Everything your business records, working together.
Biz Wizard brings planning, financial modelling and cashflow into one continuous journey, on the phone or the laptop you already use.
Five places to work, one set of numbers.
Each module reads from the same business record, so a price you change in one place does not quietly disagree with another.
Business planner
Business Planner
Build your plan section by section, static or dynamic. Clarify your customers, products, operations and goals, and generate the financial projections from the same figures you entered.
Financial models
Financial Models
Revenue, expenses, capital expenditure, loans and investment. Produces an income statement, balance sheet, cashflow statement and breakeven analysis, with a CFO view for the detail.
Cashflow tracker
Cashflow Tracker
Record income and expenses as they happen, import an existing spreadsheet, and read your position and trends without rebuilding a formula each month.
Products and prices
Products
One list of what you sell, with cost and selling price, feeding both the plan and the model so the numbers stay consistent.
Plan against actual
Plan vs Actual
Compare what you projected against what actually happened, so next month's plan is built on this month's evidence.
Update your cashflow with one photo.
Take a picture of a receipt and let Biz Wizard capture the details. Review them, save, and your Cashflow Tracker is current.
Manual retyping
Find the receipt, open a spreadsheet, type the date, supplier, category and amount, then recalculate your cash position by hand.
One simple flow
Scan the receipt, review the captured details, and save the transaction to your Cashflow Tracker.
Scan → Review → Save
Your business, on the number you already use.
Send a receipt, record a sale, or ask a question. Biz Wizard answers from the information you have already recorded.
Can I afford to restock this week?
You can cover the priority purchase. Delaying the lower-priority order would preserve more cash.
Take your numbers with you.
Pick the sections you need, pick a format, and get one file, ready for a bank, an investor or your own records.
Every section you select, merged into one document and laid out for printing.
Excel
Statements and cashflow, one sheet per section, with the figures intact for your own working.
CSV
One section at a time, for analysis in the tool you already use.
Word
Your business plan as an editable document, ready to finish in your own words.
Switch businesses without mixing them up.
One account can hold several businesses, and each business can have several people on it.
Separate by default
Every request is checked against your membership of the business you are working in, so one business's figures never surface under another's name.
Roles you control
Decide who can manage a business and who can only work in it. Access is per business, not per account.
One currency per business
Set the currency once and every screen, model and export follows it.
Start with one receipt.
You do not need a finished plan or a clean spreadsheet to begin. Record one thing and build the picture from there.