Customer journey templates for Sales and Marketing
Grow
Popular
Growing teams up to 20 users.
Designed to help your startup move from concept to execution and achieve your first revenue goals.
Everything in Ideate
Collaborative workspaces for your team
Financial exports tailored for investors
Goal setting and tracking features
AI-Guided business planning
Scale
For teams ready to scale
Designed for organizations looking to break silos and gain actionable insights through advanced features.
Everything in Grow
Seamless data integrations across tools
Personal AI-Assistant available 24/7
Advanced scenario planning for better decision-making
Personalised + priority service
Get started with Finwize in 3 simple steps
Our dedicated onboarding team ensures you’re set up for success, with actionable insights ready in no time.
Step 1: Personalized assessment
We’ll assess your business needs and goals to align our platform to your unique journey.
Step 2: Data setup and integration
Connect your data sources—from spreadsheets to CRM, ERP, and more—and start planning with confidence.
Step 3: Training and outcomes
Learn how to maximize Finwize’s features and use data-driven insights to transform your planning.
Frequently asked questions
Why should I choose Finwize?
Finwize simplifies the business planning process, saving founders and teams hours of manual work each week. With built-in financial modeling, scenario planning, and AI-guided insights, Finwize empowers you to make data-driven decisions confidently and effectively.
How is Finwize different from other planning tools?
Unlike traditional planning tools, Finwize consolidates data from multiple sources, integrates directly with your existing tools, and provides AI-powered insights to enhance decision-making. With intuitive features and no need for coding, Finwize makes advanced planning accessible to everyone.
How long does it take to start using Finwize?
Our streamlined onboarding process ensures you can start using Finwize within hours. Most teams complete setup and training in under two weeks, gaining actionable insights and planning capabilities almost immediately.
Can Finwize replace my ERP or CRM?
Finwize complements your existing tools by consolidating data from ERP, CRM, and other platforms. It serves as a centralized hub for your financial and operational insights, connecting the dots across your business for a comprehensive view.
Is Finwize suitable for larger teams or growing startups?
Absolutely! Finwize scales with your business. Whether you’re a small startup or a growing team, Finwize’s flexible plans and features—like collaborative tools, integrations, and advanced scenario planning—are designed to support your growth journey.
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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