Beta service business bookkeeping

Cash-basis bookkeeping built for service businesses.

Connect a bank account, categorize transactions, reconcile, and run P&L reports in one place. This beta is cash-basis bookkeeping for service businesses. Not a substitute for a CPA or full general ledger software.

30-day free trial. No credit card required.

Financial overview

This month

Revenue

—

Expenses

—

Net income

—

Recent transactions

  • Invoice paidIn
  • Parts purchaseOut
  • Fuel: truckOut

Cash-basis books without leaving the platform

Stop bouncing between your CRM and a separate bookkeeping app. EzBiz Pro brings the money side into the same place you run the work, with advanced accounting features clearly labeled as beta.

Connect your bank account

Link your business bank account and pull transactions automatically. No more end-of-month CSV exports.

Categorize transactions in seconds

Group spending the way a service business actually thinks about it: labor, materials, vehicles, marketing. Not a generic chart of accounts you don't recognize.

Invoice income is in beta

Paid invoices can appear as income in the beta workflow, with settlement matching and duplicate-deposit handling still being hardened.

Cash-basis P&L and beta reports

Pull a cash-basis profit and loss in a click. Balance sheet and advanced accounting reports are beta and should be reviewed with your accountant.

Designed for service-business reality

Built around the way contractors and field teams actually run, while staying clear that beta bookkeeping is not a full general ledger.

Accounting that mirrors the way you actually run jobs

See which lead sources drive revenue

Connect lead management attribution to the books →

Tie expenses back to specific jobs

Explore job scheduling for service businesses →

Track paid-invoice income in beta

Use invoice payments with cash-basis bookkeeping for contractors →

Industries we serve

EzBiz Pro is built for service businesses across multiple trades. See how it fits yours.

HVAC

Recurring agreements, seasonal dispatch, installs →

Plumbing

Emergency dispatch and on-site quoting →

Electrical Contractor

Multi-job tracking and professional quoting →

Cleaning Business

Recurring appointments and repeat-customer retention →

Landscaping

Crew routes and seasonal project quoting →

Handyman

Solo operators and small teams →

How EzBiz Pro compares

Honest, side-by-side comparisons with the most common alternatives, so you can pick the platform that fits your business model.

EzBiz Pro vs Jobber

How EzBiz Pro compares to Jobber for small service teams →

EzBiz Pro vs Housecall Pro

Bundled essentials vs upsell-heavy product suites →

EzBiz Pro vs ServiceTitan

A small-business alternative to enterprise FSM software →

EzBiz Pro vs JobTread

Recurring service businesses vs construction/project software →

Know where your service business actually stands.

Try EzBiz Pro free for 30 days. No credit card required.