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
Four tabs for one answer
A home spreadsheet, the bank app, the company system, a statement in your inbox. To know if the month closes, you open all of them and add it up in your head.
Money that switches pockets
The personal card paid a supplier, the company account paid for groceries. By the end of the month nobody knows what belongs to whom, and the bill due yesterday slipped by.
One login, one switch
In Finances, your personal life and each company live in separate accounts under the same sign-up. Switch at the top of the screen and balances, due dates and reports follow.
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
Use Claude or ChatGPT right inside your finances
Connect the AI app you already use to your Finances account. Through the conversation, it looks up your data and records what you ask for: expenses, income, transfers, goals and bank statements. All under the same rules and permissions that apply inside the system.
You choose the access
Read-only, or read and write. The account owner sets the limit and can disconnect any app at any time.
One connection per account
Each connection only sees the account you picked. Connect your personal account and each company separately.
- Send the statement as PDF, spreadsheet or OFX: the AI shows what is new and only imports after you confirm
- Bulk actions, deletions and NFS-e issuing always go through a preview before running
- Every change made by an AI is logged in the team activity
- Works with Claude and ChatGPT, and with Claude Code through a personal token
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 who want to manage their finances
- Report export (Excel/PDF)
- Data import (CSV/Excel/OFX)
- Budget management by category
- Financial goals
- Investment tracking
- List export (Expenses, Income, etc.)
- Email due-date notifications
- WhatsApp due-date notifications
- Advanced reports (Cash Flow, Categories)
- Monthly company report by email
- Income Statement (P&L)
- Brazilian service invoices (NFS-e) (Enterprise plan only)
- Recurring NFS-e automation
- Business finance
- Multiple users per company
- Audit logs
- Business loan reminders
- Wisebot (AI assistant)
- Claude and ChatGPT connection (MCP)
- FAQ support
- Ticket support
- Chat support
Pro
For those who want more control over their personal finances
- Report export (Excel/PDF)
- Data import (CSV/Excel/OFX)
- Budget management by category
- Financial goals
- Investment tracking
- List export (Expenses, Income, etc.)
- Email due-date notifications
- WhatsApp due-date notifications
- Advanced reports (Cash Flow, Categories)
- Monthly company report by email
- Income Statement (P&L)
- Brazilian service invoices (NFS-e) (Enterprise plan only)
- Recurring NFS-e automation
- Business finance
- Multiple users per company
- Audit logs
- Business loan reminders
- Wisebot — 20 questions/month
- Claude and ChatGPT connection (MCP)
- FAQ support
- Ticket support
- Chat support
Enterprise
Personal + Business complete
- Report export (Excel/PDF)
- Data import (CSV/Excel/OFX)
- Budget management by category
- Financial goals
- Investment tracking
- List export (Expenses, Income, etc.)
- Email due-date notifications
- WhatsApp due-date notifications
- Advanced reports (Cash Flow, Categories)
- Monthly company report by email
- Income Statement (P&L)
- Brazilian service invoices (NFS-e) (20 invoices/month included, across all companies in the account)
- Recurring NFS-e automation
- 1 company included (extra companies R$ 89.90/mo each)
- Multiple users per company
- Audit logs
- Business loan reminders
- Wisebot — 50 questions/month
- Claude and ChatGPT connection (MCP)
- FAQ support
- Ticket support
- Chat support
Need more than one company in the same account?
Every additional company comes with everything in the Enterprise plan — reports, P&L, multiple users and Wisebot. Add one whenever you need, cancel anytime.
Compare and decide
See how WiseData Finances stacks up in the market.
| WiseData Enterprise | ContaAzul Essential | Organizze Connected | Nibo Light | |
|---|---|---|---|---|
| Monthly price | R$ 139.90 | R$ 159.90 | R$ 45 | R$ 208 |
| Personal + Business unified | ||||
| Managerial P&L | ||||
| AI assistant (Wisebot) | ||||
| Claude and ChatGPT connection (MCP) | Via third parties | Via third parties | ||
| WhatsApp notifications | ||||
| Unlimited multi-user |
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 Enterprise 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 — and it also lets you issue Brazilian service invoices (NFS-e) right from the platform (included in the Enterprise plan). What we don't do is full accounting: that stays with your accountant.
Can I manage more than one company?
Yes! The Enterprise plan includes 1 company, along with your personal finances, and each additional company under the same account costs R$ 89.90/month. 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, investments, and Brazilian service invoice (NFS-e) issuance. We don't handle inventory, high-volume goods invoices (NF-e), or complex sales orders. For that, WiseData ERP will be launched separately.
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