
Fast turnaround of financial integrity checking and ongoing financial risk management made for business services providers
Are you confident in the future of your clients' business?
Industry groups and regulatory bodies
Tired of receiving annual financial reports from your members by spreadsheet or worse, PDF and then having to recreate the data into Excel? Jazoodle turns this process around in minutes, allowing you to be armed with the latest member risk profile. What’s more, the old way means once a year checks – Jazoodle allows you to make daily, monthly, or bi annual checks saving you time, trouble, and allowing you to be pro-active with your members, giving them the support they deserve.
Government grant funding institutions
How accountable and what value are your funding awards generating within the economy? Wouldn’t it be great to be able to see, in real time, how the award of your grants are being used within the community. Assessment of the value that an award makes to that community or business. What’s more, Jazoodle’s business modelling tools allow your award recipients to better plan, manage and build their business or organisation.
Business lending institutions and banks
In a world where speed and turnaround of lending decisions may mean the difference between a completed transaction, and one where the applicant completes elsewhere. Jazoodle’s services for business lenders mean financial risk profiling in seconds, and you being able to ensure that as the life of the loan progresses, that your client is working within the terms of their agreements. Integrated with Xero (and soon, MYOB and Quickbooks), Jazoodle is highly objective, and consistent in its measures
Startup investors and startup portfolio management
How do you manage the performance of your portfolio of investments? Do you 1) ask founders for monthly/quarterly financial updates then 2) take these updates and add them into your spreadsheet? This is a real pain point for both investors as well as founders. Take this pain away instantly, and trust your data better with Jazoodle as your investment portfolio partner. Your founders have better things to do than run reports. Make it easy for them and give them a means for assessing their progress.
B2B Insurers and financial risk assessors
Is time of the essence when assessing the financial risk profile of your insurance clients or other B2B clients? Financial data collection is probably one of your key pain points. Even after you’ve collected it, how believable is the data, and how often do you need to run update checks on those businesses. Jazoodle integrates in seconds with the best accounting systems there are and instantly builds a profile of financial risk, including our tried and tested business health score. A quicker turnaround equals greater conversion numbers. Accurate data means better risk decisions.
Franchisor and franchisee reputational risk management
Reputational risk is one of the key risks that a franchisor may face during ordinary operations. What would be the damage to your business if one of your franchisees were suffering financial difficulties and suddenly stopped trading. Jazoodle’s platform for franchisors allow you to assess ongoing financial risk, plus allow you to add even greater support to your franchisees. What’s more, what value would you add to your franchisees through the provision of business planning tools. Integrate Jazoodle into your risk assessment processes, and your franchisees receive business planning tools at no extra cost.
Integrate Jazoodle into your risk profiling tools and save both time and money
Speak with one of our business services specialists today
Not a financial guru? No problem. We do the number crunching for you
We've heaps of guides, checklists and blogs to help you get started
Here's some simple checks to give you business confidence
What should you be checking for each month or quarter? We have some suggestions for you
Download A Free SME Business Health, Valuation and Forecasting Guide
We’ve produced a handy little guide that will give you the lowdown on the 28 essential KPIs, business valuation methods, and forecasting available within our platform
Speak with one of our business integration specialists
There’s never enough hours in the day. Speak with one of our small business integration specialists and we will arrange a 1×1 demo, and get you set up in minutes. Fill out the form below or call 1300 920852 (AU) or +61 (0)2 9119 2270 (Int)
Director's and SME owner's FAQs
Search our FAQs below
What do I need to do to set up my business on Jazoodle?
Company setup: Jazoodle is highly secure and built upon the latest API standards. You will need access to the appropriate cloud accounting system - authentication is done via your normal login. We get the organisation details from your authenticated organisation in their cloud accounting system, for instance, Xero, such as company name. All we ask you to add is approximate number of employees, which industry they are in, and which year's data did you want to bring into Jazoodle and analyse
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What do I need to do to set up my business on Jazoodle?
Company setup: Jazoodle is highly secure and built upon the latest API standards. You will need access to the appropriate cloud accounting system - authentication is done via your normal login. We get the organisation details from your authenticated organisation in their cloud accounting system, for instance, Xero, such as company name. All we ask you to add is approximate number of employees, which industry they are in, and which year's data did you want to bring into Jazoodle and analyse
Setting up your free demo profile is simple and takes less than 3 minutes! Open our application here and click on "Sign Up"

Then follow the on screen prompts and you will be sent an email to validate your email address

Once you have mastered the demo data that we supply, now you'd like to connect your Xero account and see our dashboard with your business data. We've made this as simple as possible for you to do. First, click on the "Get Started" button in the "My Plans" tab

Once you get started, then select which plan you'd like to subscribe to (we don't ask you for card details until the end of your trial). If you decide not to proceed after your trial, your account will simply be locked and your trial stopped.

then click "Connect to Xero" and the Xero secure API will be called to retrieve your data. Simply authenticate within Xero as prompted



Once authenticated successfully, Jazoodle will ask you just 3 questions to confirm your company details, the date range of the data you'd like to integrate, and your company size (for benchmarking purposes later)

Once answered, Jazoodle will integrate your Xero data and your dashboard will be created
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