AI POWERED FINANCE . BOOKKEEPING . FP&A . FRACTIONAL CFO
Know your burn rate, runway, and margins at a glance
We take care of the books, the forecasts, and the strategy - so you can stay focused on what actually moves the needle.
Secured $200m + in funding Trusted by 25+ fast-growing startups










The financial horsepower of a Fortune 500 company - on a startup budget.
Ask your books anything. Get Real Answers.
Wisey knows your past, tracks your present, and models your future. Most finance tools only do one of those. Wisey does all three, because it's connected to both your live books and your live forecast — at the same time.
Wisey knows your past, tracks your present, and models your future. Most finance tools only do one of those. Wisey does all three, because it's connected to both your live books and your live forecast — at the same time.
Bookkeeping & Accounting
Clean books, every month, on time. We handle reconciliation, categorization, payroll coordination, and month-end close. Your numbers are always accurate, current, and ready when you need them.
Fractional CFO & FP&A
The strategic financial thinking of a seasoned CFO — without the $300K salary. We build your forecasts, model your scenarios, and show up to your board meetings ready.

We bring clarity to your finances.
The Wisefi client portal is where your financial life lives — organized, visible, and always up to date.
Wisey AI
Your 24/7 finance assistant. Ask about your numbers anytime — no waiting, no scheduling, no chasing.
Onboarding Hub
You always know exactly where things stand. Every step is clear, tracked, and done together with your team.
Your Team on Slack
A dedicated channel with your bookkeeper and CFO strategist. Real people, real answers, fast.
Tasks & Action Items
A clear view of what's needed from you, what's in progress, and what's been handled. No guesswork, no dropped balls.
Your finance team used to feel like a black box. Now it feels like a control room.
From sign-up to clarity in two weeks.
Discovery call
We learn your business, your goals, and where your finances stand today. Honest conversation, no pitch deck.
Onboarding
We connect your accounts, clean your books, and set up your dashboard. Most clients are fully onboarded within two weeks.
Meet Your Team
Your dedicated bookkeeper and CFO strategist introduce themselves in your Slack channel. You’ll always know who’s handling what.
Wisey Goes Live
Your AI assistant is connected to your financials and ready to answer questions — instantly, day or night.
Monthly Rhythm
Monthly close. Strategy calls. Quarterly reviews. Proactive alerts when something needs your attention. You’re never in the dark again.
Most finance services give you one piece of the puzzle. We give you all of it.
Don’t trust blind - hear what our clients say
No Hidden Fees
Our pricing is transparent and flexible. You only pay for the support you actually need, and we’ll help you scale up or down as your business evolves.
Bootstrap
Free
For early-stage founders who want clarity without the cost. Perfect for getting organized and making your first smart money moves.
What’s included:
Cash Flow Forecasting Template
Profit & Loss Template
Expense Tracker
DIY Finance Library (cheat sheets, FAQs, and quick-start guides)
Pre-Built Financial Models + Loom Walkthroughs
Free 1-Hour Consult With a Finance Pro
Essential
$99/month
For early-stage founders who need clean books and clear reports.
What’s included:
Monthly P&L and Balance Sheet
Year-end tax prep package
Email + in-app support
DIY templates (P&L, forecasting, expense tracker)
Free 1-hour consult with a finance manager or CFO
Growth
$1,200/month
+ $1,000 onboarding fee
For growing teams that need hands-on finance support and forward-looking planning.
What’s included:
Everything in Essential
Accrual accounting & monthly financials
Cash flow forecasting & budget vs. actuals
Weekly reports + Slack support
AR/AP tracking & faster month-end close
scale
Custom
Starts at $3,000/month
For scaling startups that need advanced financial tools, tailored forecasts, and hands-on support to make smarter, faster decisions.
What’s included:
Everything in Growth
Budget vs. actuals & variance analysis
Financial dashboards & KPI tracking
Revenue modeling & burn/runway forecasting
Monthly strategy calls & fractional CFO access
Audit Prep, performance reports, and financial summaries
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Ready to actually know your numbers?
Book a free 30-minute call. We'll look at where your finances stand today and show you exactly what working with WiseFi looks like — no pressure, no jargon.



