# WiseData Finances Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about WiseData Finances Software - reviews, pricing plans, popular comparisons to other Financial Management products and more. Source: https://www.capterra.com/p/10048332/WiseData-Finances --- # WiseData Finances Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on July 3, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Features](#features)[Pricing](#pricing)[Support](#support) WiseData Finances ## What is WiseData Finances? WiseData Finances is an all-in-one platform that unifies personal and business finances under a single login. Ideal for freelancers, entrepreneurs, small businesses, and families. Key features: - Personal + business management in one account - Multi-company and multi-user support with audit logs - Smart dashboard with real-time charts and alerts - Cash flow tracking and forecasting - Income Statement (P&L) for businesses - Budget management by category - Financial goals and investment tracking - Import (CSV, Excel, OFX) and export (Excel, PDF) - WhatsApp due-date notifications - Monthly company report by email - Business loan reminders - Wisebot: AI assistant via WhatsApp or app (read-only) - NFS-e issuance module (Brazil only, Enterprise add-on) Available in Portuguese, Spanish, and English. Plans from R$ 29.90/month. Free 30-day trial. ## What is WiseData Finances used for? [Financial Management](https://www.capterra.com/financial-management-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price R$29.9 Flat Rate, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for WiseData Finances?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.wisedatabusiness.com/pt-br&name=WiseData Finances) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Data Import/Export Import and export data to and from software applications Data Visualization Graphical representation of data Financial Analysis Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Financial Reporting Generate reports to assess the financial performance of an organization Investment Management Manage and handle financial assets as well as other investments. WiseData Finances 9 features Track and manage adherence to policies for any service, product, process, or supplier Import and export data to and from software applications Graphical representation of data Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Generate reports to assess the financial performance of an organization Manage and handle financial assets as well as other investments. Access software remotely via mobile devices Manage and handle various international currencies Estimate or forecast of a future scenario based on the study of present trends Get Advice We can help you find the software with the features you need. ## Pricing Free Trial Essencial R$29.90 Flat Rate,Per Month It includes: - Personal Finances - Export Reports (Excel/PDF) - Import Data (CSV/Excel/OFX) - Budget Management By Category - Financial Goals - Investment Tracking - Support Via FAQ Pro (Most Popular) R$69.90 Flat Rate,Per Month It includes: - Personal Finances - Export Reports (Excel/PDF) - Import Data (CSV/Excel/OFX) - Export Listings (Expenses, Income, etc.) - Due Date Notifications By Email And WhatsApp - Advanced Reports (Cash Flow, Categories) - Budget Management By Category - Financial Goals - Investment Tracking - Support Via Ticket - Wisebot AI Assistant (20 Questions/Month) Enterprise R$139.90 Flat Rate,Per Month It includes: - PF + PJ (Personal + Business) Unified - Multiple Users - Export Reports (Excel/PDF) - Import Data (CSV/Excel/OFX) - Export Listings (Expenses, Income, etc.) - Due Date Notifications By Email And WhatsApp - Monthly Company Report By Email - Advanced Reports (Cash Flow, Categories) - Demonstrative Of Results (DRE) - NFS-e Issuance (Extra Module) - NFS-e Automation (Included In NFS-e Module) - Budget Management By Category - Financial Goals - Investment Tracking - Multiple Users Per Company - Audit Logs - Business Loan Reminders - Support Via Ticket And Chat - Wisebot AI Assistant (50 Questions/Month) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.