EzMode: Plain-Language Bookkeeping
Describe what happened in everyday words. BizBuddy prepares the proper entry, you approve it, and the full program is always one click away.
About EzMode
EzMode changes how BizBooks Pro looks, not what it records. The sidebar and menu bar are hidden and a simple home screen takes their place, built around your assistant, BizBuddy. Every action is saved as a normal double-entry transaction in the same company file, so reports, the audit trail and your accountant's view are unaffected.
Switching EzMode On
- On first use. When you first open a company, BizBooks Pro asks How would you like to work? Pick EzMode, pick Business Dashboard, choose another screen from the drop-down, or click Not now.
- Right now. Click EZ in the EZ | Full switch in the top bar.
- For every login. Go to ⚙️ Company Settings → 👤 My Preferences and set Home screen to EzMode. The EZ screen also offers a shortcut link at the bottom: Open EzMode every time I log in.
What's on the EZ Screen
- The request box ("Tell BizBuddy in your own words"), with 🎤 to speak and Go (or Enter) to send.
- Waiting for your OK, a reminder that appears when prepared entries are waiting for you.
- Six shortcut tiles: I got paid, I spent money, Bill a customer, I got a bill, How am I doing?, Who owes me? Under four of them, or fill in the form yourself opens the ordinary form directly.
- Three money figures: in the bank, owed to you, and owed by you.
- Things BizBuddy noticed, such as overdue invoices and bills, written as plain sentences.
- Go to buttons for customers ("People who pay me"), vendors ("People I pay"), invoices, bills, bank, reports, and items waiting for approval.
Describing Transactions
Write it the way you'd explain it to whoever does your books. The more of these you include, the better the result: who, how much, what for, and which account or card.
A shortcut tile gets you started: clicking I got paid places I got paid by in the box with a hint underneath, and you complete the sentence. How am I doing? and Who owes me? run immediately.
BizBuddy then opens the regular screen for that kind of transaction, selects the customer or vendor and the accounts, enters the amounts, and replies with one plain sentence describing what it prepared. If it can't tell which category fits, it asks you to pick from a short list.
Approving Entries
BizBuddy does not save financial documents on its own. Unless your request explicitly says to save or post, the program blocks it from clicking Save. Once it has prepared something:
- Look over the screen it opened and adjust anything.
- Click Save when it's right.
- Closed the window without saving? The entry is kept under Waiting for my OK (the AI Staged list), where you can open, approve or decline it later.
Moving Between EZ and Full
Click Full to bring back every menu and screen; click EZ to return to the EZ screen. Switching doesn't alter your saved opening screen, so you can drop into the full program for a report and come straight back.
Don't need the switch? Turn on Hide the EZ / Full switch in the top bar under ⚙️ Company Settings → 👤 My Preferences.
Your Opening Screen
Each user decides which screen BizBooks Pro shows after logging in or opening a company. The setting is stored with the user's login, so it's the same on every computer, and nobody else's is affected.
| Options | Notes |
|---|---|
| EzMode | The plain-language screen described above |
| Business Dashboard, Chart of Accounts, Transactions, Customers, Vendors, Invoices, Bills, Banking, Reconciliation, Reports, Company Settings | Standard screens |
| Accountant Tools, Client Health, Firm Client Portal, JE Approvals | For accountants and firms; Accountant Tools needs an accountant plan |
| PayFlow, Registration Portals, Checkout Links, Virtual Terminal | Payments & Portals: the screens your customers and vendors interact with |
| Time Tracking, Payroll, Inventory, Tax Center, 1099 Center, Budgets, Cash-Flow Forecast, Project Profitability, Fixed Assets, Loans, Mileage, Consolidation, Scheduled Tasks, AI Staged | Utilities: stand-alone work screens |
| ServiceHub, Travel Agencies, Realtors & Property Management, Construction & Contractors, Law Firms, Church, Preschool & Childcare, Nonprofit, Government | Every edition is listed; ones your plan or company type doesn't include are greyed out with the reason (for example, Church comes with the Nonprofit plans) |
Find it under ⚙️ Company Settings → 👤 My Preferences → Home screen. Users with the contractor role always open on Time Tracking.
Notes for Accountants
EzMode adds no new transaction types. Payments, expenses, invoices and bills entered from the EZ screen are the same records as those entered in the full program, with the same audit trail. Work in Accountant Tools or the full view as usual; click EZ to see your client's screen.
Questions
Is EzMode an add-on?
No. Every plan includes it, and it runs on the same company file as the full program.
Does it use my AI allowance?
Requests sent to BizBuddy do. The tiles' form links, the money figures and the EZ / Full switch don't. To use your own Anthropic key instead, open ⚙️ Company Settings → 🤖 AI Assistant.
BizBuddy chose the wrong account.
Correct it on the screen before you save. Naming the card or bank in your request ("on the debit card", "from savings") helps it get the account right.
Does turning on EzMode change it for my staff?
No. EzMode and the opening screen are set per user.