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For SaaS Finance Teams & Founders

Ask your books anything. Get board-ready answers in minutes.

WizData unifies your ledger, consolidates entities, and builds the metrics, dashboards and driver-based forecast your board expects.

Request 30-Minute Demo See the WizAgents

SaaS finance teams are small, and the questions are not.

WizAgents give lean teams the answers, metrics and forecasts the board expects.

Metrics Stitched Together by Hand

ARR, net revenue retention, CAC payback and burn multiple are assembled by hand from billing, CRM and the general ledger.

A Board Pack That Takes a Week

Every month or quarter the pack is rebuilt from scratch.

A Fragile Forecast

The forecast lives in a spreadsheet only one person understands.

Slow Subsidiary Consolidation

Consolidating a foreign subsidiary is slow and error-prone.

Questions Finance Cannot Answer Today

Leaders ask questions finance cannot answer the same day.

Choose Your Role

Finance Leader

The first finance hire who reports to the board

Board-ready metrics and forecasts, on time.

Measured by accurate ARR, burn and runway, an on-time board pack, fundraising readiness and days to close.

What they are up against

  • SaaS metrics assembled from several systems by hand
  • A board pack that takes days every cycle
  • A forecast only one person understands
  • Foreign subsidiary consolidation that is slow and error-prone
Founder

The founder who is still the finance department

Know your runway and answer any investor question in minutes, no finance team required.

Usually working with an outside bookkeeper or fractional CFO. Not a finance person? You ask in plain English; WizData does the accounting work.

In their words

  • “I don’t trust my numbers”
  • “The investor update takes my weekend”
  • “I can’t answer my board on the spot”

What the WizAgents Do for You

From a clean ledger to the board pack, on one platform.

WizChat

Ask any question about the books and get the flux analysis back in plain English.

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WizBoards

Build the dashboards your board expects by describing them.

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WizCast

Driver-based forecasting and scenarios that update with actuals.

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WizBooks

Keep the ledger posted and reconciled, and consolidate entities including a foreign subsidiary.

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WizRisk

Alerts on budget drift, close anomalies and variance risk.

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Works With the Systems You Already Run

WizData sits on top of your ledger, so there is nothing to replace.

QuickBooks OnlineQuickBooks DesktopZoho BooksNetSuiteTally PrimeSage Intacct

Questions You May Have

You ask in plain English; WizData does the accounting work.

WizData works on top of the tools and ledger you have, including QuickBooks Online and NetSuite, so there is nothing to rip out. It adds answers, dashboards and forecasts on the same books.

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.

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.

More answers in the FAQ.

Get Board-Ready Answers From Your Books

Book a 30-minute demo and ask the books your hardest board question.

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.