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BizDoc.io

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BizDoc.io is a lead-generation and client-screening tool built specifically for accounting firms, bookkeeping firms, and CFO advisory practices. It's an embeddable widget that lets prospects connect their QuickBooks® Online, instantly generating a multi-page CFO financial report. Includes revenue breakdown by product/customer, 12-month trends, year-over-year comparisons, cash flow forecasting, working capital analysis, and strategic insights. Firms typically spend 3-5 hours per report manually; BizDoc does it instantly from QuickBooks® data.

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