Getting Started FAQ

BrizoSystem is a cloud-based platform that helps SMEs and accounting firms consolidate financial data across multiple entities, generate reports, and streamline group financial management. It connects natively with Xero, QuickBooks Online, and MYOB for automatic data import, and supports manual entry for other systems. See Overview for a full feature summary.

Go to brizosystem.com and click Try BrizoSystem. Register with your name, email address, and a password, then verify your email by clicking the link in the confirmation email. See Sign Up & Log In for the full walkthrough.

You will see the Welcome Screen with three options: connect to Xero, QuickBooks, or MYOB for automatic data import; create an organisation manually; or explore using demo data. Once connected, BrizoSystem imports your Chart of Accounts, last 2 years of trial balances, invoices, bills, and opening balances automatically. See Connecting Your Accounting Software.

On the Welcome Screen during first setup, click Other System, enter your organisation name, and save. BrizoSystem creates the organisation with no data — you can upload trial balances manually afterwards. To add further entities to an existing group later, go to Global Settings → Organisation Hierarchy. See Adding a New Entity.

Follow the First-Time Setup Checklist — it walks you through verifying organisation details, reviewing imported data, adding additional entities, inviting team members, and configuring reporting preferences before you run your first consolidation.

Yes — the Onboarding Guide — Your First Week takes you through the full setup journey across five days: connecting your accounting system, setting up your group hierarchy, running your first consolidated report, checking Pulse, and creating your first Insight Package.