bizzOS
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FINANCE

Your finances.
One view.

Connect your bank, categorize transactions, run reports, and send invoices — all from one place. No spreadsheets. No switching between tools.

All modules

Transactions

Auto-categorized

Adobe Creative Cloud

Today, 9:14 AM

Software-$54.99

Lynn Group Co — Retainer

Yesterday

Client Revenue+$3,200.00

WeWork — Office

Mar 22

Facilities-$299.00

Chase Business

Connected

Syncing live

CATEGORIZATION

Automatic
categorization.

bizzOS reads your transactions and assigns categories based on merchant type, amount, and your past behavior. Set a rule once — it handles the rest.

  • Auto-categorize new transactions on import
  • Create rules for recurring vendors
  • Override any category manually in one click

All Transactions

Auto
Rule

Stripe — Payment received

Categorizing…

Client Revenue+$1,500.00

Gusto — Payroll

Payroll-$4,200.00

Google Workspace

Software-$28.00

Rae Lynn Design — Invoice

Client Revenue+$2,800.00

2 rules active. Payroll and software subscriptions categorized automatically every month.

Income Statement
Balance Sheet
Cash Flow

Lynn Group Co

Jan — Mar 2026

Revenue

Retainer Revenue$9,600
Project Revenue$6,200
Consulting$2,600
Total Revenue$18,400

Expenses

Total Expenses$6,210
Net Income$12,190
Ready to share with your accountant
Export PDF

REPORTS

Reports your accountant
will love.

Income Statement, Balance Sheet, and Cash Flow — generated from your categorized transactions. Export to PDF and share directly with your accountant at tax time.

  • Income Statement with category breakdown
  • Balance Sheet and Cash Flow Statement
  • Export-ready PDF reports for your accountant

INVOICES

Invoices and
payment plans.

Create invoices in seconds and structure multi-milestone payment plans for bigger projects. Clients pay online — you see it immediately in your transaction feed.

  • Itemized invoices with online payment
  • Multi-milestone payment plans
  • Payments sync automatically to transactions

Invoice #0047

Lynn Group Co

lynn@lynngroup.co

Due Apr 1

Brand Strategy Session

2 hrs

$800

Content Planning

4 hrs

$1,200

Monthly Retainer — April

1 mo

$800
Total$2,800

bizzOS does not replace finance or tax professionals. We do not provide financial, tax, or legal advice. Reports are accountant-friendly but do not replace accountants. Always consult a qualified professional for financial and tax guidance.

READY TO START

Your numbers.
Your clarity.

Accountant-friendly reportsIncome statements, balance sheets, and cash flow — generated and ready to share.
Not financial adviceWe generate reports and categorize transactions. Your accountant stays in the loop.
White-Glove SetupWe help you connect your first account during onboarding.