Wave + Solicitors: Faster Bank Import
Solicitors reviewing financial disclosure in divorce, fraud, or commercial cases need to analyse bank statements quickly and accurately. If you use Wave for your accounting, you need a fast way to get bank statement data into the system.
BankScan AI for Solicitors Using Wave
BankScan AI converts any bank statement PDF to CSV formatted for direct import into Wave. Convert client and third-party bank statements to searchable, sortable Excel spreadsheets for faster case analysis and evidence preparation.
The Solicitors + Wave Workflow
Solicitors receive bank statements as part of financial disclosure in family, fraud, or commercial litigation. They review statements to trace assets, verify income claims, identify suspicious transactions, and prepare schedules for counsel. Statements are often cross-referenced against Form E declarations in family proceedings.
Key terms you'll encounter: financial disclosure, Form E, asset tracing, client account reconciliation.
How It Works
Upload any bank statement PDF
Supports all major banks. Saves 1-2 hours per case on financial disclosure analysis, with complex matrimonial cases saving up to 4 hours per set of statements
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 Solicitors
- 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 Solicitors — Saves 1-2 hours per case on financial disclosure analysis, with complex matrimonial cases saving up to 4 hours per set of statements
- Software compatible — Output works directly with Clio, LEAP Legal Software, PracticeEvolve
Import Steps for Solicitors Using Wave
As solicitor, 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 Solicitors
Completely free with no paid tier for accounting features (monetised through payment processing). Popular with budget-conscious startups and side-hustlers.
Try Free — Wave + Solicitors