Wise + Clear Books: Bridge the Gap
Need to get your Wise (formerly TransferWise) bank statement into Clear Books? Wise uses DD-MM-YYYY and multi-currency layout with separate transaction lists per currency, each showing Amount, Fee, Exchange Rate, and Balance — which needs converting to CSV (Date, Description, Money in, Money out — Clear Books uses separate columns for credits and debits) for Clear Books import.
How BankScan AI Converts Wise for Clear Books
BankScan AI's CSV output is formatted for direct import into Clear Books' bank reconciliation feature. Wise multi-currency statements include transactions in multiple currencies with exchange rates. BankScan AI preserves currency codes, rates, and fee breakdowns.
How It Works
Upload your Wise PDF
Drag and drop your Wise statement. Supports PDF, CSV with DD-MM-YYYY handling.
AI converts for Clear Books
Our AI parses Wise's layout, converts dates to DD/MM/YYYY, and outputs CSV.
Import into Clear Books
In Clear Books, go to Money > Bank Accounts > select your account > Import. Upload the CSV and map Date, Description, Money in, and Money out columns.
Clear Books Import Tip
Date, Description, Money in, Money out — Clear Books uses separate columns for credits and debits
Wise to Clear Books Features
- Wise optimised — Trained on Wise's multi-currency layout with separate transaction lists per currency, each showing Amount, Fee, Exchange Rate, and Balance with DD-MM-YYYY parsing
- Clear Books formatted — Output as CSV with Date, Description, Money in, Money out — Clear Books uses separate columns for credits and debits
- Date conversion — Converts DD-MM-YYYY to DD/MM/YYYY automatically
Import Wise Data into Clear Books
After converting your Wise statement with BankScan AI:
- In Clear Books, go to Money > Bank Accounts > select your account > Import
- Upload the CSV and map Date, Description, Money in, and Money out columns
Common Import Issues
Clear Books requires header row labels to exactly match expected names. Rename columns to Date, Description, Money in, Money out if import fails.
Import Wise into Clear Books Today
Automatic date conversion (DD-MM-YYYY to DD/MM/YYYY), column mapping, and format validation.
Import Wise to Clear Books Free