Business Overview
Monitor your company's financial, legal, compliance and professional-service status from one secure control center.
Company Health
Overall company health.
Accounting
No critical bookkeeping issues.
Legal
One legal matter needs attention.
Compliance
No critical compliance issue.
Important Alerts
Quick Actions
Accounting & Finance
Manage bookkeeping, invoices, receipts, VAT, taxes, payroll, annual accounts, financial reports and professional accounting review.
๐ Daily Bookkeeping
Keep the company's bookkeeping current every day.
๐งพ Invoices & Receipts
Upload and organize accounting documentation.
๐ฆ Bank Reconciliation
Match business transactions with accounting records.
๐ฐ VAT & Tax
Organize VAT and tax information.
๐ฅ Payroll
Manage employees and payroll records.
๐ Financial Analysis
Analyze revenue, expenses, profit and cash flow.
Daily Bookkeeping
Enter daily transactions and send bookkeeping material to your accounting professional.
Add Transaction
Professional Accounting Review
Send bookkeeping records and supporting documents to your accounting professional.
Invoices & Receipts
Upload financial documents for bookkeeping and professional processing.
Bank & Reconciliation
Future bank connections and transaction matching will be managed here.
Bank Integration
Secure bank integration will be connected later.
VAT & Tax
Track VAT, business taxes and important reporting periods.
VAT Estimate
Tax Estimate
Upcoming Deadline
Payroll
Manage employees, salaries and payroll documentation.
Employees
No employees have been added yet.
Reports & Financial Analysis
Understand your company's financial performance.
Revenue
Expenses
Profit
Reports
Year-End & Annual Accounts
Prepare year-end bookkeeping, annual accounts, reporting material and professional review.
Year-End Closing
Prepare accounting records for closing.
Annual Accounts
Prepare annual financial reporting material.
Professional Review
Send year-end records to your accounting professional.
Legal Services
Manage contracts, corporate law matters, company documents and professional legal review.
๐ Contract Intelligence
Upload contracts for analysis and professional review.
๐ข Corporate Law
Ownership, boards, shareholders and corporate documents.
๐จโโ๏ธ Professional Legal Advice
Submit legal matters to a qualified professional.
Contracts
Create, upload, analyze and professionally review business contracts.
Upload Existing Contract
Create New Contract
Corporate Governance
Company ownership, board matters, shareholders and corporate documentation.
Board Documents
Board resolutions and meeting minutes.
Shareholders
Ownership records and shareholder agreements.
Company Changes
Prepare company changes for professional review.
Compliance
Monitor company obligations, deadlines and regulatory risks.
Compliance Score
Critical Issues
Upcoming Actions
Legal Cases
Create a legal case, explain your situation and attach relevant documents for professional review.
New Legal Case
Your Legal Cases
Accounting Cases
Send bookkeeping, tax, payroll or financial questions to your accounting professional.
New Accounting Case
Your Accounting Cases
My Professionals
View the verified accounting and legal professionals assigned to your company.
Accounting Professional
Your assigned accountant or accounting professional will appear here.
Professional verification pendingLegal Professional
Your assigned lawyer or legal professional will appear here.
Professional verification pendingSecure Messages
Communicate with your assigned accounting or legal professional inside BizAssociate.
Conversation
Recipient
Book Consultation
Request a phone or video consultation with an accounting or legal professional.
Professional Review
AI may help prepare information, while important accounting and legal matters can be escalated to qualified human professionals.
Accounting Review
Send financial records, bookkeeping, VAT or year-end documents for professional review.
Legal Review
Send contracts or company legal matters for qualified professional review.
Secure Documents
Upload contracts, invoices, receipts, payroll files, annual accounts, tax records and other sensitive business documentation.
Secure Upload
Documents will later be stored privately and linked to your company account.
Your Documents
Audit Trail
View important account, document, case and professional review activity.
AI Business Advisor
Ask questions regarding business administration, accounting, contracts and company documentation.
Billing & Plans
Choose the level of software and professional service your company requires.
Starter
- โ Business Dashboard
- โ AI Business Advisor
- โ Secure Documents
- โ Basic Contract Tools
- โ Compliance Reminders
Business
- โ Everything in Starter
- โ Accounting Tools
- โ Daily Bookkeeping
- โ Invoices & Receipts
- โ VAT & Tax
- โ Financial Reports
- โ Legal & Contracts
Accounting Pro
- โ Everything in Business
- โ Ongoing Bookkeeping
- โ Accounting Professional
- โ VAT Preparation
- โ Monthly Reporting
- โ Year-End Preparation
Legal Pro
- โ Everything in Business
- โ Contract Support
- โ Corporate Documents
- โ Legal Cases
- โ Professional Legal Review
Complete Business
- โ Accounting Pro
- โ Legal Pro
- โ Ongoing Bookkeeping
- โ Accounting Professional
- โ Legal Professional
- โ Business Monitoring
- โ Priority Support
Additional Services
Complex legal matters, unusually high bookkeeping volume, payroll, advanced annual reporting and other professional services may require separate pricing.
Security Center
Transparency regarding document protection, user access and professional review.
Data Protection
- ๐ Private document storage
- ๐ Secure user authentication
- ๐ค Role-based access
- ๐ข Separation between companies
- ๐ Activity history
- ๐ Controlled professional access
- ๐ก๏ธ Row Level Security planned
Professional Transparency
- โ AI-generated work identified
- โ Human professional review identified
- โ Reviewer name displayed
- โ Review date displayed
- โ Case status visible
- โ Professional access recorded
Customer Service
Contact BizAssociate if you need assistance with your account or platform.
Phone Support
Business customer-service phone number will be added later.
Settings
Manage company profile and international preferences.