Plan smarter, faster, with confidence

Transform the way you plan, execute, and track your business goals. Simplify financial modeling, streamline goal tracking, and build a winning strategy—all in one intuitive tool.
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Data at your fingertips

Real-time insights for faster decisions

Planning

Build smarter financial models

Create dynamic, data-driven financial models tailored to your business. Finwize allows you to adjust assumptions, integrate real-time data, and instantly see the impact of changes, helping you plan with precision.

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Business modeling in Finwize
Business modeling in Finwize

Generate investor-ready reports effortlessly

Create beautiful, professional reports to keep your stakeholders informed and aligned. Finwize simplifies reporting, so you can focus on insights instead of formatting.

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Beta mode: Coming soon!

Your AI-powered planning assistant

The Finwize AI Agent is our upcoming beta feature designed to revolutionize how you interact with your business data. By leveraging advanced AI capabilities, it empowers you to ask complex questions, explore visual insights, and forecast with confidence—all within one intuitive platform. While still in development, but here's what you can expect from this feature:
Interrogate data with ease, even without technical expertise
Visualize business data in real-time for actionable insights
Generate AI-powered recommendations tailored to your goals
Accelerate financial modeling with a AI-guided experience
Understand future scenarios with AI-driven forecasts
Save time by automating repetitive data tasks
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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.
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Frequently asked questions

How can Finwize help me as a founder?
Finwize simplifies complex financial planning, forecasting, and goal tracking so you can focus on growing your business. It provides real-time insights, connects all your data, and empowers better decision-making—all in one platform.
Can I use Finwize without technical expertise?
Absolutely. Finwize is designed with founders in mind, offering an intuitive interface, ready-to-use templates, and guided workflows. You don’t need financial expertise to create detailed plans or explore scenarios.
How does data integration work in Finwize?
Finwize supports both automated data integrations through native connectors and manual data uploads via CSV files, making it flexible for companies at all stages of their growth.
What can I expect from the AI Agent beta?
The Finwize AI Agent, currently in beta, will help founders explore data, forecast scenarios, and accelerate modeling with ease. It’s designed to make even the most complex financial insights accessible without requiring an analyst or advanced expertise.
How secure is my business data on Finwize?
Your data security is our top priority. Finwize uses industry-standard encryption protocols and offers granular access controls, ensuring your sensitive business information remains safe and private.

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Understand how Finwize can help you scale your business.
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