Spend Less Time On Books, More Time On Your Business.
Automate your financial workflows, sync bank feeds instantly, and get real-time insights to make better business decisions.
Every plan free for the first 3 months
Migrate from qb in just a few clicksSee it in action!
On autopilot
New bank transactions arrive and sort themselves, payments find the invoices they settle, reminders go out on time, and a summary of your week lands in your inbox every Sunday.
Here's to balanced books,
The WizeBooks team
Bank feeds, matching and month‑end close, handled for you so you can get back to the business.
Bank feeds
All plansBank transactions arrive already categorized, with an icon showing how. Deposits and payments match straight to the open invoice or bill they settle.
Reconciliation
All plansPull the statement from your bank feed or drop in the PDF, no CSV conversion needed. Statement lines sit beside your books so you match them fast.
Change the account, payee or memo on hundreds of transactions at once.
All plansQuotes become invoices and POs become bills, approved online by your customers.
All plansBank transfer (ACH) payments on every invoice, recorded in your books as they land.
Coming soonRecurring invoices and bills, with polite payment reminders sent for you.
All plansDrop in a receipt or bill and WizeBooks reads it into a transaction.
Pro & EnterpriseP&L by class, location, customer or project, without exporting a thing.
Pro & EnterpriseEvery feature, plan by plan, with what each one takes off your plate.
Connect your QuickBooks Online company and WizeBooks brings over all your company data, then verifies the totals match perfectly against QuickBooks.
Sign in to QuickBooks and pick the company. WizeBooks only reads from it.
Everything is pulled and every count is checked against QuickBooks.
Your books come over with QuickBooks' own amounts, month by month.
For you and your accountant
Every plan adds accountant seats on top of your own, so your bookkeeper or CPA works right in your books. Questions stay on the transaction they are about instead of getting lost in email.
Security
Bank-grade protection on every plan, and the controls to decide who sees what.
Connections go through Plaid. WizeBooks never sees your password.
Your data is encrypted at rest and in transit.
Require MFA, sign in with a passkey and set idle timeouts.
Encrypted backups kept away from the live books, ready to restore.
Admin, Member or Accountant, each seeing only what it should.
Review who changed what, and when, before you close the month.
Every plan is free for the first three months. Prices are per company, per month.
For the owner-operator who wants their books straight.
$5per month
Free for 3 months
For a growing business needing extra seats, accounts & more.
$25per month
Free for 3 months
For the business that has run out of seats everywhere else.
$75per month
Free for 3 months
Online payments and Bill Pay are coming soon. Their ACH fees will be charged per payment on top of the monthly price. Prices are in US dollars.
Every plan — Starter, Pro and Enterprise — is free for your first three months. After that it is $5, $25 or $75 a month for the company, not per seat.
Yes. Move up or down whenever you like; your books, history and connections stay exactly as they are.
No. You can upload a PDF or CSV statement instead, or enter transactions yourself.
No. Bank connections go through Plaid, so your login details are never shared with WizeBooks.
Nothing is final until you post it, and you can edit a posted transaction at any time.
Yes. Online payments and Bill Pay are coming soon. When they launch, the monthly price still covers the software, and ACH fees are charged per payment, at the same rate on every plan.
Yes, on every plan. Each plan includes accountant seats, so you can invite your bookkeeper or accountant to work in your company directly without using one of your own seats.
No. The migration tool brings your chart of accounts, contacts, items and transaction history across.
Owners, bookkeepers and accountants on what changed when they moved to WizeBooks.
Being able to create a customer, a vendor and especially a bank rule with one single click has been a gamechanger when posting transactions! Everything is so easy to use in WizeBooks :)
Reconciling used to take me the close to 2 days of every month. With the statement right next to the register, I'm done before lunch.
My accountant asks her questions right on the transaction, so nothing gets lost in email. I always enjoy getting my Sunday summary email each week to get a quick glimpse of our company's finances.
We moved over from QuickBooks in an afternoon and every month's totals matched. Now our bank transactions are sorted before I even open the app on Monday.
Set up your company in a few minutes. Free for the first three months.