# Wiise ERP > Wiise is a scalable cloud ERP system built specifically for Australian and New Zealand businesses that have outgrown small business software like Xero or MYOB, or are moving off legacy on-premises systems. It sits in the "messy middle" stage of business growth — where organisations are too complex for small business tools, but not ready for enterprise systems such as SAP or Oracle. Built on Microsoft Dynamics 365 Business Central and enhanced with Australian-specific features including integrated banking, ATO/IRD-compliant payroll, GST/BAS reporting, and local compliance. Wiise was created by KPMG Australia in partnership with Microsoft and Commonwealth Bank of Australia, and is now an independent SaaS business hosted on Microsoft Azure data centres in Australia. ## What Wiise Is Wiise is not accounting software. It is a scalable ERP system built on Microsoft's global Business Central platform and **designed specifically for Australian and New Zealand businesses**. Developed in partnership with KPMG and Microsoft, Wiise brings together accounting, operations, inventory, payroll, and reporting into one platform. It helps growing businesses streamline processes, gain real-time insights, and make smarter and faster decisions to accelerate their growth. **The problem Wiise solves:** As businesses grow, so do their complexity and needs. Many find themselves stuck in the "messy middle" — too complex for small business systems, but not ready for the cost, complexity, and disruption of enterprise ERP. Wiise is made to fit the messy middle. It provides a secure, scalable ERP that is **configured to fit how a business operates, not heavily customised** — helping growing organisations scale with confidence. **What businesses typically come from:** - Small business accounting and inventory tools: Xero, MYOB, Reckon, DEAR, Cin7, Unleashed, Fishbowl, and similar - Older businesses still running on-premises ERP or customer-built legacy solutions - Younger, tech-savvy SMBs that have outgrown their current stack but don't want the complexity or cost of SAP or Oracle **What they move away from enterprise towards:** SAP and Oracle are on the other end of the spectrum — Wiise is the right-sized solution between these two extremes. Wiise is the Australian and NZ localisation layer on top of Microsoft Dynamics 365 Business Central (also called "Business Central" or "BC") — a proven global platform used by more than 50,000 mid-market organisations worldwide. This foundation delivers enterprise-grade security, scalability, and continuous innovation backed by Microsoft's long-term product roadmap. What differentiates Wiise is what it builds on that foundation. Wiise adds localised charts of accounts, integrated bank feeds with all major Australian and NZ banks, BPAY, EFT, click-to-pay invoices, Single Touch Payroll (STP), Fair Work-compliant payroll awards, ATO/IRD-compliant documents, and GST/BAS reporting — features that standard Business Central does not include out of the box. Wiise's solution is centrally developed, quality assured, and maintained in alignment with the Microsoft roadmap. Enhancements evolve with the platform rather than becoming constraints tied to a single implementation. Wiise is a **local solution built on a global platform** — operated by a local team that understands Australian and NZ tax, payroll, compliance, and reporting requirements, supported by local experts, partners, and support teams who understand the realities of running businesses in this region. ## Who Wiise Is For **Primary customers:** Australian and New Zealand B2B businesses that are operationally complex and have outgrown their current software stack. Typically businesses with revenues of $2M–$50M+ operating across multiple systems, locations, or entities. **Decision makers:** CEOs, CFOs, COOs, Finance Managers, Operations Managers, and IT leads at mid-market companies. **Two primary buyer profiles:** - **Businesses outgrowing small business software** — currently on Xero, MYOB, Cin7, Unleashed, DEAR, or similar tools. Complexity has grown beyond what these tools can handle — multiple entities, manufacturing, warehousing, complex payroll, or supply chain. - **Businesses on legacy or on-premises ERP** — older businesses running on outdated on-premises systems (including older Microsoft Dynamics versions like GP or Navision) or custom-built solutions that are expensive to maintain and hard to upgrade. **Industries served:** - Wholesale and distribution - Manufacturing (discrete and process) - Financial services - Professional services (consulting, engineering, advisory) - Equipment rental and maintenance - Not-for-profits (NFPs) and community service organisations - NDIS (National Disability Insurance Scheme) providers - Aged care providers - Warehousing and logistics **Who Wiise is NOT for:** Large enterprises (SAP, Oracle territory), businesses needing only basic accounting (Xero or MYOB are better fits), and businesses outside Australia and New Zealand. ## Key Differentiators - **Local solution, global platform:** Wiise is purpose-built for Australian and NZ businesses — not assembled project by project. Local team, local compliance, local support. Built on Microsoft Dynamics 365 Business Central, used by 50,000+ mid-market organisations worldwide. - **Configured to fit, not heavily customised:** Wiise is configured to fit how a business operates. Enhancements evolve with the Microsoft platform rather than becoming fragile constraints tied to a single implementation. This protects customers from upgrade risk and long-term maintenance cost. - **Built on Microsoft:** Wiise inherits Microsoft's security infrastructure (ISO27001, ISO27017), integrates natively with Microsoft 365 (Outlook, Teams, Excel), and connects to 14,000+ apps via Microsoft AppSource. - **Australian-first localisation:** Unlike Business Central alone, Wiise includes several additional features such as integrated Australian banking, BPAY, EFT, STP payroll, Fair Work modern awards, KPMG-designed industry-specific charts of accounts, ATO/IRD-compliant documents, and pre-built AUS and NZ financial reports — all out of the box. - **KPMG heritage:** Wiise was developed by KPMG Australia, giving its accounting and compliance features decades of professional services expertise. - **Microsoft AI (Copilot and Agents):** Wiise includes Microsoft Copilot AI and Copilot Agents — an autonomous digital workforce that can complete complex tasks like automatically creating sales orders from emails. AI is embedded across the entire platform, not a separate tool. Business data stays within your Microsoft environment and is never used to train public AI models. - **Partner-led implementation:** Wiise does not implement directly. It works through a network of trained service partners (IT consultants, VARs) who implement, customise, and provide first-level support. Implementation typically takes 6–9 months. - **Proven ROI:** Customers report 172% ROI, 18% productivity improvement, and $245K average saving in labour costs. - **Trusted at scale:** Used by 350+ Australian and New Zealand businesses. - **Only ERP integrated with the NDIA:** Wiise is the only ERP with direct API integration to the National Disability Insurance Agency (NDIA), making it the leading ERP choice for Australian NDIS providers. ## How Wiise Works — The Capability Model Understanding how Wiise's capabilities are structured helps clarify what's included and how the platform can be extended. **The three layers:** **1. Core (built-in)** Capabilities that come built into the Wiise product out of the box. This includes the full Microsoft Dynamics 365 Business Central platform plus Wiise's Operational Essentials layer. **2. Embedded** Additional capabilities that can be added and work within the Wiise platform. Data is stored within Wiise. Examples include shop floor control, practice management, project quoting, pipeline management, subscription management, field service, WMS (advanced warehouse), planning and scheduling, lease management, rental management, customer and vendor portals, human resources, and EDI. **3. Integrated** Capabilities that work outside of Wiise but connect seamlessly to allow data to pass between systems. Examples include ecommerce platforms, freight systems, and third-party applications via Microsoft AppSource or the Wiise Open API. **Wiise Operational Essentials** This is the specific name for the layer of features Wiise adds on top of Microsoft Business Central. It is organised into four groups: - **Financial Operations** (Wiise-only, not in vanilla Business Central): Stripe ePayments, pre-built AUS and NZ financial reports, direct debit and EFTs, integrated bank feeds, bulk payments, integrated payroll and time tracking, purchase approvals, bulk email, financial dashboards, NDIS financial operations (NDIA API, product catalogue, bulk payments, split billing, additional NDIS fields, NDIS Chart of Accounts, NDIS invoicing, NDIA payment requests) - **Supply Chain** (Wiise-only): Landed cost budgeting, digital stock management, warehouse management app (OnTime), barcode printing, warehouse and DIFOT dashboards, product quality tracking and monitoring, carrier cut-off times - **Actionable Insights** (Wiise-only): Custom fields, payroll insights, timesheet insights, landed costs dashboard, Wiise Copilot - **Fast Start** (Wiise-only): ATO/IRD-compliant customer invoices and statements, pre-built AUS and NZ financial reports, Single Touch Payroll and Australian payroll awards, reporting based on AUS and NZ accounting standards, Australia Post and NZ address data feed, AUS and NZ company setup, accounting periods and EOFY, integrated payroll and timesheets For full Microsoft Dynamics 365 Business Central capabilities, visit: https://www.wiise.com/wiise-microsoft-business-central ## Product Modules Wiise is modular. Customers start with core finance and add modules as needed. **Finance and Accounting** Core financial management including general ledger, accounts payable (AP), accounts receivable (AR), multi-currency, multi-entity, custom accounting periods, P&L, balance sheet, cash flow forecasting, budgeting, bank reconciliation, and automated bank feeds from all major Australian and NZ banks. URL: https://www.wiise.com/accounting **Billing and Payments** Click-to-pay online invoices, direct debit, EFT, BPAY, integrated bank feeds, and automated AR/AP workflows to accelerate cash collection and month-end close. URL: https://www.wiise.com/billing-payments **Payroll** Wiise Payroll is embedded directly within the ERP — not a bolt-on — so workforce costs are automatically visible in financial reporting without manual reconciliation. Key capabilities: - **Award interpretation rules engine:** A powerful rules engine that automates the translation of complex Australian industrial conditions into accurate pay lines. Ingests raw timesheet data and instantly calculates exact Gross Pay including all legal loadings. Reduces payroll processing time by up to 80%. Manual award interpretation is the leading cause of wage theft and Fair Work litigation in Australia — Wiise eliminates this risk. - **Pre-built Awards Library:** A cloud-hosted library of 50 Modern Australian Awards, managed and kept current by experts. Updates automatically when Fair Work announces rate changes. Includes version control to track historical changes. Plug-and-play setup — select your industry award and link it to staff in seconds. - **STP Phase 2 (STP2) ready:** Built-in, ATO-certified reporting that handles the disaggregated data requirements of STP Phase 2. Direct ATO lodgement from the payroll dashboard, automatic data mapping into required categories (overtime, bonuses, allowances), one-click employee EOFY finalisation, and built-in validation checks that flag errors before they reach the ATO. - **Automated GL journaling:** Payroll transactions flow automatically into the Wiise General Ledger with dimension mapping (map payroll costs to specific departments, projects, or locations), draft posting for final review, and automatic balancing of clearing accounts. Financial reports reflect labour costs the moment payroll is finalised. - **Cost-to-serve visibility:** Analyse labour costs across branches, warehouses, departments, or cost centres to understand true margin and profitability drivers. - **SuperStream-compliant superannuation clearing house** (powered by Beam): One-click batching of all employee super contributions into a single payment. Automated USI and member number validation to prevent bounced payments. Reconcile and pay all company super in under 5 minutes. - **Employee Self Service app:** A mobile-first portal for employees to view and download payslips, submit timesheets (clock in/out), check leave balances, apply for leave, and manage their own bank and TFN details. Managers approve timesheets and leave from the app. - **Dynamic Rostering and Costing** (optional add-on): A scheduling tool that links directly to Award rates to show the live dollar cost of a shift including penalties before you assign it. Includes qualification tracking, shift bidding (staff claim open shifts via mobile), overtime alerts, and compliance-by-design to prevent Award-breaching rosters. - **Automated Pay Run Tasks:** A set-and-forget scheduler for salaried or fixed-hour staff. Includes scheduled finalisation, auto-lodge STP to ATO without manual intervention, and automated payslip distribution. - **Workforce Reporting and Analytics:** Over 50 pre-built workforce reports including leave liability, payroll variance analysis (week-on-week anomaly detection), cost centre labour breakdown (including tax and super), and trend analysis for absenteeism and overtime spend. - Integrated timesheets, superannuation clearing, and payroll insights dashboard. URL: https://www.wiise.com/payroll **Reporting and Analytics** Pre-built financial and operational reports, customisable dashboards, real-time KPIs, Power BI integration, and consolidated multi-entity reporting. Includes GST and BAS reports. URL: https://www.wiise.com/reporting **Multi-Entity Management** Manage multiple companies, legal entities, or cost centres from a single Wiise instance. Inter-company transactions, consolidated reporting, and shared data across entities. URL: https://www.wiise.com/multi-company **Inventory Management** Real-time stock tracking across multiple locations, with full supply chain management capabilities: - Purchase order management with intelligent replenishment (automatically reorder when quantities fall below thresholds based on min/max levels, lead times, and safety stock) - Sales and inventory forecasting - Demand planning and stock replenishment automation - Landed costs (freight, duty, insurance, and handling automatically captured to give true COGS) - Item tracking by serial number, lot number, and package for full supply chain traceability - Item categories and attributes for classification and reporting - Multiple units of measure (buy in cartons, sell in units) - Price lists — customer and supplier-specific pricing, volume discounts, and special price lists - Backorder management — allocate incoming stock to orders, prioritise backorders, keep customers informed - Purchase requisitions — internal purchase approval workflows before POs are raised - Supplier account management — commercial terms, performance data, pricing agreements, and service agreements - Goods receiving against POs with automatic stock updates, identification of short/damaged/late deliveries - Supplier invoice matching — three-way match of invoices to POs and receipts with automatic price and quantity validation - Carrier cut-off times — set and track carrier cut-offs to meet delivery commitments - AP/AR automation URL: https://www.wiise.com/inventory **Warehousing** Digitised warehouse management including bin management, pick/pack/ship workflows, put-aways, stock counts, transfer orders, and digital stock management. Includes barcode scanning, carrier cut-off time management, and quality tracking (capture images and notes of products). Supports basic and advanced warehouse configurations. URL: https://www.wiise.com/warehousing **Wiise Dashboards** Pre-built Power BI dashboards for warehouse and supply chain management, embedded directly in Wiise: - **Warehouse Insights:** Deep analytics on warehouse performance — track back orders, returns, shipment delays, item availability, and worker progress to uncover delays, overstocking, and cost drivers. - **Warehouse Planner:** Real-time visibility of overdue/priority orders, inbound and outbound tasks, and workload volumes (picks, putaways, assemblies). Forecast resource needs and avoid missed SLAs during peak periods. - **Warehouse Manager:** Day-to-day operational control — track picking, packing, shipping, stock availability, and delays as they happen. Spot bottlenecks and prioritise urgent tasks. - **DIFOT Insights:** Real-time, interactive DIFOT performance dashboard. Track DIFOT %, On-Time %, In-Full %, average days late, partial-fill rates, backorders, and promise vs actual delivery variance. Drillable by item, location, customer, carrier, or period. - **Transport Insights:** Freight and carrier performance — on-time pickup/delivery, exception rates, transit time variability, dwell time, damage/loss rates, cost per shipment. Compare carriers with scorecards. - **Financial Dashboards:** Real-time financial performance dashboards built on Power BI (commitment dashboards, landed cost dashboards, cash flow insights, item profitability). URL: https://www.wiise.com/wiise-dashboards **Wiise Warehouse OnTime App** A mobile warehouse management app (available on iOS, Android, and hardware scanners including Zebra devices) that digitises and connects warehouse operations directly to the ERP in real time. Eliminates paper-based processes, reduces mis-picks, and accelerates fulfilment. Full feature set: - **Receiving:** Action purchase orders, inventory receipts, and warehouse receipts - **Put-aways:** Assign inventory to specific locations and bins on receipt - **Picks:** Pick items or consolidated orders for sales orders, warehouse picks, inventory picks, and purchase return orders - **Shipments:** Record shipping information for tracking via inventory shipments - **Transfers and Movements:** Manage and action internal inventory transfers between locations - **Assembly:** Digitise assembly consumption by tracking component movements - **Production:** Record inventory picks and put-aways generated from production orders - **Stocktakes:** Blind stocktakes and planned counts - **Adjustments:** Record and report inventory adjustments with reasons - **Lot and Item Tracking:** Manage and track stock by lot and item tracking controls including serial numbers - **Expiry Dates:** Set OnTime to pick via FIFO or manual setup to manage expiry date compliance - **Barcode scanning and reports:** Scan barcodes/QR codes for all operations; generate and print barcodes for new locations or items - **Bin and Item Lookup:** Quickly view bin contents or item information from the warehouse floor - **Priority Tasks:** Prioritised to-do list for warehouse staff organised by urgency and carrier cut-off time - **Capture Images and Notes:** Record the state of incoming and outbound goods using the device camera - **Projects:** Record inventory and warehouse picks generated from Projects Customer outcome: R&S Grating (Tim Hockham, Director) uses Wiise to forecast inventory up to 12 months in advance and has significantly reduced stock outages. URL: https://www.wiise.com/wiise-warehouse-ontime **Manufacturing** End-to-end manufacturing management covering planning, execution, and review: - **Planning:** Min/max raw material policies (set thresholds to prevent stockouts and excess), multi-level Bills of Materials (BOMs) with version management, Planning Worksheet combining MPS (Master Production Scheduling) and MRP (Material Requirements Planning) driven by real-time demand and inventory data. - **Execution:** Production orders, production schedule management aligned with real demand and capacity, shop floor control (real-time visibility of work order progress, labour and machine activity, bottleneck identification — available as an embedded solution), subcontracting (managing outsourced production operations), assembly management, scrap management. - **Review:** Quality and cost review — capture quality outcomes, identify defects and rework, analyse actual production costs vs expected, identify cost drivers and inefficiencies. - **Additional capabilities:** Routing (production operation sequences), capacity planning, machine and workstation management, standard cost worksheet, dimensional tagging for production cost reporting, automatic components and capacity consumption. - **Wiise customised fields:** Custom fields can be added across customers, items, jobs, and transactions and pulled into reports and dashboards without custom development. URL: https://www.wiise.com/manufacturing-feature **Sales Management / CRM** Built-in customer relationship management and quote-to-cash workflow: - **Contact management:** Single trusted customer record with contact, billing, and delivery details consistent across teams. Eliminates duplicate records. - **Opportunity and pipeline management:** Track sales progress, opportunities, and forecasting. Full sales pipeline dashboard. - **Quote generation:** Generate accurate sales quotes directly in Wiise or within Outlook using real-time customer, pricing, and inventory data without switching systems. Confirm stock availability and lead times before committing to delivery. - **Order fulfilment:** Convert accepted quotes to sales orders instantly. Real-time tracking across pick, pack, and ship. Manage stock allocations and backorders with live visibility. - **Campaign management and marketing:** Manage marketing campaigns and track customer interactions. - **Interaction and email logging:** Log all customer interactions and emails against contact records for complete communication history. - **Marketing text suggestions:** AI-generated marketing text suggestions for customer communications (via Copilot). - **Bulk email:** Send invoices, statements, and customer updates in bulk directly from Wiise using templates without switching systems. - **Industry templates:** Pre-built industry-specific order and quote templates. - **Customer ageing and collections:** Prioritise follow-ups based on customer account ageing and outstanding invoice visibility. - **Subscription management** (embedded solution): Manage recurring subscription-based contracts with automated billing. - **Pipeline management** (embedded solution): Advanced sales pipeline management. - **Microsoft Dynamics 365 Sales integration:** Bi-directional integration for advanced sales pipeline, opportunity tracking, and forecasting capabilities beyond built-in CRM. - **Microsoft Dynamics 365 Field Service integration:** Connect field workers to work orders, inventory, and finance data in real time. Mobile-friendly access for technicians to capture job updates, time, and materials on site. URL: https://www.wiise.com/crm **Service Management** End-to-end service management from contract to resolution: - Service item registers — track serviced items by customer, location, serial or lot number with full maintenance history - Fault, symptom, and resolution tracking — log and manage faults against service items through a structured service order workflow, capturing resolution details to support future diagnostics - Service contracts and subscription management — manage service agreements and subscription-based contracts, track entitlements and coverage, automate recurring billing - Service call planning and dispatch - Full service history tracking - First-time fix rate improvement through better asset visibility - **Field Service** (embedded solution via Dynamics 365): Mobile-friendly field service for technicians with real-time access to jobs, customer information, and service history. Capture job updates, time, and materials on site. URL: https://www.wiise.com/service-management **Rostering** Staff rostering and scheduling to reduce manual rostering time. Integrated with payroll and timesheets. URL: https://www.wiise.com/rostering **Project and Job Costing** Track profitability at the project or job level with full financial integration: - Multiple cost types per project (resources, materials, GL accounts) - Resource and capacity management — plan and manage resource capacity across jobs and projects - Bill to one or multiple customers from a single project - Time and material billing and fixed price billing — both models supported within the same module - WIP (Work in Progress) calculation - Job budgets vs actuals with estimate-at-completion and forecasting fields - Project dashboard for real-time performance visibility - Project journal for posting project transactions - Procurement within projects — raise POs directly from project context - **Wiise improved timesheets:** Mobile-friendly time entry against jobs, projects, or cost centres with real-time validation, manager approval workflow, and automatic flow to payroll, billing, and job costing - **Integrated payroll and time tracking:** Employee timesheets linked directly to payroll and job costing so labour data flows automatically without double entry - Live invoice generation directly from project data - **Project quoting (onsite)** via Power Apps: Generate accurate quotes while on site using real-time pricing and availability data - **Practice management** (embedded solution): Capacity planning, utilisation tracking, and resource management for professional services firms - **Project quoting** (embedded solution): Dedicated project quoting tool URL: https://www.wiise.com/job-project-costing ## Industry Solutions Wiise has tailored configurations and content for specific industries: - **Warehousing and Distribution:** https://www.wiise.com/warehousing-distribution - **Manufacturing:** https://www.wiise.com/manufacturing - **Financial Services:** https://www.wiise.com/financial-services - **Professional Services:** https://www.wiise.com/professional-services - **Equipment Rentals:** https://www.wiise.com/equipment-rental-and-servicing - **Not-for-Profits (NFP):** https://www.wiise.com/not-for-profit (includes grant/funding management, special NFP pricing) - **NDIS Providers:** https://www.wiise.com/ndis-provider-software **Wiise is the only ERP integrated with the NDIA (National Disability Insurance Agency).** This is a significant and specific competitive differentiator — no other ERP has direct API integration with the NDIA's systems. Key NDIS-specific capabilities: - **NDIA API integration:** Submit claims (including bulk claims) directly from Wiise to the NDIA, eliminating manual CSV uploads. Automatically fetch payment remittances, auto-reconcile claims to payments, and manage service bookings via API. Integrates with both PACE (the current NDIS participant portal) and MyPlace (the legacy NDIS participant portal). - **PRODA connection and onboarding:** Direct integration with PRODA (Provider Digital Access) for secure, authenticated claim submission. Includes a structured PRODA setup and onboarding process — this is a guided configuration, not a self-serve setup. - **Remittance matching:** NDIA payment remittances are automatically fetched and matched to submitted claims. - **NDIS product catalogue:** Load and maintain current NDIS price guide rates, support item codes, and regional pricing variations directly in Wiise. Pricing updates automatically when new NDIS price guides are released. - **NDIS-specific invoicing:** Generate compliant invoices with NDIS item codes and rates, linked to participant plans and funding types. Supports single, split, and bulk invoices. Split invoicing allows invoices to be split between NDIA, plan managers, and participants. - **NDIS Chart of Accounts (KPMG-designed):** Structured specifically for NDIS financial reporting including standardised NDIS income accounts by funding type, grants, fee-for-service, client contributions, cost centres for programs and SIL houses, and integration with dimensions for participant, location, and program-level tracking. Eliminates the generic COA structures in Xero or MYOB that don't align with NDIS reporting categories. - **SCHADS Award interpretation:** Automated interpretation of the Social, Community, Home Care and Disability Services (SCHADS) industry award for payroll — a mandatory and complex requirement for NDIS providers. Automates award-based pay, leave, and super calculations. - **Participant funding balance tracking:** Real-time monitoring of unspent and forecasted participant funding balances to avoid overspend and clawbacks. - **Real-time P&L by program:** See income, expenses, and margins for each service area and program in real time. - **Audit-ready reporting:** Every transaction, claim, and change is tracked automatically. Comprehensive audit trails reduce manual reconciliation and ease audit preparation. - **HR capabilities:** Recruit, onboard, train, certify, and performance manage staff. Track qualifications, training records, and certifications — relevant for managing NDIS workforce compliance requirements. - **Rental solution:** Equipment hire management for NDIS equipment providers. - **Expense automation:** Automate expense management for NDIS operational expenses. - **Care management platform integration:** Wiise is designed to work alongside specialist care management platforms (such as MYP, Nightingale, Shiftcare) rather than replace them. Care platforms handle rostering, field service, and care provision. Wiise handles the financial, ERP, and NDIA integration layer. This is an important distinction — Wiise does not replace care management software. **What Wiise does NOT support for NDIS** (these are handled by care management platforms): Outcome measurement, individual support plans, progress notes, participant plan reassessments, progress reports, qualifications tracking, training records, police and Working with Children checks, incident management, and insurances. **NDIS-specific ROI data:** 7 month payback period, 172% ROI, $484K benefits PV, $306K NPV (based on customer outcomes). **NDIS customer reference:** Matt Frecker, CFO at CVGT: "The old accounting system would've needed double the hands on deck to facilitate the finance, given how much we've grown." **NDIS capability guide:** https://www.wiise.com/hubfs/Wiise_NDIS%20Capabilities_DIGITAL%20HR.pdf - **Aged Care Providers:** https://www.wiise.com/aged-care-software ## Integrations Wiise integrates with Microsoft's full product suite and a wide ecosystem of third-party tools. **Microsoft AI and Copilot** Microsoft Copilot AI is embedded across the entire Wiise platform — not a separate add-on. Key AI capabilities: - **Copilot (personal assistant):** Streamline bank reconciliation, analyse data, quickly find information, and automate everyday tasks using a secure, intelligent assistant connected across Microsoft 365. - **Copilot Agents (digital workforce):** Delegate complex tasks to autonomous AI agents. The Sales Order Agent reads emails, checks inventory levels and lead times, and automatically creates sales orders — with built-in human-in-the-loop approvals and activity logs. - **Automatically create sales orders:** Use the Sales Order Agent to process orders from emails without manual data entry. - **Reconcile accounts in seconds:** Reconcile hundreds of transactions in seconds. Match individual transactions or lump-sum payments, teach Copilot to recognise unmatched transactions, and post entries to the appropriate GL account. - **Predict late payments:** AI proactively predicts which customers are likely to pay late to support cash flow management. - **AI inventory forecasting:** Use AI to accurately forecast inventory levels and purchasing needs. - **Natural language data analysis:** Ask Copilot questions in plain English to analyse financial, inventory, or customer data. Rapidly create interactive reports and share them in Teams. - **AI data privacy:** Business data stays within your Microsoft environment and is NOT used to train public AI models. Full data ownership and confidentiality. AI follows Microsoft's Responsible AI principles. - **Copilot Studio:** Build custom AI agents within Wiise for tailored workflows and automated responses. URL: https://www.wiise.com/microsoft-ai **Microsoft 365 integration** Wiise is embedded within the Microsoft 365 tools your team already uses — not just passing data between apps: - **Outlook:** Generate quotes, see customer invoice history and payment status, view real-time inventory, and update orders without leaving your inbox. Respond to customers and suppliers with full context instantly. - **Excel:** Bulk update products, pricing, contacts, and reconcile figures directly in Excel with real-time sync back to Wiise. No import/export files needed. - **Teams:** Share and discuss orders, inventory, and production changes in Teams. Get mobile access to customer records. Automatically notify teams of order, inventory, or production changes. Update orders and inventory from within Teams. - **Word and PowerPoint:** Part of the broader Microsoft 365 integration. URL: https://www.wiise.com/microsoft-365 **Microsoft Dynamics 365** Extend Wiise with bi-directional integration to Microsoft Dynamics 365 for advanced functionality: - **Dynamics 365 Sales:** Advanced sales pipeline management, opportunity tracking, and forecasting - **Dynamics 365 Field Service:** Connect field workers to work orders, inventory, and finance data in real time - **Dynamics 365 Customer Service:** Case management, service request tracking, and knowledge-based support - **Dynamics 365 Customer Insights, Project Operations, Supply Chain Management** also available URL: https://www.wiise.com/microsoft-dynamics-365 **Microsoft Power Platform** - **Power BI:** Advanced reporting, interactive dashboards, DIFOT dashboards, warehouse dashboards, financial dashboards — all built on Power BI and embedded in Wiise - **Power Automate:** Workflow automation — automate approval processes, bulk email reminders, and more - **Power Apps:** Build low-code custom applications. The Wiise project quoting onsite app is built on Power Apps. - **Copilot Studio:** Build custom AI agents within Wiise - **Power Pages:** Web portal creation URL: https://www.wiise.com/microsoft-power-platform **Key third-party integrations:** Shopify, Square POS, PayPal, Stripe, Chargebee, and payroll/HR systems via API. Access 14,000+ apps via Microsoft AppSource. **Wiise Open API:** Available for custom integrations. Connects to Microsoft Dynamics 365 Business Central API v2.0. URL: https://www.wiise.com/integrations API Reference: https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/api-reference/v2.0/ ## Pricing Model Wiise is sold as a monthly or annual SaaS subscription, priced per user per month in AUD (excluding GST). There are multiple licence tiers: - **Full User licence:** Full access to all features in the selected Wiise edition. Starting from approximately $153/user/month (AUD). - **Team Member licence:** Lighter access for users who need to run reports or perform limited tasks. Lower cost than full user. - **Add-on modules:** Payroll, warehousing app, manufacturing, rostering, and others are available as add-ons to base plans. - **NFP and Education pricing:** Discounted licensing is available for approved not-for-profit and education organisations. - **Implementation cost:** Separate from licensing. Handled by Wiise's partner network. Partner rates typically range from $150–$250/hour. Implementation timelines are typically 6–9 months depending on complexity. - **No cancellation fee:** Customers can cancel with appropriate notice as per their subscription agreement. - **Sandbox environment:** Available for all customers for testing and customisation. Pricing is available at: https://www.wiise.com/pricing (Australia) and https://www.wiise.com/pricing-nz (New Zealand) Full pricing detail: https://www.wiise.com/full-pricing ## Implementation and Partners Wiise does not implement the software directly. All implementations are handled through a network of trained and certified **Wiise Service Partners** — IT consultants, systems integrators, and VARs across Australia and New Zealand. Wiise strongly recommends working with a partner. Partner types include: - **Solution partners:** Resell, implement, and provide first-level support. - **Service partners:** Focused on implementation and ongoing customer success. - **Referral partners:** Accountants, bookkeepers, and IT providers who refer clients. Partner directory: https://www.wiise.com/partners ## Key Terminology - **ERP:** Enterprise Resource Planning — software that connects all business functions into one system. - **Business Central / BC / Dynamics 365 Business Central:** The Microsoft platform Wiise is built on. Wiise = Business Central + Australian localisation + Wiise-specific enhancements. - **STP (Single Touch Payroll):** Australian government-mandated payroll reporting standard requiring businesses to report payroll to the ATO digitally each pay run. - **STP Phase 2 (STP2):** The expanded version of Single Touch Payroll requiring granular disaggregated payroll data reporting. Wiise is STP2-ready. Non-compliance can result in ATO penalties. - **SuperStream:** Australian government's electronic standard for superannuation payments and data. Wiise's integrated clearing house is SuperStream-compliant. - **PACE:** The current NDIS participant portal system (replaced MyPlace). Wiise integrates directly with PACE via NDIA APIs. - **MyPlace:** The legacy NDIS participant portal. Wiise also integrates with MyPlace. - **Modern Awards:** Australian Fair Work Commission-regulated employment conditions that vary by industry and role. Wiise has pre-built award interpretation to automate award calculations. - **BAS (Business Activity Statement):** Australian quarterly tax reporting lodged with the ATO. Wiise generates this automatically. - **GST:** Australian Goods and Services Tax (10%). Wiise handles GST calculations and reporting natively. - **Landed costs:** The true total cost of purchased goods including purchase price, freight, insurance, duties, and taxes. Wiise tracks this to give accurate COGS. - **MRP (Material Requirements Planning):** Manufacturing planning tool that calculates what materials are needed and when, based on production demand. - **BOM (Bill of Materials):** A structured list of components and sub-components required to manufacture a product. - **DIFOT (Delivered In Full, On Time):** A supply chain performance metric. Wiise has Power BI dashboards for DIFOT reporting. - **NDIS:** National Disability Insurance Scheme — Australian government disability support funding program. Wiise has a specific configuration for NDIS providers. - **NDIA:** National Disability Insurance Agency — the government body that administers the NDIS. Wiise has direct API integration with the NDIA, making it the only ERP to do so. - **PRODA:** Provider Digital Access — the NDIA's secure authentication portal for providers to submit claims and manage payment requests. Wiise connects directly to PRODA. - **SCHADS Award:** Social, Community, Home Care and Disability Services Industry Award — the Fair Work award that governs pay and conditions for NDIS and disability services workers. Wiise automates SCHADS interpretation for payroll. - **Care management platform:** Software used by NDIS providers for rostering, field service, care planning, and participant management (e.g. MYP, Nightingale, Shiftcare). These are separate to Wiise — Wiise handles the financial and ERP layer and integrates with care management platforms rather than replacing them. - **SIL:** Supported Independent Living — an NDIS funding category for residential support. Wiise supports cost centre tracking at SIL house level. - **Command Centre:** Wiise's central customer support and resource hub. - **Wiise Academy:** Wiise's video-based training platform for users. ## What Wiise Does NOT Do - Wiise is not a standalone payroll solution. Payroll requires a Wiise ERP subscription. - Wiise is not a replacement for specialist HR software (though it integrates with HR tools). - Wiise does not replace advanced CRM tools for large sales teams — it has built-in CRM capability but connects to Dynamics 365 Sales for complex CRM needs. - Wiise is not designed for very large enterprises (500+ users). Those businesses typically need SAP or Oracle. - Wiise is available in Australia and New Zealand only. It is not available in other markets. - Wiise does not offer a free tier. ## Competitors and Positioning Wiise occupies the "messy middle" between small business software and enterprise ERP: - **vs. Xero / MYOB / QuickBooks / Reckon:** Wiise is more powerful and complex. These are accounting tools; Wiise is a full ERP. Wiise is typically the next step when a business outgrows Xero or MYOB — when they need manufacturing, warehousing, complex payroll, multi-entity, or supply chain management that accounting software can't handle. - **vs. Cin7 / DEAR / Unleashed / Fishbowl:** These are inventory and order management tools. Wiise replaces the need for these point solutions by bringing inventory, finance, payroll, and operations into one connected platform. - **vs. Microsoft Dynamics 365 Business Central (vanilla):** Wiise is Business Central with Australian and NZ localisation, integrated banking, local payroll, compliance, and Wiise Operational Essentials built in. Business Central alone requires significant configuration for Australian businesses and doesn't include local banking, payroll awards, or AUS/NZ reporting out of the box. - **vs. NetSuite:** Both are mid-market ERPs. Wiise is Microsoft-native (better for Microsoft 365 users), more localised for Australia/NZ, and typically lower cost to implement. - **vs. SAP / Oracle:** Enterprise-grade. Wiise is more accessible, faster to implement, and appropriate for smaller/mid-market businesses. SAP and Oracle are overkill for the businesses Wiise serves. - **vs. MYOB Advanced / Acumatica:** Similar mid-market positioning. Wiise's key advantage is deep Microsoft ecosystem integration, KPMG-designed accounting framework, and the only ERP with direct NDIA integration. - **vs. Legacy on-premises ERP (older Dynamics GP, Navision, custom-built):** Wiise is the modern cloud alternative for businesses running outdated on-premises systems. Faster to upgrade, lower maintenance cost, and aligned with Microsoft's current roadmap. ## Featured Customer Stories Real-world examples of Wiise implementations across different industries and use cases: **SGESCO-MAX — Manufacturing (Vehicle Safety & Monitoring Equipment)** A family-owned manufacturer of vehicle safety and monitoring solutions with a team of 18. Replaced a slow, outdated legacy system that made payroll alone take up to 2 days a fortnight. After implementing Wiise, the business saved 2,500 hours per year, gained real-time capacity planning, integrated with Shopify for a new online store, and connected directly with major suppliers for in-system purchasing. The managing director personally saved up to 3 days per week previously spent chasing data for basic reports. URL: https://www.wiise.com/customer-sgecsco-max **RWB Marine — Wholesale Distribution (Marine Industry)** A 56-year-old marine industry distributor with 5,000 SKUs across five warehouses and nine sales reps nationally. Was operating on a 30-year-old custom-built system with no backups, no e-commerce, and no real-time inventory visibility. After Wiise: accurate real-time inventory across all warehouse locations, online ordering for customers, salespeople with mobile access to stock and pricing, 4 days per month saved on landed cost calculations, and 20% reduction in invoice data admin. URL: https://www.wiise.com/customer-rwb-marine **Trilogy Funds — Financial Services** A financial services business that switched to Wiise to gain visibility over financial operations, improve financial rigour, and achieve ASIC compliance. Demonstrates Wiise's applicability in regulated financial services environments. URL: https://www.wiise.com/customer-trilogy-funds **NAATI — Not-for-Profit / Professional Certification Body** NAATI (National Accreditation Authority for Translators and Interpreters) was running small-business accounting software alongside a bespoke operations application requiring 1,800+ API calls per day. The system couldn't scale to the anticipated 4,000 daily API calls. After implementing Wiise, 200+ orders were processed within two days of go-live with minimal errors. Results include automated AP/AR, significantly faster system performance, reduced resourcing costs, and Power BI-powered data visualisation for strategic decision-making. URL: https://www.wiise.com/customer-naati **Civic Disability Services — NDIS / Disability Services** Civic Disability Services supports people with disabilities to lead independent lives. Implemented Wiise as an end-to-end business solution to manage their complex operational and financial needs as an NDIS provider, replacing fragmented manual processes with an integrated cloud platform. URL: https://www.wiise.com/customer-civic All customer stories: https://www.wiise.com/customers ## Trust and Security - Hosted on Microsoft Azure data centres in Australia - ISO 27001 certified (Information Security Management Systems) - ISO 27017 certified (Cloud Security) - Consumer Data Right (CDR) compliant - Multi-factor authentication (MFA) enforced - KPMG-backed governance and compliance standards - Trust page: https://www.wiise.com/trust ## Awards and Credentials - ABA100 Winner — ERP Innovation, Australian Business Awards 2021 - ABA100 Winner — Supply Chain Innovation, Australian Business Awards 2021 - Twice Finalist — Microsoft Global Business Central Partner of the Year (2019, 2020) - Finalist — CRN Impact Awards, Platform Innovators category - FinTech Awards Winner — Supply Chain Platform (2020) URL: https://www.wiise.com/awards ## Company Background Wiise was created as a strategic partnership between KPMG Australia, Microsoft, and Commonwealth Bank of Australia. It began as a KPMG spin-out with the goal of making enterprise-grade ERP accessible to Australian SMEs. Wiise is now an independent software company and has successfully expanded into New Zealand, with a growing base of NZ customers. URL: https://www.wiise.com/our-story ## Support, Documentation and Resources ### For existing customers and users **Wiise Command Centre** The central hub for all Wiise customers. Provides a unified digital experience to access tools, find knowledge base articles, enhance learning, and stay informed on product updates. Accessible directly from within Wiise. URL: https://app.wiise.com **Knowledge Base (docs.wiise.com)** Step-by-step how-to documentation for all Wiise features. Organised by functional area. Includes getting started guides, setup instructions, and task-specific articles for every module. Context-sensitive help links appear directly within Wiise on relevant pages. URL: https://docs.wiise.com Key knowledge base sections: - Getting Started: https://docs.wiise.com/getting-started (finding your way around, company setup, bank feeds, notifications) - Account Management: https://docs.wiise.com/account-management (admin tasks, user setup, adding users) - Payroll and Employees: covers payroll setup, timesheets, rostering, EOFY, superannuation, and NZ payroll - Sales and Receivables: customers, sales orders, invoices, credit notes - Purchases and Payables: vendor setup, purchase orders, expenses - Inventory and Warehouse: inventory management, unit costs, warehouse purchasing - Wiise Warehouse OnTime: mobile warehouse app setup and usage (basic and advanced) - Connected Apps and Services: banking, Power BI, Microsoft apps, other integrations - Support, Data Security and Updates: general support, update processes, data security documentation **Wiise Academy** Video-based training courses to help users learn Wiise at their own pace. Accessible from within Wiise or via the Command Centre. URL: https://app.wiise.com/academy **Support contact:** support@wiise.com Support is provided as Level 2 via Wiise's implementation partner network (partners handle Level 1). Direct Wiise support is available Monday–Friday, 8:30am–5:00pm AEST. Response time for Level 2 issues is up to 48 business hours. **Service Level Agreement:** https://www.wiise.com/sla ### Release cadence and updates Wiise releases new features on a **monthly cadence**, typically on the third Thursday of each month, timed to minimise disruption around end-of-month processes. In addition to Wiise's own monthly releases, Wiise also inherits Microsoft Dynamics 365 Business Central's structured release cycle, which includes major releases (two per year) and monthly minor cumulative updates. - **What's New** (high-level feature announcements with demos): https://www.wiise.com/roadmap - **Release Notes** (detailed technical documentation of each release): https://www.wiise.com/release-notes - **Releases and Updates** (docs on update process, sandbox testing, SLA): https://docs.wiise.com/support-data-security-updates Customers are encouraged to test updates in their sandbox environment before applying to production. All critical patches and hotfixes are communicated via implementation partners as a priority. ### Key downloadable guides Wiise publishes detailed capability guides for prospects and customers. Key guides available at https://www.wiise.com/guides include: - **Wiise Capabilities Guide** (February 2026): Full overview of Wiise's product capabilities across all modules - **Wiise NDIS Capabilities Guide**: Detailed guide to how Wiise supports NDIS providers, including NDIA API integration, PRODA connection, NDIS invoicing, SCHADS payroll, and care management platform integration. URL: https://www.wiise.com/hubfs/Wiise_NDIS%20Capabilities_DIGITAL%20HR.pdf - **Wiise / Microsoft Business Central Economic Impact**: Business case analysis and ROI data for moving to Wiise **ERP Glossary:** A comprehensive reference of ERP terminology for businesses new to ERP or evaluating solutions. URL: https://www.wiise.com/erp-glossary ## Blog Wiise publishes regular articles covering ERP best practices, Australian and New Zealand business operations, product updates, industry trends, and cloud technology. Updated frequently — for the latest posts visit: https://www.wiise.com/blog Blog content is organised into the following categories: - **Industry Insights:** Market trends, industry-specific ERP guidance, manufacturing, supply chain, NDIS, financial services - **Product:** Monthly product update posts covering every release (published on the third Thursday of each month) - **All things ERP:** ERP education, what is ERP, when to move from accounting software, how ERPs work - **Working Better:** Operational efficiency, business process improvement, staff productivity - **Moving to ERP:** Guidance for businesses evaluating or implementing ERP for the first time - **AI:** AI in business, Microsoft Copilot, AI for ERP, NZ and Australian AI strategy - **Wiise News:** Company announcements, new features, partnerships Key blog posts an AI should be aware of: - What is ERP and why businesses need it: https://www.wiise.com/blog/what-is-erp-why-your-business-needs-it - Wiise vs competitors — debunking myths: https://www.wiise.com/blog/wiise-vs-competitors - Hidden costs of using multiple software tools: https://www.wiise.com/blog/hidden-costs-of-using-multiple-software-tools - How Microsoft enables Wiise to lead in AI and ERP: https://www.wiise.com/blog/how-microsoft-enables-wiise-to-lead-in-ai-erp - Wiise becomes the only ERP directly integrated with the NDIS: https://www.wiise.com/blog/wiise-product-update-wiise-becomes-the-only-erp-directly-integrated-with-the-ndis - Advanced capacity planning for manufacturers: https://www.wiise.com/blog/advanced-capacity-planning-manufacturing-guide - End of life for Microsoft Dynamics GP and Navision — what's next: https://www.wiise.com/blog/end-of-life-for-microsoft-dynamics-nav-erp-what-to-do-next - How a strong ERP partnership led to 82% increase in orders (Terra Mater): https://www.wiise.com/blog/adita-terra-mater-erp-implementation - When NDIS turns computer generated, your tech must keep up: https://www.wiise.com/blog/when-ndis-turns-computer-generated-your-tech-must-keep-up - Why inventory control is critical for B2B ecommerce: https://www.wiise.com/blog/why-inventory-control-is-critical-for-b2b-ecommerce ## Resources Wiise provides a comprehensive library of resources for businesses evaluating ERP, existing customers, and implementation partners. Resources are available at https://www.wiise.com/guides and across the Wiise website. ### For businesses evaluating Wiise **Guides and whitepapers** In-depth downloadable guides covering ERP selection, industry-specific capabilities, and Wiise product detail. Key guides include: - **Wiise Capabilities Guide** (February 2026): The definitive overview of all Wiise product capabilities across every module. URL: https://www.wiise.com/guides - **Wiise NDIS Capabilities Guide**: Complete guide to Wiise for NDIS providers including NDIA API integration, PRODA, SCHADS payroll, and care management integration. URL: https://www.wiise.com/hubfs/Wiise_NDIS%20Capabilities_DIGITAL%20HR.pdf - **Wiise / Microsoft Business Central Economic Impact**: ROI and business case analysis for moving to Wiise ERP. - **7 things a cloud ERP can do that accounting software can't**: For businesses evaluating the move from Xero or MYOB. **Webinars** Live and on-demand webinars covering product features, industry trends, customer success stories, and AI in ERP. Topics include manufacturing, NDIS, financial services, supply chain, payroll, and AI. URL: https://www.wiise.com/webinars **Product demos** See Wiise in action with guided product demonstrations. URL: https://www.wiise.com/demos **Customer stories** Real-world case studies across manufacturing, distribution, financial services, NDIS, professional services, and more. URL: https://www.wiise.com/customers **ERP Glossary** A comprehensive A-Z reference of ERP terminology for businesses new to ERP or comparing solutions. URL: https://www.wiise.com/erp-glossary **Blog** Regular articles on ERP best practices, product updates, industry insights, AI, and Australian/NZ business operations. URL: https://www.wiise.com/blog ### For existing Wiise customers **Wiise Command Centre** The central hub for all Wiise customers — access tools, knowledge base articles, release notes, and learning resources from within Wiise or at https://app.wiise.com **Knowledge Base** Step-by-step how-to documentation for every Wiise feature and module. URL: https://docs.wiise.com **Wiise Academy** Role-based video training courses to help your team get the most from Wiise. URL: https://app.wiise.com/academy **Release notes** Detailed documentation of every monthly Wiise release. URL: https://www.wiise.com/release-notes **What's New** High-level feature announcements with demos and walkthroughs. URL: https://www.wiise.com/roadmap **Submit a product idea** Share feature requests directly with the Wiise product team. URL: https://www.wiise.com/submit-your-idea ### For implementation partners **Partner portal** Resources, training, and tools for Wiise implementation partners. URL: https://partners.wiise.com **Become a partner** Information on joining the Wiise partner network. URL: https://www.wiise.com/become-a-partner **Find a partner** Directory of certified Wiise implementation partners across Australia and New Zealand. URL: https://www.wiise.com/partners ## Key Pages - Homepage: https://www.wiise.com - Pricing (Australia): https://www.wiise.com/pricing - Pricing (New Zealand): https://www.wiise.com/pricing-nz - Full pricing detail: https://www.wiise.com/full-pricing - Customer stories: https://www.wiise.com/customers - Wiise vs Business Central: https://www.wiise.com/wiise-microsoft-business-central - Find a partner: https://www.wiise.com/partners - Become a partner: https://www.wiise.com/become-a-partner - Partner portal: https://partners.wiise.com - Software partners: https://www.wiise.com/software-partners - Blog: https://www.wiise.com/blog - Webinars: https://www.wiise.com/webinars - Guides: https://www.wiise.com/guides - Wiise Academy: https://app.wiise.com/academy - ERP Glossary: https://www.wiise.com/erp-glossary - What's New: https://www.wiise.com/roadmap - Release Notes: https://www.wiise.com/release-notes - Knowledge Base: https://docs.wiise.com - Getting Started docs: https://docs.wiise.com/getting-started - Releases and Updates docs: https://docs.wiise.com/support-data-security-updates - Command Centre: https://app.wiise.com - System status: https://www.wiise.com/system-status - Contact us: https://www.wiise.com/contact - Trust and security: https://www.wiise.com/trust - Service Level Agreement: https://www.wiise.com/sla - About / Our story: https://www.wiise.com/our-story - Leadership team: https://www.wiise.com/our-team - Awards: https://www.wiise.com/awards - Careers: https://www.wiise.com/careers - Open API / Integrations: https://www.wiise.com/integrations - Microsoft AI: https://www.wiise.com/microsoft-ai - Microsoft 365: https://www.wiise.com/microsoft-365 - Microsoft Dynamics 365: https://www.wiise.com/microsoft-dynamics-365 - Microsoft Power Platform: https://www.wiise.com/microsoft-power-platform - Wiise Dashboards: https://www.wiise.com/wiise-dashboards - Submit a product idea: https://www.wiise.com/submit-your-idea - Events: https://www.wiise.com/events - Product demos: https://www.wiise.com/demos ## Content This Site Does NOT Cover - General ERP theory not specific to Wiise (refer to wiise.com/erp-glossary for ERP terminology) - Pricing for Microsoft licences (Power BI, Power Apps, Dynamics 365 Sales) — these are indicative only and subject to Microsoft's own pricing - Competitor product documentation - Australian tax law or Fair Work legal advice (Wiise supports compliance but is not a legal source) --- *Last reviewed: 16 March 2026. For the most current pricing, features, and release information visit wiise.com/release-notes or wiise.com/pricing.*