Features
Everything your AI advisor does for your money.
A 30-day cash forecast, proactive texts, plain-English categories, and clear answers to “what if?” questions, for every business you run and all in one thread.
See what’s coming
Your next 30 days of cash, at a glance
Bookvisor AI builds a 30-day forecast from your real bank feed, covering the bills it expects, your projected revenue, and the day cash gets tight. It is shown as a simple line you can read at a glance.
No dashboards to check
It texts you first, before it becomes a problem
Set up a standing job once, in plain language, and Bookvisor AI watches for you. When something needs your attention, such as low cash or a bill that did not arrive, it reaches out, so you no longer have to check in yourself.
Your books, always current
Know where your money goes, current to today.
There is no accounting jargon to decode. Bookvisor AI sorts every dollar into plain categories: the money coming in, and where it goes out — rent, supplies, payroll, advertising, large purchases, taxes, and what you pay yourself.
A bookkeeper sends one report a month, so the rest of the time you are working without a current picture. Bookvisor AI categorizes every transaction automatically as it lands, so “we spent more this month” becomes something you can act on right away. Is it more jobs, or a new recurring bill? Each one calls for a different response. If you want finer detail on a category, ask Bookvisor AI and it will split it out.
Because your books stay current, you see what your bank balance cannot. Your balance only reflects today, not next week’s payroll or a deposit that has not landed yet. Bookvisor AI reads the full picture and texts you when a healthy-looking Monday is heading toward a tight Friday.
Model it before you commit
Ask anything, including “what if?”
Text a plan, such as “what if I bring on another person?”, and Bookvisor AI runs the math against your real cash and shows the new path beside today’s. You get a clear read on whether you can afford it in seconds.
Every business, one text thread
All your businesses, in one text thread.
If you own more than one business, you can text Bookvisor AI about any of them, or all at once, in the same thread. You do not need separate dashboards or logins, and you never switch accounts to check how each one is doing.
Know where your cash is headed. Weeks ahead.
Bookvisor AI texts you before cash gets tight, and you can text back any question in plain English. It never moves a dollar.
Connect your bank with a read-only link and Bookvisor AI begins right away. Setup takes about 10 minutes, and you can cancel at any time.