Product Documentation
How BIZA Works
In-depth technical and operational guides for every BIZA workflow—from double-entry ledger mechanics and ZATCA Phase 2 clearance to milestone billing and automated email document capture.
Getting Started
AI & Ingestion
AI Document Capture & Automated Email Forwarding
Automate invoice, receipt, and statement data entry via direct file upload or email forwarding to dedicated tenant addresses with human-in-the-loop review.
AI Natural Language Reporting & Executive Chat Assistant
Query operational and financial data using plain natural language: automated NL-to-SQL report generation, 90-day cash flow projections, and KPI trend analysis.
Finance & Accounting
General Ledger & Double-Entry Accounting Architecture
Core accounting engine: hierarchical Chart of Accounts, balanced journal entries, multi-currency accounting with realized/unrealized FX, and automated financial statements.
Bank Statement Reconciliation & Automated Matching
Import bank statements (CSV, OFX, CAMT, PDF) and reconcile bank feeds against ledger transactions with automated matching and fee allocation.
Fixed Assets Register & Automated Depreciation Schedules
Manage company capital assets, track serials and custodians, automate monthly depreciation journal entries, and account for asset disposals and impairments.
Contra Settlements & AP/AR Netting Adjustments
Offset open sales invoices (AR) against vendor purchase bills (AP) without cash movements when counterparties act as both customer and supplier, with automated FX handling and balanced journal posting.
Multi-Branch Management & Cost Center Analytical Accounting
Segment financial reporting across company branches, divisions, and departmental cost centers with consolidated and standalone Profit & Loss statements.
Customer Receipt Batches & Supplier Batch Disbursements
Process bulk customer wire receipts across multiple open invoices and execute supplier batch payment disbursements with automated FIFO allocation, overpayment handling, and bank reconciliation readiness.
AR/AP Aging Analysis & Dynamic Customer Statements
Manage credit risk, track overdue receivables and payables across aging brackets, and generate professional customer account statements with running ledger balances and direct payment links.
Fiscal Year Closing, Period Locking & Balance Roll-Forward
Manage monthly and annual accounting period closes, enforce immutable period locking against historical tampering, automate year-end Retained Earnings closing entries, and roll forward opening balances.
Financial Budgeting & Budget vs. Actual Variance Reporting
Establish departmental and project budgets across General Ledger accounts, monitor actual expenses in real time, and analyze budget vs. actual variances to prevent cost overruns.
Tax & Compliance (ZATCA/VAT)
ZATCA Phase 2 E-Invoicing (Fatoora) Compliance & Clearance
Technical guide to Saudi Arabia ZATCA Phase 2 e-invoicing: cryptographic stamp generation, UBL 2.1 XML structure, clearance API, and reporting workflows.
VAT Returns, Tax Period Closing & Statutory Filing Reports
Reconcile output tax against input tax: automated Saudi ZATCA VAT Return (Box 1-16) generation, UAE FTA VAT 201 reports, and fiscal tax period locking.
Projects & Field Operations
Projects, Milestone Billing & Field Expense Capture
Manage client projects, contracts, milestone billing schedules, labor timesheets, and mobile/email site expense capture mapped directly to project cost centers.
Project Change Orders & Subcontractor Cost Management
Manage project contract variations, formal change order approvals, subcontractor work orders, milestone progress certifications, retention money deductions, and back-to-back client billing.
Inventory & Procurement
Multi-Warehouse Inventory & Landed Cost Valuation
Track stock across multiple warehouses, manage transfers, automate reorder points, allocate landed costs, and maintain accurate inventory valuations.
Procurement Lifecycle: From RFQ to 3-Way Matching & Payment
End-to-end procurement workflows: Request for Quotation (RFQ), supplier quote comparisons, Purchase Orders, Goods Receipts, and 3-way invoice matching.
Landed Cost Adjustments & Inventory Capitalization
Capitalize international freight, customs clearance, tariffs, and shipping insurance into inventory asset values and Cost of Goods Sold (COGS) with multi-criteria apportionment.
Sales & Invoicing
Sales Lifecycle: Quotations, Sales Orders, Delivery Notes & Invoices
Manage the commercial sales cycle: customer quotations, sales order commitments, delivery notes with stock decrement, and tax invoice generation.
WhatsApp Business Integration & Customer CRM
Unify customer communication with ERP records: send tax invoices and payment reminders via WhatsApp, manage customer leads, and convert chats into sales quotes.
Point of Sale (POS): a billing counter that posts to your own books
BIZA POS for shops, showrooms and counters: barcode and camera scanning, split tenders, promotions, loyalty and gift cards, offline selling, cashier PINs, receipt printing with a cash drawer, and every sale posted as an invoice, a journal entry and a stock movement in one step.
WhatsApp Inbox Pipelines: Route Customer Messages Automatically
Decide what happens to every incoming WhatsApp message: recognise your own intents, open orders and tickets automatically, reply with the order number or ticket reference, and hand the rest to a person — from ready templates for shops, service businesses and software teams.
POS hardware: receipt printers, cash drawers, scanners, customer display and self-checkout kiosk
What works with BIZA POS out of the box: ESC/POS thermal printers over the network or USB (58 mm and 80 mm), cash drawers that kick on cash sales, keyboard-wedge and camera barcode scanning, scale labels, a second-screen customer display, kitchen printers, and a self-checkout kiosk approved by staff PIN.
Recurring Invoices & Subscription Billing Automation
Automate contract billing schedules: recurring monthly retainers, annual software licenses, rental billing intervals, and automated draft invoice generation.
Credit Notes, Debit Notes & Tax Invoice Adjustments
Handle sales returns, billing adjustments, and supplier refunds with legally compliant credit notes and debit notes cryptographically linked to original invoices.
POS promotions, coupons, price lists, loyalty points, gift cards and store credit
Run deals the billing counter applies on its own — percentage and amount off, fixed price, buy-X-get-Y, bundles — with coupon codes, customer groups, schedules and limits; quantity-break price lists per group or terminal; a loyalty points programme; and gift cards and store credit that post to a liability account, never to revenue.
POS offline selling, shifts, cash control and the outlet dashboard
How BIZA POS keeps selling when the internet drops and posts every sale exactly once when it returns; how shifts, blind counts, X and Z reports, cash movements and cashier PINs keep the drawer honest; and how the live dashboard flags the shifts a manager should look at.
Restaurant and café POS: tables, modifiers, kitchen display, split bills, tips and QR ordering
Run a restaurant, café or food court on the same POS engine as a shop: floor plans and tables, product modifiers, orders sent to the kitchen in rounds, a kitchen display with station routing and ticket printers, split bills by item or seat, tips and service charge, waiters taking orders on their phones, and guests ordering from a QR code at the table — with every bill posted as a tax invoice and a journal entry.