Getting Started

Complete Onboarding GuidePopular

Step-by-step guide to setting up AskBiz: create your account, complete onboarding, connect your data, and get your first AI business insight.

How to Connect Your First Data SourcePopular

Learn how to connect Shopify, Amazon, QuickBooks, Stripe, or upload a CSV to AskBiz. Step-by-step instructions for activating your Business Pulse score.

How to Ask Your First Question

Tips for getting the most out of AskBiz's AI chat from day one. What to ask, how to phrase questions, and how to interpret AI-generated answers.

Business Pulse Score ExplainedPopular

What is the AskBiz Business Pulse score? How is it calculated, what does each range mean, and how do you improve it? Full breakdown of the 0–100 health rating.

What Is AskBiz and Who Is It For?Popular

An introduction to AskBiz — what it does, how it works, and whether it is right for your business.

Switching from Excel and Google Sheets to AskBiz

How to transition from manual spreadsheet reporting to AskBiz — what changes, what stays the same, and how to make the switch without losing your historical data.

Your First 7 Days with AskBiz

A day-by-day setup checklist to get the most from your first week — from connecting data to asking your first business-changing question.

Understanding What Data AskBiz Uses

How AskBiz pulls data from your connected platforms, what each integration provides, and what data is needed to answer different types of questions.