Money

Cash flow, invoicing, budgets, reconciliation and reports — your financial command center.

• The Money dashboard — One screen for cash on hand, daily sales, monthly revenue, net profit and where your money went.
• Add money in and out — Four ways to get transactions into Bizer: by hand, by photo, by CSV, or by connecting an account.
• Set your budget and targets — Fixed costs, your safety line, target margin, tax rate, and per-category budgets.
• Invoices and estimates — Create, send and track invoices and estimates, from draft to paid.
• Get paid: Stripe Checkout and manual payments — Send a Pay Now link, or record a payment you took by cash, card or transfer.
• Catalog: products and services — A reusable library of what you sell, so you stop retyping line items.
• Recurring invoices — Invoices that generate themselves on a schedule, as drafts for you to review and send.
• Reconcile against your bank statement — Confirm your records match the bank, catch duplicates, and lock the period so it stays true.
• Reports and exports — P&L, cash flow, cash position, sales tax and a Schedule C summary — plus CSVs for your accountant.

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