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What is Lendio?

Optimize your financial management while keeping a keen eye on business growth by allowing us to handle your bookkeeping. Begin by providing a few basic details about your business, and we will seamlessly import your income and expenses for accurate financial reporting. In just a few simple steps, create a tailored invoice that showcases your brand identity. Our complimentary bookkeeping software is specifically designed for small businesses, enabling easy bank connections for hassle-free account reconciliation. You will benefit from transparent and detailed profit and loss reports, along with balance sheets that provide a clear financial overview. Transitioning your existing financial data to your accountant can be done effortlessly. Accelerate your payment collection with Lendio, which allows you to process credit card payments and bank transfers, ensuring quicker access to your cash flow. Elevate the professionalism of your invoices and estimates by integrating your branding, and set up recurring invoices that enable your customers to opt for automatic payments. Entrust the entire bookkeeping process to our expert team, and if you encounter any issues or have questions, you can chat with a bookkeeper for prompt help anytime. This way, you can devote your energy to what really counts—growing your business and effectively serving your clients while we take care of your financial details. With our support, you can achieve peace of mind in your financial management and focus on your core mission.

What is LazyBooks?

LazyBooks is a comprehensive online accounting platform tailored for small businesses, freelancers, and individuals managing various enterprises. It effortlessly syncs bank and credit card transactions through Plaid and utilizes artificial intelligence to suggest suitable categories, enabling users to review and approve transactions or set rules for regular entries. The service simplifies bank reconciliation and produces critical financial documents, including profit and loss statements, balance sheets, and cash flow statements, based on user-approved transactions. Additionally, users can oversee client accounts and invoices, accept card payments via Stripe, and monitor overdue items while handling daily bookkeeping tasks; LazyBooks asserts that it does not charge extra for Stripe's processing fees. The Model Context Protocol (MCP) server further enhances the platform by allowing users to link compatible AI assistants to their organizations, providing read access and, if permitted, the capability to alter bookkeeping entries. Users can designate which businesses each assistant is authorized to engage with, thereby ensuring increased security and personalized access. This adaptability not only streamlines bookkeeping operations but also preserves user control over sensitive financial information, making it an efficient choice for modern business accounting needs. The emphasis on security and tailored access demonstrates LazyBooks' commitment to user privacy and the effective management of financial records.

Media

Media

No images available

Integrations Supported

Stripe
Compliancely
GetMyInvoices
PracticeAdmin
Square Appointments
Square POS
Square Payments
Square Payroll
Square for Retail

Integrations Supported

Stripe
ChatGPT
Claude
Claude Code
Cursor
Model Context Protocol (MCP)
Plaid

API Availability

API Availability

Has API

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

$19/month
The $19/month plan covers up to three organizations. The first 60 days are free.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

Lendio

Date Founded

2011

Company Location

United States

Company Website

www.lendio.com/small-business-software

Company Facts

Organization Name

LazyBooks

Date Founded

2026

Company Location

United States

Company Website

lazybooks.com

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Expense Tracking
General Ledger
Multi-Currency
Nonprofits
Purchase Orders

Billing and Invoicing

Billing Portal
Contact Database
Dunning Management
Hourly Billing
Mobile Payments
Online Invoicing
Online Payments
Payment Processing
Recurring/Subscription Billing
Tax Calculator

Bookkeeping

Bank Reconciliation
General Ledger
Revenue Recognition
Spend Management
Tax Management

Farm Accounting

Not specified

Financial Reporting

Audit Trail
Balance Sheet
Cash Management
Multi-Company
Profit / Loss Statement

Categories and Features

Accounting

Not specified

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