WizeBooks

Everything in the plans, in plain English

Core features

In every plan, from the $5 one up.

Your books

All plans

Custom Chart of Accounts

Start from a chart built for small businesses and shape it to fit. Nest, rename and renumber accounts, and tag expenses so your P&L groups them.

  • Subaccounts under any account
  • Rename and renumber accounts in one batch edit
  • Selling, G&A and R&D groups on your P&L
  • Cash and accrual from one set of books

Bank feeds

All plans

Smart Transaction Categorization

Bank transactions arrive already categorized, with an icon showing how. Deposits and payments match straight to the open invoice or bill they settle.

  • Auto, Rule, Self and Transfer icons on every row
  • Match to invoice and Match to bill in one click
  • One-click bank rules from any transaction
  • Categorization history for every payee

Batch actions

All plans

Bulk Reclassification in a Few Clicks

Tick the transactions, open Batch Actions and change them all at once. Edit only the fields you pick, on almost every list in WizeBooks.

  • Reclassify account, payee, date, memo and status together
  • A progress bar while every change saves
  • Works on registers, invoices, bills and more

Reconciliation

All plans

Side-by-Side Reconciliation

Pull 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.

  • Statements pulled from the bank feed
  • PDF statements read as they are, no CSV conversion
  • Match statement lines to your books side by side
  • Create a missing expense right from the statement line

Recurring billing

All plans

Subscriptions & Recurring Bills

Turn any invoice into a subscription and any bill into a recurring series. WizeBooks creates and sends each one on schedule, all from one list.

  • Monthly, quarterly or yearly billing cycles
  • Invoices created and sent on schedule
  • Auto-pause a series while one goes unpaid
  • Pause, resume or cancel any series from its row

Workflows

All plans

Seamless Workflows from Start to Finish

Turn estimates into invoices and POs into bills in one click. Customers and vendors approve online, and approved forms can convert themselves.

  • Estimates to invoices, purchase orders to bills, in one click
  • Customers and vendors approve or decline online
  • Optional auto-convert once approved

Security

All plans

Bank-Grade Security You Can Trust

Your data stays encrypted at rest and in transit. Set idle timeouts, require MFA, sign in with passkeys and keep encrypted off-site backups.

  • Encrypted at rest and in transit
  • Idle timeouts, required MFA and passkey sign-in
  • Encrypted off-site backups

Reporting

All plans

Clear Reports for Any Date Range

Every plan has the reports your accountant expects, from P&L to the general ledger. Change the dates or basis and the report reruns on the spot.

  • Any date range, cash or accrual
  • Compare to the previous period in one click
  • Expenses grouped as Selling, G&A and R&D
  • Advanced reports on Pro and Enterprise

Integrations

All plans

Connected Apps for Payments & Bill Pay

Connect the tools you already use. Stripe takes invoice payments and records each fee, Ramp pays your bills, and Gusto payroll is coming soon.

  • Stripe invoice payments and fees, recorded for you
  • Ramp bill pay from any bill
  • Gusto payroll coming soon

Advanced features

Where Pro and Enterprise pull ahead.

AI document processing

Pro & Enterprise

Smart Capture

Forward 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.

  • Your own email address for bills and receipts
  • Matched to your books before anything is created
  • Every detail filled in, ready for 1-click approval

Custom fields

Pro & Enterprise

Flexible Custom Fields

Tailor your data capture and gain deeper financial visibility. Add custom fields across any transaction form to track niche operational metrics.

  • Custom fields on any transaction form
  • Track the metrics your business runs on

Teams and accountants

Pro & Enterprise

Workroom for Teams & Accountants

Skip 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.

  • Requests with an assignee, a due date and a status
  • Replies and file attachments on every request
  • Email reminders before, on and after the due date

Inventory

Pro & Enterprise

Inventory Tracking That Keeps Up

Know what you have on hand and what it cost. Receive stock on bills, relieve it as you sell, and WizeBooks posts cost of goods sold for you.

  • Quantities with average or FIFO cost
  • Cost of goods sold posted as you sell
  • Low-stock emails at each product's reorder point
  • Product bundles and parts & assembly on Enterprise

Budgeting

Pro & Enterprise

Simple Budgeting & Clear Financial Goals

Set clear targets for the year. Fill a budget across every month in one click, and see actuals under each month so you know where you stand.

  • Monthly budgets by account, filled across in one click
  • Actuals and % of budget under every month
  • Budget vs. Actuals report, no spreadsheets needed

Advanced reporting

Pro & Enterprise

Advanced Reporting

Generate multi-dimensional P&L statements without exporting data to complex spreadsheets.

  • Project profitability and job costing
  • P&L by customer
  • P&L by class or location
  • P&L by sales rep

Online payments

Charged per payment, on top of the monthly price.

Payments

All plans

Built-in Invoice Payments & Easy Bill Pay

Get paid faster and pay vendors without leaving WizeBooks. Take cards and bank transfers on every invoice, with flat-fee ACH and lower card rates.

  • Credit card and bank transfer on every invoice
  • Flat-fee, capped ACH payments
  • Discounted credit card rates on higher plans

Get your books off your to-do list.

Set up your company in a few minutes. Free for the first three months.

See the plans