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BizInsights Quick Start

Try BizInsights in 5 Minutes with the Free Demo (No Login, No QuickBooks)

The 5-Minute BizInsights Quick Start

BizInsights is the no-QuickBooks® tier. You type in your headline figures (revenue, expenses, assets, liabilities) and BizInsights gives you full financial statements, 23 ratios, trends, a forecast, and plain-language AI insights. No accounting software, no import, no setup.

This quickstart shows the flow visitors can walk today, using the login-free demo.

Step 1: Open the live demo

Go to /apps/bizanalyzer/demo-lite. It loads instantly, no sign-in required.

If you have no accounting software, or you just want to see how BizAnalyzer works before touching your own books, you can go from this page to a running app in under 30 seconds. The demo is preloaded with realistic sample figures so every screen has something to look at.

Step 2: Change a number and watch everything update

The Data Entry screen is the whole "input" side of BizInsights. It's a simple sheet: one column per year, headline P&L numbers, headline Balance Sheet numbers, headline Cash Flow numbers on the left; calculated totals filled in on the right.

Change any input. The statements, ratios, trends, forecast, and dashboard all update.

You type in a few headline numbers and watch the health of the business come out the other side. No spreadsheet, no software install.

Step 3: Read the analysis surfaces

Same nav as BizAnalyzer Standard. Every analysis surface BizInsights supports:

  • Dashboard: the at-a-glance summary
  • Financial Statements: P&L, Balance Sheet, Cash Flow (Cash Flow is derived from the two Balance Sheets)
  • Common-Size Analysis: statements as percentages
  • Ratio Analysis: the 23 tracked ratios
  • Trend Analysis: year-over-year lines and tables
  • Forecast: level, growth, or goal-based projection
  • Goal Center: track goals against actuals
  • AI Insights: ask your financials a question in plain language

BizInsights is not a stripped-down toy. It's the same analysis engine as BizAnalyzer Standard, just fed by manual entry instead of a QuickBooks connection.

Step 4: Ask the AI a question

Open AI Insights in the sidebar. Type a plain-language question about the demo's numbers:

  • "How did revenue change year over year?"
  • "Which expense grew the fastest?"
  • "Is my current ratio healthy?"

The AI answers using the demo figures you're looking at. This is the same AI Insights that ships on Standard, see the AI Insights Guide for the deep tour.

Step 5: When BizInsights reopens, enter your own figures

Today the demo is the whole experience because BizInsights isn't open for signup. When it reopens:

  1. Subscribe from the BizInsights landing page
  2. Sign in and open BizAnalyzer from your dashboard
  3. Enter your own headline figures on the Data Entry sheet (the same layout the demo uses)
  4. Your figures save to the cloud and are yours across devices

Prefer the connected version now? BizAnalyzer Standard is $29.99/month, connects directly to QuickBooks, and does everything BizInsights does plus a live accounting connection.

Intuit and QuickBooks® are registered trademarks of Intuit Inc. Used with permission. Second Difference Solutions®, LLC is an independent software provider and is not affiliated with, endorsed by, or sponsored by Intuit Inc. Our applications integrate with QuickBooks® products via Intuit's official APIs. This content is for educational purposes only and does not constitute financial, tax, accounting, or legal advice. Consult with a qualified professional for advice specific to your situation. AI-generated insights may contain errors; verify information before taking action.