Wise Statements + Estate Agents Workflow
As an estate agent, you regularly handle Wise bank statements. Estate agents manage client money accounts, commission income, and office expenses — all requiring careful reconciliation for compliance.
BankScan AI: Wise to Excel for Estate Agents
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 your client money and office account statements to structured spreadsheets for faster reconciliation and compliance reporting.
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 Estate Agents Handle Wise Statements
When working with Wise statements, estate agents need to Estate agents reconcile client money accounts holding tenant deposits and rent, match commission income against completed property sales, and track office operating expenses. Client money accounts mus
Key terms you'll encounter: client money account, completion statement, exchange of contracts, CMP scheme, commission split.
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 estate agents workflow
Download Excel ready for Reapit, Alto by Vebra or direct analysis.
Wise + Estate Agents 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 Estate Agents — Saves 2-3 hours per week on client money account reconciliation and commission tracking across property completions
- Software compatible — Output works directly with Reapit, Alto by Vebra, Xero
Convert Wise Statements — Built for Estate Agents
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