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For Bookkeepers & Accounting Firms

Close every client’s books faster, and catch what you’d miss

WizData automates reconciliations and postings, flags anomalies before the client does, and gives you a ready-made insights pack to sell as advisory.

Request 30-Minute Demo See the WizAgents

The Firm Owner Trying to Scale Past Headcount

Reconciliation eats the most hours, and flat monthly fees squeeze the margin.

Reconciliations Eat the Hours

Bank, card and deposit reconciliations still take the most hours each month.

Sources That Never Line Up

Bank deposits, point-of-sale sales, payment processors and platform payouts rarely agree, and every client has a different mix.

Hard to Hire and Keep Staff

Margins are squeezed by flat monthly fees while good people are hard to find.

Mistakes Surface Late

Errors show up at tax time or when the client complains.

Advisory With No Time or Tools

You want to sell insight, but have no time or tooling to produce it.

What the WizAgents Do for Your Firm

Take the repetitive work off your team and turn the books into something you can sell.

WizBooks

Automated reconciliation across banking, point-of-sale and payment platforms, with postings, accounts payable and receivable, and month-end close, under rules you approve.

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WizRisk

Anomaly alerts that flag what looks wrong before the client does.

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WizChat

Plain-English questions and answers over each client’s books.

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WizBoards

Client-ready dashboards you can include in an advisory pack.

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Works With the Systems You Already Run

WizBooks posts to the accounting systems your clients already use. Fees are charged per client.

QuickBooks OnlineQuickBooks DesktopZoho BooksNetSuiteTally PrimeSage Intacct

Questions You May Have

WizBooks takes over repetitive posting and matching so your team can review exceptions and spend time on advice. Your team approves the rules and decides how postings run.

No. You approve the accounting rules first, and WizBooks follows only those rules. Postings run automatically or as manual runs, and audit logs are maintained.

WizData charges an annual platform access fee plus a usage-based fee, and for fractional CFOs and bookkeeping firms, fees are charged per client, so cost follows the number of client companies you connect. We will walk through it in the demo.

No. WizData works on top of the accounting system you already use, including QuickBooks Online, QuickBooks Desktop, Zoho Books, NetSuite, Tally Prime and Sage Intacct. Your books stay where they are.

WizData does not keep a replica of your books. It stores only the snippets of data needed for analysis, each customer runs in an isolated environment, and customer data is not used to train models. Numbers come from your source systems, and AI is used to explain them, not to invent them. See the security FAQ for details.

More answers in the FAQ.

See a Close With Fewer Hours

Book a 30-minute demo and see how WizBooks handles reconciliation, posting and month-end close across client books.

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.