Give the team a clearer way to handle money work. | Small teams — $149/month
Give the team a clearer way to handle money work. Put the reason beside the amount. Prepare the handover before the next approval. Business is an optional $149/month banking upgrade.
Optional upgrade for the work around your money. Opens your agent. Creates a Receiz ID if needed. Review before paying. Renews monthly until cancelled.
Illustrative workflow · Your context. Your review. Your final say.
Start with a real money question.
Bring your team payment requests, receipts and approved commitments 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 payment decisions are waiting, and what does the next person need to know?”
Bring the context. Work through the answer. Keep the final say.
See the actual experience
Give the team a clearer way to handle money work.
Sam’s travel is reimbursed. The software stays paid once. 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.
Actual interface · Example data
23:09:08D3/M5/Y2☤ 14,738,933
Balance$18,500.00
→ $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%
Sam’s travel is reimbursed. The software stays paid once.
Are we counting the same team expense twice?
Your agent
I’m checking the payments, the agreed work and the commitments you already told me about.
Your agent
The $480 software receipt appears in both Sam’s reimbursement request and the company payment record. The company already paid it. Paying that line again would duplicate the expense; the separate $120 travel item still needs review.
The context behind the answer
Account before
$18,500
Software already paid
$480
Travel to reimburse
$120
Duplicate software line
Excluded from this payment
Show Sam why the amount changed.
Your agent
I can prepare a summary with the company’s $480 payment and Sam’s original request side by side, keeping the $120 travel item separate. It explains the difference from records instead of making Sam reconstruct it.
Review the planThe amounts and original context, together.
I approve $120 to Sam for the travel receipt. Keep the company’s earlier $480 software payment credited and explain the difference with both records.
Your agent
The exact recipients, amounts and purpose are approved in your instruction. Each supported payment keeps its own review and record.
Your agent
Sam’s travel is reimbursed. The software stays paid once. Sam: $120 paid. The account now has $18,380. Each payment keeps its own recipient, purpose and record.
Your agentThe $480 software receipt appears in both Sam’s reimbursement request and the company payment record. The company already paid it. Paying that line again would duplicate the expense; the separate $120 travel item still needs review.
YouShow Sam why the amount changed.
Your agentI can prepare a summary with the company’s $480 payment and Sam’s original request side by side, keeping the $120 travel item separate. It explains the difference from records instead of making Sam reconstruct it.
What gets easier around your money.
01
Put the reason beside the amount.
Bring the request and source records together so a payment question travels with useful background.
02
Prepare the handover before the next approval.
Draft the summary and supported payment details with the recipient, amount and unresolved points clear.
03
Keep the record behind the answer.
Retain the selected payment, its source and the team payment requests, receipts and approved commitments you provide. Return to the financial question with useful context instead of repeating the whole story.
Your first useful session.
Bring the team payment requests, receipts and approved commitments relevant to one current question.
Which payment decisions are waiting, and what does the next person need to know?
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.
Less chasing. Less money admin.
Give the team a clearer way to handle money work. Put the reason beside the amount. Prepare the handover before the next approval. Business is an optional $149/month banking upgrade.
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.
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.
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%