Wise + FreshBooks: Bridge the Gap
Need to get your Wise (formerly TransferWise) bank statement into FreshBooks? 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 / OFX (Date, Description, Amount — FreshBooks supports single amount column (negative for expenses) or separate Debit/Credit columns) for FreshBooks import.
How BankScan AI Converts Wise for FreshBooks
Convert your bank statement PDF to CSV with BankScan AI, then import into FreshBooks to reconcile invoices and track expenses automatically. 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 FreshBooks
Our AI parses Wise's layout, converts dates to YYYY-MM-DD or MM/DD/YYYY, and outputs CSV / OFX.
Import into FreshBooks
In FreshBooks, go to Banking > Add Account > Import Transactions from File. Upload your CSV or OFX file, map the columns, and import.
FreshBooks Import Tip
Date, Description, Amount — FreshBooks supports single amount column (negative for expenses) or separate Debit/Credit columns
Wise to FreshBooks 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
- FreshBooks formatted — Output as CSV / OFX with Date, Description, Amount — FreshBooks supports single amount column (negative for expenses) or separate Debit/Credit columns
- Date conversion — Converts DD-MM-YYYY to YYYY-MM-DD or MM/DD/YYYY automatically
Import Wise Data into FreshBooks
After converting your Wise statement with BankScan AI:
- In FreshBooks, go to Banking > Add Account > Import Transactions from File
- Upload your CSV or OFX file, map the columns, and import
Common Import Issues
FreshBooks limits imports to 500 transactions per file. For longer periods, split into monthly files. OFX import is generally smoother than CSV.
Import Wise into FreshBooks Today
Automatic date conversion (DD-MM-YYYY to YYYY-MM-DD or MM/DD/YYYY), column mapping, and format validation.
Import Wise to FreshBooks Free