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Build a trusted ecosystem

Amplify your efforts in a world of interconnected systems built to bolster results.

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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.

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.

A peace of mind for all

Ensure only authorized users can access financial data with single sign-on (SSO), and multi-factor authentication (MFA).

A portal for your stronger business

Gain detailed financial insights, and utilize up-to-the-minute data to make timely decisions.

Utilize powerful dashboards to easily see outstanding and overdue receivables at a glance

Customize email and notification templates to align with your personal brand

Initiate and/or automate notifications based on smart triggers

View transaction and sync errors and respond quickly

A intuitive portal for your customers

Empower your customers with a seamless payer experience that echoes your premium service offering.

A user-friendly onboarding experience for all payers

View, pay, or schedule any upcoming or overdue payments

Set up automatic payment so receivables are paid on time, with event notifications keeping you on top of things

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.

Leverage single sign-on options (Microsoft 365, Xero)

Verify users with multi-factor authentication (MFA)

Set administrator access controls and define user permissions

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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