Wave Bank Statement Import for Letting Agents

Convert bank statement PDFs to CSV for Wave import. Built for letting agents. Saves 3-4 hours per week on client money account reconciliation for a letting agent managing 100+ properties

Try Free — Wave + Letting Agents
99%+Accuracy
30sPer Statement
40+Banks Supported
FreeTier Available

Wave + Letting Agents: Faster Bank Import

Letting agents managing tenant deposits, rent collection, and landlord payments across client money accounts need meticulous reconciliation. If you use Wave for your accounting, you need a fast way to get bank statement data into the system.

BankScan AI for Letting Agents Using Wave

BankScan AI converts any bank statement PDF to CSV formatted for direct import into Wave. Convert your client money account statements to Excel for fast reconciliation of rent receipts, deposit transfers, and management fee deductions.

The Letting Agents + Wave Workflow

Letting agents collect rent from tenants into client money accounts, deduct management fees, pay landlords their net rent, handle deposit protection scheme transfers, and manage maintenance contractor payments. Monthly landlord statements must reconcile exactly with the client money account bank statement, with every penny accounted for.

Key terms you'll encounter: client money protection, landlord statement, tenant deposit scheme, management fee.

How It Works

1

Upload any bank statement PDF

Supports all major banks. Saves 3-4 hours per week on client money account reconciliation for a letting agent managing 100+ properties

2

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.

3

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:

HSBC Barclays Lloyds NatWest Monzo Santander Revolut Chase Bank of America Wells Fargo Citibank US Bank Capital One

Wave Features for Letting Agents

Import Steps for Letting Agents Using Wave

As letting agent, here's how to get bank data into Wave:

  1. In Wave, go to Banking > Connected Accounts > Upload a bank statement (CSV)
  2. 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 Letting Agents

Completely free with no paid tier for accounting features (monetised through payment processing). Popular with budget-conscious startups and side-hustlers.

Try Free — Wave + Letting Agents

Frequently Asked Questions

Is BankScan AI good for letting agents using Wave?
Yes. BankScan AI produces CSV files for Wave and is designed for letting agents. Convert your client money account statements to Excel for fast reconciliation of rent receipts, deposit transfers, and management fee deductions.
What column format does Wave need?
Date, Description, Amount — Wave supports both single amount column and separate Income/Expense columns BankScan AI handles this automatically.
What software do letting agents typically pair with Wave?
Letting Agents commonly use Goodlord, Arthur Online, PayProp. BankScan AI is compatible with all of them.
Is there a free tier?
Yes. Try BankScan AI free with limited conversions per month. Paid plans from $9.99/month.

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