Monthly contract
Set the customer, price and billing schedule in a contract. EzyFin creates and sends each invoice automatically when the next billing date arrives.
Your books.
On
autopilot.
Documents in. Accounting prepared.
You just review and accept.
Invoice receivedForwarded automatically
Receipt capturedSent from your phone
ezyfinYOUR WORKSPACEAL
EVERYTHING PREPARED
Ready when you are.
Baltic SupplyInvoice processed · inventory updated
North StudioNew supplier · record created
Fuel receiptMatched to its bank transaction
1 decision needs your review
The busywork? Taken care of.Your approval comes first.
01 / THE EVERYDAY, AUTOMATED
From invoice
From invoice
to
review.
DocumentsWORKFLOW
Scroll to explore01 / 04
Continue to payments
02 / PAYMENTS, TOGETHER
Pay with
Be first to hear when it’s ready
Pay with
just one click.
Your unpaid invoices, ready to pay together.
Review the batch
and approve once through your bank.
Pay from your bank accountInvoice details are already filled in.
PAYMENTS
You have 3 unpaid invoices
Closest payment deadline5 October 2026 · Baltic Supply
BS
Baltic SupplyBS–1042 · due 5 Oct
€1,336.00Partly paid
NS
North StudioNS–0086 · due 8 Oct
€1,452.00Unpaid
CD
CloudDeskCD–0926 · due 12 Oct
€726.00Unpaid
Total left to pay€3,514.00
Review your batch, then authorise once through your bank.
10 documents or
1,000.
Same effortless routine.
YOUR INVOICE. YOUR BRAND.
North & Co.
Invoice
#2026–085
BILLED TOAurora RetailMonthly service contract
ISSUED01 November 2026Payment terms · 5 days
DescriptionAmount
Monthly services€6,000.00
VAT 21%€1,260.00
Total€7,260.00
It’s the first of the month.Your invoice knows what to do.
03 / SET IT IN MOTION
Invoices that
Invoices that
send themselves.
Set the trigger once.
Let your next invoice take it from there.
EzyFin form
A customer submits a form with their details and chosen products or services. EzyFin turns the response into an invoice and sends it to them automatically.
Project completed
Mark a project complete, or send a signal from your connected system through the API. EzyFin uses the agreed amount to create and send the customer’s invoice.
Trigger Create Send
04 / A CLEARER PICTURE
Stay ahead of
Stay ahead of
your
cash flow.
Money in. Money out. Always in view.
Know what you can use
today.
In your accounts€54,280
Incoming income+ €21,780
Upcoming payments− €15,620
Available to spend€60,440
Revenue in 2026AVAILABLE PERIOD
€24,000.00
Your progress, at a glance.
See around the corner.Upcoming income & payments, together.
Connected accounts. Automatically
updated.
05 / READY FOR THE NEXT STEP
Good to go.
Good to go.
Whenever you
are.
Your records, ready for the next step.
Choose the data, period
and format. Export once or set a schedule.
WHAT YOU CAN EXPORTBUILT FOR YOUR WORKFLOW
Accounting entries CSV
Categories, partners, amounts and tax, linked to each document.
For your accountant & bookkeeping importsBank transactions CSV
Payments, dates and references, matched to invoices and receipts.
For reconciliation & cash-flow analysisInvoices & documents FILES
Invoices, receipts and original uploads, organised by period.
For audits, year-end handovers & your archiveTax & reporting data REPORTS
Tax totals, categories and the records behind them.
For tax preparation & Latvia’s VID reporting workflow
AUTOMATIC EXPORTS Active
Monthly tax reports.
Already taken care of.
Last month’s tax totals and source references, prepared on your schedule.
- Report
- Monthly tax report
- Data period
- Previous calendar month
- Schedule
- 1st of each month · 09:00
- Format
- CSV + source references
tax_report_2026-09.csvSeptember 2026 · ready
Saved to your export history. Ready for your accountant.