Docs · Product guides
How modules work in the workspace
How-to guides for MizuAlign modules - from receipt capture and budget control to cash-flow forecasting, financial reports, and financial intelligence. Use these pages to implement workflows; use Features for the commercial overview.
Product guides
| Module | What it does | Open |
|---|---|---|
| Receipt scanner | Upload a JPG, PNG, HEIC, or PDF receipt and review the merchant, date, amount, and line-item fields MizuAlign can extract. | Open documentation |
| Budget engine | Set category limits, get alerted before overspend, and track burn rate in real time. | Open documentation |
| Flex buckets | Group spending into fixed, flexible, and non-monthly buckets - then reallocate without losing your plan. | Open documentation |
| Safe to spend | Know what is left after upcoming bills, savings goals, and your buffer - before you swipe. | Open documentation |
| Cash flow forecast | 30/60/90-day balance projections from recurring income, bills, and variable spend patterns. | Open documentation |
| Upcoming bills | Calendar view of subscriptions, recurring charges, and debt payments before they hit. | Open documentation |
| Transaction match | Link receipt scans to bank transactions for clean books and faster reconciliation. | Open documentation |
| Financial reports | Categorized spend, cash flow, and income reports ready for accountants and tax prep. | Open documentation |
| Financial intelligence | Flag category overruns and spend spikes against your books, with explanations and next steps - not a generic chat tip. | Open documentation |
| BYO AI & API | Connect coding assistants or scripts with your own token via OpenAPI - MizuAlign does not auto-share data to third-party AI. | Open documentation |
Enterprise guides
SSO, audit log, and compliance workflows for Enterprise workspaces. Operational security overview remains on Security.
| Module | What it does | Open |
|---|---|---|
| SSO & identity | Configure Okta, Microsoft Entra ID, or Google Workspace for SAML 2.0 / OIDC login and optional SSO enforcement. | Open documentation |
| Audit log | Append-only history of security and admin events with filters and CSV export for compliance reviews. | Open documentation |