Wise → OFX for Enrolled Agents
As an enrolled agent, you need Wise bank statements in OFX 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 OFX
Parses Wise's DD-MM-YYYY, extracts all transactions, outputs OFX (.ofx).
Use in your enrolled agents work
Download and use with Drake Tax, Lacerte. Batch-convert client bank statements to Excel for fast income verification, deduction substantiation, and IRS examination responses.
Wise + OFX + Enrolled Agents
- Wise expertise — Handles DD-MM-YYYY and multi-currency layout with separate transaction lists per currency, each showing Amount, Fee, Exchange Rate, and Balance
- OFX output — Accounting software treats OFX imports like a native bank feed — transactions appear in the bank reconciliation screen ready for matching, rather than requiring manual column mapping.
- Built for enrolled agents — Saves 1-2 hours per IRS examination response on bank statement analysis, plus 20-30 minutes per tax return during filing season on income verification
Wise to OFX — For Enrolled Agents
Handles DD-MM-YYYY, outputs perfect OFX. Free tier available.
Convert Wise to OFX Free