Welcome to WizeBooks

WizeBooks keeps your books up to date on their own: it brings in your bank and card transactions, sorts them into the right accounts, and keeps invoices, bills and reports in one place.

Your first three steps

1. Create your company. See Create your company.
2. Connect your bank and cards. See Connect your bank.
3. Teach WizeBooks your categories. Review your first transactions and add bank rules for the ones that repeat. See Bank Rules.

Getting around

Every page of the app has its own article in this help center, in the same order as the app's menu, so you can always find the page you're looking at.

• The menu on the left (the bar at the bottom on a phone) holds Overview, Sales, Purchases and Accounting.
• Your picture at the top right opens your settings, Help, and What's new, where you'll find the notes for each release.