Wise → OFX for Tax Advisors
As tax advisor, 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 tax advisors work
Download and use with TaxCalc, Taxfiler. Batch-convert entire folders of bank statement PDFs into structured spreadsheets to speed up tax return preparation and HMRC enquiry responses.
Wise + OFX + Tax Advisors
- 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 tax advisors — Saves 2-3 hours per complex self-assessment return during tax season, and up to 8 hours when responding to HMRC enquiries requiring multi-year statement analysis
Wise to OFX — For Tax Advisors
Handles DD-MM-YYYY, outputs perfect OFX. Free tier available.
Convert Wise to OFX Free