Bank-Grade Encryption
AES-256 at rest and in-transit
SOC 2 Type I
In progress with Prescient Security
WORM Compliance
Immutable audit trail logging
The Advisory Gap in Accounting
The Compliance Trap
- Backward-looking reports
- Hours in Excel/Sheets
- Low-margin bookkeeping
- Reactive client calls
High-Value Advisory
- Forward-looking forecasts
- Instant AI analysis
- Premium retainer fees
- Proactive guidance
Workflow
From Raw Data to Strategic Advisory in Minutes
No complex setup required. BizViz is designed to layer directly on top of your existing bookkeeping workflow.
1. Secure Upload
Drag and drop your client's P&L and Balance Sheet (PDF, Excel, or CSV). BizViz works with exports from any accounting system.
2. AI Synthesis
Our specialized models digitize the data, detect anomalies, and perform multi-year trend analysis in seconds.
3. Deliver Value
Review the instant dashboards and export white-labeled strategic reports (Iris Insights) for your next client meeting.
Universally Compatible with Exports From
Everything You Need to Be a Strategic Advisor
Go beyond bookkeeping with tools designed for high-value advisory.
Your Always-On AI Financial Analyst
Stop digging through spreadsheets. Just ask BizViz. From 'What's my burn rate?' to 'Find ways to save cash,' our AI analyzes your client's entire financial history to give instant, strategic answers.
- Natural Language Queries
- Instant Variance Analysis
- Proactive Alerts
See the Future of Cash Flow
Move beyond historical reporting. Our predictive engine models cash flow 12 months out, accounting for seasonality, payment trends, and custom scenarios. Help clients avoid crunches before they happen.
- 12-Month Prediction
- Scenario Modeling
- Burn Rate Tracking
The BizViz Score: Business Health at a Glance
Simplify complex financials into a single 0-100 score. It combines liquidity, profitability, and efficiency metrics into one easy-to-understand benchmark that clients actually read and value.
- Holistic Health Rating
- Industry Benchmarking
- Trend Analysis
Your AI-Powered CFO Platform
Transform your practice with intelligent features
AI Financial Advisor
Find hidden savings
Market Intelligence
Competitive analysis
Voice Assistant
Natural language queries
BizViz Score
0-100 health rating
Cash Flow Forecast
6-12 month predictions
Scenario Planning
What-if modeling
Benchmarking
Industry comparisons
KPI Dashboard
18 key metrics
Subscription Audit
Find wasteful spending
Duplicate Detection
Catch overpayments
Runway Tracker
Burn rate analysis
Smart Budget
AI-powered budgets
Iris Insights
Monthly strategic reports
Ad Strategy Planner
Launch paid ads confidently
Proven Results
Calculate Your Advisory Revenue Potential
Stop competing on bookkeeping prices. BizViz enables you to provide CFO-level insights that justify premium monthly retainers. See how much additional revenue your firm can generate.
New Monthly Revenue
$12,500
Total Annual Growth
$150,000
* Based on estimated advisory retainer fees enabled by BizViz automation.
Scale Your Practice
Starter
- All AI features
- Email support
- Standard reports
Professional
- Priority support
- White-label
- Advanced reports
Growth
- Account manager
- API access
- Custom features
Enterprise
- Full customization
- Dedicated team
- Custom SLAs
Payback in Days, Not Months
Most firms see positive ROI within their first 60 days.
Month 1: Setup
Connect clients & train staff
Month 3: Break Even
Savings found > Subscription cost
Month 6: Profit
Advisory revenue scales
Real Results
See what accounting professionals are achieving
"Increased revenue per client by 25%. Our clients are thrilled."
"Found $18K in wasted subscriptions in the first month."
"Cash flow forecasting has been 90% accurate."