Professional Services

Powering up professional services

Better visibility of project costs with Wiise

Track your spend on projects and jobs and see percentage completion. Manage all your entities in one place. And get real-time financial reporting. That’s Wiise.

See project and job costs clearly

Budget better with an accurate view of your spend on individual resources for every part of a project or job tracked line by line to the finish.

Manage multi-entities in one place

See one true picture of all your results across all of your business entities with inter-company consolidation.

Forecast & plan ahead confidently

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

Track project and job spend easily

Improve your project cost management and budget better, by creating a quote with individual resources, items or requirements for each section of a project or job. Quoting is simple, fast and accurate because you can simply copy your projects and jobs from previous work. Track every line item to completion. Then measure how well you’ve done with your quoting process and fine-tune. 

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 inter-company 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.

Monitor your progress and performance to see where you can improve

If a project or job isn’t heading in the right direction, or budgets start to blow out, you can get a clear view of what’s performing well and what’s not. Record and monitor your spend on materials, resources and other expenses as you go. And easily see how your project’s tracking by status and percentage completion.

Make decisions confidently with real-time intelligence and reporting
Get the low-down on your business when you need it to make decisions confidently. 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, up to the minute.
Streamline 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. Improve your day by doing common tasks like sending invoices and getting business insights from Outlook. Or work together on the latest version of documents with the team.

You can take it up a level too, 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.

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

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