Bizora AI
bizora.ai
What it is
Bizora AI is a research assistant for complex tax questions, with answers citing primary tax authorities. Its regular and deep research modes show the authorities and reasoning behind responses. Bizora states that it covers U.S. federal tax law, all 50 states, select treaty-partner countries, and OECD and EU VAT frameworks; it says treaty-partner coverage expands monthly based on user needs. The Vault workspace can analyze uploaded client files, summarize documents, extract data, flag differences, and ground answers in those documents. Audit Research covers standards including PCAOB, AICPA, GASB, GAO Yellow Book, FAR, and DFARS. The service is available on the web and through an API, with a ChatGPT app, Claude connector, OpenAI-compatible API, and direct QuickBooks and Xero connections. Essential costs $29.99 per user per month and includes daily limits on several research and document actions. Pro costs $69.99 per user per month, and Pinnacle costs $119.99 per user per month; both list unlimited use of specified tools. A 7-day trial is available. Separate prepaid API requests have listed per-request prices.
Spec sheet
- What it does
- Bizora is an AI tax and audit research platform that returns citation-backed answers from primary authorities.Read 14 Oct 2026 · bizora.ai
- Product
- Bizora is an AI tax research assistant that provides citation-backed answers to complex tax questions using primary tax authorities.Read 8 Oct 2026 · bizora.ai
- Intended users
- Bizora lists tax firms, audit and assurance teams, private equity and venture capital firms, in-house tax teams, and software platforms among its target users.Read 8 Oct 2026 · bizora.ai
- API
- The developer API is a REST interface designed to be OpenAI-compatible, with streaming, research and document-analysis capabilities.Read 14 Oct 2026 · bizora.ai
- Integrations
- Bizora offers a ChatGPT app, a Claude connector, and an OpenAI-compatible API for integrating research capabilities into other applications.Read 8 Oct 2026 · bizora.ai
- Security
- Bizora says data is encrypted in transit using current TLS protocols and at rest using AES 256 or equivalent controls.Read 8 Oct 2026 · bizora.ai
- Support
- Support is offered by email and Slack to users on all plans, with priority channels on Pinnacle.Read 14 Oct 2026 · bizora.ai
- Headquarters
- Irvine, California, United StatesRead 28 Sep 2026 · bizora.ai
- Founded
- LinkedIn lists the company as founded in 2024.Read 14 Oct 2026 · linkedin.com
- Accounting integrations
- Direct integrations are offered for QuickBooks Online and Xero to import financial data.Read 14 Oct 2026 · bizora.ai
- AI data use
- Bizora says it does not use customer content to train AI models and requires third-party AI providers processing customer data on its behalf not to use it for model training.Read 8 Oct 2026 · bizora.ai
- AI training data
- Bizora says it does not use customer prompts, responses, documents or accounting data to train AI models.Read 14 Oct 2026 · bizora.ai
- Audit Research
- Audit Research routes questions to standards including FASB, PCAOB, GASB, AICPA and GAO Yellow Book guidance.Read 14 Oct 2026 · bizora.ai
- Canvas
- Canvas turns research into structured tax memos and client emails while retaining source links.Read 14 Oct 2026 · bizora.ai
- Company headquarters
- Crunchbase places Bizora AI in Irvine, California, United States.Read 14 Oct 2026 · crunchbase.com
- Company legal name
- Crunchbase lists the legal name as Bizora Inc.Read 14 Oct 2026 · crunchbase.com
- Company size
- LinkedIn lists Bizora at 2–10 employees.Read 14 Oct 2026 · linkedin.com
- Compliance status
- Bizora says it is actively working toward SOC 2 security audit readiness.Read 8 Oct 2026 · bizora.ai
- Coverage
- Bizora states it covers U.S. federal tax law, all 50 states, select treaty-partner countries, and OECD and EU VAT frameworks.Read 8 Oct 2026 · bizora.ai
- Data deletion
- Customers can delete stored documents; residual encrypted backup copies may remain until the backup retention period ends.Read 14 Oct 2026 · bizora.ai
- Deep research
- Deep mode decomposes complex questions, consults multiple authorities, and produces a reasoned synthesis.Read 14 Oct 2026 · bizora.ai
- Document formats
- The product accepts Word, PDF, Excel, CSV, JPG and PNG files.Read 14 Oct 2026 · bizora.ai
- Document workspace
- The Vault can analyze uploaded client files, summarize documents, extract data, flag differences, and support document-grounded answers.Read 8 Oct 2026 · bizora.ai
- Funding
- Crunchbase records one pre-seed round and names LvlUp Ventures as the investor, while withholding the amount.Read 14 Oct 2026 · crunchbase.com
- Installation
- The official Claude connector setup requires no downloads or local installation.Read 14 Oct 2026 · bizora.ai
- Limit: no tax preparation integration
- Bizora's comparison guide says it does not integrate with UltraTax CS, Lacerte, Drake or CCH Axcess tax-preparation software.Read 14 Oct 2026 · bizora.ai
- Limit: not a return-preparation tool
- An independent directory describes Bizora as research software rather than a product that prepares tax returns.Read 14 Oct 2026 · curatesuite.com
- MCP and assistants
- Bizora can be connected through the ChatGPT App Directory, Claude Connector Directory and supported MCP integrations.Read 14 Oct 2026 · bizora.ai
- News: API launch
- Bizora's V1.6 announcement dated November 17, 2025 introduced external API access, personalization and a guided home screen.Read 14 Oct 2026 · bizora.ai
- News: Xero integration
- A January 21, 2026 product update announced Xero connectivity and direct attachment of Vault files in the assistant.Read 14 Oct 2026 · bizora.ai
- Notable limit
- Bizora says select treaty-partner country coverage is available and that coverage expands monthly based on user needs.Read 8 Oct 2026 · bizora.ai
- Praise: citation quality
- A TaxTech500 reviewer praised the product's user-friendliness, accurate tax answers and source citations.Read 14 Oct 2026 · taxtech500.com
- Rating on G2
- No rating out of 5 from 0 reviews; G2 says Bizora has not been reviewed yet.Read 14 Oct 2026 · g2.com
- Rating on TaxTech500
- 5.0 out of 5 from 0 reviews shown for the overall profile.Read 14 Oct 2026 · taxtech500.com
- Regular research
- Regular mode provides quick citation-based answers for routine tax questions.Read 14 Oct 2026 · bizora.ai
- Research modes
- Its regular and deep research modes show authorities used and the reasoning behind answers.Read 8 Oct 2026 · bizora.ai
- Security access controls
- The security program includes role-based access, least-privilege permissions, authentication controls and logical tenant separation.Read 14 Oct 2026 · bizora.ai
- Security encryption
- Bizora states that customer data is encrypted in transit with TLS and at rest with AES-256 or equivalent controls.Read 14 Oct 2026 · bizora.ai
- SOC 2 status
- The company says it is working toward SOC 2 Type II certification and is currently in security-audit readiness work.Read 14 Oct 2026 · bizora.ai
- SSO
- SAML single sign-on through Microsoft Entra ID is supported via Auth0.Read 14 Oct 2026 · bizora.ai
- Tax coverage
- Bizora states coverage of U.S. federal law, all 50 states, selected treaty countries, OECD and EU VAT frameworks.Read 14 Oct 2026 · bizora.ai
- Vault
- Vault is a document workspace for uploading returns, K-1s, contracts, workpapers and other files for analysis.Read 14 Oct 2026 · bizora.ai
- View Steps
- View Steps exposes the sources consulted, their connections, and the reasoning path to the conclusion.Read 14 Oct 2026 · bizora.ai
- Web search
- Web Search mode retrieves broader current web sources in addition to Bizora's primary-authority database.Read 14 Oct 2026 · bizora.ai
- White-label
- The company offers white-label embedding for client dashboards and other partner products, subject to commercial terms.Read 14 Oct 2026 · bizora.ai
Plans and prices
Strong points and limits
Strong points
- Research answers cite primary tax authorities
- Research modes show sources and reasoning
- Vault works with uploaded client files
- Connects directly to QuickBooks and Xero
Limits
- Essential limits several actions per day
- Treaty-partner coverage is select
- Essential costs $29.99 per user per month
Who it suits
Bizora AI is aimed at tax firms, audit and assurance teams, private equity and venture capital firms, in-house tax teams, and software platforms. Its Vault and audit research may be relevant to teams working with client documents or audit standards.
Verdict
Bizora AI combines tax research, document analysis, and audit research, with access through the web and APIs. Essential has daily limits; Pro and Pinnacle list unlimited use of specified tools at higher monthly prices.
Where Specifiction places it
- Tax Research Software#1 of 319.0