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A portal for your business

Easily access and manage key financial information with real-time visibility and in-depth insights for both new and existing customers - in a single place.
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A portal for your customers

Assure your customers peace of mind with a PCI-compliant platform for secure transactions, while built for an intuitive user experience.
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A peace of mind for all

Ensure only authorized users can access financial data with single sign-on (SSO), and multi-factor authentication (MFA).
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A portal for your stronger business

Gain detailed financial insights, and utilize up-to-the-minute data to make timely decisions.
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    Utilize powerful dashboards to easily see outstanding and overdue receivables at a glance
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    Customize email and notification templates to align with your personal brand
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    Initiate and/or automate notifications based on smart triggers
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    View transaction and sync errors and respond quickly
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A intuitive portal for your customers

Empower your customers with a seamless payer experience that echoes your premium service offering.
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    A user-friendly onboarding experience for all payers
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    View, pay, or schedule any upcoming or overdue payments
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    Set up automatic payment so receivables are paid on time, with event notifications keeping you on top of things
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    Use a simple 'Pay Now' button for guests or one-time payments
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A robust security solution for all

Strong relationships are built on trust. Ensure only authorized users can access your financial data with our robust security access controls.
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    Leverage single sign-on options (Microsoft 365, Xero)
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    Verify users with multi-factor authentication (MFA)
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    Set administrator access controls and define user permissions
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Assured compliance

We pride ourselves on data transparency. To find out how your information is collected and processed through WisePay and the third-party integrations...
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PCI compliance

All credit card data is tokenized and distributed directly to third-parties. We don’t retain any information and continuously monitor the third-party...
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ConnectWise

ConnectWise is the world's leading software company dedicated to the success of IT solution providers (MSPs) through unmatched software, services,...
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