How do I create an account?
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Click Sign In on the home page, choose Sign Up, and pick your path: Consumer (WiserFin — personal finance) or Business (Wiserlytics — operations intelligence). Merchants must select sector, industry, products, and revenue band — this sets your peer group for benchmarks and leaderboard. You can also guest-checkout Academy courses with name and email only.
What file formats can I upload for financial analysis?
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WiserFin: bank PDFs, CSV exports, salary slips.
Wiserlytics: P&L, bank statements, ops sheets — PDF, CSV, TXT, Excel (.xlsx, .xls). AI extracts KPIs and builds dashboards automatically.
How do I open my dashboard after signup?
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Choose a plan on the
Pricing page.
Mobile plans work on phone and mobile web views.
Desktop plans unlock the full Wiserlytics workspace on wider screens plus Wiserlytics mobile dashboard. WiserFin opens from the home page or
wiserfin.html after a consumer plan is active.