Wise Statements for Investor Reporting
Preparing Wise bank statements for investor reporting? Investors and VCs request bank statements during due diligence and ongoing reporting. Presenting raw PDF statements looks unprofessional and slows the process.
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 statements to clean Excel spreadsheets for professional investor reporting, burn rate analysis, and due diligence document preparation.
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 Investor 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 12-24 months for due diligence; monthly or quarterly for ongoing investor reporting and board updates of statements.
How It Works
Upload your Wise statement
Drop your Wise (formerly TransferWise) statement PDF. Supports PDF, CSV. Need 12-24 months for due diligence; monthly or quarterly for ongoing investor reporting and board updates? 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 Monthly burn rate, cash runway in months, revenue growth tra.
Use for investor reporting
Download formatted Excel ready for investor reporting. Clean monthly summary with MRR/ARR reconciliation against bank deposits, burn rate trend, and cash runway calculation; presentation-ready for board decks
Wise + Investor 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 investor reporting — Convert your bank statements to clean Excel spreadsheets for professional investor reporting, burn rate analysis, and due diligence document preparation.
- Period coverage — Convert 12-24 months for due diligence; monthly or quarterly for ongoing investor reporting and board updates of Wise statements in minutes
Convert Wise for Investor Reporting — Fast
Due diligence typically runs 4-8 weeks with a tight data room deadline; ongoing investor reports are usually expected within 15 days of month-end
Convert Wise Statement Free