Stop losing money to
late payments.
Inzo sees it coming.
Inzo is your AI powered billing and finance agent. It scans invoices from a photo, forecasts your 90 day cash flow, scores every customer's payment reliability, and tells you exactly how to collect overdue money so your books close clean and your cash flows.
0
AI finance features
0
Built in reports
0+
Total features
90 day
AI cash flow forecast
0
AI finance features
0
Built in reports
0+
Total features
90 day
AI cash flow forecast
AI Intelligence
Inzo's AI layer runs on your financial data automatically extracting invoice data from photos, forecasting cash flow 90 days out, scoring customer reliability, and prescribing collection strategies before an overdue becomes a write off.
OCR Document Scanning
Photograph any invoice, bill, or receipt and Inzo extracts every field vendor, amount, line items, tax, due date, GST number and populates your books in seconds. Powered by Llama 4 Scout 17B via the WorksBuddy AI service. No manual entry, no missed fields, no transcription errors.
Cash Flow Forecasting
Inzo analyses your outstanding invoices, scheduled bills, and payment history to generate a 90 day cash flow forecast. See projected inflows, outflows, and net position by week before a cash crunch surprises you.
Customer Payment Behavior Analysis
Inzo builds a payment profile for every customer average days to pay, consistency, early vs. late patterns so you know which customers to prioritise and which to watch before sending the next invoice.
Customer Payment Reliability Score
A credit style reliability score per customer calculated from payment history, overdue frequency, and amount patterns. Use it to set credit limits, payment terms, and decide who gets net 30 vs. upfront payment.
AR Aging Analysis
Inzo categorises all outstanding receivables into aging buckets (0-30, 31-60, 61-90, 90+ days) and generates collection recommendations per bucket which customers to call, which to escalate, which to write off.
AI Escalation Advice
For every overdue invoice, Inzo recommends the right escalation strategy reminder email, phone call, hold on future orders, legal notice based on invoice age, customer reliability score, and relationship history.
Payment Reminders & Late Fees
Automated reminder schedule per invoice configurable timing, template, and channel. Late fee rules apply automatically on overdue detection. Waive or toggle fees per customer. Every reminder logged to invoice history.
Invoicing & Billing
A complete billing command centre from first estimate to final payment. Every invoice type, every payment flow, and every document in one place so nothing slips through the cracks.
Billing Invoices
Full invoice CRUD with auto numbering, status workflow (Draft Sent Partial Paid Overdue), bulk updates, and revisions. Send as PDF via email in one click. Accept partial payments, apply late fees, track payment history, and link invoices to stock all from a single invoice view.
Estimates & Sales Orders
Create estimates with revisions and one click conversion to invoice. Sales orders with full status management and revision history. Both send as PDF via email and trigger Revo workflows on status changes.
Purchase Orders & Bills
Purchase orders with conversion to bill, approval workflow, multi bill payment allocation, vendor credit management, and refunds. Every bill goes through submit approve reject before payment is released.
Subscription Invoices
Create recurring invoice schedules daily, weekly, monthly, or custom. Inzo auto generates and sends each invoice on schedule, detects expired subscriptions, processes payments, and logs the full history.
Customer & Vendor Payments
Multi invoice payment allocation in a single transaction. Customer credit balance management apply to invoice, reverse, cancel. Refunds with receipt PDF. Vendor payments with multi bill allocation and credit notes.
Online Payments · Stripe
Customers pay invoices online via Stripe Checkout embedded directly in the invoice email. Supports INR and USD, payment plan installment collection, and automatic payment reconciliation back to the invoice.
Products & Inventory
Product and service CRUD with SKU auto generation, HSN codes, and stock management. Low stock alerts fire before you run out. Stock utilisation tracking invoices auto reduce stock on save.
Reports & Finance
16 built in financial reports, a 13 KPI live dashboard, and full customer and vendor intelligence giving every finance lead the visibility to make decisions without waiting for month end closes.
Financial Dashboard & Reports
A live dashboard with 13+ KPI cards covering AR, AP, revenue, expenses, and inventory with charts for AR vs AP, cash flow trends, and invoices vs payments. 16 built in reports including Profit & Loss, Cash Flow, AR Aging, Revenue Summary, Tax Summary, and Inventory Valuation. Export any report to CSV in one click.
Customer & Vendor Management
Full CRUD for customers and vendors with credit balance, GST info, document attachments, email history, and activity history. Advanced filters, custom views, column management, and bulk update across both modules.
Expenses
Expense CRUD with category, vendor, and amount. Approval workflow submit, approve, reject before marking as paid. Full expense history and activity log. Feeds into the Expense Summary and P&L reports automatically.
Email & Notifications
Automated emails for every document event invoice sent, payment received, reminder triggered, estimate shared, PO created. Customisable templates via EVOX Mail. Configurable reminder schedules per document type.
Import & Export
CSV import wizard with column mapping for 10+ entity types customers, vendors, invoices, products, and more. Background processing via BullMQ for large files. CSV export for 14+ entity types with current view filters applied.
Organization Settings
Currency and timezone per org and per user. Payment terms, tax rates, late fee rules, reminder schedules, number formats, multilingual labels, and custom PDF templates all configurable without code.
Global Search & UI
Global search across 13 entity types with a command palette (Cmd+K). Dark mode, custom column views, advanced filters, bulk updates, activity history on every record, and full keyboard navigation throughout.
Inzo talks to every
other WorksBuddy agent
Standalone billing software stops at the invoice. Inzo is wired into the entire WorksBuddy OS so a signed contract in Sigi auto drafts an invoice, a won deal in Lio fires billing, and a completed milestone in Taro triggers the next payment.
Signed contract in Sigi auto creates a draft invoice in Inzo with contract value, client details, and payment terms pre filled from the document.
Invoice payment status and cash flow data from Inzo feed Moni's revenue intelligence so the forecast reflects actual collections, not just pipeline.
Won deal in Lio fires a new invoice in Inzo automatically deal value, customer CRM record, and agreed terms pulled directly from the pipeline.
Revo workflows trigger invoice creation or estimate sending in Inzo automatically form submitted, proposal approved, or any custom event fires the billing action.
Project milestone hit in Taro triggers a milestone invoice in Inzo with deliverable details and billable amount auto populated from the project.
Invoice payment received in Inzo updates the customer's payment history in Lio CRM so sales reps see billing health on every account before every call.
Ready to hire Inzo?
Start free and let Inzo scan your first invoice, forecast your 90 day cash flow, and tell you exactly who owes what before month end.
Part of WorksBuddy the AI Business Operating System · Hire an AI team. Fire your tool stack.