Use Wise with AI
Connect nowReport on balances. No money is moved.
Finance & accounting
Using Wise in an agency
Wise reporting covers balances you are allowed to see. It does not make a transfer. Cross-border fees for an overseas buyer are a sentence in an email only if the solicitor has stated them. Do not quote a rate from a dashboard as if it were the completion figure.
What your bots can do
You can connect it now. Bots don’t do work in it yet: these are the actions listed, and each one is switched on after it passes our tests.
- DraftDraft a reminder or summary
- ReadRead permitted records
Before you connect
- Account you’ll need
- A Wise business account
- Who connects it
- Connected once by an admin, for the organisation.
- Approval
- Anything that sends, publishes or changes a record waits for your approval unless you set a policy. Spending needs its own limit.
- Known limits
- Reporting only. Transfers aren’t enabled.
- Other charges
- Your own subscription, and any charges from the provider, are billed by them.
Questions
What account does Wise need?
A Wise business account
Will a bot change Wise without asking?
No. Anything that sends, publishes or changes a record waits for your approval, and you see the account and the text. Connecting an app is not the same as a bot already doing tested work in it. The status on this page is the one to trust.
What are the limits with Wise?
Reporting only. Transfers aren’t enabled.
Is KeyAccess an official Wise partner?
No. You connect an account you or your agency already have, through Wise’s own sign-in, where that connection is in the catalogue.