Providers are the people and companies your company pays; customers are the ones who pay it. In WiseData Finances, both live in the same registry — what defines each one is the Type field. Registering these parties once makes recording expenses and income much faster and, above all, opens the way for reports that show how much you pay each provider and how much you receive from each customer.
Where to find it
On the Providers screen, you see the full list with search, filter by type (providers or customers) and by status (active or inactive). To add a new one, click New.
Filling in the registration
The form is organized in sections. Only Name and Country are required — everything else you fill in as needed.
General
Type: Provider or Customer. It's what separates who you pay from who pays you.
Country (required): defines whether the registration is treated as Brazilian or foreign — which changes the document fields and the tax data.
Status: Active or Inactive.
Identification
CPF/CNPJ (Brazilian registration): for companies, when you type a valid CNPJ use the lookup button beside it — several fields are filled in automatically for you. For foreign registration, there's an equivalent identification field.
Name (required): how you recognize the provider or customer.
Trade name (Brazilian registration): the commercial name, when different from the legal name.
Contact
Email and Phone: optional, useful to keep the contact details at hand.
Address
State, city, ZIP/postal code, neighborhood, street, number and complement — all optional. The city becomes available after you choose the state.
Tax data
For Brazilian registrations, you can provide the state registration, the municipal registration and the tax regime (MEI, Simples Nacional, Lucro Presumido or Lucro Real). Leave the state registration blank when exempt.
Notes and contacts
Notes: free annotations about the provider or customer.
Contacts: you can register reference people linked to that provider or customer, so you know who to talk to.
Tip: when registering a Brazilian company, start with the CNPJ and use the automatic lookup — most of the registration comes pre-filled, and you only adjust what's missing. It's the fastest way to build your base of providers and customers.
The same party as provider and customer
The same company can be, at once, a provider and a customer of yours — for example, someone you buy from and also sell to. In that case, create two registrations: one with the Provider type and another with the Customer type. They coexist without conflict.
Using them in expenses and income
With the registration ready, the link happens on its own: when you record an expense, you select the provider; when you record income, you select the customer. And if you notice the party doesn't exist yet, you can create it on the spot, right from the expense or income form — it then appears here in the list.
Import, export and deactivate
If you already have a base in a spreadsheet, use Import providers or Import customers to bring it all in at once. You can also export the list. Instead of deleting, the system uses activate/deactivate: an inactive provider disappears from day-to-day selections, but the history of entries linked to it stays intact.