Clear bookks. Clear business.
Wise Bookks automates your bookkeeping workflows, unifies client management, and scales your firm, faster them never.
A FULL PRACTICE OPERATING SYSTEM
BUILT FOR SOLO ACCOUNTANTS AND FAST PACED MODERN FIRMS
One Firm. One System.
Bring your workflows, clients, financial records, and reporting into one operating system built for the way modern bookkeeping firms run.
Built for Bookkeepers
Wise Bookks™ strengthens professional judgment with structure, automation, and control, without replacing the bookkeeper behind the work.
Built for What’s Next.
Scale your firm, expand your services, and serve more clients on a platform designed for the next generation of bookkeeping practices.
Everything your firm runs on
From transaction entry to Period Closure, Client collaboration to Invoicing. Wise Bookks™ is the only platform where the entire accounting workflow lives in one place.
Transactions
Full Double-Entry · Always Balanced
+ Every entry auto-balancedManage every financial transaction with true double-entry logic. Classify, categorize, and review entries across all accounts with a complete audit trail baked in from day one.
Assets & Liabilities
Balance Sheet · Real-Time
+ Balance sheet always currentTrack fixed assets, current assets, long-term liabilities, and equity in one place. Your balance sheet updates in real time as transactions are posted, no manual reconciliation needed.
Reports
P&L · Balance Sheet · General Ledger
+ Client-ready reports in secondsGenerate Profit & Loss, Balance Sheet, and custom financial reports at any time. Deliver clean, branded reports to clients directly from the platform, no exports or reformatting required.
Period Closure
Structured Close Workflow
+ Close faster every monthA guided period-close checklist ensures every entry is posted, reviewed, and locked before the period closes. Eliminate last-minute scrambles and deliver consistent, audit-ready books.
Trial Balance
Debit = Credit · Always
+ Catch errors before they compoundRun a real-time Trial Balance at any point in the period. Instantly spot unbalanced entries, duplicate postings, or miscategorizations before they make it into your final reports.
Client Review
Ask Account Holder Workflow
+ Resolve open items 3x fasterFlag transactions that need client input and send automated requests directly from the platform. Clients respond, attach invoices, receipts and you get notified, all tracked with a live badge counter.
Documents
Secure document vault with eSignature built in.
+ Full access for every clientCentralize financial statements, engagement letters, tax returns, and workpapers in one secure vault. Clients review and e-sign in place, every version stays auditable and tied to the engagement.
Partner Basis
Equity · K-1 Tracking
+ Partnership bookks made simpleTrack each partner's capital account, basis adjustments, and distributions in a dedicated module. Keep K-1 allocations clean and partnership equity reconciled without a separate spreadsheet.
Tax Management & Forecast
Tickets · Prep Workflow · Tax Forecast
+ Tax season without the chaosManage tax prep tickets, assign tasks, and run in-platform tax estimates for clients. Move from bookkeeping to tax prep in one tool.
Built to feel familiar from day one..
Every client, task, and next step in one clear view.
Spend less time learning and more time finishing books.
THE VISUAL BOOKKEEPING OS
See the work. Close the bookks.
Wise Bookks™ is visual, simple, and built around one goal: helping your team close the books without the usual complexity.
Add-ons that set your firm apart.
Beyond the core ledger, WiseBookks ships specialized modules for invoicing, client collaboration, service management, and document delivery — all in one platform.
Issue invoices and auto-post payments as accounting entries.
Send professional invoices directly from WiseBookks. When a client pays, the platform automatically creates the double-entry record — debiting A/R and crediting Income — with zero manual work.
- Auto-post payments as double-entry records
- Debit A/R · Credit income on issue
- ACH & card payment support
- Full audit trail per invoice
- Invoices view for client self-service
Manage multiple companies under one workspace with intercompany elimination and consolidated reporting.
Run every entity your firm handles in a single workspace. Intercompany transactions are auto-eliminated on consolidation, and group-level reports roll up instantly, no spreadsheet stitching, no version drift.
- Unlimited entities in one workspace
- Automatic intercompany elimination entries
- Consolidated P&L, balance sheet & cash flow
- Per-entity chart of accounts and reporting
Manage client service requests without leaving the platform.
Accountants and firms manage every client request in one place using tickets, Kanban boards, timers, priority levels, and real-time status tracking.
- Client-facing ticket submission portal
- Assign · prioritize · track in one view
- Linked to client account
- Zero inbox overhead for your team
Perpetual inventory with cost layers (FIFO / weighted avg) .
Track every unit at its true cost with perpetual inventory accounting. Wise Bookks maintains cost layers in FIFO or weighted-average order and posts COGS the moment a sale hits, so your P&L and balance sheet never drift apart.
- FIFO & weighted-average cost layer tracking
- Automatic COGS posting the moment a sale clears
- Real-time inventory valuation on the balance sheet
- SKU-level cost history with variance adjustments
AI agents that take action inside your bookks, not just chat.
Add intelligent agents that go beyond replies: they create records, update transactions, trigger reviews, and reconcile entries, all within permissions you control and every action logged.
- Create & update records autonomously
- Trigger reviews and reconciliations
- Permissions scoped per agent
- Every action logged for audit
Platform subscription plus team expansion
Wise Bookks™ is currently in a private testing phase. We're measuring real infrastructure costs and finalizing feature scope before publishing prices, so the numbers you see reflect reality, not guesses.
Starter
Solo Practice
Final price revealed at launch
- 1 Firm Admin
- Up to 100 Active Managed Clients
- Core bookkeeping workflows
- Client management
- Client portal
Everything a solo bookkeeper needs to run a real practice.
Growth
Growing Firm
Final price revealed at launch
- 1 Firm Admin
- Up to 250 Active Managed Clients
- Full bookkeeping workflows
- Advanced practice workflows
- Billing and communication
- Workflow automation
- Client portal
Built for firms moving from solo operations to a scalable team.
Scale
Larger Practices
Final price revealed at launch
- Higher active client capacity
- Advanced controls
- Advanced integrations
- Priority support
- Volume team pricing
Designed for larger firms with greater volume and operational complexity.
Per additional internal team member. Add bookkeepers, accountants, and managers without dramatically increasing software cost. Client users are always included.
An active client entity being serviced or financially managed inside Wise Bookks. Historical contacts, archived clients, and inactive records do not consume capacity.
Want early access to the platform?
Join the beta waitlist you'll get early access and be notified when public pricing is published.
Your clients' financial data deserves security built for serious financial workflows.
Security is built into the Wise Bookks product architecture from the beginning. Financial data, user access, bank connectivity, and operational activity are protected through multiple layers of infrastructure, application controls, and independent security validation.
Certified Infrastructure Foundation
Wise Bookks operates on infrastructure that maintains SOC 2 Type II and ISO 27001 certifications, providing a strong foundation for availability, confidentiality, security controls, and operational resilience.
Data Encryption
Sensitive application data is protected through encryption at rest and encryption in transit across supported platform and application workflows.
Tokenized Bank Connectivity
Bank connectivity uses token based integrations so banking credentials do not need to be stored directly inside Wise Bookks application data. Access can be managed without requiring firms to handle raw banking credentials.
Auditability & Traceability
Operational activity is designed to provide traceability across important user and financial workflows, supporting review, accountability, and compliance related processes.
Role Based Access Controls
Access controls are designed around user roles and permissions so administrators, team members, reviewers, and clients can access only the data and workflows appropriate to their role.
Security Monitoring & Validation
Security controls include vulnerability review, access control validation, application monitoring, and an ongoing process for identifying and remediating security risks.
Security is a continuous process. Wise Bookks reviews its controls, application configuration, integrations, and security policies as the platform evolves.
Questions, answered
Your firm, on autopilot.
Join the accountants who closed last month before their first coffee.
Start free