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
- 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 over their personal finances
- Report export (Excel/PDF)
- Data import (CSV/Excel/OFX)
- 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)
- Data import (CSV/Excel/OFX)
- 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
- 1 company included (extra companies R$ 89.90/mo each)
- Multiple users per company
- Audit logs
- Business loan reminders
- Ticket support
- Chat support
- Wisebot — 50 questions/month
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) | |||
| Companies | 1 included · +R$ 89.90 each | ||
| Multiple users per company | |||
| Audit logs | |||
| Business loan reminders | |||
| Wisebot (AI assistant) | 20/mo | 50/mo | |
| 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) | ||||
| 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 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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