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Your books, posted and reconciled while you sleep

WizAgents reconcile activity across your bank, point of sale and payment platforms, post to your general ledger under rules you approve, and answer questions about the numbers in plain English.

WizData financial dashboard

Books Done. Numbers Explained.

WizAgents take on the work finance and accounting teams do by hand, from posting and reconciling to variance analysis and forecasts.

WizData connects your accounting systems and works across every entity

Connected to Your Ledger

Works with QuickBooks Online, QuickBooks Desktop, Zoho Books, NetSuite, Tally Prime and Sage Intacct, across multiple entities and intercompany.

WizData applies your approved accounting rules at scale

Your Rules, Applied

You approve the accounting rules once. WizBooks posts automatically or on a manual run, and every action is recorded in an audit log.

WizData answers finance questions in plain English

Answers in Minutes

Ask “why did gross margin drop in March?” and get the flux analysis back, with answers that cite the underlying transactions.

Where Finance Time Goes

PwC’s AI Agents Survey 2025 found that finance teams spend more than 60% of their time on data collection and analysis. For many teams the biggest share is the monthly grind of reconciling and posting.

Explore WizAgents

Reconciliations That Never End

Bank, card, point-of-sale and payment-platform activity matched by hand, with unmatched items and unrecorded fees found weeks late.

Manual Entry, Miscoded Transactions

Sales, payroll, vendor bills and receipts keyed in by hand and coded to the wrong accounts or classes.

A Slow Month-End Close

Accruals, prepaids and depreciation tracked in spreadsheets, so reporting lands weeks after the month ends.

Answers That Arrive Late

Owners, boards and lenders ask a question and wait while someone rebuilds a spreadsheet.

Five WizAgents. One Platform.

Start with the books. Add reporting, risk alerts and forecasting on the same connected data.

You Stay in Control

WizBooks follows the accounting rules you approve. Nothing is posted outside them, and every action is logged.

Connect your ledger

Link your accounting system. Most teams are connected in a single day, with no consultants.

Approve the accounting rules

Review how sales, payroll, payouts and vendor bills should be coded, then approve the rules.

Post automatically or run manually

Let WizBooks post on a schedule, or start a run yourself whenever you want.

Review the audit log

Audit logs are maintained for automated and manual runs, so you can see what was done and why.

Posts to the Systems You Already Run

Nothing to replace. WizAgents work on top of your accounting system.

QuickBooks Online QuickBooks Desktop Zoho Books NetSuite Tally Prime Sage Intacct

Who It’s For

Teams who close the books and explain the numbers, whether for their own company or for many clients.

See WizBooks on Your Own Books

Book a 30-minute demo and see how WizAgents handle reconciliation, posting and reporting for your team.

Limited trials are available to qualified customers after the demo.

Request 30-Minute Demo

Takes about a minute. We’ll follow up within one business day to schedule a time that suits you.