Bizora AI
Bizora AI is a tax research assistant that answers complex tax questions with citations to primary tax authorities.
What Bizora AI is
Bizora AI is a tax research assistant that answers complex tax questions with citations to primary tax authorities. Its regular and deep research modes identify the authorities used and explain the reasoning behind answers. Bizora says its coverage includes U.S. federal tax law, all 50 states, select treaty-partner countries, and OECD and EU VAT frameworks; treaty-partner coverage expands based on user needs. The Vault works with uploaded client files to summarize documents, extract data, flag differences, and support document-grounded answers. Audit Research covers standards including PCAOB, AICPA, GASB, GAO Yellow Book, FAR, and DFARS. The product is available on the web and through an API, with connections to ChatGPT, Claude, QuickBooks, and Xero. Separate prepaid API requests are priced individually. Bizora says customer content is not used to train AI models, describes encryption in transit and at rest, and says it is working toward SOC 2 security audit readiness.
Good
- Answers cite primary tax authorities.
- The Vault analyzes uploaded client documents.
- Direct connections include QuickBooks and Xero.
- A 7-day trial is available.
Watch out
- Some treaty-partner country coverage is selective.
- Essential limits several research and document actions daily.
- Bizora is still working toward SOC 2 audit readiness.
Who it suits
Bizora is aimed at tax firms, audit and assurance teams, private equity and venture capital firms, in-house tax teams, and software platforms. It suits users who need cited tax research or document-grounded analysis.
Verdict
Bizora brings tax research, document analysis, audit research, and accounting connections into one web and API offering. Check the Essential plan’s daily limits and whether its stated coverage meets your needs.
Plans and prices
From Bizora AI's own pricing page, checked 14 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Fast Tax Research API | $0.24, paid once | one straightforward research question · no monthly minimum · no contract · per request; prepaid credits |
| Audit Research API | $0.65, paid once | PCAOB, AICPA, FASB, GASB, GAO, FAR and related standards · no monthly minimum · no contract · per request; prepaid credits |
| Deep Tax Research API | $1.50, paid once | multi-step research across sub-questions · no monthly minimum · no contract · per request; prepaid credits |
| Essential | $29.99 a month | unlimited normal AI Assistant questions · 2 deep research/day · 2 web-search/day · 2 fast-search/day · 2 document uploads/day · 2 memo/email questions/day · unlimited Vault · per user, per month |
| Pro | $69.99 a month | unlimited normal, deep, web-search, fast-search, document, memo/email questions · unlimited Vault · per user, per month |
| Pinnacle | $119.99 a month | unlimited tax and document research · Audit Research · GAAP/IFRS/GASB/FASB coverage · GAAP-to-IFRS comparison · disclosure checklists · priority SLA · dedicated support · beta access · training · per user, per month |
The facts
Each one read from Bizora AI's own pages, with the date it was checked.
What it does
- Accounting integrations
- Direct integrations are offered for QuickBooks Online and Xero to import financial data.checked 14 Oct 2026
- 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.checked 8 Oct 2026
- AI training data
- Bizora says it does not use customer prompts, responses, documents or accounting data to train AI models.checked 14 Oct 2026
- API
- The developer API is a REST interface designed to be OpenAI-compatible, with streaming, research and document-analysis capabilities.checked 14 Oct 2026
- Audit research
- Audit Research covers standards including PCAOB, AICPA, GASB, GAO Yellow Book, FAR, and DFARS.checked 8 Oct 2026
- Audit Research
- Audit Research routes questions to standards including FASB, PCAOB, GASB, AICPA and GAO Yellow Book guidance.checked 14 Oct 2026
- Canvas
- Canvas turns research into structured tax memos and client emails while retaining source links.checked 14 Oct 2026
- Compliance status
- Bizora says it is actively working toward SOC 2 security audit readiness.checked 8 Oct 2026
- Coverage
- Bizora states it covers U.S. federal tax law, all 50 states, select treaty-partner countries, and OECD and EU VAT frameworks.checked 8 Oct 2026
- Data deletion
- Customers can delete stored documents; residual encrypted backup copies may remain until the backup retention period ends.checked 14 Oct 2026
- Deep research
- Deep mode decomposes complex questions, consults multiple authorities, and produces a reasoned synthesis.checked 14 Oct 2026
- Document formats
- The product accepts Word, PDF, Excel, CSV, JPG and PNG files.checked 14 Oct 2026
- Document workspace
- The Vault can analyze uploaded client files, summarize documents, extract data, flag differences, and support document-grounded answers.checked 8 Oct 2026
- Funding
- Crunchbase records one pre-seed round and names LvlUp Ventures as the investor, while withholding the amount.checked 14 Oct 2026
- Installation
- The official Claude connector setup requires no downloads or local installation.checked 14 Oct 2026
- Integrations
- Bizora offers a ChatGPT app, a Claude connector, and an OpenAI-compatible API for integrating research capabilities into other applications.checked 8 Oct 2026
- 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.checked 8 Oct 2026
- Limit: not a return-preparation tool
- An independent directory describes Bizora as research software rather than a product that prepares tax returns.checked 14 Oct 2026
- 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.checked 14 Oct 2026
The company
- Company headquarters
- Crunchbase places Bizora AI in Irvine, California, United States.checked 14 Oct 2026
- Company legal name
- Crunchbase lists the legal name as Bizora Inc.checked 14 Oct 2026
- Company size
- LinkedIn lists Bizora at 2–10 employees.checked 14 Oct 2026
- Founded
- LinkedIn lists the company as founded in 2024.checked 14 Oct 2026
- Headquarters
- Irvine, California, United Stateschecked 28 Sep 2026
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