Finish the job. Make the payment side less work. See the money beside the job. Make requests and follow-ups easier. Business is an optional $149/month banking upgrade.
Skip to contentYou’re scheduling people, delivering the work and answering payment questions. Chasing the same details shouldn’t take the rest of your day.
See it in your work$149/ month
Optional upgrade for the work around your money. Opens your agent. Creates a Receiz ID if needed. Review before paying.
Renews monthly until cancelled.
01Jobs, customers & payments
02What needs your attention
03The next request, prepared
Bring your job records, customer payments and supplier costs into the conversation. Work through the money question with the source and business context together, then prepare the next step you can review and use.
One useful place to begin
“Which jobs and payments need attention before I start tomorrow?”Bring the context. Work through the answer. Keep the final say.
See the actual experience
The repair balance is paid without charging the part twice. Follow the original work, your instruction and the finished result in the same conversation.
See Business in action Actual interface · Example data. Scripted demonstration. No messages or payments are sent.
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%The repair balance is paid without charging the part twice.
What is still owed on the repair job?
I’m checking the payments, the agreed work and the commitments you already told me about.
The approved job is $1,600, including the $250 part the customer approved later. Their $400 deposit is recorded, leaving $1,200. The part is already in the total; adding it again would overcharge them.
Get the request ready with the job details.
I can prepare $1,200 with the original work, approved part and $400 deposit together. The customer gets an understandable remaining amount, and you keep the payment connected to the job that earned it.
Send Repair customer the $1,200 follow-up using the agreement and payments we already have. Keep the request and its result with that work.
Your approved follow-up is sent with the agreed work and credited payments. The reply stays with that same relationship.
Paid. Thank you for keeping the details together.
The repair balance is paid without charging the part twice. Repair customer: $1,200 received. The account now has $9,900. Each payment keeps its own recipient, purpose and record.
Approved repair and part, less $400 deposit
Account after $9,900.00
YouWhat is still owed on the repair job?
Your agentThe approved job is $1,600, including the $250 part the customer approved later. Their $400 deposit is recorded, leaving $1,200. The part is already in the total; adding it again would overcharge them.
YouGet the request ready with the job details.
Your agentI can prepare $1,200 with the original work, approved part and $400 deposit together. The customer gets an understandable remaining amount, and you keep the payment connected to the job that earned it.
Connect the work, customer and selected payment records so you can ask what an amount covers and what needs checking.
Prepare the next customer request, payment answer or supplier payment with the job context together.
Retain the selected payment, its source and the job records, customer payments and supplier costs you provide. Return to the financial question with useful context instead of repeating the whole story.
Bring the job records, customer payments and supplier costs relevant to one current question.
Which jobs and payments need attention before I start tomorrow?
Review the answer and prepare the request, follow-up or supported money action you want to take.
Work from the information and permissions you provide. Review generated material and consequential proposals before using their supported actions.
Finish the job. Make the payment side less work. See the money beside the job. Make requests and follow-ups easier. Business is an optional $149/month banking upgrade.
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.
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.
Keep the client, purpose and available payment history in the conversation. Return to an outstanding question with its background already there.
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.
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.
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.
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.
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.
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.
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.
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.
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.
$149/month · Renews until cancelled.
Annual option: $1,499/year, renewing until cancelled.