Replace five tools with one platform.
Stop running on Zapier.
QuickBooks for the ledger. A spreadsheet for collections. Stripe for payment. DocuSign for contracts. Three Zapier flows holding it together. Inzo is the one product that runs the whole motion — estimates, invoices, payments, bills, inventory, subscriptions, ledger — with native automation from Lio, Taro, and Revo built in.
Your Business
Lio deal won · Vandelay Industries
Draft invoice auto-created · $24K · 5 line items
Taro milestone done · Pied Piper
Milestone invoice drafted · $12K
Revo doc signed · Hooli Corp
Contract signed · invoice drafted from terms
Investor update · P&L ready
One click · last month, this month, YTD
Built for businesses that want their books up to date, not last month.
You stitched together six tools.
Now you maintain six tools.
The finance stack is held together with Zapier
QuickBooks talks to your CRM through a Zap. Your CRM talks to your project tool through another Zap. The signed contract from DocuSign needs a human to read before anyone invoices. Half the Zaps are broken. You just don't know which half.
You're the bookkeeper, the AE, and the AR clerk
It's 11pm. You're reconciling Stripe payouts against open invoices in a spreadsheet because nothing else does it. You needed to be working on the product six hours ago. The thing you're building is being starved by the thing you're running.
No real ledger means no real numbers
You can see revenue. You can't see margin. You can see bank balance. You can't see cash burn. When the next investor asks for monthly P&L, you spend a weekend rebuilding it from CSVs. The number is approximate. The investor isn't impressed.
Inzo replaces five tools. One product. Real ledger. Native automation. Built-in AI.Three things that turn finance ops into
a system that runs itself.
Native automation across the suite
Lio deal closes — draft invoice creates itself. Taro project or milestone completes — draft invoice creates itself. Revo contract signs — draft invoice creates itself. Subscriptions cycle on schedule, invoices send themselves. You review and send, the rest runs.
- Lio deal won → draft invoice with deal data
- Taro project complete → draft invoice
- Revo doc signed → draft invoice from terms
Subscriptions that bill themselves
Set up the subscription once: cycle, start date, optional end date, line items. Each cycle Inzo generates a full billing invoice and emails the customer. Recurring revenue shows on the dashboard. Active toggle lets you pause without re-keying.
- Cycles: weekly, monthly, quarterly, annual, custom
- Auto-generate and auto-send each cycle
- Recurring revenue visible on dashboard
Real ledger, real numbers, real fast
Every financial event auto-posts to the General Ledger. Trial Balance, Balance Sheet, P&L, per-account ledger always current. The next investor question gets a one-click answer. No CSV rebuilds. No weekend reconciliations.
- Auto-posted, reversible journal entries
- P&L, Balance Sheet, Trial Balance, Account Ledger
- Drill from any number to the source transaction
Three plays that small teams run every week.
Deal won, invoice drafted, you just send
Sales closes the deal in Lio. Inzo receives the webhook, auto-creates the customer if new, drafts the billing invoice with the deal's line items. You open the invoice, hit send. A confirm modal asks: log this back to Lio? Click yes, activity logs, badge appears. Done in 90 seconds.
Time saved by real
small teams on Inzo.
I was running five tabs and three spreadsheets to keep the books. Inzo is now the only tab. The investor update I dreaded for a week takes me twenty minutes on Friday afternoon.
— Founder, Series A SaaS
0
Tools replaced on average
0%
Faster month-end close
0
Native WorksBuddy integrations
0%
AI features built in
Solo, small team,
or scaling org.
Solo Founder
Replace QuickBooks, your collections spreadsheet, and the Zaps holding it together. One product. One subscription. Real numbers when investors ask.
Growing SaaS
Subscription billing on auto, deal-won automation from Lio, recurring revenue visible daily. Bring on a controller in year two without rebuilding the stack.
Services + Projects
Estimates → orders → invoices. Project billing from Taro milestones. Subscription retainers. Late fees on the laggards. The whole motion in one product.
Multi-Entity Operator
One workspace, multiple orgs, separate currencies and tax setups per org. SSO ties the team together. Audit logs prove everything to your auditor.
What founders ask before they consolidate the stack.
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.
Replace five tools with one platform.
See native Lio/Taro/Revo automation, subscription billing, and real ledger 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