Wizzo is the AI Workflow Assistant built for finance professionals. Automate tedious tasks, enhance decision-making, and accelerate execution. Faster insights, better decisions, and AI-driven efficiency—built to fit your workflow.
We leverage your existing assets—whether it's an Excel template, quantitative strategy, or proprietary calculation— dramatically reducing execution time.
We meet users where they are, embedding effortlessly into Excel and PowerPoint without disrupting existing workflows by maintaining the same look and feel.
We eliminate manual work through intelligent automation, allowing users to focus on high-value decision-making.
Other products dictate the process—Wizzo empowers you to shape analysis your way, tailored to your team’s needs.
While other products pile onto your stack, Wizzo works with the data, templates, and tools you love—unlocking their full potential.
Other products rely on generic LLMs for complex financial tasks. Wizzo is built for finance, designed for your data and workflows with precision. Smarter workflows, faster execution, and unparalleled efficiency—powered by trust, transparency, and explainability.
Other products cater to one role, leaving others behind. Wizzo optimizes workflows for everyone, enabling seamless collaboration across your organization.
