Documentation

Guides for WiserFin and Wiserlytics — updated July 2026

Getting Started

Sign up on the home page as a consumer (WiserFin) or business (Wiserlytics). Merchants: complete sector, industry, and revenue at signup — this locks your peer group for benchmarks and leaderboard. Choose a Mobile or Desktop plan, then upload your first file.

WiserFin (Personal)

Upload bank PDFs or CSV exports. WiserFin categorises transactions, builds your timeline, and uses your bio as AI memory. Best on Mobile plans; open from wiserfin.html after subscribing.

Wiserlytics (Business)

Upload P&L, bank statements, or ops sheets. Get KPI strips, cost/revenue breakdowns, industry benchmarks, and AI suggestions scoped to your sector. Access via wiserlytics.html and the Wiserdusk mobile app.

Wiserlytics Workspace (Desktop)

Desktop Intelligence subscribers get the full BI workspace: Overview, Financial, Industry benchmark, Risk, AI recommendations, Reports, and upload history. Requires a wide screen (1100px+). Open wiserlytics-workspace.html.

Leaderboard & Peers

Rankings compare you to peers in your industry or your sector only — no cross-sector browsing. Peer names are anonymised. Upload regularly to improve your standing and track growth.

File Formats & Credits

Supported: PDF, CSV, TXT, Excel (.xlsx, .xls). Each upload consumes credits from your plan. Check remaining credits in the dashboard sidebar or Subscription page.

Academy & Experts

Courses support guest checkout (name + email). Browse Academy, Experts, events, and community from the dashboard shell or main site navigation.

AI Disclaimer

AI can make mistakes. Insights and benchmarks are guidance — not audit, tax, or legal advice. Confirm important decisions with your CA or advisor. See Privacy & Terms.

Need Help?

Visit the Help Center, Contact page, or email support@wiserdusk.com. Mobile users: get the Wiserdusk app.

Last updated: July 2026

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