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Financial Services

Move your business forward with Wiise ERP

Manage all your entities in one place. Get real-time and rigorous financial reporting, and the data you need to plan ahead.

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Faster financial reporting
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Entities consolidated
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Faster P&L reports
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Why use Wiise for financial services?

  • Multi-entity management
  • Accurate, detailed forecasting
  • Real-time reporting
  • Housed in Microsoft Azure
  • Australian bank feeds
  • Track projects and see true job costs
  • Single Touch Payroll and ATO compliant
  • ISO27001 & ISO27017 security compliance
Wiise product cashflow and performance

One system, all your entities

Use one Wiise account for all your entities. Simplify intercompany transactions with one-time entry document processing and easy purchasing and sales. Get a true picture of spend, profit and loss across each entity with custom reporting.

Transaction volumes increasing? Don't worry — unlimited transactions means Wiise grows with you.

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Power up your work day with Microsoft Office

Get time back by using Wiise with your everyday Office 365 tools like Outlook and Excel. Streamline your day by sending invoices straight from Outlook, getting customer insights with your email, or collaborating with your team.

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  • Hota
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See Wiise for financial services in action

Connect your business

Streamline your day by connecting Wiise with the tools you already use.

  • Microosft 365@2x
  • Sharepoint
  • Yammer
  • Teams
  • Outlook
  • Excel
  • Powerbi
  • Powerapp
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  • Marketo

Hear how a premium fund manager found efficiencies to support a growing client base

Trilogy Funds needed a solution that could handle multi-company, intercompany transactions and consolidations. With Wiise, they saved time and found the financial data they need to scale their business.

Why Wiise?

Get better business insights

With real-time insights, powerful forecasting and consolidated reporting.

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Integrate with the tools you use

Wiise integrates seamlessly with tools including Microsoft Office 365. 

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Built for Australian businesses

Save on setup costs with tools made for the Australian market.

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Data security
Keep your business data secure

ISO-certified, housed in Microsoft Azure and built on Dynamics 365 Business Central.

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Why do successful CFOs choose Wiise? Get the guide

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Hosted locally

In Microsoft's Australian Azure data centres.

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By encryption & multi-factor authentication.

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Against international security standards ISO27017 & ISO27001.

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