Financial Services

Streamlined processes for growing financial services

See your financial position clearly with Wiise

Manage all your entities in one place. Get real-time financial reporting. And get the information you need to plan ahead with confidence. That’s Wiise.

Forecast & plan ahead confidently

Get clear insights, real-time reporting and up to date cash flow to forecast your revenue accurately.

Greater visibility of project progress
Deliver your projects on time and on budget with projects and job costing, easy tracking and percentage completion.
Manage multi-entities in one place
See one true picture of all your results across all of your business entities with inter-company consolidation.
Real-time intelligence and reporting to make decisions with certainty

Get the low-down on your business when you need it to make decisions confidently. With business intelligence and reporting, Wiise feeds your transactional data into real-time insights in a dashboard formatted by you, for you. See exactly what you need at a glance. Whether you have multiple locations, businesses or stock to manage, report your way. 

Power up your workday with Microsoft Office business applications
No matter what Wiise package you choose, you can integrate with your every day Office 365 tools like Outlook, Excel and Teams. Streamline your day by doing common tasks like sending invoices and getting business insights from Outlook. Or collaborate on documents easily with the team.
You can also go a step further with access to Microsoft Office 365 business applications. Transform your data into a visual dashboard so you can see the right information to help you make decisions confidently with PowerBI. Or customise other Microsoft PowerApps that help you do business better.
Manage all your entities and intercompany transactions
in one hub

Get a true picture of spend, profit and loss across each entity with clever, customisable dimensions. Combine all the results across your business to get one clear, consolidated picture of your finances.

And simplify your intercompany transactions with one-time entry document processing and easy purchasing and sales across your entities. Transaction volumes increasing? Don’t worry — unlimited transactions means Wiise grows with you.

Hear how a premium fund manager sped up their processes
to support a growing client base

Trilogy needed a solution that could handle muli-company, intercompany transactions and consolidations.
They were able to save time and get the financial detail they needed with Wiise.