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Wise

Wise

Connect your Wise account to read multi-currency balances, transactions, and international transfer activity.

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finance

Get Balance
Get the current and available balance for a specific bank account. Use list_accounts first to find the account_id.
List Accounts
List all bank accounts associated with this connection, including current, savings, joint, and business accounts. Returns account IDs, names, types, currency, and account numbers (sort code / IBAN).
List Cards
List credit cards linked to this connection. Note: most UK bank connections only expose credit-card-style accounts here — debit cards are part of the current account returned by list_accounts.
List Transactions
Fetch transactions for a bank account with built-in filtering, pagination, and field selection. IMPORTANT — to avoid bloating context, always use the narrowest query possible: - Use a tight date range (from/to). Default is the last 7 days. - Pass filters (merchant_contains, categories, types, min/max_amount) to narrow results before they are returned. - Pass fields to select only the properties you need. Default is ["timestamp","description","amount","merchant_name"]. - Use limit (default 25, max 100) for pagination. Fetch the next page with offset when has_more is true. Available transaction_category values include: PURCHASE, TRANSFER, DEBIT, ATM, DIRECT_DEBIT, STANDING_ORDER. Available transaction_type values: DEBIT, CREDIT.

Example use cases

What teams automate with Wise

7 realistic workflows that combine Wise with your other apps.

Finance
Each morning reconcile Wise transfers to Xero, flag FX variances, and alert treasury in Slack.
Finance
When a large Wise payout is pending, confirm beneficiary details in Salesforce and approve in Gmail.
Ops
Weekly export Wise fees by vendor, compare to Coupa contracts, and share savings ideas in Slack.
Finance
On month-end, match Wise balances to Stripe settlements and post exceptions in Google Sheets.
Sales
When a global deal closes in Salesforce, set billing currency in Wise and notify finance in Slack.
Legal
Before sending funds via Wise, verify vendor bank details against DocuSign and log approval in Notion.
RevOps
Sync international payment references from Wise into Salesforce accounts and flag missing tax IDs in Slack.

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