Wise → Excel for Mortgage Brokers
As mortgage broker, you need Wise bank statements in Excel format. Wise multi-currency statements include transactions in multiple currencies with exchange rates. BankScan AI preserves currency codes, rates, and fee breakdowns. BankScan AI handles the conversion — DD-MM-YYYY, multi-currency layout with separate transaction lists per currency, each showing Amount, Fee, Exchange Rate, and Balance, and all.
How It Works
Upload Wise PDF
Drop your Wise statement PDF. Supports PDF, CSV.
AI converts to Excel
Parses Wise's DD-MM-YYYY, extracts all transactions, outputs Excel (.xlsx).
Use in your mortgage brokers work
Download and use with Mortgage Brain, Twenty7Tec. Instantly convert applicant bank statements to Excel to verify income, identify regular commitments, and prepare affordability summaries.
Wise + Excel + Mortgage Brokers
- Wise expertise — Handles DD-MM-YYYY and multi-currency layout with separate transaction lists per currency, each showing Amount, Fee, Exchange Rate, and Balance
- Excel output — Supports multiple sheets per workbook, conditional formatting for flagging large transactions, and embedded formulas for running balance verification.
- Built for mortgage brokers — Saves 30-45 minutes per mortgage application on statement review, which adds up to 5+ hours per week during busy periods with 8-10 applications in progress
Wise to Excel — For Mortgage Brokers
Handles DD-MM-YYYY, outputs perfect Excel. Free tier available.
Convert Wise to Excel Free