Skip to content
WorksBuddy Docs
AgentsInzoFeatures

Inzo features

An overview of Inzo capabilities, grouped by AI intelligence, invoicing, and reporting.

Inzo covers the full billing and finance workflow. It runs AI on your financial data to scan invoices, forecast cash flow, and score payment reliability, manages every invoice and payment type from estimate to reconciliation, and produces 16 built in reports with a live KPI dashboard. The features below are grouped into AI intelligence, invoicing and billing, and reports and finance.

AI intelligence

Inzo's AI layer runs on your financial data automatically: it extracts invoice data from photos, forecasts cash flow, scores customer reliability, and prescribes collection strategies.

OCR document scanning

Extract every field from a photographed invoice, bill, or receipt.

Cash flow forecasting

Project inflows, outflows, and net position 90 days out.

Customer payment behavior analysis

Build a payment profile for every customer.

Customer payment reliability score

Score each customer to set credit limits and terms.

AR aging analysis

Bucket receivables and get collection recommendations.

AI escalation advice

Get the right escalation strategy for each overdue invoice.

Payment reminders and late fees

Automate reminder schedules and apply late fee rules.

Invoicing and billing

A complete billing flow from first estimate to final payment, covering every invoice type, payment flow, and document.

Billing invoices

Full invoice lifecycle with auto numbering and status workflow.

Estimates and sales orders

Create estimates and sales orders with one click conversion to invoice.

Purchase orders and bills

Manage POs, bill approval, and vendor payments.

Subscription invoices

Set recurring invoice schedules that auto generate and send.

Customer and vendor payments

Allocate payments, manage credit balances, and issue refunds.

Online payments with Stripe

Let customers pay invoices online via Stripe Checkout.

Products and inventory

Track stock with SKU generation, HSN codes, and low stock alerts.

Reports and finance

Sixteen built in financial reports, a live KPI dashboard, and customer and vendor intelligence for decisions without waiting for month end.

Financial dashboard and reports

Live KPI cards and 16 built in financial reports.

Customer and vendor management

Full records with credit balance, GST, and activity history.

Expenses

Track expenses with an approval workflow and reporting.

Email and notifications

Automated emails for every document event.

Import and export

CSV import and export across many entity types.

Organization settings

Configure currency, taxes, terms, and PDF templates.

Global search and UI

Command palette search, dark mode, and custom views.

Inzo quickstart

Set up Inzo and send your first invoice in a few steps.

AI Escalation Advice

AI-generated collection strategy recommendations for each overdue invoice in Inzo.

On this page

AI intelligenceInvoicing and billingReports and finance