Product · Features

Budgets, cash, receipts, and governance

Budgets, cash flow, receipt capture, financial insights, and team governance in one finance workspace - with documentation for each module.

MizuAlignCashExample workspaceThis period

Available

$48,220

Net (period)

+$6,140

Unreviewed

ActivityAmount

Apex Studio retainer
Operating · Deposit
+$8,500
Biweekly payroll
Operations
-$12,400
Northline Supplies
Payables
-$1,280

Demonstration data only.

Core modules

Detailed documentation for receipt capture, budget control, cash visibility, and review workflows.

Core modules
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
Financial intelligence	Flag category overruns and spend spikes against your books, with explanations and next steps - not a generic chat tip.	Open documentation

Platform capabilities

See how budgets, cash flow, receipts, approvals, and audit history work together in one workspace.

Budgets

Set limits. Catch drift early.

Category limits, flex mode, and real-time burn tracking.

Category guardrails - Set limits by category and get alerts before overspend.
Flex buckets - Move money between categories without breaking your plan.
Team visibility - Shared views for partners and finance admins on the same books.

MizuAlignBudgetsExample workspaceThis month

Allocated

$18,400

Spent

$12,760

Remaining

$5,640

UpcomingDue

CloudStack subscription
Subscription · Monthly
$89
Vendor net-15
Bill · Northline Supplies
$1,280

Demonstration data only.

Cash flow

Position, runway, and forecast in one view.

Historical reports plus forward-looking balance projections.

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.

MizuAlignCashExample workspaceThis period

Available

$48,220

Net (period)

+$6,140

Unreviewed

ActivityAmount

Apex Studio retainer
Operating · Deposit
+$8,500
Biweekly payroll
Operations
-$12,400
Northline Supplies
Payables
-$1,280

Demonstration data only.

Bookkeeping

Close the books with an exportable trail.

Categorize activity, review journals, and hand off reports without losing the audit path from receipt to close.

Transaction categorization and reconciliation workflows
Financial reports ready for accountant handoff
Exportable history for month-end review

MizuAlignCashExample workspaceThis period

Available

$48,220

Net (period)

+$6,140

Unreviewed

ActivityAmount

Apex Studio retainer
Operating · Deposit
+$8,500
Biweekly payroll
Operations
-$12,400
Northline Supplies
Payables
-$1,280

Demonstration data only.

Receipts

Capture, OCR, and reconcile without manual entry.

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

Receipt scanner - Upload a JPG, PNG, or PDF. Extracted merchant, date, and amount fields are reviewed before they are confirmed.
Transaction match - Link receipts to bank transactions for clean books.
Export ready - Hand off categorized spend to your accountant or tax prep.

MizuAlignReceiptsExample workspaceNeeds review

Queued

Matched

Exceptions

QueueAmount

Office supplies
queued · Awaiting category
$64.20
Client lunch
matched · Matched to card charge
$48.00
Garage parking
exception · Exception · split needed
$18.50

Demonstration data only.

Financial intelligence

Flags from your books, with next steps

Financial intelligence surfaces concrete signals from your budgets and transactions (overruns, spikes, unusual charges), explains what changed, and points to reviewable next steps.

Open Financial intelligence on the dashboard or Attention on the command center.
Review flagged overruns and spikes tied to your categories and posted activity.
Category budget overrun flags with spent vs limit
Week-over-week spending spike detection
“What were my top three expense categories last month?”
“Which budgets am I closest to exceeding?”

MizuAlignCashExample workspaceThis period

Available

$48,220

Net (period)

+$6,140

Unreviewed

ActivityAmount

Apex Studio retainer
Operating · Deposit
+$8,500
Biweekly payroll
Operations
-$12,400
Northline Supplies
Payables
-$1,280

Demonstration data only.

Governance

AP approvals, audit trails, and spend controls.

Vendor bill inbox with approval routing rules
Card spend policy checks and violation alerts
Append-only audit export for compliance reviews

MizuAlignIntelligenceExample workspaceThis month

FlaggedExample workspace

Software & tools overrun

Spent $2,840 of $2,400 this month (118%). $440 over limit · +23% vs last month (CloudStack subscription).

Demonstration pattern only — not a real customer ledger.

Review transactionsAdjust budgetDismiss

Also on the radarSignal

Spending spike: +35% vs prior week
Week-over-week outflow on posted transactions
Review
Unusual charge vs your average
≥3× your 30-day average outflow · reviewable
Review

Demonstration data only.

Built for finance teams

Multi-entity books, tracking dimensions, and proposal workflows - consolidation previews stay under accounting review.

Built for finance teams
Module	What it does	Open
Multi-entity books	Separate legal entities with base currencies and a consolidation hierarchy. Preview consolidated views stay under accounting review until FX and eliminations are signed off.	Open documentation
Tracking dimensions	Class, location, department, and custom segment tags for reporting and budget overlays.	Open documentation
E-sign proposals	Send proposals with a secure link, collect signatures, and close deals without leaving MizuAlign.	Open documentation

Start with the modules you need today

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