WisoBooks review
Affordable core accounting with project profitability, billing, controls, and API access.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
WisoBooks is cloud bookkeeping and business-management software for freelancers, small businesses, growing companies, accountants, and professional services firms. It brings together double-entry accounting, a chart of accounts, journal entries, a general ledger, project budgets, billable time and expenses, profitability reporting, invoicing, retainers, purchasing, and payables. Browser-based access works across phones, tablets, and desktops, while the REST API supports customers, invoices, bills, payments, banking, and accounting workflows. It is best suited to small professional services firms that need core accounting tied to project financials and client billing.
Pricing is structured across four tiers, with monthly and annual-billed options. Starter costs $9 per user per month monthly or $7.50 annually, with ticket and email support. Essentials costs $19 monthly or $15.83 annually and adds double-entry accounting, multi-currency, and bills. Plus costs $39 monthly or $32.50 annually and adds live chat support, advanced reports, POS, and custom roles. Advanced costs $79 monthly or $65.83 annually and adds API access and priority support alongside double-entry accounting and POS. A 14-day trial is available, but there is no free plan. The tier structure lets a small firm begin with basic billing and support, then pay more for controls, reporting, integrations, and support options.
The standout fit is the connection between project work and accounting: teams can record billable time and expenses, compare project budgets with actuals, report on client and project profitability, and generate invoices from unbilled work. Recurring invoices and retainers support repeat engagements, while PDF, Excel, CSV, bank import, and email integrations cover common financial workflows. Firms prioritizing accounting, project profitability, and client billing should find the feature mix relevant. Those primarily seeking resource planning or utilization management should compare alternatives focused on operational capacity management.
WisoBooks pros and cons
- Where it wins
- Double-entry accounting, general ledger, budgets, and 95+ reports
- Tracks billable time, expenses, retainers, and project profitability
- Role permissions, approvals, two-factor authentication, and audit trail
- Where it doesn't
- No free plan; access requires a paid subscription
- Advanced reports, custom roles, POS, and API access require higher tiers
- Its focus is financial management rather than resource planning or utilization
WisoBooks fact sheet, pricing and score →
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