Wise Statements + Attorneys Workflow
As an attorney, you regularly handle Wise bank statements. Attorneys handling divorce, bankruptcy, personal injury, and business litigation cases need to analyze bank statements for financial discovery and evidence preparation.
BankScan AI: Wise to Excel for Attorneys
BankScan AI converts Wise statements to Excel automatically — handling DD-MM-YYYY and multi-currency layout with separate transaction lists per currency, each showing Amount, Fee, Exchange Rate, and Balance. Convert client and opposing party bank statements to searchable Excel spreadsheets for faster discovery review, asset tracing, and litigation support.
About Wise Statement Format
Wise multi-currency statements include transactions in multiple currencies with exchange rates. BankScan AI preserves currency codes, rates, and fee breakdowns.
Wise Statement Quirks
Wise uses DD-MM-YYYY with multi-currency layout with separate transaction lists per currency, each showing Amount, Fee, Exchange Rate, and Balance. Common issues: Multi-currency accounts generate separate sections per currency that can fragment during parsing, transfer fee breakdowns add extra rows between transactions, and the mid-market exchange rate details create additional text within each transfer entry. BankScan AI handles all of these automatically.
How Attorneys Handle Wise Statements
When working with Wise statements, attorneys need to Attorneys receive bank statements during discovery in litigation, review them for asset tracing in divorce and bankruptcy cases, analyze financial evidence in fraud and embezzlement matters, and manag
Key terms you'll encounter: IOLTA trust account, discovery production, asset tracing, three-way reconciliation, forensic analysis.
How It Works
Upload Wise statement
Drag and drop your Wise PDF. Supports PDF, CSV. Our AI handles DD-MM-YYYY automatically.
AI parses the statement
Our AI understands Wise's multi-currency layout with separate transaction lists per currency, each showing Amount, Fee, Exchange Rate, and Balance and extracts every transaction with 99%+ accuracy.
Use in your attorneys workflow
Download Excel ready for Clio, MyCase or direct analysis.
Wise + Attorneys Features
- Each transfer shows — the mid-market exchange rate used alongside the fee charged
- Multi-currency balances generate — independent statement sections per currency
- Built for Attorneys — Saves 2-4 hours per case on financial discovery analysis, with complex asset tracing cases saving a full day or more of manual statement review
- Software compatible — Output works directly with Clio, MyCase, QuickBooks for Lawyers
Convert Wise Statements — Built for Attorneys
Handles DD-MM-YYYY dates, multi-currency layout with separate transaction lists per currency, each showing Amount, Fee, Exchange Rate, and Balance, and PDF, CSV formats automatically.
Convert Wise Statements Free