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.

Let's get started.

Live work sessions, every week, each built around different workflows in your business. Come ready to build your business on bizzOS together, so you can stop juggling countless tools.

  • A different focus each day. Branded email campaigns that land in your customers' inbox. SOPs that stick. Finances that help you grow instead of weighing on you.
  • Pick the session that fits what you need. Each one is built around a single workflow, so you see the modules that matter to you.
  • Build it live. Set up what you use today in bizzOS as we go.
  • 45 minutes of work, then 15 of Q&A. Build first, then ask us anything.
Join a live weekly tour

See upcoming sessions.

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