Inzo
The AI billing and finance agent that invoices, tracks, and reconciles your entire billing cycle.
Inzo is the AI billing and finance agent in the WorksBuddy suite. It manages the full billing cycle from draft invoice to reconciliation, automates payment reminders and reconciliation, and runs AI on your financial data to forecast cash flow and score customer payment reliability. It is built for finance teams, founders, and businesses that depend on accurate, timely invoicing.
New to Inzo? See the Inzo product page and plans & pricing on worksbuddy.ai.
What you can do
- Manage the complete invoice lifecycle with auto numbering, a Draft to Sent to Partial to Paid status flow, partial payments, late fee rules, and PDF delivery by email.
- Record and reconcile payments, allocate one payment across multiple invoices, issue refunds, and send automatic receipts with a full audit trail.
- Scan paper invoices, bills, and receipts with OCR to extract vendor, amount, line items, tax, and due date without manual entry.
- Forecast cash flow 30, 60, and 90 days out and score each customer's payment reliability from their payment history.
- Generate 16 built in financial reports, including Profit and Loss, Cash Flow, AR Aging, and Tax Summary, from live transaction data.
- Track products, services, and stock with SKU generation, HSN codes, and low stock alerts, with automatic stock reduction on invoicing.
Explore Inzo
Quickstart
Features
How it connects
Integrations
FAQ
On worksbuddy.ai
Inzo on WorksBuddy
Invoicing & finance — see the full product page.
Inzo features
Explore everything Inzo can do.
Inzo pricing
Plans and pricing for Inzo.
WorksBuddy blog
Guides, product updates, and tips from the team.
How it connects
Inzo shares one data layer with the other WorksBuddy agents and can trigger them automatically. A won deal in Lio or a signed contract in Sigi can create an invoice in Inzo, and a payment in Inzo can update the customer record in Lio. See How Inzo connects.