Wise → QIF for Financial Advisors (IFAs)
As financial advisor, you need Wise bank statements in QIF 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 QIF
Parses Wise's DD-MM-YYYY, extracts all transactions, outputs QIF (.qif).
Use in your financial advisors (ifas) work
Download and use with Intelliflo, CashCalc. Convert client bank statements to Excel for quick financial analysis, cashflow modelling, and wealth planning presentations.
Wise + QIF + Financial Advisors (IFAs)
- Wise expertise — Handles DD-MM-YYYY and multi-currency layout with separate transaction lists per currency, each showing Amount, Fee, Exchange Rate, and Balance
- QIF output — Maximum backward compatibility with older financial software. Some users with legacy Quicken setups spanning decades rely exclusively on QIF for data continuity.
- Built for financial advisors (ifas) — Saves 30-45 minutes per client fact-find on income and expenditure analysis, with annual reviews completed 20-30 minutes faster per client
Wise to QIF — For Financial Advisors (IFAs)
Handles DD-MM-YYYY, outputs perfect QIF. Free tier available.
Convert Wise to QIF Free