---
description: Review of WiseData Finances Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: WiseData Finances | Reviews, Pricing & Demos - SoftwareAdvice AU
---

Breadcrumb: [Home](/) > [Financial Management Software](/directory/3401/financial-management-system/software) > [WiseData Finances](/software/555886/WiseData-Finances)

# WiseData Finances

Canonical: https://www.softwareadvice.com.au/software/555886/WiseData-Finances

> WiseData Finances is a smart, all-in-one financial management platform built for individuals and businesses who want to stop juggling multiple tools. Whether you are a freelancer, an entrepreneur, a small business owner, or a family managing household finances, WiseData brings everything together under a single login.

The platform lets you manage personal and business finances side by side. With multi-company support, you can handle multiple businesses from the same account without switching between systems. Multi-user access with role-based permissions and audit logs ensures your team can collaborate safely.

Key features include:
- Unified personal + business management in one account
- Multi-company support: add unlimited companies under the same login
- Multi-user access per company with detailed audit logs
- Smart dashboard with real-time financial overview, charts, indicators, and alerts
- Complete cash flow management and forward-looking financial forecasting
- Income Statement (P\&L / DRE) for business users — available on the Enterprise plan
- Budget management by category to keep spending on track
- Financial goals tracking and investment portfolio monitoring
- Data import (CSV, Excel, OFX formats) and export (Excel, PDF reports)
- WhatsApp notifications for upcoming due dates and payment reminders
- Monthly company summary report delivered directly by email
- Business loan reminders to never miss a repayment
- Wisebot: AI-powered financial assistant that answers questions in natural language, available via WhatsApp or directly inside the app — read-only access, so it never creates, edits, or deletes your data (available on Pro and Enterprise plans)
- NFS-e electronic invoice issuance module with recurring automation (available in Brazil only, as an Enterprise plan add-on at R$ 29.90/month)

WiseData Finances is available in Portuguese, Spanish, and English, making it accessible for businesses and individuals across Latin America and beyond.

Pricing: Essential plan at R$ 29.90/month (personal finance), Pro at R$ 69.90/month, and Enterprise at R$ 139.90/month (personal + business). Additional companies can be added at R$ 89.90/month each. A free 30-day trial is available with no credit card required. Cancel anytime.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: WiseData Business

## Commercial Context

- **Starting Price**: BRL 29.90
- **Pricing model**: Flat Rate (Free Trial)
- **Pricing Details**: WiseData Finances offers three pricing plans billed in Brazilian Real (BRL), with a 2-month discount on annual billing:

Essential: R$ 29.90/month — For individuals. Includes personal finance management, budget by category, financial goals, investment tracking, data import/export, and email due-date notifications.

Pro: R$ 69.90/month — For individuals who want more control. Adds WhatsApp notifications, advanced reports (Cash Flow, Categories), ticket support, and Wisebot AI assistant (20 questions/month).

Enterprise: R$ 139.90/month — Personal + Business complete. Includes 1 company, multi-user access, P\&L (DRE), monthly company report by email, audit logs, business loan reminders, Wisebot AI (50 questions/month), and chat support. Additional companies: R$ 89.90/month each. NFS-e module add-on: R$ 29.90/month (Brazil only).

All plans include a free 30-day trial. No credit card required. Cancel anytime.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: Brazilian Portuguese, English, Spanish
- **Available Countries**: Argentina, Brazil, Chile, Colombia, Mexico

## Features

- Compliance Management
- Currency Management
- Data Import/Export
- Data Visualization
- Financial Analysis
- Financial Reporting
- Investment Management
- Mobile Access
- Multi-Currency
- Projections

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Chat

## Category

- [Financial Management Software](https://www.softwareadvice.com.au/directory/3401/financial-management-system/software)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.com.au/software/555886/WiseData-Finances)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/555886-WiseData-Finances/> |
| en-AU | <https://www.softwareadvice.com.au/software/555886/WiseData-Finances> |
| en-GB | <https://www.softwareadvice.co.uk/software/555886/WiseData-Finances> |
| en-IE | <https://www.softwareadvice.ie/software/555886/WiseData-Finances> |
| en-NZ | <https://www.softwareadvice.co.nz/software/555886/WiseData-Finances> |

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