Meet WiseData Finances: your personal and business finances in one place
A single account for your personal life and all your companies.
The only platform that brings personal, business, and multi-company finance together in one login. Wisebot (AI financial assistant), managerial P&L, cash flow, budget, goals, investments, and WhatsApp alerts — no need for five different tools.
Why choose WiseData Finances?
The differentiators no competitor ships together. Compare with the market
Personal, business and multi-company in one login
Switch between your personal life and each of your companies with a single click. No competitor in Latin America ships this together.
WhatsApp notifications
Bill due-date alerts directly on your phone. Because spreadsheets and email don't remind you of a payment.
Wisebot: ask, don't dig through reports
An AI assistant that answers questions about your finances on WhatsApp or in the app — "what was my biggest expense this quarter?". No competitor has it.
Enterprise with unlimited users
Unlimited companies and users at R$ 139.90/month — less than competitors charge for a single user.
No lock-in, no surprises
Free 30-day trial, no credit card required. Cancel whenever.
Complements your accountant
Managerial reports ready to hand over to your accountant — without stepping on their role.
Features to organize your entire financial life
Everything you need for personal and business finance in a single platform. See the full feature list
Smart dashboard
Real-time overview of your finances with charts, indicators, and alerts to decide fast.
Full cash flow
Track income and expenses, project future balances, and avoid end-of-month surprises.
Managerial P&L
Standard profit-and-loss report, ready to share with your accountant or analyze in-house.
Budgets and goals
Set category limits, track goal progress, and anticipate overruns.
Investments
Follow your investment portfolio alongside the rest of your finances.
WhatsApp alerts
Due-date notifications on your phone via the official WhatsApp API.
Multi-company and multi-user
Manage unlimited companies and invite partners or accountants with granular permissions.
Reports and exports
Export to Excel, PDF, and CSV. Automatic monthly summary by email.
Employees, taxes, and loans
Track payroll costs, tax obligations, and loan installments.
Built for those who blend personal and business life
Segments that get the most out of the platform. See all use cases
Freelancers and contractors
Manage projects, clients, and personal finances in one place — without mixing bank accounts.
Small business owners
P&L, cash flow, and full financial control for a fraction of what the incumbents charge.
Licensed professionals
Lawyers, doctors, designers, consultants: separate personal and company finances without switching tools.
Plans that grow with you
Start free. No credit card. Cancel anytime. See the full comparison and annual plans
Essential
For individuals who want control over their finances.
- Budget management by category
- Financial goals
- Investment tracking
- Report export (Excel/PDF)
- FAQ support
Pro
For those who want more control over personal finances.
- Everything in Essential
- Advanced reports (Cash Flow, Categories)
- Email and WhatsApp alerts
- Wisebot — 20 questions/month
- Ticket support
Enterprise
Personal + full business management, with multiple companies.
- Everything in Pro
- Managerial P&L
- Multiple companies and users
- Audit logs
- Wisebot — 50 questions/month
- Chat support
Frequently asked questions
Full answers on the official site.
Start organizing your finances with WiseData Finances
This is a product overview page. For demos, full pricing, and sign-up, visit the official site.