WizAgents for finance and accounting
Five WizAgents on one platform. WizBooks, WizChat, WizBoards, WizRisk and WizCast each take on a different job, and all five work from the same connected books.
Five WizAgents. One Platform.
Each WizAgent is built for a different job and works on the same connected data, so the five fit together as one platform.
01
WizBooks
Your books, posted and reconciled while you sleep.
WizBooks takes the bookkeeping grind off the finance team. Sales, payroll, payouts, vendor bills and customer receipts are posted to your general ledger with the right accounts and classes, then reconciled back to the bank so only exceptions need your attention.
- Automated postings: sales, payroll and payouts posted to the GL with the right accounts and classes
- Accounts payable: vendor bills read, coded and posted; payments matched to the bank
- Accounts receivable: invoices and receipts posted, customer payments applied automatically
- Reconciliations: banking, point-of-sale and payment-platform activity matched to sales and receipts, exceptions flagged
- Month-end close: accruals auto-reversed, prepaids amortized, depreciation booked on schedule
- Multi-entity and intercompany across different accounting systems
You stay in control
Approve the accounting rules
WizBooks follows the rules you approve for coding sales, payroll, payouts and vendor bills.
Post automatically or run manually
Postings are written back to your accounting system on a schedule, or whenever you start a run.
Audit logs are maintained
Every automated and manual run is logged, so you can see what was posted and under which rule.
Posts to the systems you run
QuickBooks Online
QuickBooks Desktop
Zoho Books
NetSuite
Tally Prime
Sage Intacct
02
WizChat
Ask anything: flux, budget vs. actual, close, cost, customer, revenue, risk.
Ask questions about your books in plain English and get the analysis back. Answers cite the underlying transactions, so every number can be traced and audited.
- Flux analysis, budget vs. actual and monthly close review
- Customer and revenue analytics, cost and risk modeling
- Answers cite the underlying transactions
- Leadership can ask their own follow-up questions
03
WizBoards
Say it. See it. Any dashboard, for any team, in seconds.
Build, change and drill into any dashboard by typing what you want. No data lake and no IT ticket, and your existing Excel KPIs come with you.
- Build and modify dashboards by typing what you want
- Bring your Excel KPIs with you
- Schedule reports at will
- Charts the way you like them
04
WizRisk
Budget drift, close anomalies and variance risk, before they become your problem.
WizRisk watches your books and flags what does not look right, with each signal explained in business terms. It ships with a standard transaction risk library.
- Real-time alerts on pacing, accuracy, spend and transaction anomalies
- Each signal explained in business terms across planning, close and reporting
- Feeds WizCast and WizChat, so today’s signals shape tomorrow’s forecast
- Identify anomalies through simple conversations
05
WizCast
Your forecast, rebuilt every morning, before your first coffee.
Driver-based models that update themselves with actuals. Change an assumption in a simple conversation and see the effect on the forecast.
- Driver-based models that update with actuals
- Scenario planning and sensitivity analysis in a sentence
- Rolling forecasts with AI-generated narratives
- Lender and investor reporting
Who It’s For
See how the WizAgents fit the way you work.
See WizBooks on Your Own Books
Book a 30-minute demo and see how the five WizAgents work together on your books.