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!
The work bookkeeping actually takes, and where WizeBooks takes it off you.
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.
Batch actions
All plansTick the transactions, open Batch Actions and change them all at once. Edit only the fields you pick, on almost every list in WizeBooks.
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.
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.
Workflows
All plansTurn estimates into invoices and POs into bills in one click. Customers and vendors approve online, and approved forms can convert themselves.
Subscriptions and reminders
All plansPut recurring revenue on autopilot. Set up recurring invoices and bills once, and polite reminders go out for you, so you get paid without chasing.
Payments
All plansGet paid faster and pay vendors without leaving WizeBooks. Take cards and bank transfers on every invoice, with flat-fee ACH and lower card rates.
AI document processing
Pro & EnterpriseForward bills and receipts to your company's own email address. Smart Capture reads each one, matches it to your books and fills in every detail.
Advanced reporting
Pro & EnterpriseGenerate multi-dimensional P&L statements without exporting data to complex spreadsheets.
Teams and accountants
Pro & EnterpriseSkip the email back-and-forth. Ask a teammate, bookkeeper or client for what you need, set a due date, and keep every reply and file in one request.
Every feature, plan by plan, with what each one takes off your plate.
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 with a bookkeeper and an accountant.
$25per month
Free for 3 months
For the business that has run out of seats everywhere else.
$75per month
Free for 3 months
Card and ACH fees are 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 user.
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. The monthly price covers the software; card and ACH fees are charged per payment, and the rate depends on your plan.
Bookkeeper & Accountant Access is included on Pro and Enterprise, so you can invite your bookkeeper or accountant to work in your company directly.
No. The migration tool brings your chart of accounts, contacts, items and transaction history across.
Set up your company in a few minutes. Free for the first three months.
