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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 scanningExtract every field from a photographed invoice, bill, or receipt.
Cash flow forecastingProject inflows, outflows, and net position 90 days out.
Customer payment behavior analysisBuild a payment profile for every customer.
Customer payment reliability scoreScore each customer to set credit limits and terms.
AR aging analysisBucket receivables and get collection recommendations.
AI escalation adviceGet the right escalation strategy for each overdue invoice.
Payment reminders and late feesAutomate 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 invoicesFull invoice lifecycle with auto numbering and status workflow.
Estimates and sales ordersCreate estimates and sales orders with one click conversion to invoice.
Purchase orders and billsManage POs, bill approval, and vendor payments.
Subscription invoicesSet recurring invoice schedules that auto generate and send.
Customer and vendor paymentsAllocate payments, manage credit balances, and issue refunds.
Online payments with StripeLet customers pay invoices online via Stripe Checkout.
Products and inventoryTrack 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 reportsLive KPI cards and 16 built in financial reports.
Customer and vendor managementFull records with credit balance, GST, and activity history.
ExpensesTrack expenses with an approval workflow and reporting.
Email and notificationsAutomated emails for every document event.
Import and exportCSV import and export across many entity types.
Organization settingsConfigure currency, taxes, terms, and PDF templates.
Global search and UICommand palette search, dark mode, and custom views.
Inzo quickstartAI Escalation Advice

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