FAQs
Frequently Asked Questions
Using Sazoom
Yes. Sazoom is built on secure AWS cloud infrastructure with global best-practice encryption and security protocols.
Yes — Sazoom is fully integrated with Xero for automated invoice processing, cash flow forecasting, and access to financial data.
Not yet. We’re launching first with Xero integration, and plan to add MYOB, QuickBooks, and Sage in future releases.
Yes — you can upload data via our Excel or Google Sheets templates, or manually enter data. However, some automation features will work best when connected to cloud accounting software.
If you connect to Xero, setup typically takes just a few minutes. If you’re importing data via spreadsheets, setup time may be slightly longer, depending on the size and complexity of your data.
Sazoom is an AI-native finance assistant — built from the ground up with automation and intelligence at its core. It completes routine finance tasks for you, delivers AI-powered forecasting and “what-if” scenario planning, and provides Virtual CFO-level insights, proactive alerts, and actionable recommendations to keep your business on track.
We’re launching in Australia, with New Zealand next. You can use Sazoom elsewhere, but features like tax calculations may require manual input.
Yes, but you may not get the full benefits of Sazoom. Some of the features such as local tax rates may need to be manually input into Sazoom.
When you first sign in, you’ll be prompted to log into your Xero account and authorise the connection. You can revoke access anytime from your account settings.
You can access Sazoom from any modern web browser on desktop, laptop, or tablet. A dedicated Sazoom mobile app is coming soon for iOS and Android.
Yes. Our roadmap includes integrations with additional cloud accounting platforms (e.g., QuickBooks, MYOB), as well as POS, payroll, CRM, and inventory management systems.
Data and Privacy
We store only the data needed to deliver the features you use. Historical data is overwritten when refreshed, and you can delete your account at any time.
We use it for automation, forecasting, dashboards, and insights. Some aggregated, anonymised data may be used to generate industry benchmarks — only when sample sizes are large enough to ensure anonymity.
Only if you authorise it — for example, to give your accountant or business partner access.
Yes. All data is securely stored and regularly backed up within Amazon Web Services (AWS), using industry-leading security standards.
Plans and Trials
Click the “Sign up for early access” button and join our waitlist. Once we launch, we’ll send you an invitation to create your account.
You get 30 days of full access to our Essential plan. No credit card is needed to start.
No. At the end of the trial, you can:
– Upgrade to a paid plan
– Stop using Sazoom — no strings attached
Yes — you can cancel at any time. Your subscription will remain active until the end of your billing period.
From your account settings, select “Cancel Subscription” and follow the prompts. We’ll confirm via email once processed.
You’ll keep access until the end of your billing period, and no further payments will be charged.
At launch, early access members will receive special pricing and/or extended trial periods.
Absolutely. We would love to have you back. Simply re-start your subscription and you are ready to roll.
Managing account
Click on the Account Management icon in the top menu to access your account settings. From here, you can update your details, manage users, adjust subscription preferences, and review billing.
Remember to click Save after making changes.
The number of users you can invite depends on your plan. Each plan’s user limit is listed on the Plans page.
Yes. You can invite team members and assign role-based permissions, as long as your total number of users is within your plan’s allowance.
From the Account Management area, go to User Management:
To add a user: Click Invite User, enter their name and email, assign a role (e.g., Admin, Standard User, Read-Only), and send the invite.
To remove a user: Locate their name in your user list, click Remove, and confirm the action.
Changes take effect immediately, and you can update user roles at any time.
You can upgrade or downgrade your plan at any time from the Account Management menu:
1. Go to Account Management in the top menu.
2. Select Subscription.
3. Click Change Plan and choose the plan you want to move to.
4. Review the changes, then click Confirm.
If you upgrade, your new features and allowances will be available immediately, and any charges will be adjusted on a pro-rata basis.
If you downgrade, your current plan will stay active until the end of your billing period, and the new plan will start at your next renewal date.
Help and support
Click the “Support” icon in Sazoom to access:
– Resources – FAQs, guides, and templates
– Help – Submit your question and our team will respond as soon as possible
In the “Resources” section under Support.
The AI Finance Assistant designed for SMEs
Less time on Finances. More time on What matters
Sazoom is your AI-powered finance assistant for SMEs — helping small and medium businesses automate finance tasks, manage cash flow, and make smarter decisions. We integrate with Xero (and soon MYOB, QuickBooks, and Sage), providing cash flow forecasting, scenario planning, dashboards, and automated workflows.
Whether you’re looking for secure SME finance automation, AI-driven forecasting, or a Virtual CFO tool, our FAQ page answers your key questions about setup, pricing, data security, and support.