---
title: Wiise Reviews
meta_title: 'Wiise Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Wiise works for a business like yours.
aggregate_rating:
  rating_value: 4.0
  review_count: 1
  scale: '5'
date_modified: '2026-06-04'
parent_category:
  name: Accounting & Finance
  url: https://www.g2.com/categories/accounting-finance
---


# Wiise Reviews
**Vendor:** WIISE  
**Category:** [Accounting Software](https://www.g2.com/categories/accounting)  
**Average Rating:** 4.0/5.0  
**Total Reviews:** 1
## About Wiise
Wiise is powerful all-in-one business management software that's built on Microsoft Dynamics and backed by KPMG. Our ERP system integrates all your essential business tasks like accounting, payroll, inventory, CRM and more into one seamlessly connected system. The result is seamless workflows, greater details to manage complex operations, and real-time insights to make smarter and faster decisions. To learn more: wiise.com




## Wiise Reviews
  ### 1. Effective for a small to medium sized business

**Rating:** 4.0/5.0 stars

**Reviewed by:** Heidi C. | National Human Resource Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 09, 2022

**What do you like best about Wiise?**

The system is user friendly and easy to navigate and is able to be integrated into our HR system through an accessible API. The staff portal is helpful and the new employee workflow launch through the HR system API has been excellent.

**What do you dislike about Wiise?**

There are a couple of user functions like future leave calculation capability which we had in a previous system that would have been nice to have. Authorisation lockdowns are not perfect and it is hard to give access to one area without giving it to others. The HR access level is limited and we cannot see leave balances or payslip information. A staff termination workflow launch from HR in the portal would be helpful.

**Recommendations to others considering Wiise:**

Consider your needs and levels of access to information - be very clear about who needs to see what before proceeding with this product. However, it is user friendly and easily integrated with other systems for effective workflows between systems.

**What problems is Wiise solving and how is that benefiting you?**

System integrations and workflow efficiencies have significantly improved payroll and onboarding processes.



- [View Wiise pricing details and edition comparison](https://www.g2.com/products/wiise/reviews?filters%5Bnps_score%5D%5B%5D=4&section=pricing&secure%5Bexpires_at%5D=2026-08-14+01%3A45%3A48+-0500&secure%5Bsession_id%5D=394b5e3a-8f58-4789-9848-5b5ec79e6ae2&secure%5Btoken%5D=df4d61f2cbfceaa92ea5749a80d1aaa6caccfb9d891428216c95575bb5547f21&format=llm_user)

## Wiise Features
**Sales Force Automation**
- Contact & Account Management
- Partner Relationship Mgmt. (PRM)
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Desktop Integration
- Product & Price List Management
- Quote & Order Management
- Customer Contract Management
- Contract/License Management

**Marketing Automation**
- Email Marketing
- Campaign Management
- Lead Management
- Marketing ROI Analytics
- Email Management
- File Management
- Deal Management

**General Ledger**
- Journal Entries
- Tags / Dimensions
- Audit Trail

**Employee Self Service**
- Web Portal
- Benefits Manager
- Mobile
- Self Service Portal

**Accounting**
- AP Automation
- AR Automation
- Audit Trail
- Budgeting / Forecasting
- Collections Automation
- Financial Statements
- Invoice Customization
- Journal Entries
- Monitor Cash Positions
- Multi-Entity / Consolidation
- Payment Processing
- Recognition Rules
- Reconciliations
- Tags / Dimensions
- Payments Scheduling
- Payment Batches
- Payment Settlements 
- Payment Methods
- Business Process Automation
- Sales Automation
- Marketing Automation

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**AI Assistant - Accounting**
- AI Accounting Assistant

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Call Center Features
- Support Analytics
- Workflow Management
- Opportunity Management
- Sales Pipeline Management
- Reporting/Analytics
- Calendar Management
- Pipeline Management
- Content Management
- Communication Management
- Visual Analytics
- Template Management
- Predictive Analytics
- Document Management
- Channel Management
- Commission Management
- Field Sales Management

**Accounts Receivable**
- Invoice Customization
- AR Automation
- Collections Automation

**Administration**
- Payroll Entry
- Time Off Accrual
- Direct Deposit
- Expense Reimbursement
- Pre-tax Deductions
- Wage Garnishment
- Approvals
- Check/W-2 Printing
- Check/W-2 Delivery
- Split Deposits

**Back Office**
- Allocation
- Asset Register
- Lean Management
- Maintenance
- Organization Management
- Payroll
- Portfolio Mix
- Purchase Orders
- Requisition
- Shift Scheduling
- Sourcing
- Status
- Time & Attendance Tracking
- Warranty Management
- Inventory Management
- Support Ticket Management
- Calendar Management
- Financial Management
- Client Management
- Workflow Management
- Time Off Management
- Training Management
- Employee Management
- Vendor Management
- Supply Chain Management
- Payroll Management
- Compliance Management
- Document Management
- Communication Management
- Warehouse Management
- Enterprise Asset Management
- Sales Management
- Project Management
- Distribution Management
- Marketing Management
- Resource Scheduling

**Reporting & Analytics**
- Reporting
- Dashboards
- Forecasting

**Accounts Payable**
- AP Automation
- Payment Processing
- Purchase Orders
- Invoice Processing
- Purchase Order Management
- ACH Payment Processing
- Electronic Payments
- Electronic Payments
- Credit Card Processing

**Taxes**
- Tax Calculation
- Tax Filing
- Automatic Tax Payment

**Front Office**
- ATP
- Checkout Process
- Configuration Rules
- Contact & Account Management
- Customer Portal
- Field Service Booking
- Field Service Dispatch
- Product & Price List Management
- Product Catalog
- Promotions and Discounts
- Quote & Order Management
- Returns / Refunds
- Storefront Design Tools
- Territory & Quota Management
- Tickets
- Visual Configuration
- HR Management
- Task Management
- Customizable Fields
- Purchase Order Management

**Mobile & Social**
- Social Collaboration Features
- Social Network Integration
- Mobile User Support
- Third-Party Integrations
- Social Media Integration
- Customer Support
- Multi-Channel Social Integration

**Integration**
- API / Integration
- Time Tracking Integration
- Accounting Integration
- Core HR Integration
- API
- 401(k) Tracking
- Expense Tracking
- Vacation/Leave Tracking
- Third-Party Integrations
- Third-Party Integration

**Integration**
- Breadth of Partner Applications
- Data Import and Export Tools
- Integration APIs
- Productivity Tools
- Real-Time Data
- Collaboration Tools
- Data Analysis Tools

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Sandbox / Test Environments
- Document & Content Mgmt.
- Performance and Reliability
- Output Document Generation
- Mobile Access
- Lead Generation

**Other Functionality**
- Inventory Tracking / Ordering
- Inventory Pricing and Costing
- Inventory Reporting
- Multi-Entity / Consolidation
- Recognition Rules
- Reconciliations
- Payroll
- Time and Expense
- Cost Tracking
- Time Tracking
- Status Tracking
- Budget Tracking

**Platform**
- Payroll Reporting
- User, Role, and Access Management
- Performance and Reliability
- Scalability
- Payroll Reporting
- Activity Dashboard
- Compensation Management
- Timesheet Management
- Performance Management
- Benefits Management
- Document Management
- Payroll Management
- Compliance Management
- Cash Flow Management
- Team Management
- Policy Management
- Calendar Management
- Mobile Access
- Attendance Management
- Deduction Management
- Employee Management
- Reimbursement Management
- Audit Management
- Receipt Management
- Time Off Management
- Workflow Management
- Expense Management

**Logistics**
- Centralized Inventory Database
- In Transit
- Inventory Forecasting
- Inventory Pricing and Costing
- Inventory Reporting
- Inventory Tracking / Ordering
- Picking Methods
- Picking Planning
- Receiving
- Shipping Options
- Manufacturing Planning

**Additional Functionality**
- Reminders
- Employee Profiles
- Generative AI
- Alerts/Notifications
- W-2 Preparation
- Multi-Country
- Employee Database
- Reporting & Statistics
- Employee Self Service
- AI Copilot
- Data Import/Export
- Multi-State
- Approval Process Control
- Tax Compliance
- Access Controls/Permissions
- Time Tracking
- Customizable Reports
- Web-based Deployment
- Payroll Outsourcing
- Expense Claims
- Multi-Currency
- Corporate/Business
- Chatbot
- 1099 Preparation
- Auto Update
- Time & Attendance
- AI/Machine Learning
- Employee Onboarding
- Batch Processing
- Accounting
- For Accountants
- For CPA Firms
- Multi-Location
- Reporting/Analytics
- For Small Businesses
- Workflow Automation

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications
- Third-Party Integration
- Internal Chat Integration
- Collaboration Tools
- Prospecting Tools
- Real-Time Data

**Reporting & Analytics**
- Financial Statements
- Custom Reporting
- Budgeting / Forecasting
- Dashboards
- Financial Reporting
- Activity Dashboard

**Platform**
- Customization
- Internationalization
- Output Document Generation
- Performance and Reliability
- User, Role, and Access Management
- Workflow Capability
- Mobile Access

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Performance and Reliability
- Output Document Generation
- Mobile Access

**Production**
- BOM
- Defects
- Identify Demand
- Inspections
- Manage Resources
- MPS
- MRP
- Production Plans
- Rework
- Shop Floor
- Waste
- WIP

**Generative AI**
- AI Text Generation
- Generative AI
- Proposal Generation

**Integration**
- Data Import and Export Tools
- Integration APIs
- Breadth of Partner Applications
- Collaboration Tools
- Third-Party Integrations
- Accounting Integration
- Third-Party Integrations

**Reporting & Analytics**
- Custom Reporting
- Dashboards
- Integration
- Activity Dashboard

**Agentic AI - CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Calendar/Reminder System

**Cash Flow**
- Track Cash Flow
- Income and Expenses
- File Exports

**Generative AI**
- AI Text Generation
- AI Text Summarization
- Generative AI

**Budgeting & Forecasting**
- Budgeting / Forecasting
- Data Import
- Versioning
- Historical Data

**Agentic AI - ERP Systems**
- Decision Making

**Additional Functionality**
- Search/Filter
- Alerts/Notifications
- Data Import/Export
- Lead Capture
- Batch Processing
- Email Tracking
- Tagging
- Pipeline Reports
- Drag & Drop
- Segmentation
- Customizable Fields
- Role-Based Permissions
- Interaction Tracking
- CRM
- Document Storage
- AI Copilot
- Contact Database
- Referral Tracking
- Quotes/Estimates
- Multi-Channel Communication
- Lead Qualification
- Marketing Automation
- Email Templates
- Sales Reports
- Customer Journey Mapping
- Reminders
- Lead Scoring
- Data Security
- Customizable Reports
- Calendar Sync
- For Startups
- Performance Metrics
- Sales Trend Analysis
- For iPad Devices
- Customizable Templates
- Activity Tracking
- Reporting & Statistics
- For Mac Devices
- Landing Pages/Web Forms
- Lead Nurturing
- Gamification
- Prioritization
- Web-based Deployment
- Softphone
- Single Sign On
- Customer Database
- Event Triggered Actions
- Mobile App
- Email Sequences
- Customer Segmentation
- Lead Assignment
- For Small Businesses
- Live Chat
- Business Card/Badge Scanning
- Data Visualization
- Customer Social Profiles
- Social Promotion
- Monitoring
- Engagement Tracking
- Social Media Monitoring
- Customer Engagement
- Sentiment Analysis
- Brand Tracking
- Audience Targeting
- Workflow Automation

**Additional Functionality**
- Data Import/Export
- Reminders
- AI Copilot
- Performance Metrics
- Accounting
- Billing & Invoicing
- Point of Sale (POS)
- Quotes/Estimates
- Customizable Templates
- Reporting & Statistics
- Customizable Branding
- Drag & Drop
- Access Controls/Permissions
- CRM
- Integrated Business Operations
- Multi-Location
- Bills of Material
- Reporting/Analytics
- Customizable Reports
- Visual Analytics
- Business Intelligence

**Revenue**
- Revenue Types
- Revenue Allocation
- Scheduling

**Payroll**
- Direct Deposit
- Check/W-2 Printing
- Tax Calculation
- Reporting and Dashboards

**AI**
- Data Extraction
- Invoice Processing
- Expense Management
- Fraud Detection
- Tax Compliance
- Support Chatbots
- Bank Reconciliations
- Report Generation
- Customizable Alerts
- Predictive Analytics
- Receipt Management
- Workflow Management
- Payroll Management
- Sales Tax Management
- Audit Management
- Tax Management
- Fixed Asset Management
- Reporting/Analytics
- Order Management
- Sales Order Management
- Cash Flow Management
- Cash Management
- Real-Time Data
- Vendor Management
- Credit Card Processing
- Financial Consolidation & Close Management
- Transaction Management

**Mobile Applications - Accounting**
- Cloud Integration
- Notifications
- UI
- Offline
- Expense Tracking
- Invoice Management
- Compliance Management
- Inventory Tracking
- Inventory Management
- Financial Management
- Activity Tracking
- Document Management
- Compliance Tracking
- Notes Management

**Agentic AI - Accounting**
- Autonomous Task Execution

**Additional Functionality**
- Multi-Location
- Generative AI
- Accounts Payable
- Fund Accounting
- Quotes/Estimates
- Approval Process Control
- AI Copilot
- Chart of Accounts
- Project Accounting
- Encryption
- Accounts Receivable
- Recurring/Subscription Billing
- Billing & Invoicing
- Reminders
- Multi-Currency
- Access Controls/Permissions
- Income & Balance Sheet
- Data Security
- General Ledger
- Currency Conversion
- Customizable Templates
- Accounting
- Estimating
- Reporting & Statistics
- Financial Analysis
- Transaction History
- Expense Claims
- Document Storage
- SSL Security
- Categorization/Grouping
- Automatic Billing
- Purchasing & Receiving
- Customer Database
- For Distributors
- Bills of Material
- Financial Data Protection
- Inventory Control
- AI/Machine Learning
- Mobile App
- Client Portal
- For CPA Firms
- Remote Access/Control
- Cash Flow Analysis
- Performance Metrics
- Multi-Company
- For Small Businesses

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