WiseData Finances for accountants and their clients

Recommend an accessible financial management tool for your clients. Ready-made reports that make your job easier.

Income statement ready for analysis

Your clients generate management income statements automatically. Less time collecting data, more time analyzing.

A price your client will accept

Starting at R$ 29.90/month. Your client won't complain about the cost — and you get better reports.

Multi-company for the office

With Enterprise, your client manages all companies in one place.

Exportable reports

Income statement, cash flow and management reports exportable in PDF and Excel. Ready for your analysis.

Report export

Consolidated view

If the client has multiple companies, see the overall picture or dive into each one's details.

Multi-company view

Standardized categories

Revenue and expense categories that make accounting sense. Less rework when classifying.

Financial categories

FAQ

Does WiseData replace my accounting system?

No. WiseData Finances is management financial control, not accounting. It complements your accounting system.

Is there a partner program for accountants?

We're developing one. Contact us to learn more about partnerships.

Recommend to your clients

30 days free. No credit card.

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