Wise Statement Converter for Financial Advisors (IFAs)

AI-powered Wise bank statement converter for financial advisors (ifas). Upload Wise PDFs, get Excel spreadsheets in seconds. Try free.

Convert Wise Statements Free
99%+Accuracy
30sPer Statement
15+UK Banks
FreeTier Available

Why Use BankScan AI?

As financial advisor, you regularly handle Wise bank statements. Independent financial advisors reviewing client finances need to analyse bank statements to understand spending patterns, income, and savings capacity.

The Solution

BankScan AI converts Wise statements to Excel automatically. Convert client bank statements to Excel for quick financial analysis, cashflow modelling, and wealth planning presentations.

About Wise Statements

Wise multi-currency statements include transactions in multiple currencies with exchange rates. BankScan AI preserves currency codes, rates, and fee breakdowns.

How It Works

1

Upload Wise statement

Drag and drop your client's or your own Wise bank statement PDF. Supports PDF, CSV formats.

2

AI parses the statement

Our AI understands Wise's specific statement layout and extracts every transaction with over 99% accuracy.

3

Download your Excel file

Get a formatted spreadsheet ready for your financial advisors (ifas) workflow — import into accounting software or use for analysis.

Key Features

Ready to Save Hours?

Join hundreds of UK accountants and bookkeepers who use BankScan AI every day.

Convert Wise Statements Free

Frequently Asked Questions

Is BankScan AI good for financial advisors (ifas) handling Wise statements?
Yes. BankScan AI is specifically trained on Wise's statement format and designed for financial advisors (ifas). Convert client bank statements to Excel for quick financial analysis, cashflow modelling, and wealth planning presentations.
What Wise formats are supported?
BankScan AI supports Wise statements in PDF, CSV format — whether downloaded from online banking or scanned from paper.
Can I convert statements from other banks too?
Yes. BankScan AI supports 15+ UK banks including HSBC, Barclays, Lloyds, NatWest, Santander, Monzo, Revolut, and more.
Is there a free option?
Yes. BankScan AI offers a free tier so you can try the converter with no commitment. Paid plans from £7.99/month unlock batch conversion and higher volumes.

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