See where the cash actually is.
And where it's going.
Inzo gives you a live cash position, an AI 90-day forecast, and a month-end close that no longer eats two weeks of your team's calendar. Every invoice sent, payment recorded, and bill opened posts itself to the ledger. The reports build themselves while you sleep.
Cash & Position
Profit & Loss · this month
Revenue up 18% · gross margin steady at 42%
Cash flow forecast · 90 days
AI projects $1.2M net inflow · 96% confidence
Balance sheet · reconciled
1,284 journal entries posted automatically
Month-end close · 82% complete
Three days ahead of plan · exceptions queue: 4
Built for businesses that want their books up to date, not last month.
You report on every metric
except the one that pays the bills.
Cash position lives in a spreadsheet
Your finance team rebuilds the forecast every Monday morning. By Wednesday the numbers are stale. The board wants 90-day cash visibility and you're still assembling it from four different exports the night before.
Month-end close takes two weeks
Manual journal entries. Bank feeds reconciled by hand. Chasing AR for outstanding invoices. By the time the books close, the operating decisions for that month are already made on guesswork.
No AI on the data you already have
Years of invoice and payment history sitting in the database. Nothing surfaces which customers will pay late, which expenses are trending up, which accounts to escalate. The signal is in there. Nobody is reading it.
Inzo gives you the number. Defensible, board-ready, every month.Three things every finance leader needs
before the next board meeting.
A live cash position
Receivables, payables, expenses, scheduled payments, and AI forecast in one view. 30-day, 60-day, 90-day projections updated the moment a financial event fires. The Monday morning rebuild is no longer a thing.
- AI cash flow forecast with confidence score
- Open invoices and scheduled expenses, live
- Drill from forecast to source transactions
A close that closes itself
Every financial event auto-posts a journal entry. Trial Balance, Balance Sheet, and P&L update in real time. The bookkeeper reviews exceptions and reverses what needs reversing. Days four through twelve of your close window just disappear.
- 100% auto-posted journal entries
- Reversible entries with full audit trail
- P&L, Balance Sheet, Trial Balance, always current
Reports that ship themselves
Scheduled board PDFs. Live shareable links. Configurable date ranges and filters. Your team stops building decks the night before. The data builds them.
- P&L, Balance Sheet, AR Aging on schedule
- PDF and CSV export on every report
- Role-based access with audit log on every share
Three views the C-suite opens every week
The Monday morning pulse
A 90-second view of what happened last week. Revenue collected, bills due, receivables aged, cash position. Three things to watch, three things shipped. The email lands at 8am. You walk into the standup with the numbers in hand.
The metrics that
land in board decks.
I used to spend the first two weeks of every month staring at QuickBooks and a collections spreadsheet. Inzo closes the books while I read the AI forecast. The board calls feel different now.
— CFO, $40M ARR services firm
0
AI features built into the platform
0%
Faster month-end close
0
Native WorksBuddy integrations
0%
Auto-posted journal entries
Whether you run one company,
or twenty.
Single-Entity Finance
One org, one currency, one set of books. Every transaction posts itself. The CFO sees a live cash position. The close runs in days, not weeks.
Multi-Entity Groups
One workspace, multiple orgs. Roll up P&L across entities. Per-org currencies, tax rates, and reminder schedules. SSO ties the whole group together.
High-Growth SaaS
Subscription cycles on auto, recurring revenue on the dashboard, AI flags risk when payment behavior shifts. Investor updates write themselves.
Enterprise Finance
Role-based permissions down to module.action. User-level overrides. Full audit trail per record. JWT-backed SSO. Procurement clears in days, not quarters.
What controllers and CFOs ask before they bet a quarter on a new tool.
QuickBooks and Xero are accounting engines — they stop at the ledger. Inzo runs the full operational loop on top of a real double-entry ledger: estimates, sales orders, payment plans, subscriptions, project billing, OCR for vendor bills, AI escalation advice, native Lio/Taro/Revo integrations. You get the GL plus the operating workflow plus the automation, in one product, with per-org SSO and role-based permissions out of the box.
Make the close a four-day project.
See P&L, Balance Sheet, AI cash forecast, and receivables aging in a 30-minute demo.
Inzo invoices, chases, and forecasts cash so you get paid on time.
Automate the full billing cycle from invoice to reconciliation, with AI that surfaces overdue accounts and predicts your cash flow.
- 2.4x
- faster payment collection
- 99.8%
- invoice accuracy rate
- 16
- live billing reports
- 40%
- less time on billing admin