Less money admin. More control of your day. | Business — $149/month
Understand cash flow, simplify payment requests and follow-ups, and spend less time on financial admin. Business is an optional $149/month banking upgrade.
Know where your money stands. Make getting paid less work. Hand off the repeat questions, payment preparation and financial admin that eat into your day, with an agent that keeps the background together. You keep the final say.
Optional upgrade for the work around your money. Opens your agent. Creates a Receiz ID if needed. Review before paying. Renews monthly until cancelled.
Ask about your money. Leave with a useful next step.
Bring one money question
What is this payment for? What still needs following up? Can this expense fit? Ask naturally. Your available payment records and conversation history give the answer its starting point.
Get the picture together
Connect the amount to the client, the work and the available history. Work through your cash position and the questions that need an answer.
Take the admin off your list
Prepare the request, follow-up, summary or supported payment. Review the details, approve what happens next and keep its result with the record.
Your context. Your voice. Your final say. Share what matters and keep the original records close.
Pay the team for this week using the approved amounts.
Your agent
I’m checking the payments, the agreed work and the commitments you already told me about.
Your agent
Alex has $1,200 approved, Rae $1,100 and Morgan $900. That is $3,200 across three people. Your account has $18,500 before those payments.
The context behind the answer
Account before
$18,500
Approved team payments
$3,200
Three separate recipients
Exact amounts reviewed
Keep each payment with the work it is for.
Your agent
The three recipients, amounts and approved work references are ready together. Each payment keeps its own exact approval and record.
Review the planThe amounts and original context, together.
I approve each payment: Alex $1,200, Rae $1,100 and Morgan $900 for this week’s approved work. Keep each person’s record with it.
Your agent
The exact recipients, amounts and purpose are approved in your instruction. Each supported payment keeps its own review and record.
Your agent
The team is paid. Their records are together. Alex: $1,200 paid. Rae: $1,100 paid. Morgan: $900 paid. The account now has $15,300. Each payment keeps its own recipient, purpose and record.
YouPay the team for this week using the approved amounts.
Your agentAlex has $1,200 approved, Rae $1,100 and Morgan $900. That is $3,200 across three people. Your account has $18,500 before those payments.
YouKeep each payment with the work it is for.
Your agentThe three recipients, amounts and approved work references are ready together. Each payment keeps its own exact approval and record.
A separate record for each payment. Your context stays with the result.
Less chasing. Less money admin.
For people who run the business and carry its money admin too.
Know where your money stands
Bring the payment records, costs and commitments you choose. Ask what came in, what went out and what needs attention, with the source behind each answer.
Make getting paid less work
Prepare a clear payment request and a follow-up in the context of the client and the work. Give people a direct way to pay, then keep the actual payment and its history together.
Stop piecing the same payment together
Keep the client, purpose and available payment history in the conversation. Return to an outstanding question with its background already there.
Get financial admin off your evening
Turn the records you provide into a working summary, client update, payment reminder or handover you can review. Spend less time rebuilding the same explanation.
Work out the next move before money moves
Compare a purchase, upcoming expense or payment to people or employees against the records you share. Prepare the details and review the recipient, amount and supported action before approving it.
Keep the business moving while you work
Set up answers to client payment questions, route enquiries to your team and connect the next booking or payment on your own domain. Your agent carries the supported context across apps that follow the standard with the same account.
Start with the money question in front of you. Set up your agent, client answers, domain and team routes by talking here. Core banking stays available without Business.
Know what a payment means for the work in front of you. Use the available payment records, earlier conversations and connected history to work through the next decision with the background already there.
When it is time to get paid, give people a clear request and keep the payment record connected to its source.
Your banking experience stays available without Business. Hold your originals, keep their ownership and history, and use their supported value without this subscription. Business adds help with cash-flow questions, payment preparation, client follow-ups and the financial admin around your business.
Your agent. Your context. Across apps. Continue with the same agent, Receiz identity and supported history through applications following the standard and authorized tools, without rebuilding the setup. Reason from the records you choose, prepare outreach, connect the person and conversation to the next confirmed appointment, or prepare payments to people or employees. Each integration keeps its own permissions; sending outreach, confirming a booking and moving money require their supported operation and your approval.
Give your agent the outcome and your approved introduction. See new people become contacts, an agreed call land in your calendar, and the project deposit arrive—with the whole conversation still connected.
See Business in action Actual interface · Example data. Scripted demonstration. No messages or payments are sent.
Actual interface · Example data
23:09:08D3/M5/Y2☤ 14,738,933
Balance$9,500.00
→ $0.00 (0.00%)Available history
All1D1W1M3M1Y
Oct 18, 2026Oct 20, 2026
SendReceive
Investments$1,000.00Invested $910.00↗ +9.89%+$90.00 · Total returnRefresh balance
Your assets
View all
Investments
An original recording2 shares$500.00+11.11%A field guide4 shares$180.00+12.5%Wheat harvest · 1,000 kg1 share$320.00+6.66%
Find three shop owners who need a store refresh. Use my approved introduction. When someone agrees, book a call and collect the $300 project deposit.
Your agent
I’m finding a fit for your store-refresh offer, using the clients and project brief we discussed.
Your agent
Found three owners whose shops fit. Mia needs her checkout refreshed. Jordan is adding a catalogue. Sam wants booking and payments together.
Three people who fit your offer
Mia ChenWillow Studio
Jordan BrooksNorthline Bikes
Sam RiveraJune Home
Your agent
Your approved introduction is sent. All three are in Contacts with their business, what they need and the conversation. Mia wants to move ahead.
3 contacts savedThe person, their business and your conversation.
Mia Chen
Tuesday works. Let’s go ahead with the store refresh. Send the $300 deposit request.
Your agent
Mia agreed to Tuesday’s 20-minute call. It’s in your calendar with her store brief and the $300 deposit terms. The payment request is already with her.
In your calendarMia · Store refresh · Tuesday · 20 min
Your agent
Mia’s $300 is received. Your contact, Tuesday’s call, the agreed work and the payment are together. You can pick up ready.
YouFind three shop owners who need a store refresh. Use my approved introduction. When someone agrees, book a call and collect the $300 project deposit.
Your agentThree people found. Their businesses and conversations are saved in Contacts.
YouKeep the agreed call, the project brief and the deposit together.
Your agentMia’s call is in your calendar. Her $300 deposit is received and connected to the same person and project.
A few things you might be wondering.
Who is this for?
People who run a business and carry its money admin themselves: owners, independent professionals, studios and teams. Start with a real payment question, outstanding client payment or upcoming expense. The fit directory shows the money work in thirty different kinds of business.
What does $149/month get me?
Extra intelligence and business tools around your money: understand the records you choose, keep payment questions in context, prepare requests and follow-ups, work through cash-flow decisions and reduce repeat financial admin. Configure client-facing answers, booking and payment routes, your domain and staff routing. Document and creation tools help produce the work behind an offer or payment. Core banking stays available without this optional upgrade. Usage is metered; plan details explain the included allowance.
Can it see every bank account or move money by itself?
It works from available history, selected records and the permissions you provide. It does not automatically connect every outside bank or know an expense you have not shared. Your agent can reason, draft and prepare supported actions. Sending a message, confirming a booking or moving money uses the relevant authorized operation and its approval.
What if I already have Business?
Open with the same Receiz ID. Your confirmed access takes you to your agent without creating a second subscription. Bring the money question or business task you want to finish.
How does billing work?
Business is $149/month, renewing monthly until cancelled. You can instead select $1,499/year in the upgrade review, renewing yearly until cancelled. Both include 7,500 monthly AI usage credits; use is metered. Review exact terms before paying and use Manage existing plan to manage or cancel.
Do I need Business to use my account or money?
No. Your account, proof objects, ownership, history, messages and supported value remain available without Business. This optional addition helps you understand and handle the extra money work, automation and client administration around your business.
Run your business. Spend less of your day managing money.
An original recording2 shares$500.00+11.11%
A field guide4 shares$180.00+12.5%
Wheat harvest · 1,000 kg1 share$320.00+6.66%