How to use BizAxcess Financial

Sign in with Google or your email. Your account is what ties your statements, businesses, categorization rules and billing to you — nothing works until you're signed in.

1. 1Open the app and click Get Started (top right) or go to /convert.
2. 2Click Sign in to continue.
3. 3Choose Continue with Google, or enter your email and click the magic sign-in link.
4. 4Check your inbox if you used email — the sign-in link expires, so use it right away.
5. 5Once signed in you'll land on the Convert page.

Before you can convert statements you need either the 3-day free trial or an active monthly plan. The trial gives you 3 statement conversions across up to 3 businesses for 3 days.

1. 1On the Convert page, click Start free trial or Choose a plan.
2. 2Review the three plans on /pricing — Solo ($29/mo, 1 user, 10 client companies), Practice ($59/mo, 3 users, 50 companies), Firm ($99/mo, 5 users, unlimited companies).
3. 3To start the trial, click Start 3-day free trial on the pricing page. Each account can start the trial only once.
4. 4To buy a plan, click Subscribe on your chosen plan. You'll check out with Stripe — use test card 4242 4242 4242 4242, any future expiry, any CVC in test mode.
5. 5After payment your access is active immediately. The billing card on /account shows your plan, renewal date and a Manage billing link.

BizAxcess reads statements using your own AI provider key (Gemini, OpenAI or Anthropic), so you pay the provider directly at their low per-statement rates. You can't convert until a key is saved.

1. 1Go to Account → API key (the gold “Add your API key here” button appears on /convert if you haven't added one yet).
2. 2Pick a provider: Google Gemini (cheapest, recommended), OpenAI, or Anthropic Claude.
3. 3Click the provider link to open their key page in a new tab: Google → aistudio.google.com/apikey, OpenAI → platform.openai.com/api-keys, Anthropic → console.anthropic.com/settings/keys.
4. 4Create a key on the provider's site and copy it.
5. 5Paste it into the API key field in BizAxcess and click Verify and save.
6. 6A green “Key saved” confirmation means you're ready to convert. Only the last four characters are ever shown back to you — the key is encrypted at rest and never stored in your browser.

Drop in one statement or a whole year at once — up to 12 files. PDFs, CSV/TXT exports, and phone photos (PNG/JPG) are all supported, up to 15 MB each.

1. 1On /convert, optionally type the business name in the “Business for these statements” field. If you leave it blank, BizAxcess reads the business name straight off the statement.
2. 2Drag your files onto the drop zone, or click Choose files and select them.
3. 3Files are processed in batches of three, concurrently. Watch the file list — each one shows Waiting…, Reading…, then a green check with the transaction count.
4. 4Each file counts as one conversion toward your plan's hourly limit of 60 conversions per rolling hour. The trial counts each file toward your 3-conversion allowance.
5. 5If a file fails, click Try again next to it. You can add more files while others are processing.

As soon as the first statement finishes, the dashboard appears below the upload area. It rolls every converted statement into one profit & loss with a month-by-month breakdown.

1. 1The dashboard header shows the business name, the statement period, and badges for transaction count, combined statements, bank name, duplicates removed and saved rules applied.
2. 2KPI cards show total income, total expenses and net profit at a glance.
3. 3The P&L table lists each income and expense category with amounts.
4. 4If you uploaded multiple months, the Monthly breakdown shows side-by-side columns.
5. 5Top expenses and category share highlight where the money is going.

Every transaction is auto-categorized, but you're in control. Change a category once and BizAxces remembers the rule for that merchant on future statements — if you're signed in.

1. 1Scroll to the Transactions table in the dashboard.
2. 2Find any row and change its category using the dropdown next to it.
3. 3The P&L recalculates instantly — totals, KPIs and the monthly breakdown all update.
4. 4If you're signed in, a saved-rule badge appears and the rule is stored against your account.
5. 5To remove a rule, go to Account → Categorization rules and delete it.
6. 6To remove a single statement uploaded in error, click the Remove (×) button next to it in the file list — the dashboard recalculates without it.

Take the finished P&L to your accountant, your client, or your drive. Three export options are always available in the dashboard toolbar.

1. 1Export CSV — downloads a spreadsheet of every transaction, ready for Excel or Google Sheets.
2. 2Download PDF — opens a dialog where you confirm the business name and period, then generates a branded, accountant-ready P&L. Multi-month statements include a month-by-month breakdown.
3. 3Send to Google Drive — downloads the PDF and opens Google Drive so you can upload it directly.
4. 4Share / email — uses your device's share sheet to email or send the PDF to another app.

You're always in control of what's on screen and what's stored. Statement files themselves are processed in memory and never stored by BizAxcess — only the converted transactions and your settings persist to your account.

1. 1Start over / Clear all data — wipes every uploaded statement, the dashboard, business name and period from the current screen. It asks you to confirm if results are showing.
2. 2Remove a single statement — click the × next to any file in the list to drop just that one; the P&L recalculates.
3. 3Account → Businesses — see which business names have claimed slots on your plan, and remove one to free a slot.
4. 4Account → Privacy & retention — choose how long converting history is kept (7 days to 7 years), purge on demand, review the audit log, or delete your account and all data.