The operating system for modern bookkeeping firms.
One connected platform for the books, clients, and practice. We're raising our Pre-Seed round to accelerate product development and market expansion.
Raising: Pre-Seed · via SAFE
Edson Teles · wisebookks.com
August 2026
Born inside an accounting firm. Built to run one.
Wise Bookks™ was born inside a real accounting operation. After years of working across disconnected accounting, client management, billing, communication, and workflow tools, we saw an opportunity to build the operating layer that accounting firms were missing. Wise Bookks connects financial operations, client operations, and practice management in one platform, while keeping the accounting firm at the center of the client relationship.
A $1B U.S. software opportunity hiding in plain sight.
The U.S. market includes 400K+ accounting and bookkeeping firms. Yet demand isn't the problem. Positioning and switching cost are. The opportunity lives in converting latent demand into active buyers.
The Demand Pyramid
Buyers know they need to migrate, but perceived switching cost freezes 60%+ of the market. The winner isn't the best software, it's whoever eliminates migration risk.
Why now. Why Wise Bookks™.
Live Operating Validation
16 months of live production with real financial transactions, proving the platform works before raising outside capital.
Defensible Moat
Proprietary categorization engine trained on 200K+ real accounting transactions creates compounding accuracy advantages that new entrants cannot replicate without years of operational data.
Multi-Layer Revenue Model
Recurring B2B SaaS with expansion through team seats, deeper platform adoption, and future financial services. Target gross margins of 78 to 85 percent.
B2B2C Network Effects
Every accounting firm that adopts Wise Bookks™ brings its managed client base onto the platform. As firms grow, platform stickiness and per-seat revenue scale naturally.
Connected Platform Wedge
Switching cost is the market's true bottleneck. Wise Bookks™ eliminates migration risk with a connected platform that brings books, clients, and practice together in one place.
CRM + Accounting: The Fastest-Growing Segment
Integrated CRM with accounting modules grows 18–35% annually vs. 8–12% for standalone bookkeeping, with churn of just 2–4% — half the category. Adding bookkeeping to an existing CRM lifts MRR 25–35% per account.
400K+ U.S. Firms, Still Untapped
The U.S. market includes 400K+ accounting and bookkeeping firms. Wise Bookks™ targets the underserved mid-market with a connected platform for books, clients, and practice.
Capital Efficient Growth
Capital efficient path from launch to scale. Wise Bookks™ grows through accountant partnerships and firm recommendations, keeping acquisition costs low.
Validated in practice. Built for a much larger market.
The product foundation has been validated through live operations. The next phase is converting that foundation into repeatable external firm adoption.
Base case projections. Full assumptions, market methodology, and financial model available in the Investor Deck.
Investor Deck
Full investment thesis, financial model, market analysis, and team backgrounds.
- Market size & competitive landscape
- Unit economics & cohort analysis
- 18-month product roadmap
- Team & advisors
Contact Our IR Team
We respond to qualified investor inquiries within 2 business days.