Our Story
WizData was founded on a simple conviction: the smartest people in finance shouldn't spend most of their time wrestling with spreadsheets. They should be making the decisions that move businesses forward.
of CFO organization time is spent on data collection and analysis
— PricewaterhouseCoopers AI Agents Survey, 2025Across industries, the CFO organization—the very people tasked with guiding strategy—spend the majority of their time on manual data gathering, reconciliation, and report assembly. They're drowning in tabs, pivot tables, and copy-paste workflows while the strategic questions pile up unanswered.
The result? Decisions delayed. Opportunities missed. And the professionals who should be the most strategic thinkers in the room reduced to data janitors.
Our founders realized that generic AI tools weren't enough. Finance and accounting demand contextual understanding—the kind of business reasoning that lives in your Excel models, institutional memory, and the unwritten rules that experienced professionals carry in their heads.
WizData was built to learn that reasoning, encode it, and apply it at scale—so every question gets an answer grounded in your business logic, not just raw data.
WizData connects your fragmented data sources—ERP, CRM, HRIS, supply chain, documents—into a single intelligent layer. It learns from your existing financial models and business knowledge, then surfaces answers through plain-language questions. No data lakes to build. No six-month implementations. Deploy in a day, get answers in minutes.
The more your team uses WizData, the smarter it gets. That's intelligence that compounds.
Leadership
Our founding team blends deep finance domain expertise with decades of enterprise technology and AI engineering. We've walked in your shoes and built the tool we wished existed.
Co-Founder
20+ years leading technology consulting at PwC and former founder of a cloud startup. Brings deep expertise in digital transformation and enterprise systems.
Co-Founder
22+ years building AI-powered technology solutions and enterprise data systems. Architect of intelligent platforms that turn complex data into clear business value.
Co-Founder
20+ years leading finance & accounting functions at public technology companies. Understands first-hand the pressures and possibilities facing modern CFO organizations.
Co-Founder
19 years leading corporate FP&A, controllership, and finance transformation globally. A practitioner who has lived the challenges WizData solves.
Advisors
Our advisory board brings world-class expertise in AI, audit, finance, and scaling technology companies from startup to IPO.
AI & Emerging Technologies Expert
With 20+ years in information systems, risk, assurance, and audit data analytics, Malik brings unmatched depth at the intersection of AI and financial governance. He leverages leading-edge technology and big data to create more efficient audit and IT audit processes at Auvenir. As an Assistant Professor at the University of Waterloo, he is shaping the next generation of accounting and financial management professionals in AI and emerging technologies.
Tech Entrepreneur & Finance Executive
Yogi is Co-founder and CEO of Maxima AI, focused on automating accounting workflows. He is best known for his leadership at Rubrik, where he played a key role scaling annual recurring revenue from $5M to over $900M, culminating in a successful IPO. Yogi brings rare dual fluency in high-growth technology operations and finance at scale.
Our Values
Six principles that shape every product decision, every customer interaction, and every line of code we write.
We exist to empower finance and accounting professionals with agentic AI that handles complex, judgment-intensive tasks—the work that goes far beyond what traditional automation can touch.
We push the boundaries of what AI can do for finance, building solutions that anticipate future needs rather than simply patching today's problems. The status quo is our starting line, not our finish.
Our success is measured by our clients' success. We build lasting partnerships rooted in trust, transparency, and tangible results—because the best technology is the kind that actually gets used.
Finance runs on trust. We maintain the highest standards of data security, privacy, and ethical AI practice in everything we develop and deliver. No shortcuts, no compromises.
Vision without execution is just talk. We combine strategic thinking with meticulous delivery, building solutions that work seamlessly in real-world finance environments from day one.
The AI landscape moves fast. So do we. We prioritize learning and adaptation to ensure our solutions remain at the cutting edge—just as we expect our AI to learn from yours.
See how WizData can transform your finance operations. Deploy in a day. Get answers in minutes.