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Frequently Asked Questions

Find answers to the most common questions about the BizHub platform

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01 Account & Login

On the login page, click "Create Account". Fill in your first name, last name, email, and password. The password must meet all requirements: at least 8 characters, at least one uppercase letter, one lowercase letter, one number, and one special character (!@#$%^&*). Once all requirements are met, the submit button will become active. After successful registration, you will be redirected to the login page.

On the login page, click "Forgot your password?". Enter your email address and BizHub will send you a password reset link. Click the link in the email and set a new password.

Click on the profile icon in the top right corner. Select "Change Password". Enter your new password and confirm it.

BizHub has mobile apps available on Google Play Store (Android) and Apple App Store (iOS). The mobile apps are designed for uploading and viewing documents. For full functionality, use the web application on a computer/laptop (minimum resolution 1200x600).

02 Initial Setup

After your first login, BizHub will display a mandatory window for registering your first company. This step cannot be skipped. You must fill in the company details (Company ID, name, address), choose a subscription plan, and enter payment details.

PlanPriceDocuments/monthMax branchesTrial period
Basic15 EUR/month + VAT2021st month free (100 docs)
Extended35 EUR/month + VAT150101st month free (300 docs)
Business59 EUR/month + VAT350151st month free (500 docs)

Each document exceeding the monthly limit is charged at 0.20 EUR. During the trial period, no fees are charged except for exceeding the limit.

Enter your Company ID and click "Search Company ID". BizHub will look up your company in the Slovak business register and automatically fill in the name, address, Tax ID, and other details. You can also fill in the details manually.

03 Dashboard & Navigation

BizHub has 6 main tabs:

  1. Reports - Financial reports and charts
  2. Documents - Complete document management
  3. Biz. Partners - Database of clients and suppliers
  4. Employees - Employee and position management
  5. Reminders - Scheduled reminders
  6. Settings - Companies, branches, cash registers, users, categories, deleted data logs

The filter bar below the header allows you to filter data by:

  • Company - Select which company's data you want to view
  • Branch - Select a specific branch or all
  • Year - Select the year
  • Month - Select one or multiple months, or all

All tables and reports update automatically when filters change.

Click on the profile icon in the top right corner. Toggle the dark/light mode switch.

04 Uploading Documents

Click the "+ Add Document" button in the header and select "Add Invoice / Receipt / DN / CN". A dialog will open to select a file (PDF, image) from your computer.

After uploading, the document appears in Documents → Uploaded Documents with a status of "processing". BizHub's artificial intelligence automatically extracts data from the document (invoice number, dates, amounts, tax information, supplier details). After processing is complete, the document moves to "Documents for Approval", where you can review and approve it.

Yes! Each branch can have its own dedicated email address (e.g., YourCompany_Branch@mail.cywotech.com). Simply forward or send invoices to this address and they will be processed automatically. Set up the email in Settings → My Branches.

Yes. Use the BizHub mobile app (Android or iOS) to photograph or upload documents directly from your phone. They sync automatically with your BizHub account.

BizHub supports PDF files and common image formats (JPG, PNG). PDF files are preferred for the best AI extraction results. Excel, Word, and zip archives for archiving are also supported. Files are limited to 5 MB.

Password-protected PDF files cannot be processed by artificial intelligence - the AI cannot read the content of a locked document. However, such files can be uploaded as attachments to existing documents or to the Contracts & Other Documents section for archiving purposes. For AI processing, you need to upload an unprotected (unlocked) PDF.

If a document has been processing for more than 30 minutes, a delete button will appear. You can delete the stuck document and upload it again. If the problem persists, contact support.

05 Manual Document Creation

Click "+ Add Document" and select "Create Invoice / Receipt / DN / CN". The document editor will open where you fill in all fields yourself. The document goes directly to "Documents for Approval" - no AI processing or approval is required.

The document editor has two panels:

  • Left panel: Business partner information (name, Company ID, Tax ID, address), document information (number, dates), status (document type, expense/revenue, payment status, accounting)
  • Right panel: Financial details - invoice lines with amounts, VAT rates, and category assignments

Click "+ Add Document""Add Cash Register Deposit/Withdrawal". A form will open for the cash register entry, where you select the cash register, enter the amount, category, and other details.

Click "+ Add Document""Add Payroll Cost". Fill in the employee, wage type, payment method, gross/net salary, contributions, and period (month/year).

Click "+ Add Document""Add Contract & Other Document". A form will open for contracts and other non-standard documents.

06 Document Approval

Go to Documents → Documents for Approval. This table shows all documents that have been processed by artificial intelligence or created manually and are awaiting your review.

In the "Documents for Approval" table, each document has action buttons:

  1. Click the Edit icon (pencil) to review and correct AI-extracted data
  2. In the editor, verify the business partner, amounts, dates, VAT rates, and categories
  3. Click "Approve" to approve the document, or "Save" to save changes without approving

The document moves from "Documents for Approval" to the corresponding approved documents table:

  • Expense invoices → Approved Expenses → Invoices
  • Expense receipts → Approved Expenses → Receipts
  • Revenue invoices → Approved Revenue → Invoices
  • Delivery notes → corresponding delivery notes table

Yes. Click the Delete icon (trash can) on the document row. You will be asked to confirm the deletion.

07 Editing & Viewing Approved Documents

Navigate to the corresponding table in Approved Expenses or Approved Revenue. Click the View icon (eye) to open the document with its PDF and all details.

Yes, as long as the document is not locked. Click the Edit icon (pencil) to modify the document details. If the document is locked, you must unlock it first (requires appropriate permissions).

Yes. When viewing an approved document, you can use the duplicate function to create a copy with pre-filled data. This is useful for recurring invoices.

08 Invoice Splitting

Invoice splitting allows you to divide a single invoice into multiple lines with different amounts, VAT rates, and categories. This is useful when one invoice covers multiple expense/revenue categories. For example, if you have an invoice for 500 EUR where 300 EUR is for materials and 200 EUR is for shipping, you can split it into two lines and assign each its own category.

When editing a document, look at the right panel where the invoice lines are displayed. Click the "+" button to add more lines. Each line can have its own amount, VAT rate (e.g., 0%, 10%, 19%, 20%, 23%), and category assignment. The total of all lines must equal the total invoice amount.

Split invoices are marked with a special type (e.g., split invoice, split receipt) and displayed with a different icon in the document tables. The split structure is preserved, so you can always see the breakdown.

09 Cash Register

Documents → Cash Register displays all cash register transactions - deposits and withdrawals from your physical cash registers. These include both tax and non-tax transactions.

Use the type dropdown filter at the top of the table:

  • Expense (Tax) - Tax-deductible expenses
  • Expense (Non-Tax) - Non-tax expenses
  • Revenue (Tax) - Taxable revenue
  • Revenue (Non-Tax) - Non-taxable revenue
  • Archived - Archived records

Go to Reports → Cash Register Status to view the current balance of all your cash registers.

10 Payroll Costs

Go to Documents → Payroll Costs. This table displays all payroll records with the employee's name, wage type, amounts, and payment method.

Click "+ Add Document""Add Payroll Cost". Fill in:

  • Branch
  • Employee (from your employee list)
  • Wage type (Gross salary / Net salary / etc.)
  • Payment method (Bank transfer or Cash; for cash, select the cash register)
  • Financial details: Total labor cost, Gross salary, Net salary, Contributions
  • Period: Month and Year

11 Contracts & Other Documents

Go to Documents → Contracts & Other Documents. This section stores documents that do not fall into the standard invoice/receipt categories.

  • Contracts
  • Other expense documents (tax and non-tax)
  • Other revenue documents (tax and non-tax)
  • Any supporting business documents

12 Business Partners

Go to the Biz. Partners tab and click "+ Add Biz. Partner". Fill in the person type, Company ID, company name, Tax ID, VAT ID, address details, and contact information.

Yes! Enter the Company ID and click "Search Company ID". BizHub will look up the company in the Slovak business register and automatically fill in the name, address, Tax ID, and other available details.

Yes. When approving a document, the system automatically checks whether the business partner from the document already exists in your database. If not, BizHub automatically creates one based on the data extracted from the document.

Yes. When adding a partner, check "Client without Company ID (foreign)". The Company ID field becomes optional.

13 Employees & Job Positions

Go to Employees → Overview and click "+ Add Employee". Fill in personal details (name, personal ID number, email, phone), health insurance company, job position, and contract type.

Go to Employees → Job Positions. Here you can create and manage position types that are assigned to employees. Click "+ Add Position" to add a new position with a name and description.

14 Categories

Categories allow you to break down expenses and revenue precisely according to your needs. Every business owner has different requirements for tracking finances - a restaurant needs to track food, beverages, and staff, while an IT company tracks licenses, hardware, and services. In BizHub, you create your own category structure tailored to your business.

Categories organize your revenue and expenses into a hierarchical structure. They are displayed as a tree in Settings → My Categories. Each category can have subcategories.

In the category tree, click the "+" button on a parent category to add a subcategory. Fill in the category name and save.

Yes. Category visibility can be set per organization/branch. This means different branches can have different category options available.

Go to Settings → Payment Forms to manage payment type categories for cash register receipts (e.g., cash, meal vouchers, etc.). These are used when labeling deposits and withdrawals from cash registers.

15 Reports & Analytics

The Reports tab has 6 subsections:

  1. Overall Summary - Revenue, expenses, profit/loss, cash register balance, cash flow
  2. Expenses - Categories - Expense breakdown by categories with charts
  3. Revenue - Categories - Revenue breakdown by categories with charts
  4. Expenses - Biz. Partners - Expenses by suppliers
  5. Revenue - Biz. Partners - Revenue by clients
  6. Cash Register Status - Current balance of all cash registers

Yes. Use the Year and Month filters in the header. You can select a specific month, multiple months, or all months for the selected year.

Yes. Click the "Export" button and select "Export Report" to export the report as a PDF.

16 Export & Accounting Software

Click the "Export" button in the header to see available options:

  • Export Attachments - Download selected document attachments as ZIP
  • Export List - Export the current table as XLSX (Excel)
  • Export All - Export all filtered documents

Yes! BizHub supports export to major Slovak accounting systems:

  • MRP-K/S - Format for MRP accounting software
  • Money S3 - Format for Money S3
  • Pohoda - XML format for Pohoda
  • KROS - Format for KROS accounting software

17 Settings - Companies

Go to Settings → My Companies and click "+ Add Company". Fill in the company details, choose a subscription plan, and set up payment. Each company has its own plan and document limits.

In the companies table, click the Edit icon. You can update all company information including name, address, contact details, banking information (IBAN), logo, and signature.

Yes. In the company edit window, there are fields for uploading a company logo (JPG/PNG) and signature (JPG/PNG). These can be used on generated documents.

Yes. When adding or editing a company, check "Bill to a different company" and fill in the billing company details.

18 Settings - Branches

A branch represents a physical location, department, or division of your company. Each company can have multiple branches.

Go to Settings → My Branches and click "+ Add Branch". Select the company and enter the branch name.

It depends on your subscription plan:

  • Basic: up to 2 branches
  • Extended: up to 10 branches
  • Business: up to 15 branches

19 Settings - Cash Registers

A cash register represents a physical register or petty cash fund. Each cash register belongs to a specific branch and has an initial balance.

Go to Settings → My Cash Registers and click "+ Add Cash Register". Select the company and branch, enter the cash register name, description, and initial balance.

20 Settings - Users & Roles

Go to Settings → Users and click "+ Add User". Enter the user's email address and assign one or more roles.

BizHub has several predefined roles: Accountant, Director, Branch Manager, Approver, Registrar - Roles with different permissions. Click the "Role Description" button to view the detailed RACI matrix.

When adding a user, use the role assignment table to set the role, organization, and organization type (Company / Branch / Cash Register). A user can have different roles at different organizational levels.

Go to Settings → Users → "My Assigned Permissions". Here you can see all roles and organizations assigned to your account.

21 Email for Document Reception

Go to Settings → My Branches. Edit the branch and click "Request Email". BizHub will create a dedicated email address like CompanyName_BranchName@mail.cywotech.com.

After setting up the email, simply forward invoices to the branch email address. BizHub will automatically download the attachments, upload them to storage, send them for AI processing, and the processed documents will appear in "Documents for Approval".

Yes! If the email subject starts with "DOC " or "DOK " followed by a number (e.g., "DOC 12345"), BizHub will use this number as the document number for the uploaded document in the Contracts & Other Documents folder.

22 Subscription & Billing

BizHub charges a monthly subscription fee based on the chosen plan. If you exceed the monthly document limit, each additional document costs 0.20 EUR. Billing is handled through Stripe (credit card).

The document usage widget in the header shows your current month's usage: how many documents you have processed vs. your plan's limit, with a progress indicator.

Yes. Edit the company in Settings and choose a different plan. Plan changes may be scheduled for the next billing period.

Every document that passes through the system (uploaded, emailed, or manually created), added as an attachment to an invoice or other document, counts toward your monthly limit.

23 Reminders

Go to the Reminders tab and click "+ Add Reminder". Set the name, email address for notification, first notification date, and repetition frequency.

Yes. Each reminder has an Active/Inactive toggle. Inactive reminders do not send notifications.

24 Search

Click the magnifying glass icon in the header. An expanded search panel will open. Enter a search query to find documents by client name, invoice number, description, file name, or amount.

Yes. Each table has filter fields for every column. Enter text in the filter at the top of any column to filter rows. Filter states are preserved when navigating between tabs.

25 Document Locking

Approved documents can be locked to prevent accidental edits or deletions. A locked document cannot be modified until it is unlocked.

In any approved documents table, click the Lock icon on the document row. To unlock, click the same icon again. Locking/unlocking requires appropriate permissions.

Only users with appropriate permissions (typically Owners and Accountants) can lock and unlock documents.

26 Deleted Records Log

Go to Settings → Deleted Records Log. This table displays an audit trail of all deleted documents with the document type, deletion date, who deleted it, branch, client, document number, and amount.

The deleted records log is read-only and serves as an audit trail. Deleted documents cannot be restored from this view.

27 Notifications & Messages

The bell icon in the header shows pending notifications. A yellow bell means no alerts; a red ringing bell means you have unread notifications. Click it to view the notification list.

Yes. Click the chat bubble icon in the header to open the messaging system. You can send and receive messages from other BizHub users and administrators.

28 Additional Features

Yes. Drag the column borders in any table to resize. Your column width preferences are saved and preserved between sessions.

Yes. Click on any column header to sort. Click again to reverse the sort order.

Yes. Tables with checkboxes allow multi-row selection. When rows are selected, the total sum of the selected rows is displayed.

Yes. Click the "Maximize" button on any table to switch to full-screen view for better visibility.