EazyBroker
Early access · v1 launching now

Run deals, interest, and bills without the spreadsheet chaos.

EazyBroker is a workspace for brokers who manage parties, renewals, brokerage, and ledgers in bank or cash mode—with Vikram Samvat-aware dates when you need them.

See all features
  • Bank or cash mode
  • Vikram Samvat aware
  • Free during early access
workspace / overviewFY 26-27

Principal

₹2.4Cr

+4.1%

Due interest

₹18.2L

12 due

Brokerage

₹3.1L

+8.3%

Brokerage · 12 weeks

+18.2%

PartyDueStatus
Sharma & Sons₹4.2LDue
Patel Traders—Clear
R. Mehta₹1.1LRenew
Daily cash flow · settled today+₹2,18,400
  • Overview
  • Parties
  • Deal sheet
  • Brokerage
  • Interest
  • Ledger
  • Bills
  • Daily cash flow
  • Letters
  • Party portal
  • Print-ready PDF
Bank modeCash modeHindi calendar · Vikram SamvatParty portalMulti-workspace

10

Modules

Overview to letters

2

Transaction modes

Bank · Cash

1

Party portal

Scoped per workspace

100%

Your data

Stays in your DB

The core loop

Everything your desk runs on

Six pillars that mirror how serious brokers work today—from first deal to final settlement.

Deal sheet
Track live deals, tenors, and renewals in a grid built for broker workflows—not a generic CRM.
Parties
Central profiles for lenders, borrowers, and chains—so renewals and balances stay tied to the right counterparty.
Brokerage
Bank-mode workspaces reconcile receipts, TDS, and brokerage math with clarity your desk can audit.
Interest
Schedules, grace, and accruals tuned for how money actually moves between parties in your market.
Ledger
A running story of debits and credits per party—exports and filters when you need to answer “why”.
Bills
Print-ready layouts and PDF-friendly surfaces so what clients see matches what your team approved.

From zero to settled

How it works

Three beats from empty workspace to a desk that can answer every stakeholder question.

Set up your workspace

Company profile, timezone, and transaction mode (bank or cash) so every date and rule lines up with how you operate.

ModeBank
Time zoneAsia/Kolkata
Pseudo calendarVikram Samvat
Add parties & deals

Onboard counterparties, open the deal sheet, and capture renewals and rates where your team already works—inside the app.

Parties linked+24
Ship bills, ledger & brokerage

Generate bills, keep the ledger honest, and reconcile brokerage and interest without re-keying numbers into side sheets.

Bills · ledger · TDSIn sync

Two ways to settle

Built for both bank and cash desks

The product adapts to how you settle—not the other way around.

Bank-mode brokers
Use the dedicated brokerage area, bank-aware interest handling, and printable bills with QR and account blocks—aligned with how formal receipts flow.
  • Brokerage receipts, TDS lines, and follow-ups
  • QR + IFSC blocks on print-ready bills
  • Letters & notices attached to the ledger
Cash-mode brokers
Brokerage is handled per transaction instead of a separate brokerage page—so cash renewals stay fast without forcing bank flows where they do not fit.
  • Per-transaction brokerage capture
  • Daily cash flow notebook + statements
  • Vikram Samvat pseudo-date overlays

Beyond the basics

The rest of the operating system

Supporting modules that keep the core loop honest end-to-end.

Daily cash flow
Notebook-style capture and statements when you need to reconcile physical movement of funds.
Letters & notices
Keep formal communication alongside the ledger so nothing is orphaned in email threads.
Party portal
Give counterparties a constrained view of their own position—without exposing your full book.
Print-ready bills
Layouts tuned for A4, with careful rules so bank blocks and amounts survive print and PDF.
Multi-workspace
Separate books per team or branch while keeping authentication and sharing under control.
Dark & light themes
Desk-friendly contrast at night and crisp neutrals by day—matched to your OS preference.

Voices from the field

From early conversations with brokers

Paraphrased from real desk interviews. We will publish named testimonials as pilot teams go live.

“What used to live across three spreadsheets and a WhatsApp group now sits in one ledger that I can actually read on a phone.”
Bank-mode brokerMumbai · 18-party desk
“Renewals stopped slipping. The deal sheet shows what is maturing this week before I even ask.”
Cash-mode brokerSurat · family firm
“Workspace separation per branch let us roll this out without forcing every team into one ledger or one timezone.”
Operations leadMulti-branch firm

FAQ

Questions, answered plainly

Straight talk for teams evaluating a new operations hub.

Your workspace data stays tied to your account and workspace boundaries in your deployment’s database. Use strong passwords, verify email, and restrict sharing to people you trust—same as any serious financial tool.

No credit card · cancel anytime

Ready to modernize the desk?

Create a workspace in minutes. If you need a bespoke rollout or data migration, we are happy to talk it through.

Talk to us