EazInvoice
Active Business Loading... Fetching profile context
GSTIN / Tax Not added GST readiness pending
Financial Year FY -- Set in Compliance Profile
Plan / Role Free / Owner Workspace access
Paid feature

EazInvoice AI Agent

Review accounts, receivables, GST/TDS, cash flow, compliance readiness, and safe document drafts from your authorized business records.

View AI plans
Pro AI Agent

AI Agent Workspace

Ask naturally. The Agent uses registered EazInvoice tools, separates facts from calculations and recommendations, and never finalizes, posts, pays, files, or deletes records.

Upgrade to Pro
Current plan Free
Agent access Upgrade to Pro
Connected tools Locked
AI
EazInvoice AI Agent

I can review your accounts, receivables, GST/TDS, compliance position and business performance, prepare custom reports, and suggest actions based on your current EazInvoice business data.

Usage tracker

AI Usage This Month

AI command usage resets monthly.

Current month
Used0
RemainingUpgrade
IncludedPro or Business

No AI commands recorded yet.

AI Invoice DraftsPrepare invoice drafts using customer, item, tax, due date, and amount clues.
AI PO / WO DraftsCreate purchase or work order drafts for vendor-side workflows.
AI Report SummarySummarize revenue, expenses, unpaid balances, and profit using saved records.
MSME workspace

Reports

Create New Invoice
First-run setup

Start With The Next Useful Action

This checklist uses saved records only; invoice, tax, payment, and accounting outcomes still come from the backend.

Open Setup
Backend authoritative

Finance Cockpit

Operational view of sales, payables, banking, compliance and close readiness from API-backed records.

Open Books
Profit/Loss INR 0.00 Waiting for backend summary
Receivables INR 0.00 Customer money outstanding
Payables INR 0.00 Vendor money outstanding
GST Position INR 0.00 Output less input GST
Owner Actions
Accountant Controls
Compliance Readiness
Total invoices0
Paid amountINR 0.00
Unpaid amountINR 0.00
Overdue0
Revenue this monthINR 0.00
Pending payments0
Create Invoice Create GST Invoice Quotation Coming Later Create Purchase Order Add Customer Add Item

Report Categories

Business reports
RevenuePaid amount, monthly revenue, yearly revenue and customer-wise income. InvoicesDrafts, created invoices, overdue invoices, unpaid and paid invoices. ExpensesExpense tracking from created PO/WO records and vendor spend. PO / WOPurchase order and work order activity, value, drafts and created records. Profit and LossRevenue minus expenses with monthly and yearly filters. GST ComplianceOutput GST, input GST and estimated net GST payable. CompliancePending, filed and overdue statutory tasks with profile readiness gaps. Paid ReportsBalance sheet, growth graphs, customer aging and advanced analytics.
IncomeINR 0.00 ExpensesINR 0.00 ProfitINR 0.00

Monthly Growth

Revenue

Profit Trend

Net

Recent Activity

Live account data
Web parity closure

Advanced Financial Workflows

Corrections, settlements, bank reconciliation, accounting governance and compliance drill-downs are submitted to the backend for the final result.

Post Controlled Action

Choose a workflow tab to see the safest available action.

Role aware
Backend response will replace any on-screen preview after submission.
Authoritative Register

Registers and status summaries load from API responses.

API backed
Accounting foundation

Accounting

Read-only ledger view derived from created invoices, PO/WO records, and recorded payments.

AssetsINR 0.00
LiabilitiesINR 0.00
IncomeINR 0.00
ExpensesINR 0.00
ProfitINR 0.00
Balance Sheet Snapshot

Assets, liabilities, equity, and retained earnings derived from posted accounting rows.

Statement
Cash Flow Snapshot

Cash, bank, receivables, payables, and working-capital signals from ledger balances.

Statement
Chart of Accounts
Trial Balance
GST Compliance Reconciliation

Ledger-backed Output GST, Input GST, and estimated net GST payable from created invoices and PO/WO records.

Ledger backed
Add Custom Ledger Account

Post Journal Entry

Recent Journal Entries
Bank Book
Cash Book
Ledger Drill-down

Report

Detailed Report

Back to Reports

Realtime Report Graph

Live
Invoice workspace

Invoice Summary

New Invoice
New Invoice Start a draft with customer, currency, items and tax. Final number is assigned on finalization. Create Invoice
Draft Invoices Invoices saved from the form before payment or final follow-up. 0
Finalized Invoices Invoices created with server-assigned final numbers and retained in reports. 0
Inactive / Archived Finalized invoices removed from the active work list without changing accounting history. 0
Revenue Report Invoice value for monthly, yearly and custom report views. INR 0.00

Drafts

Saved drafts

Invoice Records

Active

Inactive / Archived

Retained
PO workspace

PO Summary

New PO / WO
New PO / WO Start a purchase order with vendor, items, totals, print and draft saving. Create PO
Draft POs Purchase orders saved before completion. 0
PO Generated So Far Created purchase order records for this login. 0
PO Value Total value of created purchase orders. INR 0.00

PO Drafts

Saved drafts

PO Records

Created
Business profiles

Business Profiles

Add Company / Profile
Loading...
Fetching account profile
Customer directory

Customers

Add Customer
Customer edit/delete screens will connect to backend customer-management routes when those routes are added. Invoice dues are calculated from created invoices.
Vendor directory

Vendors

Add Vendor Through PO/WO
Vendor records are now maintained separately. Existing PO/WO records still remain visible as spend context below.
Business tier

Business Workspace

Each workspace tool is kept separate below, so it is clear that they are connected but not all mandatory at once.

Owner Business required
Business features unlock team access, approval workflows, API access, and business-side integrations.
Choose one area

Business Workspace Sections

Open only the feature you want to work on. These tools are connected, but they are not all mandatory at the same time.

Choose one Business Workspace area at a time.

Team Members Add accountants and viewers. Owner/admin roles are protected. 0
Approval Queue Route invoices, POs, and WOs for review. 0
API Keys Connect WordPress or external business tools. 0
Compliance Dashboard

GST, Gateway, SMTP and Financial Health

A quick readiness view for statutory compliance, payment collection, and audit reporting.

Review needed

Business Email Settings

Configure once when invites, approvals, and compliance reminders should be sent from your business mailbox.

SMTP not set

Business Razorpay Gateway

Connect the business Razorpay account for invoice payment links. This is separate from EazInvoice subscription billing.

Not configured
These credentials belong to the business account. EazInvoice subscription billing remains separate.

Compliance Profile

Keep the company's financial-year and compliance data separate from invites, API keys, and gateway settings.

GST / audit

Create Sub-user Access

Add a team member by email. They must sign up or log in with the same verified email; no invite link is used.

Roles

API Access

Generate keys for WordPress sites, internal tools, and future integrations. Copy the secret immediately after creation.

Integration

Approval Requests

Create review requests only when a document needs approval. Email notification status appears after each action.

Queue

Notification Center

Review operational alerts generated from SMTP, gateway, approvals, compliance, API keys, team access, and audit events.

0 alerts
These alerts are generated from existing workspace records. No separate notification data is created, so the status always reflects the current workspace state.

Delivery History

SMTP delivery attempts for invites, approvals, compliance reminders, gateway alerts, and scheduled Business notices.

SMTP log

Business Audit Trail

Review sub-user actions, approval changes, SMTP delivery attempts, API-key events, and payment/gateway activity for this workspace.

0 events

Showing latest workspace events.

Manage Subscription

Current: free
You can upgrade or move back down to the free tier from here. Paid plans require submitted documents; admin approval follows through the review queue.
Product help

User Manuals and Release SOP

Use these guides for daily operation, WordPress setup, Android testing, AI Agent planning, and release verification.

Home
Web application manualLogin, profile, invoice, PO/WO, payment, reports, subscription, and Business-tier workflow.Open guide
WordPress plugin SOPInstall, configure API access, use free plugin features, validate paid access, and prepare SVN releases.Open SOP
Android app manualMobile app testing, Play Store release checklist, and app signing safety.Open guide
Release verificationWeb, Razorpay, WordPress.org, Android, and go/no-go checks before production changes.Open SOP
AI Agent roadmapPlanned upgrade path from the established AI Agent foundation to deeper domain coverage.Open roadmap
Admin only

Operations Dashboard

Production health summary for subscriptions, database sync, Razorpay, Business SMTP, and account risk.

Risk register

Operational Checks

Only sanitized status messages are shown here. Secrets and passwords are not exposed.