Bank and card feeds
Connect your accounts once. New transactions arrive every night, or whenever you check for them.
Bookkeeping for small businesses
Books that stay up to date on their own.
WizeBooks pulls in your bank and card transactions, sorts them the way you did last time, and keeps invoices, bills and reports in one place. Your books are ready whenever you or your accountant need them.
Everything your books need, nothing they don't
Categorizes as it learns
Post a transaction and WizeBooks applies the same category to other charges from that merchant. Bank rules handle the rest.
Import any statement
No bank connection? Upload a PDF or CSV statement and review the transactions before anything is posted.
Invoices that repeat
Send invoices, record payments and set up recurring invoices for customers you bill every month.
Bills and expenses
Track what you owe, pay bills, and keep every expense matched to the right account.
Reconcile with confidence
Work through your statement side by side with your register, and see exactly what is left to match.
How it works
- 1
Connect your accounts
Link your bank and credit cards, or upload a statement.
- 2
Review and post
Check the suggested categories, fix anything that looks off, and post.
- 3
Reconcile and report
Reconcile each month and pull a profit and loss or balance sheet in seconds.
Plans
Pricing is coming soon.
Starter
For getting your books in order.
- Invoices and payments
- Bills and expenses
- Statement import
- Core reports
Plus
For businesses that want their books to keep up.
- Everything in Starter
- Bank and card feeds
- Bank rules
- Recurring invoices
- Reconciliation
Pro
For working closely with your accountant.
- Everything in Plus
- Accountant access
- Daily activity summary
- Budgets
Questions
Do I have to connect my bank?
No. You can upload a PDF or CSV statement instead, or enter transactions yourself.
Does WizeBooks see my bank password?
No. Bank connections go through Plaid, so your login details are never shared with WizeBooks.
What happens if a transaction is categorized wrong?
Nothing is final until you post it, and you can edit a posted transaction at any time.
Can my accountant work in my books?
Accountant access is on the way, so you can invite your accountant to work in your company directly.