Coming soon!

Smarter business planning
with AI

The Finwize AI Agent is coming soon! Designed to transform how you interact with your data, this beta feature leverages AI to provide personalized insights, generate smarter forecasts, and guide your planning with ease. Book a demo to see what’s next!
Book a demo
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Data-driven insights

Unlock powerful insights with
Finwize AI

The Finwize AI Agent goes beyond basic planning, offering intuitive tools and insights to help you make informed decisions quickly. Whether you’re refining forecasts, exploring new opportunities, or aligning teams, Finwize AI ensures your data works for you. With automation, intelligence, and guidance at your fingertips, planning has never been easier.

Interrogate your data effortlessly
Automate repetitive planning tasks
Create AI-powered forecasts in seconds
Access industry benchmarks and guidance
Planning simplified

Revolutionize planning with AI-driven tools

From creating custom formulas to exploring new customer segments, Finwize AI empowers founders with the tools to stay ahead. Save time and focus on what truly matters—growing your business.
Automate formula creation and adjustments
Explore new markets and customer segments
Get real-time, AI-guided planning assistance
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Data-driven insights

Experience the power of predictive analytics

Transform your decision-making process with AI-driven forecasts and actionable insights. Finwize AI helps you anticipate trends, optimize strategies, and make data-backed decisions with confidence.
Generate predictive forecasts tailored to your business
Receive actionable suggestions to optimize your plans
Analyze trends and uncover new opportunities

Be among the first to experience Finwize AI

Finwize AI is currently in beta mode, and we’re inviting a limited number of users to test it.
Use your own data from multiple sources to explore, forecast, and strategize like never before—
all for free during the beta period.
Book a demo

Frequently asked questions

What is the Finwize AI Agent, and how can it transform my planning?
The Finwize AI Agent is a cutting-edge tool designed to help businesses consolidate data, optimize planning, and receive actionable recommendations. It enables smarter decision-making with insights and forecasts tailored to your unique data.
How does the AI Agent help improve my business plans?
Finwize AI identifies inefficiencies, suggests improvements, and highlights opportunities using your data. Whether it’s refining forecasts or uncovering growth strategies, the AI works to enhance every aspect of your planning process.
What data can I use with Finwize AI?
You can upload data manually via Excel or integrate directly with popular tools. The AI consolidates and analyzes this information to provide real-time insights that keep your plan accurate and actionable.
What can I do during the beta phase?
The beta version offers exclusive access to core features like guided planning, AI-driven recommendations, and scenario exploration. By participating, you can shape the tool's evolution with your feedback.
How is Finwize AI different from traditional planning tools?
Unlike traditional tools, Finwize AI combines automation, smart recommendations, and seamless data integration into one platform. It doesn’t just manage your data—it transforms it into a strategic advantage.

See Finwize in action

Understand how Finwize can help you scale your business.
Sign up for a personalized demo with our team today.
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