Wizard Individuals
Know where your money goes.
Understand your spending, income and the commitments that quietly add up, without spreadsheets.
- Spending and incomeBeta
- SubscriptionsComing soon
- BudgetsComing soon
- DebtComing soon
- Net worthComing soon
Your finances, finally understood.
One place to understand your money, run your business and ask questions about your finances.
Starting with South Africa and Namibia.
Wizard · Kalahari Design Studio
How it works
From raw activity to real understanding.
Bank statements are written for banks. Wizard turns them into something you can actually read.
Financial activity
- 03/14 POS PURCHASE FLEET 2201 -2,860.00
- 03/14 EFT CR ACACIA PROP GRP 12,000.00
- 03/15 DEBIT ORDER SOFTWARE CO -1,150.00
- 03/15 #SERVICE FEE -95.00
Understanding
- Vehicle costs−R2,860
- Customer payment · INV-0042+R12,000
- Software−R1,150
- Bank charges−R95
Illustrative statement lines
- 01
Bring in your financial activity
Import the bank statements you already have.
- 02
Wizard organises it
Transactions are cleaned up and categorised.
- 03
Your accounts and books take shape
Balances and, for business, real books.
- 04
See reports you can understand
Plain-language views of where you stand.
- 05
Ask Wizard what happened
Questions answered from your own records.
Coming soon
Two ways to use it
One Wizard. Two ways to use it.
The same calm, clear experience, shaped for your own money or for the business you run.
Wizard Business
Run the financial side of your business without fighting the books.
Your banking, invoicing, bills and books in one place. Banking, reconciliation and reports are in beta today, with invoicing and bills on the way.
- Business accountsBeta
- Transaction categorisationBeta
- Bank reconciliationBeta
- Profit & LossBeta
- InvoicesComing soon
- BillsComing soon
- CustomersComing soon
- SuppliersComing soon
Wizard Business
Run your business finances and books in one place.
From invoices and bills to bank reconciliation and financial statements. Wizard Business is being built so you can say: I do my books in Wizard.
- 01Coming soon
Run your business
Invoices, bills, customers and suppliers.
- Invoices
- Bills
- Customers
- Suppliers
- 02Beta
Keep the books
Ledger, reconciliation and financial statements.
- General Ledger
- Bank reconciliation
- Profit & Loss
- Balance Sheet
- 03Coming soon
Understand it
Ask Wizard what happened, and why.
- Ask Wizard
Accounting by Wizard
Real books underneath. Simple on top.
Wizard Business is built on proper double-entry accounting, from the ledger to the financial statements, so the numbers hold up. You get the clarity without needing to think like an accountant.
Accounting · Profit & Loss
Illustrative report
Every report should lead back to the records behind it.
Behind every number is a real accounting trail: report lines are built from accounts, accounts from journals, and journals from real transactions. That trail is what makes it proper accounting, not just a finance app.
- ReportProfit & LossVehicle costs R12,400.00
- Account6200 · Vehicle costs8 postings in March
- JournalJE-0142Dr Vehicle costs · Cr Bank
- TransactionFleet fuel card14 Mar · −R2,860.00
- SourceBank statement lineMarch statement, line 37
Shown as a concept. Moving from a report straight to its source is coming soon.
The full books stack
Books
- Chart of AccountsBeta
- General JournalBeta
- General LedgerBeta
- Cash / Bank BookComing soon
Reports
- Trial BalanceBeta
- Profit & LossBeta
- Balance SheetBeta
- Cash Flow statementComing soon
Controls
- Bank reconciliationBeta
- Opening balancesBeta
- Financial periodsBeta
- Period closeComing soon
- Year-end and retained earningsComing soon
Operational accounting
- Accounts ReceivableComing soon
- Accounts PayableComing soon
- Customer paymentsComing soon
- Supplier paymentsComing soon
Coming soon
Ask Wizard
Ask your finances anything.
Wizard doesn't just chat about money. It works from the financial information in your workspace to help explain what happened and why.
Try a question
Ask Wizard
Demo
Why did my profit fall?
Profit was R8,200 lower than February. Vehicle costs and a larger supplier invoice outweighed a small rise in sales.
- Vehicle costs+R5,100
- Supplier purchases+R3,400
- Sales+R300
From your Profit & Loss for March vs February · illustrative data
Numbers come from your books
Totals and balances are calculated by Wizard's own financial and accounting logic, not guessed by a language model.
Answers show their working
Each answer points to the report, accounts or transactions it was built from.
Explains, doesn't advise
Ask Wizard helps you understand what happened. It is not a financial or investment adviser.
Trust
See where every number came from.
Designed with financial data protection and traceability in mind, so you can rely on what Wizard tells you and check it whenever you want.
Traceable records
Every figure is built from records you can find again, down to the transaction.
Controlled accounting logic
Balanced double-entry rules decide the numbers, not free-form guesses.
Reconciliation
Your books are checked against your bank statements, line by line.
Workspace isolation
Each workspace's data is kept separate, enforced by the database itself.
Financial data protection
Data is processed server-side, behind strict browser security policies.
Auditable actions
Posted entries are corrected with reversals rather than silently edited.
Bank statements
Built around real bank statements.
Wizard is being built to support the statement formats people and businesses actually use, starting in South Africa and Namibia. Support is being developed for major South African and Namibian banks.
- CSV statement importBetaImport bank statements exported as CSV.
- PDF statement importBetaImport bank statements from PDF.
Wizard works from statements you export yourself. It is not affiliated with, endorsed by or connected to any bank.
Desktop app
Your finances deserve more than another browser tab.
Wizard is being designed as a focused desktop experience for Mac and Windows: fast, calm, and always one click away.
Join the private beta
Wizard for Mac and Windows is coming soon.
Make your finances make sense.
Personal and business finance, brought together.