Product · Features

Everything your finance team needs

Budgets, cash flow, receipts, AI, and governance - documented, previewed, and ready to deploy.

Core modules

Deep documentation for receipt capture, budget control, and AI-powered insights.

Receipt scanner

Upload any receipt. AI reads merchant, amount, date, and line items in seconds - zero manual entry.

CORERead docs →

Budget engine

Set category limits, get alerted before overspend, and track burn rate in real time.

CONTROLRead docs →

AI financial chat

Ask plain-English questions about spend. The assistant explains trends and flags overruns.

AIRead docs →

Platform capabilities

See how budgets, cash flow, receipts, AI, and governance work together in one workspace.

Budgets

Set limits. Catch drift early.

Define category budgets, monitor burn rate on the dashboard, and get proactive alerts before month-end surprises - for personal households and business entities alike.

  • Category guardrails - Set limits by category and get alerts before overspend.
  • Flex buckets - Move money between categories without breaking your plan.
  • Household sharing - Shared visibility for partners and finance admins.

Cash flow

Cash position, runway, and 90-day forecast in one view.

Treasury teams see live Plaid balances, 13-week liquidity, and operational cash forecasts with AR/AP timing - the same engine that powers sweep recommendations.

  • Safe to spend - Know what is left after bills and savings goals.
  • Forecast - 30/60/90-day projections from recurring and variable spend.
  • Upcoming bills - Calendar view of subscriptions and recurring charges.

Receipts

Capture, OCR, and reconcile without manual entry.

Capture, OCR, and attach receipts to the right transaction.

  • Receipt scanner - Upload or snap a photo - AI extracts merchant and totals.
  • Transaction match - Link receipts to bank transactions for clean books.
  • Export ready - Hand off categorized spend to your accountant or tax prep.

AI assistant

AI Financial Chat

Ask plain-English questions about your finances. The assistant reads your budgets, transactions, and trends - then explains what changed and what to do next.

  • Open the dashboard assistant or homepage chat widget.
  • Ask questions like “Why did marketing spend spike?” or “Am I on track this month?”
  • Natural-language Q&A over your actual workspace data
  • Trend detection and category overrun flags
  • “What were my top three expense categories last month?”
  • “Which budgets am I closest to exceeding?”

Governance

AP approvals, audit trails, and spend controls.

Route vendor bills through approval rules, surface card policy violations, and export immutable audit logs - enterprise controls without becoming a bank.

  • Vendor bill inbox with approval routing rules
  • Card spend policy checks and violation alerts
  • Immutable audit export for compliance reviews

Built for finance teams

Multi-entity books, tracking dimensions, and proposal workflows for operational finance.

Multi-entity books

Separate legal entities with base currencies and consolidation hierarchy for finance teams.

FINANCELearn more →

Tracking dimensions

Class, location, department, and custom segment tags for reporting and budget overlays.

REPORTINGLearn more →

E-sign proposals

Send proposals with a secure link, collect signatures, and close deals without leaving MizuAlign.

SALESLearn more →

Start with the modules you need today

Create a free workspace, connect accounts, and upgrade when your team needs collaboration or Enterprise controls.

Get started freeCompare plans