Finwize | One Platform for All Your Business Data

Make better decisions

Unlock insights with connected data

Planning isn’t enough. To succeed, you need to see how your plans perform in real time. Finwize integrations allow you to compare planned goals with actual outcomes, providing the insights needed to refine your forecasts and make better decisions.

Our team is building connections with top business tools to make Finwize your all-in-one planning hub. In the meantime, Excel uploads allow you to start streamlining your process today. Want a specific integration? Let us know—we’re listening.

And more...

Replace Excel

Make Financial Planning simple and reliable

Transform the way you plan. Leave behind the limitations of spreadsheets and embrace a purpose-built tool designed for precise financial modeling and informed decision-making.

Ditch the spreadsheets: Automate financial planning with easy-to-use tools

Plan for every scenario: Visualize best- and worst-case outcomes.

Collaborate effortlessly: Share real-time updates with your team or investors.

Collaborate effortlessly

Align your team with a shared financial vision

Bring your team together with collaborative tools designed to streamline financial planning. Ensure everyone stays aligned and contributes to your goals effectively.Bring your team together with collaborative tools designed to streamline financial planning. Ensure everyone stays aligned and contributes to your goals effectively.

Shared workspaces for seamless collaboration

Assign tasks and track progress across teams

Unified dashboards to keep everyone on the same page

Discover how Finwize fits your business

Book a demo

Unify your business with seamless integrations

Automate data updates for accuracy

Adjust forecasts in real-time

Avoid manual errors with synced systems

Break down data silos for better collaboration

Consolidate data from different teams

Compare plans and actuals effortlessly

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.