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.
Unlimited companies and users
On the most complete plan there is no cap on companies or invited users. Partners and accountants join with granular permissions.
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.
How it works in practice
From sign-up to the report your accountant needs, without switching tools halfway through. See the platform from the inside
- 01
Create a single account
The same login covers your personal life and every one of your companies. Switching between them is one click, without signing out.
- 02
Record income and expenses
Payables and receivables, categories, cost centers, payroll, taxes, and loan installments all in the same place.
- 03
Ask Wisebot
Instead of digging for a report, ask in plain language from the app or WhatsApp and get the answer right away.
- 04
Hand it to your accountant
Managerial P&L, cash flow, and reports exportable to Excel, PDF, and CSV — plus due-date alerts on your phone.
Built for those who blend personal and business life
Segments that get the most out of the platform. See all use cases
- 01
Freelancers and contractors
Manage projects, clients, and personal finances in one place — without mixing bank accounts.
- 02
Small business owners
P&L, cash flow, and full financial control for a fraction of what the incumbents charge.
- 03
Licensed professionals
Lawyers, doctors, designers, consultants: separate personal and company finances without switching tools.
- 04
Families
Household budget, savings goals, and day-to-day expense tracking in the same account.
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.
This is an overview page. Features, terms, and prices may change at any time, and whatever is published on the product's official site at the time of purchase always prevails.