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
From sign-up to your first entry, personal and business: activate your account, create your company and register your accounts with today's balance.
2 articlesWisebot (AI assistant)
Ask about your finances in plain language, in the app or on WhatsApp, and get the answer right away.
1 articleData import
Bring in what you already have: a spreadsheet of expenses and income, and the bank's OFX statement reconciled transaction by transaction.
2 articlesNotifications
Which alerts the system sends and through which channel: email, app, browser or WhatsApp, chosen by type.
1 articleCategories
Classify income and expenses in up to three levels — it is what makes reports, budgets and the income statement say something.
1 articleExpenses and income (personal)
Record what comes in and goes out, with due date, recurrence, installments, line items, attachments and payment settlement.
1 articleAccounts and transfers (personal)
Your account and credit card balances, each account's statement, the card bill and the money that moves from one to another.
1 articleBudget
A monthly spending cap per category, and automatic tracking of how much has already gone.
1 articleFinancial goals
An amount and a date, the contributions you record and an estimate of when you will get there.
1 articleInvestments
Your invested assets, their return, and the record of contributions, withdrawals and earnings.
1 articleExpenses and income (business)
The company's entries, linked to suppliers and clients, with the accrual date kept apart from the due date.
1 articleAccounts and transfers (business)
The company's accounts and card, each one's statement and transfers between them, without inflating expenses or revenue.
1 articleCash flow
The money that came into and left the accounts — consolidated, per account or entry by entry — and the forecast of what is still coming.
1 articleIncome statement (DRE)
From gross revenue to net income, month by month: where each line comes from and what you provide, such as COGS and depreciation.
1 articleTaxes
The company's tax types, each tax bill with period and due date, payment, reversal and installment plans for overdue bills.
1 articlePayroll
Employees, the monthly payroll with INSS and IRRF deducted, the payment debited from the account, the payslip and the payroll that creates itself.
1 articleLoans
Loans, financing and installment plans with the amount received in the account and every installment separating principal from interest.
1 articleInvoices and billing
Issue an itemized invoice in installments, send it to the client as a PDF or by email and record what came in, with the fee kept apart.
1 articleMulti-company, users and permissions
Several companies under one login, who gets into which one and with what role, access to your personal finances and ownership transfer.
1 articleProviders and customers
Who you pay and who pays you, with the CNPJ looked up automatically and tax details ready for each entry.
1 articleNFS-e
Issue the service invoice (NFS-e), follow it at the city hall until it is authorized, cancel or replace it and automate recurring invoices.
1 articleAI integration (MCP)
Connect Claude or ChatGPT to your personal account or a company to read and record through the conversation, with a preview for sensitive operations.
1 article