BizViz

AI-Powered Financial Intelligence for Accounting Firms

Bringing $100K/year enterprise FP&A tools to 45,000 accounting firms who can't afford Anaplan but need more than QuickBooks

$1M Seed Round
$3.04M ARR Target (18mo)
20-30:1 LTV:CAC Ratio
2-3mo Payback Period

🔴 The Problem

  • 45,000+ accounting firms serve 33M+ small businesses
  • Can't scale without hiring proportionally (1 bookkeeper = 10-15 clients)
  • Clients demand CFO-level insights but firms only offer compliance
  • Enterprise tools too expensive (Anaplan: $100K+/year)
  • QuickBooks/Xero lack intelligence (just data entry, no insights)
  • Firms leaving money on table (can't justify premium pricing)

✅ The Solution

  • $399-$5,000/month (vs $100K+ for enterprise tools)
  • Serve 3x more clients with same team (AI automation)
  • White-label capability (your branding, our AI)
  • 20+ AI features (cash flow forecasting, risk analysis, tax optimization)
  • Setup in <1 day (vs months for Anaplan)
  • Justify 20-30% price increases (CFO-level advisory)

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Exceptional Unit Economics

B2B2C model: Sell to accounting firms who serve 5-200 end clients each

$1,279 ARPU per Firm
(Weighted Average)
$60K+ LTV per Firm
(2.1% monthly churn)
$2.5K CAC per Firm
(LinkedIn outreach)
20-30:1 LTV:CAC Ratio
(Exceptional for SaaS)
Pricing Tier Price/Month End Clients Served % of Firms LTV
Tier 1 $399 1-10 clients 40% $19,104
Tier 2 $999 11-25 clients 35% $59,940
Tier 3 $2,599 26-100 clients 20% $311,880
Enterprise $5,000+ 100+ clients 5% $1,200,000+

Large, Underserved Market

45K+ Accounting Firms
in US
33M+ Small Businesses
Served
$50B+ TAM
(Financial Analytics)
99% of Firms
Lack AI Tools

Competitive Positioning

"Enterprise insights at SMB pricing" - filling the gap between QuickBooks and Anaplan

Feature BizViz QuickBooks FathomHQ Anaplan
Target Market Accounting Firms Small Businesses Accounting Firms Enterprise ($100M+)
Price/Month $399-$5,000 $50-$200 $89-$599 $100K+/year
AI Features ✓ 20+ ✗ 0 ~ 2-3 ~ Limited ML
Multi-Business ✓ Unlimited ✗ Per-entity fee ✗ Per-company ✓ Consolidation
Setup Time ✓ <1 day 1-2 hours <1 day ✗ 4-6 months
Voice Assistant ✓ Ask Nelly ✗ No ✗ No ✗ No
White-Label ✓ Yes ✗ No ~ Limited ~ Custom only

18-Month Path to Series A

Month 6 16 Firms
$19.4K MRR
Month 12 53 Firms
$55.1K MRR ($662K ARR)
Month 18 213 Firms
$253.4K MRR ($3.04M ARR)
Series A Ready $139K Cash Left
(Perfect Timing)

Current Status

  • Product: ~75% complete, core platform functional (20 features, 44+ API endpoints, 44K+ LOC)
  • Security: SOC 2 infrastructure in place, audit scheduled Q1 2026
  • Validation: 5 accounting firms actively testing
  • Go-to-Market: B2B2C channel validated, conferences booked
  • Team: Solo founder (25+ years tech leadership, VP-level experience)

Use of Funds ($1M)

  • 55% Team ($550K): 2 engineers, 2 sales reps, marketing lead, customer success
  • 25% Marketing ($250K): Accounting conferences, AI sales tools, partnerships
  • 20% SOC 2/Infra ($200K): Audit, production hardening, legal, insurance
  • Runway: 18 months to $3.04M ARR
  • Exit Strategy: Series A ($5-8M at $25-35M pre-money valuation)

Ready to Learn More?

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