Plans that fit your budget and grow with you
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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 plans in detail
| Essential | Pro | Enterprise | |
|---|---|---|---|
| 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/mo included | ||
| Recurring NFS-e automation | |||
| Companies | 1 included · +R$ 89.90 each | ||
| Multiple users per company | |||
| Audit logs | |||
| Business loan reminders | |||
| Wisebot (AI assistant) | 20/mo | 50/mo | |
| Claude and ChatGPT connection (MCP) | |||
| FAQ support | |||
| Ticket support | |||
| Chat support |
WiseData Finances vs. 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 |
Pricing questions
Can I change plans later?
Yes. You can upgrade or downgrade at any time. The difference is calculated proportionally.
Can I manage more than one company?
The Enterprise plan includes 1 company. Each additional company in the same account costs R$ 89.90/month and comes with every Enterprise feature — reports, P&L, multiple users and Wisebot.
Is NFS-e issuance charged separately?
No. Issuing Brazilian service invoices (NFS-e) is part of the Enterprise plan, with 20 invoices per month included — the quota applies per subscription cycle and adds up the invoices of every company in the account. Recurring-invoice automation is included too. Before subscribing, check the NFS-e municipalities page to confirm your city is covered.
Can I use Claude or ChatGPT with Finances?
Yes, on the Pro and Enterprise plans and during the free trial. Through the MCP connection, you link the AI you already use, such as Claude or ChatGPT, to your account: it looks up your data, records entries, imports statements and reconciles them, always under the same rules and permissions as the system. The account owner chooses whether the connection is read-only or read and write. Each connection is tied to one account, so you can connect your personal finances and each company at the same time.
Is there a free trial?
Yes! You get 30 free days to try any plan. No credit card required.
How does payment work?
We accept major credit cards. Payment is recurring (monthly or annual) and you receive the receipt by email.
Is there a discount for annual payments?
Yes. On the annual plan you pay for 10 months and use 12 — that's 2 months free.
What happens if I cancel?
No penalty. Your data remains available for 30 days after cancellation. After that, it is permanently deleted.
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