The AI Finance Assistant Built for SMEs

Less Time on Finances.
More Time for What Matters.

Why choose Sazoom?

Sazoom is your intelligent Assistant for small business finances.
We combine AI automation with powerful analytics to help you manage finances, stay in control, and make confident decisions — all in one place.

TASK AUTOMATION

Automated Workflows that Save You Hours

Sazoom takes care of repetitive finance admin so you can focus on running your business — not your books.

Extracts transaction data from source documents
Classifies and codes transactions with AI
Assigns risk levels and suggests actions
Syncs seamlessly with systems like Xero
Processes both incoming bills and outgoing invoices
EASY PLANNING & FORECASTING​

Smart Modelling for Smarter Business Moves

Build realistic, dynamic forecasts in minutes — no spreadsheet wrangling required.

Plan budgets based on live data or custom templates
Adjust financial and operational drivers (price, headcount, etc.)
Model profit, cash flow, balance sheet, and working capital
Visualise funding needs with debt & equity tools
INSIGHT GENERATOR

Pinpoint Risks and Opportunities -Instantly

Sazoom monitors your business in real time to surface what matters most.

Highlights red flags and growth opportunities
Benchmarks your business against peers and targets
Delivers timely, actionable insights
Helps you take proactive steps before issues escalate
SMART NOTIFICATION

Never Miss a Critical Update

Stay informed without having to dig for information.

Action reminders and due dates
Risk alerts and insight notifications
Direct links to new reports and dashboard items
VITALS DASHBOARD

Your Financial Command Centre

Everything you need to know — all in one clear, live dashboard.

Snapshot of cash, working capital, and KPIs
See what’s needs to be done, overdue or upcoming
Track compliance and operational task status
Forecasts, trends, and alert indicators at a glance
WHAT IF SCENARIO MANAGER

Make Confident Decisions With Scenario Planning

Test different paths and compare outcomes with just a few clicks.

Toggle key drivers like pricing, staffing, and sales volume
Instantly compare base case vs. scenarios
Get visual summaries and side-by-side results
Save, reuse, and refine scenarios over time

The AI Finance Assistant built for SMEs

  • Automate routine tasks with SME finance automation
  • Get real-time visibility with our Vitals Dashboard
  • Forecast the future with cash flow planning tools
  • Use AI-powered insights to make confident decisions
  • Explore “what-if” scenarios with our financial modelling tools
  • Stay on track with smart notifications and proactive alerts