It's the 25th. Do you know if you can make payroll?
See how a finance lead trades a backward-looking spreadsheet for a forecast that shows the shortfall weeks early, and tells them exactly who to chase. Lio feeds the pipeline and Inzo tracks every invoice, so the forecast stays live.
A live view of cash for finance leads.
Worksbuddy brings your invoices, bills, pipeline, and collections into one forward-looking cash forecast. Inzo tracks the money owed and owing, Lio feeds in the open pipeline, and the forecast updates as money moves.
Real-time visibility
Inzo streams live invoices and bills into a forecast of cash in versus out, never a month behind.
Automated chasing
Inzo flags every overdue invoice and the reminder sequence escalates on its own until it is paid.
Accurate forecasting
Lio's weighted pipeline and Inzo's AR aging project your runway weeks ahead of time.
Enterprise control
Role-based permissions, audit logs, and multi-entity views built in.
Stay ahead with real-time financial visibility.
Inzo keeps balance, runway, burn, and expected inflows current the moment money moves, with Lio's pipeline feeding expected revenue in.
Know exactly who to chase.
Instead of guessing, Inzo's AR aging ranks overdue invoices by amount and days late, so you chase the accounts that actually close the gap.
See revenue before it's invoiced.
Lio's open deals and signing-probability scores flow into the forecast as expected revenue, so your cash view reflects deals in flight, not just invoices already sent.
Aquicksnapshotofyourcashposition.
Lio's pipeline and Inzo's live books keep the core numbers current, so you spot changes, act early, and never get surprised on payroll day.
Runway overview
See how many weeks of cash you have at the current burn, updated in real time.
Cash flow health
An instant view of money coming in versus going out, so you stay ahead of shifts.
Invoice status
Know what is paid, pending, or overdue so you can keep cash flow predictable.
Shortfall alert
Get warned the moment the forecast dips below a bill or payroll, with time to act.
Quick actions
Start a chase, send a reminder, refresh the forecast, or export for the board in one place.
A forecast vs. a spreadsheet
| Capability | WorksBuddy | A spreadsheet |
|---|---|---|
| THE ESSENTIALS, both can do these | ||
Track invoices Keep a record of every invoice raised. | ||
Record payments Log payments as they come in. | ||
Export reports Pull the numbers out into a report. | ||
| WHERE WORKSBUDDY PULLS AHEAD | ||
Forward-looking cash forecast See where your cash is heading, not just last month's numbers. | ||
Shortfall flagged weeks early A shortfall shows up weeks ahead, not on payroll day. | ||
Ranked list of who to chase Get a ranked list of exactly who to chase, no scrolling and guessing. | ||
Chasing runs automatically Payment chasing runs on its own instead of by hand. | ||
Updates live as money moves The forecast updates itself as money moves, no manual rebuild. | ||
Board-ready in one click Export a board-ready view in one click, no reformatting by hand. |
Real revenue wins from real teams.
See how teams turn WorksBuddy into pipeline, closed revenue, and time back
all from tools working as one engine.
Get money in two weeks earlier.
Accelerated payments with automated contract and billing workflows.
One live view of every receivable.
Managed finance operations with real-time visibility into cash flow.
Turn quotes into collected cash, faster.
Automated the process from quotes to invoices and collections.
Know you can make payroll, weeks early
Trade the backward-looking spreadsheet for a live forecast that shows the shortfall in time and tells you exactly who to chase.