Upload a Wise (formerly TransferWise) PDF balance statement and get a clean Excel (.xlsx) or CSV file with every payment, conversion, and fee in its own row, ready for bookkeeping, reconciliation, and tax prep.
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Wise (formerly TransferWise) is how a lot of US freelancers, remote teams, and online sellers hold and move money across currencies, so its statements show up constantly in cross-border bookkeeping. Wise does let you download a balance statement as a PDF or CSV, but there is a catch: each currency balance produces its own separate statement. If you hold USD, EUR, and GBP, that is three files to download, line up, and total before you can close a month. The official PDF balance statement is the one your accountant treats as the record, with the opening and closing balance printed on it per currency. This converter reads those PDFs into clean rows so you can merge several currencies into one workbook, keep the conversion fees separate, and reconcile against the balances on the statement instead of retyping anything.
Date, description, amount, fee, and running balance land in their own columns, so you can sort, total, and categorize Wise activity without retyping a single transaction.
Convert the USD, EUR, GBP, and other per-currency statements Wise gives you and stack them into a single spreadsheet, so cross-border income and fees sit side by side for the month.
Amounts, fees, and the running balance are preserved line by line, so the export reconciles against the opening and closing figures printed on each Wise balance statement.
Four steps, no software to install.
Log in to Wise, open the currency balance you need, go to Details, then Statements and reports. Pick the period, choose PDF, and download it. Repeat for each currency.
Drop the PDF into the converter at the top of this page. Password-protected files are detected the moment you upload them.
The transactions are read into rows. Check the preview and choose the columns you want to keep.
Download a clean .xlsx or .csv file, ready for QuickBooks, Xero, NetSuite, or your own spreadsheet.
Want the click-by-click version of finding the right Wise menu? Follow our guide to exporting a Wise statement to CSV or Excel, then bring the PDF back here to convert it.
Pull a year of cross-border income from Wise into Excel for self-employment tax, expense tracking, and quarterly estimates without copying numbers by hand.
Convert a client's Wise PDFs into import-ready files when you only receive the statement, not their login, and keep conversion fees separated for clean books.
Turn multi-currency Wise activity into one spreadsheet for margin tracking, payroll, and supplier payments across the currencies you actually trade in.
Convert Wise statements into structured data for year-end close, reconciliation, and tax prep, with amounts and fees kept on separate lines per currency.
A Wise statement carries more than plain debits and credits. Money comes in from clients, gets converted between currencies at a fee, and moves out to linked bank accounts and cards. The converter keeps that detail intact so nothing has to be re-entered.
Export to Excel (.xlsx) for analysis or CSV for clean imports. The CSV maps neatly into accounting tools, so you can bring Wise activity straight into your books. If you keep QuickBooks Desktop, you can take that CSV one step further and turn it into a QBO file with a CSV to QBO converter.
Download the balance statement as a PDF from Wise, under your currency balance then Statements and reports, then upload it to the converter at the top of this page. It reads each transaction into rows and lets you export a clean Excel (.xlsx) or CSV file. The whole process takes about a minute per statement and needs no software install.
Log in to Wise, select the currency balance you want, click Details, then Statements and reports. Choose the period and the PDF format, and download the statement. On the mobile app, tap the menu and choose Balance Statements. Each currency produces its own statement, so download one per currency, then convert them here.
Wise does export CSV and XLSX, but only one currency at a time, and the raw transfer export is a running feed rather than the settled statement. The PDF balance statement is the official record, with opening and closing figures per currency. Converting the PDFs lets you merge several currencies into one reconciled workbook, which the per-currency CSV exports do not do on their own.
Yes. Wise gives each currency balance its own statement, so a business holding USD, EUR, and GBP ends up with three PDFs. Convert each one here and stack the exports into a single spreadsheet. The fees and amounts stay intact per line, so you can total each currency separately and still see the whole month in one file.
Wise is a licensed money services business, not a bank. In the US it operates as Wise US Inc, a licensed money transmitter, and holds customer funds with partner banks rather than as bank deposits. The statement is issued by Wise, so the converter reads it the same way it reads any bank PDF, keeping every transaction and balance line accurate.
Wise lets you download a balance statement covering up to 365 days at a time, so for a longer period you pull several statements, each a year or less. Convert each PDF here and combine them into one workbook for tax prep or a multi-year reconciliation, with the dates and balances preserved from every statement.
Files are encrypted in transit and at rest while they are processed, and the conversion runs without sharing your data with third parties. You stay in control of the file and the resulting export. Because it works straight from the PDF, you never have to hand over your Wise login or grant anyone access to your account.
The step-by-step Wise download walkthrough.
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Get started converting bank statements to spreadsheets.
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