FinWise Overview

FinWise is a comprehensive financial management software designed to help businesses of all sizes track and optimize their financial operations. With features such as budgeting, expense tracking, invoicing, and financial reporting, FinWise enables businesses to stay on top of their cash flow and make informed financial decisions. The software integrates with banking systems, allowing businesses to easily sync transactions and reconcile accounts, saving time and reducing errors. FinWise also includes powerful analytics tools to track financial performance and generate detailed reports, offering insights into profitability, liquidity, and overall financial health. Whether you're a small business owner, accountant, or financial manager, FinWise provides a user-friendly interface that simplifies complex financial tasks, allowing you to focus on growing your business. Additionally, its compliance tools ensure your organization stays up-to-date with the latest financial regulations, making it an ideal solution for businesses looking to streamline their financial operations and enhance their financial decision-making.

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Contact Details

  • Vendor Name FinWise
  • Founded
  • Location United States

Support

  • Email Email
  • Chat Chat
  • FAQs/Forum FAQs/Forum

Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Accounting, Banking, Computer Software, Education Management, Financial Services, Insurance, Non-profit Organization Management

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FinWise Features

  • Arrow Icon General Ledger
  • Arrow Icon Forecasting
  • Arrow Icon Self-Service Reporting
  • Arrow Icon Financial Analysis
  • Arrow Icon Strategic Planning
  • Arrow Icon Expense Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Income & Balance Sheet
  • Arrow Icon Financial Management
  • Arrow Icon Cash Management
  • Arrow Icon Multi-Department/Project
  • Arrow Icon Profit/Loss Statement
  • Arrow Icon Real Time Reporting
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Data Visualization
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Collaboration Tools
  • Arrow Icon Purchase Order Management
  • Arrow Icon Multi-Currency
  • Arrow Icon Asset Lifecycle Management
  • Arrow Icon Data Import/Export
  • Arrow Icon Receipt Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Tax Management
  • Arrow Icon Financial Reporting
  • Arrow Icon Data Visualization
  • Arrow Icon Financial Analysis
  • Arrow Icon Compliance Management
  • Arrow Icon Bank Reconciliation
  • Arrow Icon Consolidation/Roll-Up
  • Arrow Icon Dashboard Creation
  • Arrow Icon Budgeting/Forecasting
  • Arrow Icon Revenue Recognition
  • Arrow Icon Cash Management
  • Arrow Icon Accounting
  • Arrow Icon Investment Management
  • Arrow Icon Real-Time Data
  • Arrow Icon Data Import/Export

FinWise Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

FinWise FAQs

FinWise is a comprehensive financial management software designed to help businesses of all sizes track and optimize their financial operations. With features such as budgeting, expense tracking, invoicing, and financial reporting, FinWise enables businesses to stay on top of their cash flow and make informed financial decisions. The software integrates with banking systems, allowing businesses to easily sync transactions and reconcile accounts, saving time and reducing errors. FinWise also includes powerful analytics tools to track financial performance and generate detailed reports, offering insights into profitability, liquidity, and overall financial health. Whether you're a small business owner, accountant, or financial manager, FinWise provides a user-friendly interface that simplifies complex financial tasks, allowing you to focus on growing your business. Additionally, its compliance tools ensure your organization stays up-to-date with the latest financial regulations, making it an ideal solution for businesses looking to streamline their financial operations and enhance their financial decision-making.

  • No, FinWise does not offer a free version.

  • Yes, FinWise offers a free trial.

  • No, Credit Card details are not required for the FinWise trial.

  • No, FinWise does not offer an API.

  • FinWise offers support with the following options:
    • Email , Chat , FAQs/Forum

  • FinWise supports the following languages:
    • English

  • Following are the typical users of the FinWise:
    • Self-Employed , Small-Business , Midsize-Business

  • FinWise supports the following deployment:
    • Cloud Hosted

  • FinWise supports the following devices and operating systems:
    • Web-Based