Finwize | Consolidated Data Hub

Does this sound familiar?

Data scattered across multiple tools

Delayed decisions from outdated data

Misaligned team and company KPIs

Teams working in silos

Hours spent consolidating reports

Inaccurate and untrustworthy reports

Errors from inconsistent data

Missed opportunities for optimization

All the features you need

Finwize combines powerful templates, visualisations, and automation to eliminate the complexities of financial planning. Plan smarter, track actuals, and make confident decisions.

One source of truth

Consolidate your data effortlessly

Finwize integrates all your business data into a single, easy-to-use platform. No more manual consolidations or fragmented insights—just one reliable source of truth for your entire organization.

Centralized dashboards for real-time updates

Standardized data across all tools

Seamless syncing of KPIs for alignment

Smarter decisions, faster

Turn data into actionable insights

Finwize doesn’t just consolidate your data—it empowers you to use it effectively. Compare actuals to plans, uncover discrepancies, and adjust strategies with confidence.

Real-time plan vs. actual comparisons

Dynamic insights to drive growth

AI-powered suggestions for optimization

Data Consolidation

Seamless data integration

Finwize makes it easy to bring your business data together, whether through automated integrations or manual uploads. Connect your favourite tools and systems to sync actuals with your plans in real time or upload data via an Excel for full flexibility. Keep your team aligned, reduce manual consolidation, and compare actual performance against your forecasts with confidence.

And more...

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Frequently asked questions

What is Finwize, and how does it simplify financial planning?

Finwize is an all-in-one financial planning platform designed for startups and small businesses. It combines ready-to-use templates, dynamic dashboards, and AI-guided insights to make financial planning easy, accurate, and efficient—no spreadsheets required.

How does Finwize compare to Excel for financial planning?

Unlike Excel, Finwize is purpose-built for financial modeling. It automates calculations, provides built-in templates, and offers dynamic scenario modeling to eliminate manual errors and save time.

Can Finwize handle complex financial models?

Yes, Finwize includes a formula builder and flowchart features to support even the most complex financial scenarios. Adjust assumptions, connect different parts of your plan, and instantly see the impact.

Does Finwize integrate with other tools?

Yes, Finwize integrates with accounting tools like QuickBooks and payroll systems, allowing you to sync actuals and keep your financial plans updated automatically.

What types of reports can I create in Finwize?

Finwize allows you to create investor-ready reports, professional financial statements, and dynamic dashboards tailored to your stakeholders' needs.