can we hire a PM next month?

13-week cash outlook

Illustrative demo data

  • Do nothing$86.4k
  • Hire Oct 15$55.8k
  • Collections 30d late$31.4k

Recommendation

Hire after $24.4k clears.

4 QBO records · assumptions visible

  1. ConnectQuickBooks, read-only
  2. UnderstandCompany model
  3. RecommendDecision + evidence
  4. ApproveYou, explicitly
  5. VerifyRe-read + receipt

From raw transactions to a verified outcome.

Your finance team, rendered.

Every answer comes with the model, the evidence, and the next action.

Cash runway

13 weeks · 3 scenarios

Base and downside against the $40k floor.

Illustrative demo data

Margin debugger

Gross margin
62%54%Q2 → Q3
  • Contractor scope-5.4 pts
  • Rush freight-1.8 pts
  • Price uplift+1.2 pts

Named driver: contractor scope on two retainers

Illustrative demo data

Collections queue

Ranked by cash impact
  • 1Harbor Line Coffee$14,80048 days overdueInvoice 2041Pays on a reminder, historically within 6 days
  • 2Meridian Health$9,60031 days overdueInvoice 2052AP runs on the 15th, needs a PO reference
  • 3Tidewater Labs$16,800Not due · 12 daysInvoice 2068On terms, no action needed yet

Illustrative demo data

Safe execution

Audit trace
  1. Proposedmerge_duplicate_expense · 1 record
  2. Approvedowner@northstar · 09:14 UTC
  3. Validated freshSyncToken 7 unchanged
  4. Executed onceidem_5f31c9 · no retry applied
  5. VerifiedExpense 4471 removed, balance re-read

− Office supplies $412.90 ×2 (Aug 14)

+ Office supplies $412.90 ×1 (Aug 14)

Illustrative demo data

Ask a business question. Get a decision.

Can we hire a PM next month?

Decision

Hire Oct 15 after $24.4k of overdue invoices clears. Cash floor holds at $55.8k.

  • Checking ••2290
  • Invoice 2041
  • Invoice 2052
  • Payroll 6300

Illustrative demo data · nothing is sent without approval

Try it on the sample company

AI speed. Deterministic controls.

  • Read-first

    Nothing writes until you say so.

  • Exact preview

    Before and after, record by record.

  • Explicit approval

    You select the items that run.

  • Verifiable receipt

    Re-read, logged, never edited.

How the controls work

Private beta pricing

Solo

$49/month

750 credits included

  • One QuickBooks Online company
  • 750 credits each month
  • Plain-English questions with source-linked answers
Join the private beta

Operator

More automation

$129/month

3,000 credits included

  • Everything in Solo
  • 3,000 credits each month
  • Scheduled checks between closes
Join the private beta

Credit Pack: $25 for 1,000 extra credits, active subscription required. No overage billing. See what a credit buys

Before you connect anything

Put your books to work.

Start on the fictional sample company — no QuickBooks connection needed.

Run the live demoJoin the private beta