Not sure how to set up your books? Our AI-powered wizard asks about your business and creates a personalized accounting plan - custom accounts, workflows, and tips tailored to you.
Try It FreeAnswer a few questions about your business and let our AI analyze your needs. Get a complete accounting plan in seconds - not generic templates, but recommendations specific to your business type, size, and operations.
Setting up accounting software shouldn't require an accounting degree. Our wizard guides you through the process in three simple steps.
Answer 10 quick questions about your business type, whether you invoice customers, pay vendors, track inventory, etc.
Our AI considers your answers and generates a personalized accounting plan with specific recommendations.
Review the recommendations, add suggested accounts with one click, and start using features that fit your business.
The wizard doesn't just tell you what to do - it helps you set up your books properly from day one.
Suggested accounts specific to your business type with proper account numbers. One-click to add them all.
Should you use invoices? Bills? What accounting method (cash vs accrual)? Get clear recommendations with explanations.
Which BizBooks Pro features are most important for your business, prioritized by relevance.
Daily, weekly, monthly, and yearly task schedules customized for your business operations.
Suggested items to set up based on what you sell - ready to use on invoices.
Industry-specific advice from experienced accountants to help you avoid common mistakes.
Don't want AI? Choose from 10 pre-built templates for common business types. Instantly set up with industry-standard accounts and tips.
Your personalized accounting plan is saved automatically. Come back anytime to review recommendations, add accounts you skipped, or run the wizard again as your business evolves.
All accounts include 10 free AI-powered plans per month. Templates are unlimited. Most businesses only need to run the wizard once.
No problem - recommendations are just suggestions. Add the accounts you want, skip the ones you don't. You can also rerun the wizard with different answers or use a template instead.
Not at all! The wizard is designed for business owners, not accountants. Questions are in plain English, and recommendations explain the "why" behind each suggestion.
Yes. Each company can have its own personalized plan. Great for business owners with multiple ventures or accountants managing client books.
Stop guessing. Let AI create a personalized accounting plan for your business.