Business Software that does everything

QuickBooks features.
Things QuickBooks can't do.

Full accounting, invoicing, payroll, shipping, and bank sync — plus AI-powered medical billing, legal documents, DICOM MRI viewer, and more. One platform. One price.

Start Free Trial — No Card Required See Everything Included →
✅ Invoicing✅ Payroll✅ Bank Sync (Plaid) ✅ Shipping (FedEx/UPS)✅ Estimates✅ Profit & Loss ✅ Balance Sheet✅ Payroll NACHA✅ Multi-Entity ✅ AI Assistant
Full Accounting Suite

Everything QuickBooks & Sage Do — All Included

No upsells. No modules. No per-user fees for core features. Everything below is in the $100/month Business Plan.

📄

Invoicing & A/R

  • ✓ Branded invoices & estimates
  • ✓ Progress billing on jobs
  • ✓ Recurring invoices
  • ✓ Credit memos & payments
  • ✓ A/R aging reports
  • ✓ Payment links (Square/Stripe)
📋

Bills & A/P

  • ✓ Vendor bills & purchase orders
  • ✓ Check writing & printing
  • ✓ 1099 tracker
  • ✓ Billable time tracking
  • ✓ Approval workflows
  • ✓ A/P aging reports
🏦

Banking & AI Extraction

  • ✓ Plaid live bank sync
  • ✓ AI statement extraction (Gemini)
  • ✓ Bank rules & auto-categorize
  • ✓ Receipt scanner (AI OCR)
  • ✓ Bank reconciliation
  • ✓ Duplicate transaction detection
💰

Full Payroll

  • ✓ Payroll runs & pay stubs
  • ✓ Direct deposit (NACHA ACH files)
  • ✓ W-2 generation
  • ✓ PTO & leave tracking
  • ✓ Payroll tax forms
  • ✓ HR employee management
📒

Full Accounting (GAAP)

  • ✓ Chart of accounts
  • ✓ Journal entries & audit trail
  • ✓ Fixed assets & depreciation
  • ✓ Class & department tracking
  • ✓ Multi-currency
  • ✓ Multi-entity consolidation
📈

12 Financial Reports

  • ✓ Profit & Loss (cash & accrual)
  • ✓ Balance Sheet
  • ✓ Cash Flow Statement (GAAP)
  • ✓ General Ledger & Trial Balance
  • ✓ Budget vs Actual
  • ✓ Custom Report Builder
📦

Inventory & Products

  • ✓ Products & services catalog
  • ✓ Bill of materials / assembly
  • ✓ Inventory adjustments
  • ✓ Barcode scanning
  • ✓ Job costing
  • ✓ Price levels
🚚

Shipping Integration

  • ✓ FedEx rate & label generation
  • ✓ UPS rate & label generation
  • ✓ Generic carrier support
  • ✓ Tracking links on invoices
  • ✓ Shipping cost in job costing
🏛️

Tax & Compliance

  • ✓ Sales tax automation (multi-state)
  • ✓ Schedule C preparation
  • ✓ Tax filing center
  • ✓ Quarterly tax assistant (AI)
  • ✓ CPA portal seats
  • ✓ Webhooks & API
EZDocPro Only

Features Nobody Else Has

🩻
DICOM MRI Viewer
Upload MRI CDs — view DICOM scans directly in your browser
⚖️
Legal Document AI
Demand letters, contracts & legal docs — attorney-reviewed workflow
🏥
Medical Billing AI
CPT/ICD-10 code lookup, unknown code AI resolver, PI attorney workflow
🤖
Self-Healing AI
AI model auto-updates weekly — always on the latest Gemini & Claude
Power Add-Ons

Expand When You Need It

Add-ons work together or separately. Each includes AI assistance. PI attorneys get the full bundle for $300/month.

⚖️

Legal Documents

AI-powered legal document creation & management

$100
/month add-on
  • ✓ Demand letters (Claude AI — superior legal language)
  • ✓ Contracts, LOPs, retainer agreements
  • ✓ 10 system templates pre-loaded
  • ✓ Attorney / paralegal permission roles
  • ✓ B2 cloud archive on acceptance
  • ✓ 100 AI calls/month included
🏥

Medical Billing

Full PI attorney medical billing workflow

$100
/month add-on
  • ✓ Patient portfolio (PI cases)
  • ✓ 77 CPT/ICD-10/HCPCS codes built-in
  • ✓ Unknown code AI resolver (saves to system permanently)
  • ✓ Duplicate code detection — accounting must accept
  • ✓ Invoice text scanner (paste EOB → extract codes)
  • ✓ DICOM/MRI viewer for uploaded scans
  • ✓ Settlement & lien tracking
  • ✓ 1,000 AI calls/month included
⚖️ + 🏥 + 📊

PI Attorney Full Bundle

Business accounting + Legal documents + Medical billing. Everything a personal injury practice needs.

$300/mo
Start PI Bundle →
For CPAs & Bookkeepers

Manage Your Clients' Books

CPA and bookkeeper portal seats let you work inside your clients' EZDocPro accounts with role-based access.

📗

Starter

Free trial
For sole proprietors & freelancers
  • ✓ Bank statement AI extraction
  • ✓ Invoicing & basic A/R
  • ✓ Schedule C prep
  • ✓ 1 user
Get Started Free
⭐ MOST POPULAR
📘

Business

$100/mo
Full accounting suite for growing businesses
  • ✓ Everything in Starter
  • ✓ Full payroll + NACHA direct deposit
  • ✓ Inventory, BOM, shipping
  • ✓ Multi-entity consolidation
  • ✓ Up to 10 employees/users
  • ✓ All add-ons available
  • ✓ CPA portal seats
  • ✓ Iris AI assistant (all pages)
Start Business Plan
🧑‍💼

CPA / Bookkeeper

Portal seats
Manage multiple client accounts
  • ✓ Client grants you portal seat
  • ✓ Role-based access (view/edit/admin)
  • ✓ Bank feeds & categorization
  • ✓ Reports & exports
  • ✓ Tax filing center access
  • ✓ Full audit trail
CPA / Bookkeeper Signup