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