Stock Plan Expensing Done Right

EASi custom built its stock plan expensing software as an industrial strength accounting and tax product that also handles administration. EASi delivers the most complete FAS123R solution available; addressing valuation, expensing, tax, dilution and disclosure. EASi is unmatched when it comes to mobility management, handling out of period changes, recordkeeping, reporting and auditability. That’s why EASi is becoming the new standard in stock option expensing software and why more than 350 public companies rely on EASi.

EASi Does It

Supports all major award types
Handles ESPP expensing and modifications
Date stamps every transaction and preserves history
Properly handles post quarter changes and expense projections
Provides more than 200 standard reports with flexible filtering
Generates APIC/DTA entries
Calculates GAAP forfeiture true up
Provides general ledger entries
Leaves a solid audit trail for FASB and SEC Disclosures
Calculates diluted EPS
Helps reduce costs, SEC risk and audit time

Unmatched Stock Plan Administration

Enables employee self service
Offloads inquiry, transactions and settlement
Provides robust employee mobility management based on 22 characteristics
Maintains broker neutrality
Properly handles stock splits
Provides around the clock data access over the web in real-time
Enables collaboration for finance, accounting, legal, tax, payroll, HR, stock plan administrator, auditors, brokers, transfer agents and plan participants

EASi to Switch

We lead you through a proven implementation methodology. Using our templates, data conversion can be handled in house or by one of our strategic partners. EASi offers a desktop self-service importer that simplifies data loading. This tool provides immediate status information to confirm successful uploads or identify errors. We also have the ability to streamline the process of transferring data from other systems.