Welcome to whizzIQ! This comprehensive guide will help you get started and make the most of all the powerful features our platform offers. Whether you're managing finances, tracking clients, scheduling appointments, or analyzing your business performance, this guide has you covered.
Getting Started
1. Account Setup
After creating your account, you'll be guided through an onboarding process. This helps us customize your experience and set up your profile with essential business information.
- Complete your business profile with company details
- Set up your tax settings and preferences
- Configure your notification preferences
- Connect your calendar (Google Calendar, Outlook, or Apple Calendar)
2. Dashboard Overview
Your dashboard is your command center. Here you'll find:
- Quick access to all major features
- Key business metrics and KPIs
- Recent activity and notifications
- Quick actions for common tasks
Core Features
Financial Management
whizzIQ provides comprehensive financial management tools to keep your business finances organized and compliant.
Expense Tracking
- AI Auto-Categorization: Upload receipts and let AI automatically categorize your expenses
- Manual Entry: Add expenses manually with detailed categorization
- Bulk Import: Import expenses from CSV files or bank statements
- Receipt Storage: Attach receipts and documents to expenses for easy reference
- Expense Reports: Generate detailed expense reports by category, date range, or project
Invoicing
- Create Professional Invoices: Design custom invoices with multiple templates
- Recurring Invoices: Set up automatic recurring invoices for regular clients
- Payment Tracking: Track invoice status and payment history
- PDF Generation: Download or email invoices as professional PDFs
- Payment Reminders: Automatically send payment reminders to clients
Cash Flow Management
- Monitor your cash flow in real-time
- View income vs expenses trends
- Forecast future cash flow based on scheduled invoices and expenses
- Identify cash flow patterns and optimize your finances
Tax Compliance
Stay compliant with automated tax calculations and reporting tools.
- Automated Tax Calculations: Automatic calculation of taxes based on your settings
- Quarterly Reports: Generate tax reports for quarterly filings
- Deadline Reminders: Get notified about upcoming tax deadlines
- Deduction Tracking: Track deductible expenses by category
- Tax Dashboard: View your tax liability and estimated payments
Customer Relationship Management (CRM)
Manage all your client relationships in one place with our powerful CRM system.
Contact Management
- Store comprehensive client information and contact details
- Track communication history and interactions
- Manage client notes and important information
- Segment clients by custom criteria
Deal Pipeline
- Visualize your sales pipeline with drag-and-drop stages
- Track deals from lead to close
- Set deal values and probabilities
- Monitor conversion rates and sales performance
Document Vault
Enterprise-grade document management with AI-powered analysis.
- Secure Storage: Store all your business documents in one secure location
- AI Analysis: Extract key information from documents using AI
- Version Control: Track document versions and changes
- Search & Organization: Quickly find documents with advanced search
- Document Categories: Organize documents by type, project, or custom categories
Task Management
Stay organized and productive with intelligent task management.
- AI Task Extraction: AI automatically extracts tasks from your notes and emails
- Kanban Board: Visualize tasks with a drag-and-drop kanban board
- OKR-Style Goals: Set and track Objectives and Key Results
- Task Prioritization: Prioritize tasks and set deadlines
- Team Collaboration: Assign tasks and collaborate with team members
Appointment Booking
Streamline your scheduling with automated appointment management.
- Public Booking Pages: Create shareable booking pages for clients
- Calendar Sync: Sync with Google Calendar, Outlook, or Apple Calendar
- Automatic Meeting Links: Automatically generate Zoom or Google Meet links
- Appointment Reminders: Send automatic reminders to reduce no-shows
- Availability Management: Set your availability and let clients book accordingly
- Calendar View: View all appointments in a comprehensive calendar interface
Business Analytics
Make data-driven decisions with powerful analytics and insights.
- Automated SWOT Analysis: Get AI-powered SWOT analysis of your business
- Risk Assessments: Identify and assess business risks
- Productivity Tracking: Monitor team productivity and performance
- Revenue Forecasting: Predict future revenue based on historical data
- Custom Dashboards: Create custom dashboards with key metrics
- Export Reports: Export data for external analysis
Marketing Management
Manage your marketing campaigns and track their effectiveness.
- Social Media Integration: Connect Facebook, Instagram, LinkedIn, and Twitter
- Email Campaigns: Create and send email marketing campaigns
- AI Insights: Get AI-powered insights on campaign performance
- Campaign Analytics: Track engagement and ROI
- Content Scheduling: Schedule posts across multiple platforms
Inventory Management
Track inventory for service-based and retail operations.
- Monitor stock levels in real-time
- Calculate cost per item
- Track inventory movements
- Set low stock alerts
- Generate inventory reports
Integrations
whizzIQ integrates seamlessly with the tools you already use:
- Calendars: Google Calendar, Outlook, Apple Calendar
- Video Conferencing: Zoom, Google Meet
- Social Media: Facebook, Instagram, LinkedIn, Twitter
- AI Services: OpenAI for intelligent automation and insights
- Payment Processors: Stripe, Paddle, Lemon Squeezy
Best Practices
1. Regular Data Entry
Keep your data up-to-date by entering expenses and invoices regularly. This ensures accurate reporting and helps you make informed decisions.
2. Use Categories Effectively
Properly categorize all transactions to get meaningful insights and accurate tax reporting. Take advantage of AI auto-categorization to save time.
3. Leverage Automation
Set up recurring invoices, automatic reminders, and calendar syncs to automate routine tasks and focus on growing your business.
4. Review Analytics Regularly
Check your dashboards and reports regularly to identify trends, spot issues early, and make data-driven decisions.
5. Keep Documents Organized
Use the Document Vault to store all important business documents. Proper organization makes it easy to find what you need when you need it.
Getting Help
If you need assistance or have questions about using whizzIQ, we're here to help:
- Email Support: hello@whizziq.com
- In-App Help: Look for help icons and tooltips throughout the platform
- Documentation: Check our knowledge base for detailed guides and tutorials
Download Complete Guide
For a comprehensive, detailed guide covering all features, advanced tips, and troubleshooting, download our complete PDF guide:
The PDF guide includes step-by-step instructions, screenshots, advanced features, keyboard shortcuts, and troubleshooting tips to help you master whizzIQ.