bizinly.
Let’s talk business

USER GUIDE

Everything Bizinly does

Every part of Bizinly in one list — documents, payments, contracts, purchasing, inventory, your team and Lucy.

One list of what your business can do in Bizinly. Each line links on to its own guide in these docs.

Sell and get paid

Quotes, sales orders, proformas, invoices and credit notes; a sales pipeline for deals and leads; repeating invoices; automatic payment reminders; online payments (card, PayPal and more) on the invoice's own payment page, plus bank transfer with a QR code; a public link, PDF and e-mail for every document.

Buy and stock

Purchase orders and suppliers; inventory and warehouses — stock per warehouse, receiving, counts, transfers, shipments and low-stock warnings.

Contracts

Contracts from templates, signed online, that can start their own repeating invoice automatically.

Your brand and languages

Document branding, documents and e-mails in your customer's language, and e-mail templates.

Your team

Team messaging on documents; notifications in the app, by e-mail and by SMS; roles and permissions; two-factor authentication.

Lucy

Lucy, the AI assistant built into every screen: she answers from your own data, drafts documents and does the work through Bizinly's own tools — you approve anything that leaves the business.

Connections

Bizinly's MCP server and API let Lucy and other AI assistants read and write your data, and connect your accounting, payments, store and team chat.

Related: Getting started.

Book a live demo Back to the docs