Wisely

What Wisely does

Wisely (Wisely Limited) is a private New Zealand-registered consultancy headquartered in Auckland with a regional office in Colebee, NSW (Australia), founded in 2018. The company operates an integrated three-line service model: Business Consultancy (process redesign, workflow automation, monday.com implementation and integration, AI solutions), IT Services (managed IT, cloud on AWS and Azure, cybersecurity, software development, and Media & Entertainment IT including TPN Registered assessments), and Financial Services (virtual CFO, strategic planning, margin improvement, cloud accounting via Xero, and tax). Wisely's GTM is enterprise field sales targeting growth-stage businesses in New Zealand and Australia that have outgrown their existing infrastructure, with a consultative, embedded delivery model in which consultants work alongside client teams. The company claims 500+ clients served over 6+ years and an average client relationship of 3+ years, with named logos spanning enterprise and government (Air New Zealand, NZ Defence Force, Fonterra, Isuzu, Ironbark Asset Management, Fujifilm, Dymocks, and others).

The underlying technology foundation is integration-led rather than productised: workflow orchestration is built around monday.com (where Wisely holds Platinum Partner status in Auckland) plus Make, Zapier, n8n, and Power Automate; financial workflows run on Xero; cloud infrastructure runs on AWS and Microsoft Azure; security stacks include Sophos, ESET, and Duo Security. Quantified client outcomes cited by Wisely include 15+ hours saved weekly per team via monday.com automation, 60% faster onboarding for an insurance broker network, 18% margin improvement for a professional services client, 35% lower fulfillment costs for a distribution client, 18-day cash cycle improvement, and TPN Registered status achieved in 6 weeks for an M&E client.

The revenue model is a mix of professional services (Business Consultancy and Financial Services) and managed services (IT Services) sold through quote-based, tailored engagements; pricing is not publicly disclosed. The company operates as a privately held, founder/management-owned entity with no disclosed institutional investors, no funding rounds on record, and a lean headcount of approximately nine employees serving both NZ and AU markets. Operating geographies are limited to NZ and Australia.

Name

Wisely

Legal name

Wisely Limited

Website

https://wiselyglobal.tech

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

1–10 employees

Short description

Wisely is a New Zealand-headquartered consultancy serving growth-stage businesses in NZ and Australia with three integrated service lines: Business Consultancy (monday.com Platinum Partner implementations and workflow automation), IT Services (managed IT, AWS/Azure cloud, cybersecurity, M&E TPN assessments), and Financial Services (virtual CFO, accounting via Xero, tax).

Ownership category

akta.pro rank

Product category

Management Consulting & IT Services

NAICS

Management Consulting Services (54161), Computer Systems Design and Related Services (54151), Custom Computer Programming Services (541511)

SIC

Services-Management Consulting Services (8742), Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Programming Services (7371)

akta.pro primary industry

Strategy & IT Advisory (BPAEAAAA)

akta.pro secondary industries

Service Desk & ITSM Outsourcing (BPAEAMAF), ITSM Managed Services (Run/Operate/Optimize) (BPAEAJAN)

Keywords

• Business consulting services
• Managed IT services
• Cloud infrastructure
• Virtual CFO services
• Workflow automation

Headquarters

HQ city

Auckland

HQ country

New Zealand

HQ region

Oceania

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Business Consultancy: Process improvement, workflow automation, monday.com implementation and integration services. Includes strategic planning and AI solutions delivery.
2. IT Services: Managed IT, cloud infrastructure, cybersecurity, software development, and M&E/TPN services delivered as ongoing managed services.
3. Financial Services: Virtual CFO, accounting, tax planning and compliance services for NZ and Australian businesses.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Wisely is a unified provider of three integrated service lines for growth-stage businesses in New Zealand and Australia: Business Consultancy (process redesign, workflow automation, and monday.com implementation as an Auckland Platinum Partner), IT Services (managed IT, AWS/Azure cloud, cybersecurity, software development, and Media & Entertainment TPN assessments), and Financial Services (strategic planning, margin improvement, Virtual CFO, Xero-based accounting, and tax compliance). The company delivers these services as a single embedded team rather than through separate vendors.

Product overview

Wisely is a unified business consultancy offering three integrated service lines: Business Consultancy (process improvement, workflow automation, monday.com implementation, platform integration, AI solutions), IT Services (managed IT, cloud infrastructure on AWS/Azure, software development, cybersecurity, Media & Entertainment IT with TPN assessments), and Financial Services (strategic planning, margin improvement, Virtual CFO, accounting/bookkeeping via Xero, and tax services). The company operates as a single unified team delivering these services to growth-stage businesses, positioning itself as 'the operating system for growth-stage businesses' with monday.com as a key delivery platform alongside Xero for financial services.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Consultancy End-to-end business process redesign, workflow automation, and monday.com implementation services for growth-stage businesses in New Zealand and Australia. Includes process improvement, workflow automation via Make, n8n, Zapier, and Power Automate, monday.com CRM rollout as Auckland's Platinum Partner, cross-platform integration, and AI-powered business solutions.
• IT Services Coordinated managed IT, cloud infrastructure on AWS and Azure, cybersecurity, software development, and specialised Media & Entertainment IT including TPN (Trusted Partner Network) security assessments for studios and content distributors.
• Financial Services Strategic financial planning, margin analysis, Virtual CFO, accounting and bookkeeping delivered through Xero, and tax planning and compliance for NZ and Australian businesses. Includes strategic planning, margin improvement programs, fractional CFO services, multi-entity Xero accounting, GST/BAS filing, and tax services covering income tax, FBT, restructuring, and R&D tax incentives.

Quantifiable outcome

• 15+ hours saved every week per team through monday.com workflow automation
• +5 more outcomes

Named customers16 records

Segments5 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration31 records

AI capability4 records

Feature4 records

Partnerships

23 partnerships are on record, tiered core and secondary.

• monday.comcoreTechnology or IntegrationAuckland's monday.com Platinum Partner. Wisely implements monday.com across client operations including CRM rollout, workflow automation, and cross-platform integration. Core platform for Business Consultancy services.
• XerocoreTechnology or IntegrationXero Partner for cloud accounting platform. Wisely delivers all accounting and bookkeeping services through Xero, providing clients real-time financial visibility and integrated reporting.
• Make (Integromat)coreTechnology or IntegrationWorkflow automation platform used for cross-platform automation connecting monday.com with other business systems.
• ZapiercoreTechnology or IntegrationWorkflow automation platform for connecting apps and building automated workflows across client systems.
• n8ncoreTechnology or IntegrationWorkflow automation platform for technical integrations and custom automation solutions.
• AWS (Amazon Web Services)coreTechnology or IntegrationCloud infrastructure platform for managed IT services, cloud architecture, and infrastructure deployment.
• Microsoft AzurecoreTechnology or IntegrationCloud infrastructure platform for managed IT services and cloud solutions alongside AWS.
• MicrosoftcoreTechnology or IntegrationMicrosoft ecosystem including Microsoft 365, Power Automate, and related enterprise tools for productivity and automation.
• Google WorkspacesecondaryTechnology or IntegrationGoogle Workspace collaboration tools supported as part of managed IT and productivity solutions.
• SophoscoreTechnology or IntegrationCybersecurity platform for endpoint protection, firewall, and security monitoring in managed IT services.
• CloudflaresecondaryTechnology or IntegrationWeb performance and security platform for CDN, DDoS protection, and secure DNS.
• AircallsecondaryTechnology or IntegrationCloud phone system for business communications, offered as part of IT services and connectivity solutions.
• ESETsecondaryTechnology or IntegrationEndpoint antivirus and security solutions as part of cybersecurity offerings.
• JumpCloudsecondaryTechnology or IntegrationIdentity management and directory platform for secure user access control.
• HexnodesecondaryTechnology or IntegrationMobile device management (MDM) platform for endpoint management.
• SuperOpssecondaryTechnology or IntegrationPSA and RMM platform for managed IT service delivery.
• SynologysecondaryTechnology or IntegrationNetwork-attached storage (NAS) and data storage solutions.
• UbiquitisecondaryTechnology or IntegrationNetworking hardware including WiFi access points and network infrastructure.
• VercelsecondaryTechnology or IntegrationFrontend cloud platform for deployment and serverless functions.
• Duo SecuritysecondaryTechnology or IntegrationMulti-factor authentication and zero-trust security platform.
• MosylesecondaryTechnology or IntegrationApple device management platform for MDM and security.
• 3CXsecondaryTechnology or IntegrationBusiness phone system and communications platform.
• SplashtopsecondaryTechnology or IntegrationRemote desktop and access solutions for IT support.

Scale indicators10 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Baker Tilly Staples Rodway: NZ-based accounting, advisory, and Virtual CFO provider with a similar growth-stage mid-market client base. Overlaps with Wisely's Financial Services line and is increasingly bundling advisory with technology enablement.
• The Instillery: NZ-based cloud and managed services provider focused on mid-market and enterprise transformation. Closely comparable on managed IT, cloud, and integration services for NZ growth-stage businesses.
• Slingshot (2degrees Business): NZ MSP and connectivity provider now part of 2degrees Business. Directly comparable in managed IT and connectivity services to NZ mid-market and SME customers.
• Theta (Theta Global): NZ-headquartered IT services and consulting firm delivering managed IT, cloud, and business advisory to mid-market and enterprise clients. Closely aligned on service mix and customer profile in the NZ market.
• Datacom: Largest NZ-headquartered IT services and consulting firm. Comparable in offering breadth across managed IT, cloud, advisory, and integration, and serves many of the same enterprise and government customers in ANZ.

Broad incumbents

• Deloitte: Big Four firm offering management consulting, technology integration, and tax/advisory services. Directly competes for the integrated business + technology + financial advisory engagements that Wisely targets.
• NTT Data: Global IT services and consulting provider with significant ANZ presence. Comparable on systems integration, managed services, and cloud transformation for mid-market and enterprise clients.
• Spark Business Group: NZ's largest telco with an enterprise IT, cloud, and managed services arm. Competes for the same mid-market and enterprise IT wallet with a much broader portfolio that includes connectivity and mobile.
• Insight Enterprises: Global solutions integrator and managed services provider with ANZ operations. Competes for IT modernization, cloud, and integration spend from mid-market enterprises across the same vendor stack.
• Accenture: Global consulting and IT services leader. Competes for the same strategic-advisory and systems-integration dollars, particularly with large ANZ enterprises, but as part of a much wider portfolio.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/work-wisely

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Wisely