Wise Statements + Bookkeepers Workflow
As bookkeeper, you regularly handle Wise bank statements. Bookkeepers deal with statements from dozens of different banks, each with its own PDF format. Copy-pasting transactions is error-prone and tedious.
BankScan AI: Wise to Excel for Bookkeepers
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. BankScan AI handles every major UK bank format automatically. Upload the PDF, download the spreadsheet — no manual data entry needed.
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 Bookkeepers Handle Wise Statements
When working with Wise statements, bookkeepers need to Bookkeepers collect bank statements from clients weekly or monthly, categorise each transaction against the chart of accounts, reconcile balances, and flag discrepancies. They typically process statem
Key terms you'll encounter: chart of accounts, bank feed, transaction categorisation, month-end close, unreconciled items.
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 bookkeepers workflow
Download Excel ready for Xero, QuickBooks Online or direct analysis.
Wise + Bookkeepers 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 Bookkeepers — Saves approximately 30 minutes per client per month on data entry, freeing up 8-10 hours per week for a bookkeeper with 20+ clients
- Software compatible — Output works directly with Xero, QuickBooks Online, FreeAgent
Convert Wise Statements — Built for Bookkeepers
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