All features, made to automate your workflows

Discover the features you need to run your business efficiently.

Invoice data capture & export workflows

Automatic data entry of bills, expense receipts and sale invoices

  • Upload your document to EzzyBills, in may convenient ways.
  • EzzyBills will extract the key data accurately, with AI technology.
  • Export to accounting software in less than a minute.

Export invoice data to Accounting
Software. 100% automatic.

Document Capture

To capture document, you can

  • Forward invoices from your email inbox or sync.
  • Scan using EzzyBills mobile app.
  • Sync Dropbox or Google Drive.
  • Upload pdf or image files from your computer.
  • Allow multiple invoices in one file.

Document Storage

Document Storage

  • Document are kept on a secure online storage for more than 7 years.
  • Advanced and fast search for past documents.
  • A copy is sent to your accounting software, attached to the transactions.
  • Approval records are also sent to your accounting software.

Data Export

Data Export

  • All key invoice data: supplier, total, tax, tax, invoice #, invoice date and due date.
  • Lines details & item codes matching.
  • GL account codes are automated to match your invoice history.
  • Tracking of jobs, locations, classes …

Invoice and purchase order matching workflows

Bill data capture and PO matching

Create new items, create PO, process delivery dockets and more

EzzyBills can, in your accounting software

  • create new items;
  • create purchase orders from relevant files you upload;
  • process delivery dockets;
  • create sale orders;
  • more

Multiple-level Approval

Multiple-level Approval

  • Multiple levels of approval are supported.
  • Multiple workflows & workflow switching.
  • Excellent approval record keeping.
  • Approval reports are attached to your accounting software.

Flexible Approval Rules

Flexible Approval Rules

  • You can use approval rules to set approvers
  • A diverse criteria can be used to set rules: amount, suppliers, team and more.

Employee Expense Claims

Employee Expense Claims

  • Capture receipts via email or phone.
  • For corporation credit card expenses, or reimbursement.
  • Management approval is automatically sent.
  • Approve via email or web portal.

Employee Expense Claims

Other Popular Workflows

Supplier Statement Reconciliation

Supplier Statement Reconciliation

  • Upload supplier statements.
  • EzzyBills creates a SR report showing status of each invoice in your accounting software.
  • Email alerts sent when required

Supplier Statement reconciliation

Price Check

Price Check

Upload your items pricing list to EzzyBills. We will check the item prices when processing bills and report any price differences.

Price Check workflow

E-invoicing

E-invoicing

EzzyBills is an accredited E-invoicing access point in Australia. Register with EzzyBills to send & receive e-invoices.

E-invoicing

Customer Ordering Portal (B2B)

Customer Ordering Portal (B2B)

Do you need an ordering portal for your B2B customers?

EzzyBills can provide it. Fully integrated with Xero, QuickBooks and MYOB.

Customer ordering portal

Events Workflow

Events Workflow

Such as weekly auditing reports and downloading invoice history etc. You can schedule the workflow on a daily, weekly or monthly basis.

Upload from Google Drive

Google Drive Integration

Create custom workflows

To access these features below, simply choose the suitable workflow tasks from the 100+ list provided by EzzyBills. Use examples below to get started. Or create your own workflows.

 

  • Export to Google Drive
  • Export a csv file
  • Combine description & discount
  • Create custom table
  • Foreign language invoices
  • Split to multiple account codes
  • Split to multiple jobs
  • Set invoice details (on invoice level)
  • Set account codes (on line level)
  • Set trackings (on line level)
  • Change parts (line items matching)
  • Check before exports
  • Switch workflow

    All features list

    Click the links below to find out about all of our features.

    Start using EzzyBills for free

    Access all EzzyBills features for 30 days, then subscribe whatever plan best suits your bussiness

    • Safe and secure
    • Cancel any time
    • 24/7 online support