In WiseData Finances, the same login gives you access to two worlds: your personal space and your business space. The finances never mix — each company has its own accounts, entries and reports, separate from what's yours as an individual. This guide shows how to create your company and take the first steps inside it.
Personal space and business space
Think of them as independent environments under the same login. In the personal space you manage your day-to-day finances; in the business space you run the operation of the company — with features that only make sense for a business, like providers, taxes, payroll, loans and accounting reports.
You switch between them with the space selector: when you sign in, if you have access to more than one, the system asks which you want to open; afterwards, you can switch at any time. Each space is labeled as Personal or Business.
Creating your company
Creating companies is part of the Enterprise plan. With it active, go to Company settings → Companies and click Add company. A four-step wizard opens — you move forward with “Continue” and can go back at any time.
Step 1 — Identification
First choose the type: Brazilian company or foreign company. Then provide:
Name (required): the nickname by which you recognize the company in the system.
Legal name (optional): the company's official name.
CNPJ (Brazilian company, required): when you type a valid CNPJ, use the lookup button beside it — the system automatically fills in several company details for you, saving typing.
Tax ID (foreign company): the equivalent document in the country of origin.
Step 2 — Tax data, address and contact
For a Brazilian company, you provide the tax regime — MEI, Simples Nacional, Lucro Presumido or Lucro Real — and, where applicable, the state registration and the municipal registration. For a foreign company, you set the currency and the VAT number.
Then come the address and contact details: country (for a foreign company), state, city, address, ZIP/postal code, email and phone. The city becomes available after you choose the state.
Step 3 — Segment and size
Choose the segment that best describes the business — Commerce, Service, Industry, Technology or Other — and the company size: Micro, Small, Medium or Large. These choices help the system fit the reality of your operation.
Step 4 — Confirmation
The wizard shows a summary of everything you filled in — basic data, address and contact. Review it and click Add company to finish.
Tip: if the company is Brazilian, start with the CNPJ and use the automatic lookup right in the first step. Most fields come pre-filled, and you only adjust what you need in the following steps.
Entering the company space
Once the company is created, it appears in your list of spaces. Use the space selector and click Enter on the company you want. From then on, everything you do — accounts, expenses, income, reports — belongs to that company.
In the company list, each one shows your role (owner, admin, member or viewer) and markers like Current (the one that's open) and Shared (when you were invited by someone else).
The essential step: registering the company account
Just like in the personal space, inside the company nothing happens without a financial account. The account is where money comes in and goes out — without it, there's no way to record an expense, income or transfer.
So the first step inside the company is to register the first account. When none exists yet, the system offers a “Create now” shortcut on the screens that depend on an account, taking you straight to the form. You provide at least the account's name, type and current balance — and from there, the company space is ready to receive entries.
What you'll find in the business space
With the company created and the account registered, the business space puts a set of business-focused features at your disposal:
Expenses and income — the day-to-day entries, with providers and customers.
Providers — the registry of who you pay.
Taxes — control of the company's taxes.
Payroll — employees and the monthly payroll.
Loans — tracking of financing and its installments.
Invoices — issuing and controlling documents.
Reports, income statement and cash flow — the managerial and accounting view of the business.
Each of these features has its own guide in this help center. Start by creating the company and the account; the rest builds from there.