Wexion

About

Solutions

Testimonials

Pricing

FAQs

Start for free

Wexion

Start for free

Wexion

About

Solutions

Testimonials

Pricing

FAQs

Start for free

Wexion

Start for free

New

Introducing new ways to control

Take total control of

your financial workflows.

Take total control of your financial workflows.

Stop toggling between spreadsheets and task managers.
Oversee every budget, deadline, and team member from one unified dashboard.

Stop toggling between spreadsheets and task managers. Oversee every budget, deadline, and team member from one unified dashboard.

START NOW

Trusted by the best

Financial command center

Track every movement.

Understand the full picture.

Our platform bridges the gap between fragmented data and strategic

decision-making by automating the entire lifecycle of your financial information.

Real-time tracking

Monitor every

transaction

as it happens.

Monitor every transaction as it happens.

Gain immediate visibility into your cash flow and budget movements with a live data feed that eliminates the need for manual refreshes.

Workflows
Budgeting
Auditing
Reporting
Forecasting

Liqudity
Analysis
Pipelines
Compliance
Logs

Automated reporting

Full visibility into

every transaction.

Full visibility into every transaction.

Track spend as it happens and generate structured reports without chasing data across tools. Everything lives in one reliable reporting layer built for speed and accuracy.

AUTOMATED FINANCIAL SYSTEM

Clarity for the most

complex systems.

We design enterprise AI and data platforms that transform

advanced technology into usable product experiences.

Fetch your data from anywhere

Connect your entire financial ecosystem in seconds. Whether it is banking, payment processors, or spreadsheets, our platform pulls your raw data into one secure environment.

Automated data intelligence

Our engine categorizes every transaction and task automatically. By mapping your disparate data points into a unified structure, we eliminate manual entry and provide a clear view of your operational health.

Clarity for complex systems

Transform fragmented information into actionable insights. We distill your organized data into high-level health scores and visual dashboards, allowing you to make informed decisions without digging through rows of data.

Fetch your data from anywhere

Connect your entire financial ecosystem in seconds. Whether it is banking, payment processors, or spreadsheets, our platform pulls your raw data into one secure environment.

Automated data intelligence

Clarity for complex systems

Fetch your data from anywhere

Connect your entire financial ecosystem in seconds. Whether it is banking, payment processors, or spreadsheets, our platform pulls your raw data into one secure environment.

Automated data intelligence

Clarity for complex systems

how it works

From task to transaction

in three steps.

Stop chasing data across spreadsheets. Our platform automates the bridge
between your team's daily operations and your company's bottom line.

Connect your workflow

Import your existing projects or build new ones from scratch. Assign budgets, deadlines, and team members to specific milestones in seconds to set your financial baseline.

Execute and automate

As your team completes tasks, the system automatically tracks billable hours, expenses, and vendor payments. Real-time updates ensure your budget reflects every movement.

Analyze and scale

Generate high-fidelity reports and interactive dashboards for stakeholders. Use predictive insights to forecast future cash flow based on your team's current velocity.

Testimonials

Trusted by teams

scaling responsibly.

Jane Mei
CEO, Vertex Solutions
"This platform connects our project milestones to our burn rate perfectly. We finally have one source of truth for our entire team."
"
Sarah Jenkins
Business Owenr, Bloom Creative
"I used to spend every weekend reconciling invoices with task lists. Now, automated reporting gives me my time back for new growth."
"
David Rodriguez
CFO, Horizon Fintech
"Security was our top priority. The SOC2 compliance and granular permissions gave us the confidence to move our financial workflow."
"
Elena Rossi
Operations Manager, Terra Nova
"Managing global projects used to be a currency nightmare. Live exchange updates and reporting have made our scaling quite seamless."
"
James Pamuk
Founder, Forge Startup Lab
"The smart budget alerts saved us from a major overage. Having proactive visibility into liquidity while managing tasks is critical."
"
Tomáš Novak
Project Lead, BlueBridge
"Usually, finance tools are too clunky for managers. This UI is intuitive—it is a task manager with a full-scale accounting suite."
"
Linda Sterling
CEO, Sterling & Co. Consulting
"Generating read-only dashboards for investors in seconds is great. It presents our data in a professional way that builds trust."
"

Jane Mei
CEO, Vertex Solutions
"This platform connects our project milestones to our burn rate perfectly. We finally have one source of truth for our entire team."
"
Sarah Jenkins
Business Owenr, Bloom Creative
"I used to spend every weekend reconciling invoices with task lists. Now, automated reporting gives me my time back for new growth."
"
David Rodriguez
CFO, Horizon Fintech
"Security was our top priority. The SOC2 compliance and granular permissions gave us the confidence to move our financial workflow."
"
Elena Rossi
Operations Manager, Terra Nova
"Managing global projects used to be a currency nightmare. Live exchange updates and reporting have made our scaling quite seamless."
"
James Pamuk
Founder, Forge Startup Lab
"The smart budget alerts saved us from a major overage. Having proactive visibility into liquidity while managing tasks is critical."
"
Tomáš Novak
Project Lead, BlueBridge
"Usually, finance tools are too clunky for managers. This UI is intuitive—it is a task manager with a full-scale accounting suite."
"
Linda Sterling
CEO, Sterling & Co. Consulting
"Generating read-only dashboards for investors in seconds is great. It presents our data in a professional way that builds trust."
"

PRICING

Simple pricing that scales

with your operations.

Simple pricing that scales with your operations.

Usage-based pricing that scales with your transaction volume,

reporting needs, and AI analysis — not team size.

Usage-based pricing that scales with your transaction volume, reporting needs, and AI analysis — not team size.

Monthly

Annual

20% off

Starter

For invidividuals with light usage, ideal for individiuals.

20,000

credits/mo

10,000 transactions

2,000 Insights

200 automated reports

$14

1000 credits = $0.65

Discount

START A PROJECT

Growth

Discount

For scaling organizations automating reporting and operational insights.

60,000

credits/mo

30,000 transactions

8,000 Insights

800 automated reports

$30

1000 credits = $0.65

Discount

START A PROJECT

Scale

For high-volume financial operations and enterprise reporting needs.

250,000

credits/mo

125,000 transactions

30,000 Insights

3000 automated reports

$54

1000 credits = $0.65

Discount

START A PROJECT

Try for free

1000 starter credits

Try our free plan

Monthly

Annual

20% off

Starter

For invidividuals with light usage, ideal for individiuals.

20,000

credits/mo

10,000 transactions

2,000 Insights

200 automated reports

$14

1000 credits = $0.65

Discount

START A PROJECT

Growth

Discount

For scaling organizations automating reporting and operational insights.

60,000

credits/mo

30,000 transactions

8,000 Insights

800 automated reports

$30

1000 credits = $0.65

Discount

START A PROJECT

Scale

For high-volume financial operations and enterprise reporting needs.

250,000

credits/mo

125,000 transactions

30,000 Insights

3000 automated reports

$54

1000 credits = $0.65

Discount

START A PROJECT

Try for free

1000 starter credits

Try our free plan

Monthly

Annual

20% off

Starter

For invidividuals with light usage, ideal for individiuals.

20,000

credits/mo

10,000 transactions

2,000 Insights

200 automated reports

$14

1000 credits = $0.65

Discount

START A PROJECT

Growth

Discount

For scaling organizations automating reporting and operational insights.

60,000

credits/mo

30,000 transactions

8,000 Insights

800 automated reports

$30

1000 credits = $0.65

Discount

START A PROJECT

Scale

For high-volume financial operations and enterprise reporting needs.

250,000

credits/mo

125,000 transactions

30,000 Insights

3000 automated reports

$54

1000 credits = $0.65

Discount

START A PROJECT

Try for free

1000 starter credits

Try our free plan

FAQ

Need more

information?

Find quick answers to commonly asked questions.

Is my financial data secure?

How does the platform connect my tasks to my budget?

Can I integrate this with my existing accounting software?

Does the platform support multiple currencies?

How do automated approvals work?

What happens if we go over budget on a task?

Monitor every

transaction

as it happens.

Monitor every transaction as it happens.

Full visibility into

every transaction.

Full visibility into every transaction.

Fetch your data from anywhere

Automated data intelligence

Clarity for complex systems

Fetch your data from anywhere

Automated data intelligence

Clarity for complex systems

Fetch your data from anywhere

Automated data intelligence

Clarity for complex systems

From task to transaction

in three steps.

Connect your workflow

Execute and automate

Analyze and scale

One system. Total visibility.