What is BizDoc and how does it work?

BizDoc is an embeddable widget that accounting firms place on their website. When a prospect clicks it, they securely connect their QuickBooks® Online. BizDoc instantly runs a forensic analysis covering bookkeeping accuracy, cash flow, AR/AP aging, compliance, and financial stability — then generates a scored PDF report the firm can use to price services accurately.

Is BizDoc secure? Can it modify my client's QuickBooks® data?

BizDoc uses official Intuit OAuth2 protocols with read-only access. It cannot create, modify, or delete any transactions. All connections use 256-bit SSL encryption, and we never store QuickBooks® credentials on our servers. Clients can revoke access anytime from their QuickBooks® settings.

Does BizDoc work with Xero or FreshBooks?

Currently BizDoc supports QuickBooks® Online only. Xero integration is planned for a future release.

Can I white-label the widget and reports with my firm's branding?

Yes. On the Growth plan, the widget displays your firm name, the PDF report features your branding, and the call-to-action page shows your services, contact info, pricing, and testimonials — making it appear as your proprietary technology.

Automated CFO Reports from QuickBooks® Online

Turn Prospects
Into Clients

Embed a widget on your site. Prospects connect their QuickBooks® & generate a professional CFO financial report in 30 seconds.

5 Free Reports/Month

Multi-Page CFO Analysis

Use as a Lead Magnet

30-Second Reports

Get 5 Free Reports See Sample Report

What's in the CFO Report

Comprehensive financial analysis across every dimension that matters — automatically generated from QuickBooks® Online.

📊

Executive Dashboard

key performance indicators with month-over-month trends, status indicators. One-page snapshot of financial health.

💰

Income Statement Analysis

Current month P&L. Plus 12-month trend charts and year-over-year analysis.

📈

Revenue Intelligence

Breakdown by product/service line and top 10 customers.

🎯

Profitability Deep Dive

Gross margin and net margin.

📋

Working Capital Management

AR aging with collection priorities, AP aging and payment schedules, DSO/DPO metrics, and cash conversion cycle analysis.

✅

Action Plan

Prioritized recommendations for next 30, expected financial impact, and success metrics.

See a Real CFO Report

This is what you'll generate in 30 seconds — the same analysis that takes CFOs 3-5 hours to build manually.

CFO_Monthly_Report_December_2025.pdf

Executive Dashboard

December 2025 • Your Firm Name

Revenue (TTM)

$1.2M

+5.2% vs Prior Month

Gross Margin

52.3%

-1.2pts vs PM

Net Margin

18.7%

+2.1pts vs PM

Cash Balance

$284K

5.2 months runway

DSO

42 days

Target: <30 days

Working Capital

$156K

Ratio: 2.1x

📄 Complete Report Includes:

Executive Dashboard
Income Statement Analysis
12-Month Trend Analysis
Year-Over-Year Analysis
Revenue by Product/Customer
Profitability Deep Dive
Balance Sheet Analysis
Working Capital (AR/AP Aging)
Cash Flow Analysis
Strategic Insights
Action Plan with Priorities
Your Firm's CTA & Services

Download Full Sample Report

How it Works

Three steps. Zero guesswork. Full visibility into every prospect's books before you send the proposal.

1️⃣

Embed the Widget

Copy 2 lines of code onto your website. Works with WordPress, Webflow, Wix, Squarespace — anything.

2️⃣

Prospect Connects QBO

They click "Connect QuickBooks® Online" and grant read-only access. Takes under 30 seconds. No friction.

3️⃣

You Get the Report & Lead

Prospect gets instant CFO level PDF report, and the is lead captured — ready for a data-driven proposal.

Manual CFO Work vs. BizDoc Automation

Stop spending hours preparing analysis reports for prospects.

Prospect Financial Analysis	Manual Prospecting (3-5 hours)	BizDoc (30 seconds)
Pull P&L, Balance Sheet, Reports from QBO	15-30 min	Automatic
Calculate 12-Month Trends	30-45 min	Automatic
Revenue Breakdown by Product/Customer	45-60 min	Automatic
Year-over-Year Comparison	20-30 min	Automatic
Working Capital Analysis (DSO/DPO)	20-30 min	Automatic
Strategic Insights & Recommendations	45-60 min	Automatic
Format Professional PDF	30-45 min	Automatic
TOTAL TIME	3-5 Hours	30 Seconds
YOUR TIME SPENT IN DOLLARS	$900-$1,500/client	$29/mo Unlimited reports

Choose Your Plan

Start free. Upgrade when you're ready. No contracts. Cancel anytime.

STARTER

Free Forever

$0 /month

Test with real QuickBooks® data. See the quality. No credit card required.

5 reports per month
Multi-page CFO report
Basic financial metrics
Lead email capture
Embed on any website
Email support

Get Started Free

Frequently Asked Questions

Everything you need to know about BizDoc for your firm.

What is BizDoc and who is it for? ▼

BizDoc is a lead-generation and client-screening tool built specifically for accounting firms, bookkeeping firms, and CFO advisory practices. It's an embeddable widget that lets prospects connect their QuickBooks® Online, instantly generating a multi-page CFO financial report. Includes revenue breakdown by product/customer, 12-month trends, year-over-year comparisons, cash flow forecasting, working capital analysis, and strategic insights. Firms typically spend 3-5 hours per report manually; BizDoc does it instantly from QuickBooks® data.

Is the QuickBooks® connection secure? ▼

BizDoc uses Intuit's official OAuth2 protocol with read-only access. Cannot modify any data. All connections use 256-bit SSL encryption. We're SOC 2 Type II compliant and never store QuickBooks® credentials. Clients can revoke access anytime from QuickBooks® settings.

Can I use this as a lead magnet for my accounting firm? ▼

Yes, that's exactly what it's designed for. Embed the widget on your website. Prospects connect their QuickBooks®, get a preview report, and you receive: their email, company name, and full CFO analysis. The report includes your services, pricing, and call-to-action. Use it to win advisory clients, upsell bookkeeping clients, or demonstrate expertise.

How many free scans do I get? ▼

The Starter plan gives you 5 free scans per month, forever. No credit card required. Each scan generates the full 6-page PDF report. When you're ready for unlimited scans and white-labeling, upgrade to Growth for $29/month.

What website builders does it work with? ▼

BizDoc works on any platform that supports HTML or iframes: WordPress, Webflow, Wix, Squarespace, ClickFunnels, GoHighLevel, HubSpot, Kajabi, and custom-built sites. Integration is a single iframe tag — takes under 2 minutes with no developer needed.

Does it work with Xero or FreshBooks? ▼

Currently BizDoc supports QuickBooks® Online only. We chose to go deep on one platform rather than wide on many. Xero integration is on our roadmap based on customer demand.

How do I get leads from the widget? ▼

When a prospect connects their QuickBooks® through your widget, BizDoc captures their email via Intuit's identity API. You receive the lead's email, company name, and CFO report.

Can I cancel anytime? Is there a contract? ▼

No contracts. Cancel anytime from your dashboard. Your plan will remain active through the end of the billing period. The Starter plan (5 scans/month) is free forever with no commitment.

Start Automating Client Leads Today

5 free reports to get started — no credit card required.

Get 5 Free Reports See Live Demo

No credit card required

2-minute setup

Cancel anytime

Turn Prospects Into Clients

What's in the CFO Report

Executive Dashboard

Income Statement Analysis

Revenue Intelligence

Profitability Deep Dive

Working Capital Management

Action Plan

See a Real CFO Report

📄 Complete Report Includes:

How it Works

Embed the Widget

Prospect Connects QBO

You Get the Report & Lead

Manual CFO Work vs. BizDoc Automation

Choose Your Plan

Frequently Asked Questions

Start Automating Client Leads Today

Turn Prospects
Into Clients