Wave + Architects: Faster Bank Import
Architects bill in stages against project milestones, manage professional indemnity costs, and track expenses across multiple projects simultaneously. If you use Wave for your accounting, you need a fast way to get bank statement data into the system.
BankScan AI for Architects Using Wave
BankScan AI converts any bank statement PDF to CSV formatted for direct import into Wave. Convert your bank statements to structured spreadsheets to match stage payments against projects, track professional fees, and prepare for your accountant.
The Architects + Wave Workflow
Architects invoice clients at RIBA work stages (concept, developed design, technical design, construction), then reconcile bank statements to verify payments received against each project. They track project-specific expenses like survey fees, model-making costs, and travel, and allocate them against project budgets for profitability analysis.
Key terms you'll encounter: RIBA work stages, stage payment, fee proposal, professional indemnity.
How It Works
Upload any bank statement PDF
Supports all major banks. Saves 1-2 hours per month on project payment tracking and expense allocation across concurrent projects for a typical small practice
AI formats for Wave
Output as CSV with Date, Description, Amount — Wave supports both single amount column and separate Income/Expense columns — dates in YYYY-MM-DD or MM/DD/YYYY.
Import and reconcile
In Wave, go to Banking > Connected Accounts > Upload a bank statement (CSV). Select the file, map columns to Date, Description, and Amount, then import. Wave's invoicing is tightly coupled with bank imports — when you import a bank deposit, Wave suggests matching it to outstanding invoices automatically.
Supported Banks
BankScan AI works with all major UK and US banks, including:
Wave Features for Architects
- Wave ready — Output formatted as CSV matching Wave's expected column structure
- Smart integration — Wave's invoicing is tightly coupled with bank imports — when you import a bank deposit, Wave suggests matching it to outstanding invoices automatically.
- Built for Architects — Saves 1-2 hours per month on project payment tracking and expense allocation across concurrent projects for a typical small practice
- Software compatible — Output works directly with Xero, FreeAgent, Harvest
Import Steps for Architects Using Wave
As an architect, here's how to get bank data into Wave:
- In Wave, go to Banking > Connected Accounts > Upload a bank statement (CSV)
- Select the file, map columns to Date, Description, and Amount, then import
Common Import Issues
Wave's free tier has occasional processing delays on large files. Also, Wave uses MM/DD/YYYY by default which conflicts with UK DD/MM/YYYY — select the correct format during import.
Wave Import — Built for Architects
Completely free with no paid tier for accounting features (monetised through payment processing). Popular with budget-conscious startups and side-hustlers.
Try Free — Wave + Architects