Finance, Operations, and Media in One System

One control room for books, reporting, payroll, and media operations.

Eazyle brings sales, payables, banking, tax, payroll, inventory, projects, reporting, automation, customer portal flows, and media operations into a single product with focused workspaces for executives, accountants, and finance teams.

CEO workspaceAccountant workspaceCompany workspaceCustomer portal

Workspaces

Executive, accountant, and company shells are already live.

Each route stays focused on the decisions, launch actions, and navigation that role actually needs.

Platform Depth

Reporting, banking, tax, payroll, customer portal, and media all connect to the same product surface.

Teams can move from daily operations to executive review without leaving the same system.

Product Surface

Role-based workspaces on top, operational depth underneath.

CEO Workspace

Executive visibility

Receivables and cash position
Management reports
Operational attention list
Accountant Workspace

Client launch control

Switch companies
Open books and reports
Jump straight into customer and invoice work
Company Workspace

Operations in one shell

Sales, purchases, banking, payroll, and tax
Inventory, projects, and automation
Media planning and asset workflows

Customer-facing billing

Invoices, statements, receipts, payment links, and portal access.

Back-office control

Bills, approvals, banking, payroll, tax center, and management reports.

Operational range

Inventory, projects, automation, media plans, creatives, and vendor workflows.

Product Surface

Core finance, operations, and media workflows in one product.

Explore the work that teams can already run across revenue, payables, close, reporting, operations, and customer-facing billing.

Money In

Sales, billing, and customer collections

Run estimates, orders, invoices, receipts, refunds, statements, recurring sales, payment links, and customer self-service from one place.

Money Out

Purchases, expenses, and approvals

Manage vendors, bills, purchase orders, vendor credits, approval flows, batch payments, and direct expense capture without splitting systems.

Close

Banking, payroll, tax, and accounting control

Keep feeds moving, reconcile accounts, run payroll, manage tax registrations and filings, and move into ledgers and financial reports when it is time to close.

Reporting

Financial reporting and management packages

Use standard reports, custom report views, management packages, operations tracking, KPI dashboards, and executive performance screens.

Operations

Inventory, projects, and operational visibility

Track stock levels, adjustments, alerts, project profitability, time and costs, and the work queues that keep delivery moving.

Media

Media planning, buying, and asset operations

Support creative assets, plans, orders, advertisers, vendors, and media-side reporting inside the same product when the business needs both worlds.

Workspaces

Different operating modes, not one overloaded dashboard.

Separate shells keep executives, accountants, operators, and customers in the right context without mixing every workflow into one view.

CEO Workspace

A reduced-noise executive shell focused on liquidity, receivables, operating cash flow, management reporting, and attention items.

Executive metrics
Management reports
Cash visibility
Direct links into full books when needed

Accountant Workspace

A separate launch area for firm-side users to switch companies and jump directly into books, customers, invoices, reports, and settings.

Client roster
Company switching
Launch actions
Firm-style navigation

Company Workspace

The full operating shell for day-to-day finance teams handling sales, purchases, banking, payroll, tax, reporting, inventory, projects, and more.

Operational depth
Role-aware navigation
Organization switching
Shared data across modules

Customer Portal

Give customers a clean way to view invoices, see statements, follow payment links, and self-serve from a dedicated portal flow.

Invoice access
Statement visibility
Payment flows
Portal-based account access

Workflow

Capture, approve, reconcile, report, and automate inside one flow.

Work moves from intake to review, settlement, reporting, and repeatable automation without rebuilding context at each step.

Live Today

Quotes and estimatesInvoices and payment linksCustomer statementsBills and vendor creditsBank reconciliationPayroll runsTax centerInventory controlsProjects and profitabilityManagement reportsPerformance centerAutomation centerCustomer portalMedia planning
Step 1

Capture and review

Start with document inbox intake, imported transactions, or direct transaction entry.

Step 2

Approve and route

Move transactions through approval rules, reminders, and decision points before they post.

Step 3

Reconcile and settle

Match feeds, clear bank activity, pay vendors, collect invoices, and keep operational queues current.

Step 4

Report and review

Open management packages, custom views, KPI dashboards, and executive reporting without rebuilding context.

Step 5

Automate the repeatable work

Apply recurring rules, alerts, approval policies, and automation runs where the workflow is predictable.

Access and Onboarding

Start in the right place for your role.

Create a company account, join as an accountant, accept an invitation, recover access, or open the customer portal from entry points tied to the product.