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For Fractional CFOs & Controllers

Take on 2x the clients with the same team

WizData connects to each client’s books, reconciles them, flags what is wrong and answers questions in plain English, so your time goes to advice, not spreadsheets.

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The Stretched Fractional CFO

Revenue is capped by hours, and every client has its own spreadsheet routine.

Month-End Packs Rebuilt by Hand

Each month the same spreadsheet work is repeated for every client you serve.

Revenue Capped by Hours

You cannot take more clients without hiring, and hiring takes your margin with it.

Unbilled Ad Hoc Questions

“Why is cash down?”

Clients ask questions that eat time you cannot bill.

Messy Books Delay the Analysis

Books from the client’s bookkeeper arrive unreconciled, and analysis waits on cleanup.

Bespoke Forecasts and Lender Reports

Forecasts and lender or investor reporting are rebuilt for each client.

What the WizAgents Do for You

One platform across every client, from clean books to the board pack.

WizBooks

Reconcile and post each client’s books under rules you approve, across entities and accounting systems, so the numbers are ready before you start.

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WizChat

Answer “why is cash down?” in plain English with conversational flux analysis that cites the underlying transactions.

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WizBoards

Dashboards built by describing them, ready for each client’s monthly pack.

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WizCast

Driver-based forecasts and lender packs that update with actuals.

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WizRisk

Anomaly and variance alerts that surface problems before the client asks.

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Works With the Systems You Already Run

Connect each client’s accounting system. Fees are charged per client.

QuickBooks OnlineQuickBooks DesktopZoho BooksNetSuiteTally PrimeSage Intacct

Questions You May Have

Each client’s accounting system is connected separately, with the client’s authorization. You approve the rules WizBooks follows for that client, 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.

WizData was founded by finance and technology operators who have lived this problem. Meet the team and see who is behind the product.

More answers in the FAQ.

See It on a Client’s Books

Book a 30-minute demo and see how WizAgents reconcile, answer and report across your clients.

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.