The modern accounting workspace built for fast-moving businesses.
Create branded invoices, track bills and expenses, sync bank transactions, manage inventory, and generate accountant-ready financial statements in seconds—powered by an autonomous AI bookkeeper.
One unified workspace for your entire financial workflow
Say goodbye to disconnected spreadsheets and clunky legacy software. Everything from customer quotes to balance sheets connects seamlessly in real time.
Executive Financial Command Center
Instant clarity on cash flow, revenue trends, pending receivables, upcoming payables, and category-level expense breakdowns with zero manual math.
HOW IT WORKS
From first quote to tax-ready year end in 3 steps
Create, Quote & Bill in Seconds
Generate client estimates, sales orders, purchase orders, and invoices using custom-branded templates. Turn accepted quotes into live invoices with a single tap.
Automate Money In, Money Out & Bank Feeds
Connect your bank accounts via Plaid or import statements. Wize Accounts automatically reconciles payments, matches bills, and posts strictly balanced double-entry journals.
Instant Reports & Painless Accountant Handoff
Real-time P&L, balance sheets, and tax summaries stay up to date with every transaction. Invite your accountant with controlled role-based access or export with one click.
POWERFUL CAPABILITIES
Engineered for simplicity. Built on serious accounting math.
Everything small teams, agencies, and growing companies need to stay profitable, organized, and compliant.
Invoicing & Accounts Receivable
Create polished, professional invoices that get paid on time.
- Automated payment status tracking (Draft, Sent, Partial, Paid, Overdue)
- Multi-currency invoicing with live exchange rates
- One-click credit notes and refund allocations
- Automatic balance-due and customer ledger updates
- Print-ready and shareable PDF exports
Quotations & Sales Orders
Win clients and manage commitments before invoicing begins.
- Send branded estimates with custom terms and validity dates
- 1-click conversion: Quote → Sales Order → Final Invoice
- Fulfillment tracking and partial order deliveries
- Customer-linked order history and audit trails
- Live margin preview before sending
Expenses & Vendor Bills (AP)
Take control of company spending and vendor payables.
- Log vendor bills and match against Purchase Orders
- Receipt image capture with automatic category tagging
- Due-date tracking to avoid late payment penalties
- Split expenses across business classes and locations
- Debit notes and vendor credit management
Payments & Cash Application
Settle transactions with real-time subledger synchronization.
- Record customer payments and auto-allocate across open invoices
- Support for Bank Transfers, Stripe, Credit Cards, Checks, and Cash
- Automatic journal entry posting (Dr Bank / Cr Accounts Receivable)
- Real-time cash position and uncleared transaction view
- Overpayment handling and customer credit tracking
Customer & Vendor Hub
Clean relationship tracking connected to every dollar.
- Complete customer & supplier balance forward statements
- Configurable credit limits and custom payment terms
- Dedicated contact cards with tax IDs and billing addresses
- Open item vs. historical transaction breakdown
- Instant statements for customer collections
Real-Time Financial Reports
Executive financial visibility without waiting for month-end.
- Instant Profit & Loss (P&L), Balance Sheet, and Trial Balance
- Accounts Receivable (AR) and Accounts Payable (AP) Aging reports
- Cash Flow statement (Operating, Investing, Financing activities)
- Comparative period-over-period financial analysis
- Export clean datasets directly to Excel, CSV, or PDF
Visual PDF Template Designer
Stand out with invoices and documents designed to reflect your brand.
- Custom company logo upload, size, and position tuning
- Custom brand palette, accent colors, and typography
- Dynamic line-item tables with tax, discount, and SKU toggles
- Customizable footer notes, bank transfer details, and terms
- Reusable templates across Invoices, Quotes, and POs
Autonomous AI Assistant
Natural language bookkeeping that acts as your on-demand finance analyst.
- Draft customer invoices and vendor bills from quick chat prompts
- Upload receipts or statement PDFs for instant OCR extraction
- Run anomaly scans for duplicate charges and overdue invoices
- Ask complex business questions ("What was our net margin last month?")
- Every AI action requires human review before posting to the ledger
Frictionless Data Migration
Bring your historical books over without starting from scratch.
- Dedicated migration pipelines for QuickBooks, Xero, Excel, and CSV
- Staged validation preview: catch errors before importing
- Clean cutover date balancing with opening balance journals
- Batch rollback support if you need to make changes
- Pre-built field mapping for Chart of Accounts and Contacts
THE WIZE ACCOUNTS ADVANTAGE
Institutional accounting power. Consumer-grade simplicity.
Unlike shallow invoice makers that fall apart at tax time, Wize Accounts is engineered with the strict controls certified accountants and growing companies require.
Connect your bank. Reconcile transactions with zero guesswork.
Stop manually cross-referencing paper bank statements against spreadsheets. Wize Accounts connects securely with thousands of financial institutions worldwide via Plaid. Inbound deposits and outbound payments are automatically matched to open customer invoices and vendor bills using intelligent confidence matching.
Direct Plaid Bank Sync
Seamlessly pull checking, savings, and credit card transactions in real time.
Smart Rule Engine
Set up automated rules to categorize recurring expenses and match routine supplier debits.
Zero-Difference Reconciliation Session
Interactive reconciliation view guarantees your ledger balance matches your real-world bank balance down to the cent.
Stripe Inbound Deposit
Matched to INV-1038 (Acme Corp)
AWS Cloud Services
Matched to Vendor Bill #VB-902
You can
with one simple prompt.
Execute complex accounting tasks in seconds
Drafted and calculated with taxes in 2 seconds
Receipt scanned, parsed, and categorized automatically
30/60/90-day cash runway projection based on live receivables
Flagged duplicate vendor bill before double payment
Personalized overdue payment reminders ready to send
Instant breakdown of monthly margins for your leadership team
Drafted and calculated with taxes in 2 seconds
Receipt scanned, parsed, and categorized automatically
30/60/90-day cash runway projection based on live receivables
Flagged duplicate vendor bill before double payment
Personalized overdue payment reminders ready to send
Instant breakdown of monthly margins for your leadership team
Less admin chaos. Total financial control.
Disjointed spreadsheets and legacy accounting tools cost small business owners 5+ hours every single week in manual data entry, reconciliation headaches, and chasing receipts. Wize Accounts automates the friction away.
Chasing & Sorting Receipts
Lost paper receipts, untagged credit card expenses, and missing tax details that create an audit nightmare at month-end.
Upload receipts via web or AI chat. OCR automatically pulls the date, merchant, tax, and category.
Manual Ledger Entry & Categorization
Hand-typing journal entries, fixing unbalanced debits and credits, and guessing which account code applies.
Automated posting rules create balanced double-entry records every time an invoice, payment, or bill is saved.
Creating Invoices & Tracking Collections
Copy-pasting line items, checking if bank transfers arrived, and drafting awkward follow-up payment reminders.
1-click quote-to-invoice conversion, automatic subledger payment allocation, and real-time aging reports.
Prepping Reports for Your Accountant
Scrambling at year-end to assemble spreadsheets, reconcile bank statements, and explain mismatched balances.
Real-time P&L and Balance Sheet with period lockouts and audit trails, ready for clean export or CPA review.
TIME RECLAIMED
4 to 6 Hours Saved Every Week
Stop spending your Sundays doing data entry. Reclaim up to 25 hours a month to focus on landing clients and growing your business.
A purpose-built module for every financial workflow
Everything works together under one roof, backed by a strict general ledger.
Invoicing
Fast, branded invoice generation & status tracking
Payments
Auto-allocated collections & customer credit tracking
Expenses
Categorized spend management with receipt capture
Bills & AP
Vendor bill management, due dates & PO matching
General Ledger
Full double-entry ledger with period closing gates
Bank Feeds
Plaid integration & automated rule-based reconciliation
Customers
Complete debtor history, credit terms & statements
Vendors
Supplier database, open payables & purchase records
Inventory
Perpetual FIFO costing, stock tracking & reorder alerts
Reporting
14+ standard financial statements & tax summaries
Visual Templates
Customizable PDF branding for all business documents
AI Bookkeeper
Natural language drafting, receipt scanning & audits
Multi-Currency
Live FX rates & automated unrealized gain/loss revaluations
User Roles
Secure granular access for Admin, Accountant & Staff
Ask questions in plain English. Get balanced accounting actions.
Wize Accounts AI isn't a generic chatbot—it is an autonomous bookkeeper connected directly to your financial engine. It drafts invoices, categorizes expenses, summarizes balance sheets, and flags anomalies. Crucially, you retain 100% control: nothing is committed to your permanent ledger until you review and approve it.
Staged Draft Invoice INV-1089 for TechCorp ($6,225.00 total: 40 hrs @ $120/hr dev + 15 hrs @ $95/hr consulting). Net-14 payment terms applied.
Click any prompt to simulate:
ACCOUNTING INTELLIGENCE
Complete financial truth. Always in balance, always up to date.
Click any report to explore. Every metric is pulled dynamically from strict debit and credit journal lines, giving you institutional accuracy on demand.
+24.8% YoY
Revenue Trends
Track revenue growth over time, categorized by product line, service tier, or business location.
Simple, transparent pricing that grows with your business
No hidden transaction surcharges. No artificial lock-in. 14 days free on all plans.
Starter
Ideal for: Freelancers, solo consultants, and early-stage small businesses
billed monthly
Start 14-Day Free TrialFeatures Included:
- Unlimited branded Invoices and Quotations
- Customer & Vendor management (up to 100 contacts)
- Expense tracking & receipt attachment storage
- Live Cash Flow & Revenue dashboard
- Core Financial Statements (P&L, Balance Sheet, AR/AP Aging)
- Custom PDF visual invoice template builder
- CSV/Excel data import & export
- Wize AI Assistant (standard usage credits)
- Single user account with secure session auth
Pro
Ideal for: Growing businesses, agencies, service firms, and multi-team operations
billed monthly
Start 14-Day Free TrialFeatures Included:
- Everything in Starter, plus:
- Unlimited customers, vendors, and transactions
- Automated Bank Feeds & Statement Reconciliation (Plaid)
- Full Double-Entry General Ledger & Period Closing Locks
- Multi-Currency engine with automatic FX revaluation
- Perpetual FIFO Inventory tracking & COGS accounting
- Multi-User collaboration with Role-Based Access (Admin, Accountant, Staff, Viewer)
- Advanced multi-dimensional tagging (Class & Location tracking)
- Priority AI Bookkeeper usage (OCR receipt scanning & anomaly audits)
- Dedicated data migration hub (QuickBooks & Xero staged import)
- Priority customer support & direct accountant invite
14-day free trial · No credit card required · Cancel anytime in 1 click
Trusted by founders, agency leads, and finance teams
See why modern businesses choose Wize Accounts over clunky legacy software.
"Before Wize Accounts, we wasted hours bouncing between spreadsheet templates, manual invoice numbering, and our bank portal. Now our quotes turn into invoices with one click, and bank reconciliation takes five minutes at the end of the week."
Marcus Vance
Founder at Studio Apex (Design Agency, 12 employees)
"Most modern accounting tools are either toy invoice generators with no real ledger, or bloated 15-year-old software that costs a fortune. Wize Accounts strikes the perfect balance: a beautiful modern UI backed by a genuine, balanced double-entry ledger."
Elena Rostova
Operations Director at Northwind Logistics
"Before Wize Accounts, we wasted hours bouncing between spreadsheet templates, manual invoice numbering, and our bank portal. Now our quotes turn into invoices with one click, and bank reconciliation takes five minutes at the end of the week."
Marcus Vance
Founder at Studio Apex (Design Agency, 12 employees)
"Most modern accounting tools are either toy invoice generators with no real ledger, or bloated 15-year-old software that costs a fortune. Wize Accounts strikes the perfect balance: a beautiful modern UI backed by a genuine, balanced double-entry ledger."
Elena Rostova
Operations Director at Northwind Logistics
"The AI assistant is shockingly capable. I uploaded a batch of vendor receipts, and it accurately extracted the vendor, date, line items, and tax, then staged them for my approval. It feels like having a junior bookkeeper on staff."
Tariq Al-Mansoor
Managing Partner at Horizon Ventures
"Our accountant was skeptical when we told him we were switching away from QuickBooks. But when he saw the clean Trial Balance, proper period lock dates, and balanced P&L exports, he was blown away. Year-end taxes were painless."
Sarah Jenkins
Co-Founder at Craft & Code Labs
"The AI assistant is shockingly capable. I uploaded a batch of vendor receipts, and it accurately extracted the vendor, date, line items, and tax, then staged them for my approval. It feels like having a junior bookkeeper on staff."
Tariq Al-Mansoor
Managing Partner at Horizon Ventures
"Our accountant was skeptical when we told him we were switching away from QuickBooks. But when he saw the clean Trial Balance, proper period lock dates, and balanced P&L exports, he was blown away. Year-end taxes were painless."
Sarah Jenkins
Co-Founder at Craft & Code Labs
"We do business in both USD and Euros. Having live exchange rates and automatic unrealized FX revaluation built into our regular dashboard saved us thousands in foreign exchange reporting errors."
Liam O'Connor
Managing Director at GlobalRoute Media
"The branded PDF invoice builder made our billing look like an enterprise company from day one. Clients consistently comment on how clean and clear our invoices and payment instructions look."
Priya Sharma
Principal Consultant at Elevate Advisory
"We do business in both USD and Euros. Having live exchange rates and automatic unrealized FX revaluation built into our regular dashboard saved us thousands in foreign exchange reporting errors."
Liam O'Connor
Managing Director at GlobalRoute Media
"The branded PDF invoice builder made our billing look like an enterprise company from day one. Clients consistently comment on how clean and clear our invoices and payment instructions look."
Priya Sharma
Principal Consultant at Elevate Advisory
Frequently Asked Questions
Everything you need to know about Wize Accounts. Need more help? Our team is always here.
Bring clarity, precision, and speed to your business finances.
Join hundreds of small businesses that run cleaner books, get paid faster, and eliminate hours of weekly admin with Wize Accounts.
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