Wise Statements + Solicitors Workflow
As solicitor, you regularly handle Wise bank statements. Solicitors reviewing financial disclosure in divorce, fraud, or commercial cases need to analyse bank statements quickly and accurately.
BankScan AI: Wise to Excel for Solicitors
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 client and third-party bank statements to searchable, sortable Excel spreadsheets for faster case analysis and evidence 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.
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 Solicitors Handle Wise Statements
When working with Wise statements, solicitors need to Solicitors receive bank statements as part of financial disclosure in family, fraud, or commercial litigation. They review statements to trace assets, verify income claims, identify suspicious transac
Key terms you'll encounter: financial disclosure, Form E, asset tracing, client account reconciliation, Scott schedule.
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 solicitors workflow
Download Excel ready for Clio, LEAP Legal Software or direct analysis.
Wise + Solicitors 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 Solicitors — Saves 1-2 hours per case on financial disclosure analysis, with complex matrimonial cases saving up to 4 hours per set of statements
- Software compatible — Output works directly with Clio, LEAP Legal Software, PracticeEvolve
Convert Wise Statements — Built for Solicitors
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