Connecting Your Accounting Software

When you first log in to BrizoSystem, you’ll see the Welcome Screen. From here, you can either:

• Connect your accounting system (Xero, QuickBooks, MYOB, or other systems), or

• Create an organisation manually by entering a name.

• Create an organisation using our demo data

Option 1: Connect to an Accounting System

If you connect to an accounting system, BrizoSystem will automatically download your data and set up your organisation for you.

Steps

1. On the Welcome Screen, click the button for your system:

   • Connect to Xero

   • Connect to QuickBooks

   • Connect to MYOB

   • Other System

2. Log in to your accounting system (you’ll be redirected to Xero, QuickBooks, or MYOB).

3. Select the organisation/company you want to connect.

4. Authorize BrizoSystem to access your data.

What happens next?

Once connected, BrizoSystem will:

• Import your Chart of Accounts

• Download the last 2 years of trial balances

• Sync invoices, bills, and other transactions

• Automatically set up your organisation inside BrizoSystem

✅ This means you can get started immediately without manual data entry.

Option 2: Create an Organisation Manually

If you’re not connecting to an accounting system:

1. On the Welcome Screen, click Other System

2. Enter your organisation name

3. Save — the organisation will be created in BrizoSystem with no data synced

You can later upload trial balances or transactions manually if needed.

Option 3: Create an Organisation Using Our Demo Data

If you aren't ready to import your own data yet, you can experience the full power of BrizoSystem with a single click. This is the fastest way to understand how group reporting and consolidation work without any setup friction.

What’s included in the Demo Environment:

• Instant Group Structure: A pre-generated group of companies to showcase multi-entity management.
• 6 Months of Financial Data: Real-world scenarios populated with half a year of transactional history.
• Ready-to-Go Setup: A full chart of accounts and all mappings are already prepared.
• Immediate Reporting: Explore consolidated P&L, Balance Sheets, and Dashboards right away.

How to get started: After signing up, simply select "Create New Company with Demo Data" during the onboarding process. No imports or manual preparation are required—just a hands-on way to see BrizoSystem in action before bringing in your real data.

Managing Multiple Entities

• BrizoSystem allows you to connect a mix of Xero, QuickBooks, MYOB, and manual organisations

• All entities can be consolidated together under one group or multiple groups as needed.