The financial platform that takes care of your wallet and your business
One account for your personal life and all your companies. In Portuguese, Spanish, and English.
Stop juggling your finances
The problem
Tired of having a spreadsheet, a personal finance app, a business system, and still losing track of your money?
The reality
Most entrepreneurs use 3 to 5 different tools and still can't see the full picture. Personal and business expenses get mixed up, due dates slip through the cracks.
The solution
WiseData Finances unifies everything on a single platform. Personal. Business. All your companies. One account.
Everything you need in one place
Manage your entire financial life without switching tools.
Organized personal life
Budget, financial goals, investments, accounts payable and receivable. Take control of your money without the hassle.
Business under control
Expenses, revenue, income statement, cash flow, employees, and taxes. Business financial management for R$ 139.90/month.
All connected
Multi-company, multi-user, WhatsApp notifications. Switch between personal and business with a single click.
Ask Wisebot and get answers about your finances instantly
The AI financial assistant that answers in natural language — on WhatsApp or right inside the app. Instead of hunting through reports or building spreadsheets, just ask: Wisebot looks up your data and answers on the spot. It only reads your information — it never creates, edits, or deletes anything.
On your WhatsApp
Link your number and ask Wisebot like a normal conversation. It looks up your data and replies instantly, right where you already are.
Inside the app
Prefer your computer? The same assistant lives inside Finances, with full context of your accounts.
- Ask instead of searching: "what was my biggest expense this quarter?"
- From simple to tricky, about your personal finances or any of your companies
- Instant answers — no report to hunt for, no spreadsheet to build
- Read-only: Wisebot answers, but never creates, edits, or deletes entries
See WiseData Finances in action
Features designed to simplify your financial management.
Smart dashboard
Real-time overview of your finances. Charts, indicators, and alerts to help you make fast decisions.
Complete cash flow
Track income and expenses, forecast your financial future, and never be caught off guard.
Income statement for R$ 139.90
Affordable management reporting in the Enterprise plan — at a fraction of the price of business ERPs.
WhatsApp notifications
Get payment reminders straight to your WhatsApp. Because spreadsheets don't remind you about bills.
Multi-company in one account
Manage all your companies and your personal life with a single account. No switching required.
Who is WiseData Finances for
Built for those who mix personal and business life — and want to see it all in one place.
Freelancers & Independent Workers
Manage projects, clients, and personal finances in one place.
Small Businesses & Sole Proprietors
Income statement, cash flow, and full financial control for R$ 139.90/month.
Professionals & Consultants
Lawyers, designers, consultants: separate personal from business without the complexity.
Families
Family budget, savings goals, and daily expense tracking.
Plans that fit your budget
Start for free. No credit card required. Cancel anytime.
Essential
For individuals
- Report export (Excel/PDF)
- Budget management by category
- Financial goals
- Investment tracking
- FAQ support
- List export (Expenses, Income, etc.)
- Email due-date notifications
- WhatsApp due-date notifications
- Advanced reports (Cash Flow, Categories)
- Ticket support
- Chat support
- Wisebot (AI financial assistant)
Pro
For those who want more control
- Report export (Excel/PDF)
- List export (Expenses, Income, etc.)
- Email due-date notifications
- WhatsApp due-date notifications
- Advanced reports (Cash Flow, Categories)
- Budget management by category
- Financial goals
- Investment tracking
- Ticket support
- Wisebot — 20 questions/month
- Chat support
Enterprise
Personal + Business complete
- Report export (Excel/PDF)
- List export (Expenses, Income, etc.)
- Email due-date notifications
- WhatsApp due-date notifications
- Monthly company report by email
- Advanced reports (Cash Flow, Categories)
- Income Statement (P&L)
- Budget management by category
- Financial goals
- Investment tracking
- Multiple companies
- Multiple users per company
- Audit logs
- Business loan reminders
- Ticket support
- Chat support
- Wisebot — 50 questions/month
Compare and decide
See how WiseData Finances stacks up in the market.
| WiseData Enterprise | ContaAzul | Organizze | Nibo | |
|---|---|---|---|---|
| Monthly price | R$ 139.90 | R$ 159.90 | R$ 45 | R$ 208 |
| Personal + Business unified | ||||
| Income statement | ||||
| Multi-user | ||||
| AI assistant (Wisebot) | ||||
| WhatsApp notifications | ||||
| Multi-company |
Frequently asked questions
Do I need to have a business to use WiseData Finances?
No. WiseData Finances works for both individuals and businesses. You can start with the Essential plan to manage your personal finances and upgrade to Pro when you need to manage a company.
Does WiseData Finances replace my accountant?
No. WiseData Finances complements your accountant's work by providing management reports like income statements and cash flow that make communication easier. We don't issue invoices or handle accounting.
Can I manage more than one company?
Yes! With the Enterprise plan, you can manage unlimited companies under the same account, along with your personal finances. Everything unified on a single platform.
Is my data secure?
Yes. We use end-to-end encryption, HTTPS connections, automatic backups, and are LGPD compliant. Your financial data is treated with the highest level of security.
Can I cancel anytime?
Yes. There are no commitments or cancellation fees. You can cancel your subscription at any time directly from your dashboard.
Does the system work in other languages?
Yes. WiseData Finances is natively trilingual: Brazilian Portuguese, English, and Spanish. Perfect for professionals who work with international clients.
What's the difference between WiseData Finances and an ERP?
WiseData Finances is focused on financial management — account tracking, management reports, goals, and investments. We don't handle inventory, bulk invoice issuance, or complex sales orders. For that, WiseData ERP will be launched separately.
Start organizing your finances today
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