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

David’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

We helped Proud Angeles improve cost forecasts by 25%, cut month-end close time in half, and extend runway by four months through a custom three-statement model, automated reporting, and polished partnership decks.

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

We helped Switchyard Brewing Company refine cost forecasting, streamline monthly reporting, and uncover hidden savings by deploying a brewery-specific forecasting tool and intuitive dashboards.

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

We helped Mainstream Fiber Networks streamline budgeting and forecasting for their fiber network projects by building a custom Excel model tailored to their services and iterating rapidly on team feedback.

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

We helped Cast Capital Funding improve its financial planning by implementing a tailored forecasting model and automating cash-flow analysis.

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

We helped a lean team scale their finances without adding headcount. From forecasting to cash flow tracking, we set up a lightweight financial system that matched their pace.

David at WiseFi was the perfect fit fair pricing, highly responsive, and genuinely supportive. I’d highly recommend him for financial modeling or pitch deck support.

David Pearl

Founder at Catch a Captain

We equipped Catch A Captain with a stellar business plan and financial model to position them for future funding.

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

We provided Sur le Parcours with a comprehensive business plan and financial model designed to strengthen their position for upcoming funding opportunities.

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 sheet—turning complex data into actionable strategy and better decisions. An exceptional partner.

Tyler Cottrell

Founder at Green Mountain

We partnered with Green Mountain to stabilize their finances—implementing tighter controls, cleaning up reporting, and improving job costing and margin visibility. The result: better profitability, stronger pricing discipline, and a scalable foundation for long-term growth.

David has been instrumental from our inception to success—handling everything from financial planning to advanced modeling with flexibility and efficiency. He’s positive, friendly, and highly recommended.

Matt Oden

Execify

We helped Execify grow from inception to a successful global software business by providing end-to-end financial support—including financial planning, book closing, system configuration, workflow setup, and advanced financial modeling.

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

We integrated Kabert Industries’ trip platform with Google Sheets to auto-generate charter and signature sheets, eliminating manual data entry and saving the team 16+ hours a week to focus on higher-value work.

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

Tamika Gaten

Founder of GlamRUs

We helped GlamRUs secure $1M in funding by streamlining forecasting, accelerating reporting, and optimizing cash flow with a custom three-statement model delivered ahead of schedule

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

We helped Vitalume enhance financial visibility, streamline budget planning, and optimize cash flow by crafting a bespoke financial framework and interactive dashboards.

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

Joe Culotta

CEO of Inside Sales Staff

We helped Inside Sales Staff sharpen revenue forecasts, automate commission reporting, and align hiring plans with growth targets by developing a custom financial model and real-time dashboards.

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

We built a detailed financial model and designed a five-year projection to support the expansion of an already successful software business. Using this framework, we executed a multimillion-dollar raise.

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

We developed a comprehensive financial model and created a five-year projection to guide the company’s long-term strategy. Despite being a pre-revenue business, we successfully executed a multimillion-dollar raise, securing the capital needed to drive growth and scale operations.

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

Get Your Free Starter Kit

Essential

$99/month

$0

in monthly expenses

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

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.

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

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.

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

Contact Sales
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