WiseData Finances

WiseData Finances help center — the platform that unifies your personal and business finances in a single login, with cash flow, income statement (DRE), budgeting, goals and the Wisebot AI assistant. Learn how to use every feature here.

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Getting started

Create your account, use personal and business finances in one login, and set language, currency and date format.

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Wisebot (AI assistant)

Meet the WiseData Finances AI assistant: link WhatsApp, ask questions about your finances and understand the per-plan limits.

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Data import

Import expenses, income and other data from a spreadsheet (CSV/Excel), mapping columns and fixing errors.

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Notifications

Set up due-date reminders and alerts via WhatsApp, email and push, the way you prefer.

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Categories

Organize your finances with custom categories and subcategories — the foundation of your entries and reports.

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Expenses and income (personal)

Record your personal payables and receivables: recurrence, status, attachments and settling payments.

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Accounts and transfers (personal)

Add your accounts, track balances and statements, and record transfers between them.

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Budget

Set a budget per category and track how much you've spent in each one through the month.

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Financial goals

Create savings goals, record contributions and track your progress until you reach them.

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Investments

Track your investments and get a view of your portfolio inside WiseData Finances.

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Expenses and income (business)

Manage your company's payables and receivables: recurrence, status, attachments and settling payments.

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Accounts and transfers (business)

Add your company's accounts, track balances and statements, and record transfers.

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Cash flow

Track your company's inflows and outflows and project cash to avoid surprises.

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Income statement (DRE)

Generate and interpret your company's managerial income statement (DRE), month by month.

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Taxes

Record, pay and track your company's taxes throughout the year.

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Payroll

Add employees, set up recurrences, process payroll and generate payment receipts.

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Loans

Record your company's loans and settle installments as they are paid.

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Invoices and billing

Issue billing invoices, generate the PDF, send by email and record payments received.

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Multi-company, users and permissions

Manage several companies in one account, invite users, set roles and review audit logs.

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Providers and customers

Register the company's providers and customers and use them in expenses and income.

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Frequently asked questions

Is WiseData Finances for individuals and businesses?
Yes. In a single login you manage your personal finances and all of your companies, switching between them with one click — no separate apps needed.
What is Wisebot?
It's the WiseData Finances AI financial assistant. You ask in natural language, on WhatsApp or inside the app, and it queries your data and answers instantly. Wisebot only reads your data — it never creates, edits or deletes entries. Available on the Pro and Enterprise plans.
Does WiseData Finances have an income statement and cash flow?
Yes. In the business module you track cash flow and generate a managerial income statement (DRE), plus expenses, income, taxes, payroll and reports.
Does WiseData Finances issue invoices or replace my accountant?
No. It focuses on financial management and managerial reports (like the income statement and cash flow) that make talking to your accountant easier. We don't issue tax invoices or do accounting.