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.
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.
WizAgents take on the work finance and accounting teams do by hand, from posting and reconciling to variance analysis and forecasts.
Works with QuickBooks Online, QuickBooks Desktop, Zoho Books, NetSuite, Tally Prime and Sage Intacct, across multiple entities and intercompany.
You approve the accounting rules once. WizBooks posts automatically or on a manual run, and every action is recorded in an audit log.
Ask “why did gross margin drop in March?” and get the flux analysis back, with answers that cite the underlying transactions.
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 WizAgentsBank, card, point-of-sale and payment-platform activity matched by hand, with unmatched items and unrecorded fees found weeks late.
Sales, payroll, vendor bills and receipts keyed in by hand and coded to the wrong accounts or classes.
Accruals, prepaids and depreciation tracked in spreadsheets, so reporting lands weeks after the month ends.
Owners, boards and lenders ask a question and wait while someone rebuilds a spreadsheet.
Start with the books. Add reporting, risk alerts and forecasting on the same connected data.
WizBooks follows the accounting rules you approve. Nothing is posted outside them, and every action is logged.
Link your accounting system. Most teams are connected in a single day, with no consultants.
Review how sales, payroll, payouts and vendor bills should be coded, then approve the rules.
Let WizBooks post on a schedule, or start a run yourself whenever you want.
Audit logs are maintained for automated and manual runs, so you can see what was done and why.
Nothing to replace. WizAgents work on top of your accounting system.
Teams who close the books and explain the numbers, whether for their own company or for many clients.
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 DemoTakes about a minute. We’ll follow up within one business day to schedule a time that suits you.