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 $250Mโ€ฏ+ in funding Trusted by 75+ fast-growing startups

The financial horsepower of a Fortune 500 company - on a startup budget.

Ask your books anything. Get Real Answers.

Wisey is your AI finance assistant - trained on your actual books, your real forecast, and your full financial history. Not a generic chatbot. Not a demo. Your business.

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 โ€” 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 โ€” 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 โ€” organized, visible, and always up to date.

Wisey AI

Your 24/7 finance assistant. Ask about your numbers anytime โ€” 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 โ€” 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.

Finance

Donโ€™t trust blind - hear what our clients say

Davidโ€™s financial expertise and genuine belief in our vision have made him an invaluable, committed partner as our fractional CFO.

Moe Bajbaa, Founder of Proud Angeles

Moe Bajbaa

Founder of Proud Angeles

Second time using David for some tasks that I just did not have any time to complete myself - HIGHLY recommend and I will be using him again in the future.

Kurtis Cummings

Owner of Switchyard Brewing

David added immediate value, quickly grasped the industry, and collaborated seamlessly. His Excel expertise and responsiveness have made him a go-to resource across multiple projects.

Tim Tichenor

CFO of Mainstream Fiber Networks

David was an excellent resource. He is very knowledgeable and is a rare find. Was able to work through this project and met all deadlines. I plan on using him much more in the future.

Vadim Leybel

Founder of Cast Capital

Working with David and his team was a great experience fractional CFO advice, financial modeling, and timely reports were invaluable for my startup.

Denise Fesdjian

Founder at Seeds & Shell

David at Wisefi was the perfect fit fair pricing, highly responsive, and genuinely supportive. Iโ€™d highly recommend him for financial modeling or pitch deck support.

David Pearl

Founder at Catch a Captain

Incredible finance professionals. Very thorough and sophisticated. Wisefi not only creates financial depth, but they also provide incredible feedback and advice on important business and finance decisions. We will continue to work with Wisefi as we launch and begin operations. Highly recommended! Five stars.

Nicole Kasten

Founder at Sur le Parcours

Wisefi helped us stabilize and restructure our financial operations, putting disciplined controls and reliable reporting in place. We gained clear visibility into job costing, overhead, margins, cash flow, and the balance sheetโ€”turning complex data into actionable strategy and better decisions. An exceptional partner.

Tyler Cottrell

Founder at Green Mountain

David has been instrumental from our inception to successโ€”handling everything from financial planning to advanced modeling with flexibility and efficiency. Heโ€™s positive, friendly, and highly recommended.

Matt Oden

Execify

David is a true professional, exceeded all my expectations and brought more value than I was even asking for. I will use him for all of my future needs!

Robert Beck

COO at Kabert Industries

David exceeded expectations with a detailed, professional financial model delivered early. His responsiveness and quality make him highly recommended.

Tamika Gaten

Founder of GlamRUs

David provided exceptional financial analysis and strategic insight for my e-commerce business. His thorough approach and attention to detail were invaluable. Highly recommend!

Adiam Eyasu

CEO of Vitalume

The best, smartest, most insightful financial modeler I have ever worked with. Highly recommend.

Joe Culotta

CEO of Inside Sales Staff

Wisefi built detailed financial projections and added real value with industry-specific insights. His independence, precision, and positivity made the project seamless.

Yosef Milstein

Schoolset

Wisefi worked swiftly and got us to the finish line before our deadline. Definitely will be using them in the future!

Amber Washington

WeFoods Inc

No Hidden Fees

Our pricing is transparent and flexible. You only pay for the support you actually need, and weโ€™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.

Whatโ€™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

Get Your Free Starter Kit

Essential

$99/month

$0

in monthly expenses

For early-stage founders who need clean books and clear reports.

Whatโ€™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

Contact Sales

Growth

$1,200/month

+ $1,000 onboarding fee

$0

in monthly expenses

For growing teams that need hands-on finance support and forward-looking planning.

Whatโ€™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

Contact Sales

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.

Whatโ€™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

Contact Sales
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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 โ€” no pressure, no jargon.

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