Project Management + Accounting you can trust
EZ360PM helps you organize projects and run the business - clients, documents, payments, expenses, time tracking, reports, and bank feeds. Designed for auditability, clarity, and speed.
Documents that stay consistent
Estimates, proposals, and invoices all follow the same templates and numbering rules - so your business looks professional without manual cleanup.
- Reusable templates + line items
- PDF outputs with clean formatting
- Invoice payment links go straight to Stripe Checkout
Time tracking that bills cleanly
Track work as it happens, keep approvals tight, and convert unbilled time into invoices without re-entry.
- Timer + manual entries
- Manager approval workflow (where enabled)
- Unbilled totals and invoice conversion
Accounting integrity + reporting
Built around document states, safe edits, and traceable actions - with reports you can hand to your accountant.
- Chart of accounts + posting rules
- P&L, Balance Sheet, Trial Balance, General Ledger
- A/R visibility and aging
Integrations, built the right way
Keep files organized with Dropbox today, and connect bank feeds when Plaid goes live.
- Dropbox integration (available by tier)
- Plaid bank feeds (coming soon)
- Desktop sync (coming soon)
Run deals from accepted offer to close with total visibility
The Real Estate plan gives your team purpose-built workflows for settlement, commission clarity, and follow-up accountability - so no deal falls through the cracks.
- Deal settlement workspace with per-deal payment tracking
- Commission split tracking + agent commission summaries
- Overdue follow-up badges, filters, and dashboard visibility
Pricing
Simple tiering with a free trial. Plans are designed for small teams and scale with seats.
- Clients + projects
- Invoices + payments
- Basic reporting
- Estimates + proposals
- Time tracking + unbilled
- Workflow convenience
- Advanced reports
- More automation
- Priority features first
Help
You’ll find Help inside the app (plus a growing knowledge base). For early access or onboarding, use the contact details in your account.