Why BizSolo
Everything you need, nothing you don't.
BizSolo was crafted for founders who can't justify an entire finance team but still need control. Real features that fit into your daily workflow — banking, quotes & sales, rentals and leasing, forecasting, and professional reporting.
Cash Command Center
Connect unlimited bank accounts and see your real-time cash position the moment you log in. Visual dashboards and financial graphs keep every dollar visible at a glance.
Add new accounts in under 60 seconds. Set balance snapshots to correct imports, and watch transactions reconcile automatically against your chart of accounts.
Bank accountsBalance trackingAuto-reconciliation
Quotes & Sales
Create professional quotes, convert them to sales with one click, and track paid vs. pending revenue in real time. See your pipeline value and closed deals at a glance.
Auto-include income categories like rent to consolidate all revenue streams. Mark invoices paid, link to chart of accounts, and never lose track of who owes you money.
QuotesInvoicingRevenue tracking
Tenancy Autopilot
Monitor every lease, track rent payments, and catch arrears before they become problems. Complete tenant history and payment status at your fingertips.
Flexible lease extensions by days, weeks, or months. One-click tenant onboarding, rent change tracking, and arrears alerts built into the same command center.
Property managementRent trackingLease flexibility
Smart Forecasting
Turn every planned expense or expected income into a living projection. See your financial future with confidence bands and scenario planning.
Model recurring items, one-off expenses, and income projections without touching spreadsheets. Your forecast updates as real transactions flow in.
Scenario planningRecurring itemsCash runway
Professional Reporting
Generate trial balances, profit & loss statements, balance sheets, and cash flow reports. Hierarchical account structures roll up child balances automatically.
Mobile-responsive period selectors, PDF exports, and email delivery. Get accountant-ready reports without the accounting degree.
Financial statementsPDF exportEmail reports