BizAnalyzer Quick Start Guide
From Sign-Up to First Insights in 5 Minutes
Welcome to BizAnalyzer
BizAnalyzer transforms your accounting data into powerful financial insights. No spreadsheet expertise required – connect your books and let us do the heavy lifting.
This Quick Start Guide covers the essentials to get you up and running. For detailed instructions on every feature, see the Complete Guide.
Looking for detailed instructions? This Quick Start covers the basics. For step-by-step instructions on every feature, see our Complete Guide.
Getting Started
Step 1: Sign In
- Go to the App Dashboard
- Sign in with Google or create an email/password account
- Verify your email if prompted
Step 2: Subscribe
- Click BizAnalyzer from the Apps page
- Choose your plan:
- BizAnalyzer Standard: $29.99/month – Financial statements, ratios, AI insights, and forecasting
- BizAnalyzer Pro: $49.99/month – Everything in Standard plus Goal Center, enhanced AI analysis, persistent data caching, and goals-based forecasting
- Complete payment through Stripe
Step 3: Connect Your Accounting Data
- Launch BizAnalyzer from your App Dashboard
- Click the green Connect button
- Sign in to your accounting software and authorize the connection
- Your data loads automatically
That’s it – you’re ready to explore your financial data.
Data Controls
Below the navigation, the Data Controls panel lets you configure how data is displayed. Click the header to expand or collapse it.
| Control | Options | What It Does |
|---|---|---|
| Frequency | Annual, Quarterly, Monthly | Sets the column grouping for financial statements |
| View Level | Summary, Detailed | Toggles between high-level and line-item views |
| Date Range | From / To month pickers | Filters all data to the selected period |
| Analyze | Dollars, Change ($), Change (%), Common Size | Switches the display mode on financial statements |
| Forecast | Off / On | Appends projected future periods to statements |
Setting Your Date Range
In the Data Controls panel, use the month pickers to choose your analysis period:
- Click the From field and select a starting month
- Click the To field and select an ending month
- Click Apply to refresh all data
Quick tips:
- For year-over-year analysis, select a full year (Jan - Dec)
- For quarterly review, select a 3-month period
- For trend analysis, select at least 6 months of data
Key Features at a Glance
Dashboard
Your financial snapshot with four year-to-date numbers at the top:
- Revenue - Total income booked this year
- Net Income - Your bottom-line profit
- Expenses - Total operating costs
- Cash - Current bank balance
Below the numbers, four trend charts tell the story of the business:
- Revenue & Margins - Bars show revenue scale; lines show Gross Margin % and Net Margin %. If bars rise while margins fall, you are selling more but keeping less of every dollar.
- Balance Sheet Health - Assets vs. Liabilities bars plus a Current Ratio line. The gap between the bars is your net worth; the line shows whether you can cover near-term obligations.
- Cash - Operating Cash Flow bars plus a Cash Position line. Separates whether the business generated cash this period from what is actually in the bank.
- Growth Rates - Revenue growth % and Net Income growth % period-over-period. The momentum chart – positive bars mean expansion, and the Net Income line tracking above the bars means profit is growing faster than sales.
The frequency dropdown in the sidebar switches all four charts between Annual, Quarterly, and Monthly views. See the Complete Guide for a deeper walk-through of each chart.
Financial Statements
Each statement has its own sidebar tab for direct access:
- Profit & Loss - Revenue, expenses, and net income
- Balance Sheet - Assets, liabilities, and equity
- Cash Flow - How cash moves in and out
Use the Analyze dropdown in Data Controls to switch views:
- Dollars - Standard dollar amounts
- Change ($) - Period-over-period dollar changes
- Change (%) - Period-over-period percentage changes
- Common Size - Line items as percentages of revenue or total assets
Forecast
Toggle Forecast to On in Data Controls to append projected periods to any financial statement. Choose between Level and Growth methods and set the number of future periods. Pro subscribers can also use the Goals method to forecast based on targets set in Goal Center.
AI Insights
Ask questions about your business in plain English:
- “What are my biggest expense categories?”
- “How is my profit margin trending?”
- “What should I be concerned about?”
Quick Actions
From the Dashboard, use Quick Action buttons to jump directly to:
- View Profit & Loss - See your income statement
- View Balance Sheet - See your assets and liabilities
- View Financial Ratios - Check key ratios
- Common-Size Analysis - Switch to percentage view on Profit & Loss
- AI Insights - Get AI-powered analysis
Tips for Success
Start with the Dashboard
The Dashboard gives you a quick health check. If numbers look off, investigate in the detailed tabs.
Use Analyze Modes
Switch the Analyze dropdown to Change ($) or Change (%) to see period-over-period trends directly in your financial statements. Look for patterns over 6+ months.
Try AI Insights
Don’t know what to look for? Ask the AI. It analyzes your data and highlights what matters.
Compare with Common Size
Set the Analyze dropdown to Common Size to view line items as percentages. This reveals proportional changes that raw dollar amounts can hide.
Upgrade to BizAnalyzer Pro
Looking for more advanced capabilities? BizAnalyzer Pro includes:
- Goal Center — Set financial targets and track progress against actual data
- Enhanced AI Analysis — richer context for complex, multi-statement financial questions
- Persistent Data Caching — Faster load times with server-side caching
- Goals-Based Forecasting — Use your Goal Center targets as forecast inputs
Pro subscribers get professional-grade analytical tools at accessible pricing.
Price: $49.99/month
Need More Detail?
This Quick Start covers the essentials. For comprehensive instructions on every feature:
Getting Help
Email: info@2diff.io
We typically respond within 1-2 business days.
Additional Resources:
- Complete Guide - Detailed feature instructions
- BizAnalyzer Pro Guide - Goal Center, enhanced AI, persistent caching
- BizAnalyzer FAQ - Common questions
- Support Page - Contact and FAQ
- Security Info - How we protect your data
Ready to explore? Sign in, connect your accounting data, and discover what BizAnalyzer reveals about your business.
Next Steps
Ready for detailed instructions? Explore the Complete Guide for comprehensive documentation on every feature.
Interested in advanced capabilities? Check out BizAnalyzer Pro for goal tracking, enhanced AI, and persistent data caching.