Wise Statements for Expense Reporting
Preparing Wise bank statements for expense reporting? Employees and business owners need to extract business expenses from personal or corporate bank statements for reimbursement claims and expense reporting.
Convert Wise Statements Instantly
BankScan AI converts your Wise statement PDF to a clean Excel spreadsheet in seconds — handling DD-MM-YYYY and multi-currency layout with separate transaction lists per currency, each showing Amount, Fee, Exchange Rate, and Balance automatically. Convert your bank statement to Excel, then quickly filter and categorise business expenses for reimbursement claims, P11D reporting, or management accounts.
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.
Getting Your Wise Statement for Expense Reporting
In Wise, go to your account, click 'Statements', select the currency and date range, then choose PDF or CSV format. Each currency balance generates its own statement, so multi-currency users need to download statements per currency. Download Monthly or quarterly, depending on the company's expense policy; P11D reporting covers the full tax year of statements.
How It Works
Upload your Wise statement
Drop your Wise (formerly TransferWise) statement PDF. Supports PDF, CSV. Need Monthly or quarterly, depending on the company's expense policy; P11D reporting covers the full tax year? Upload them all.
AI extracts every transaction
Our AI handles Wise's DD-MM-YYYY and multi-currency layout with separate transaction lists per currency, each showing Amount, Fee, Exchange Rate, and Balance — extracting Business travel costs, client entertainment, subsistence, mi.
Use for expense reporting
Download formatted Excel ready for expense reporting. Expenses categorised by HMRC-allowable type, with date, payee, amount, and business purpose; VAT amount separated where applicable for reclaim
Wise + Expense Reporting Features
- Wise optimised — Handles DD-MM-YYYY dates and multi-currency layout with separate transaction lists per currency, each showing Amount, Fee, Exchange Rate, and Balance
- Built for expense reporting — Convert your bank statement to Excel, then quickly filter and categorise business expenses for reimbursement claims, P11D reporting, or management accounts.
- Period coverage — Convert Monthly or quarterly, depending on the company's expense policy; P11D reporting covers the full tax year of Wise statements in minutes
Convert Wise for Expense Reporting — Fast
Monthly expense claims typically due within 30 days of the expense; P11D filing deadline is 6 July following the tax year
Convert Wise Statement Free