Wise → OFX for Tax Preparers
As tax preparer, 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 preparers work
Download and use with TurboTax Pro, Drake Tax. Convert client bank statements to organized Excel spreadsheets in seconds — verify W-2 income, find deductible expenses, and prepare returns faster during tax season.
Wise + OFX + Tax Preparers
- 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 preparers — Saves 15-20 minutes per return on income verification and expense identification, adding up to 8-12 hours per week during peak tax season
Wise to OFX — For Tax Preparers
Handles DD-MM-YYYY, outputs perfect OFX. Free tier available.
Convert Wise to OFX Free