Monthly
Email last month's Wise statement per currency
On the 1st you receive last month's statement for each currency you hold, with totals and the transactions as CSV.
- Runs
- Monthly
- Apps
- Wise
- AI
- Not needed
- Access
- read
Send this to your assistant
Create a ClickRuntime automation: on the 1st of every month at 8am, email me last month's Wise statement for each currency I hold, with opening and closing balance and the transactions as a CSV.
First time? Adding ClickRuntime to your assistant takes about two minutes.
Why use it
Why teams use this automation
Anyone holding money in several Wise currencies, such as a freelancer paid in dollars and euros who spends in pounds, ends up with a separate statement for each balance. At month end the accountant asks for them, and the owner logs in, picks each currency, sets the date range and downloads files one by one. It is easy to forget a currency, choose the wrong dates or leave it until tax season when the work piles up.
On the first of each month the automation lists your Wise balances, fetches last month's statement for each currency, and emails you totals together with the CSV inline. Each month's records then sit in your inbox with no logging in required.
It is aimed at freelancers, small companies and anyone who has to prove where foreign income went.
What you get out of it
Records captured every month
A statement arrives on the first of each month, so you never discover in April that January's file was never downloaded. Missing records are the usual cause of delayed tax filings.
Every currency included
The automation loops through all of your balances, so a small euro balance is not forgotten while you collect the dollar statement. Your books match the real accounts. Your bookkeeping then matches the real account balances rather than leaving one currency to be reconciled in a panic.
Accountant gets the data directly
Forward one email instead of explaining where to click in Wise. The inline CSV can be imported into bookkeeping software, which saves the accountant's billable time. That also reduces mistakes that creep in when numbers are typed in by hand from a PDF.
Totals visible at a glance
The email summarizes incoming and outgoing totals per currency, so you see the month's movement without opening the file, and spot odd amounts. Unusual outflows or a missing payment from a client are visible immediately, while it is still easy to follow up.
A searchable archive in your inbox
Months later, you can find a statement by searching your email rather than hunting through downloads folders or remembering what dates you chose. Searching by month or currency takes seconds, and the file is always where you expect to find it.
How it works
What happens, step by step
On the 1st of each month ClickRuntime lists every currency balance you hold in Wise.
For each currency it fetches last month's statement.
You get an email per currency with the opening and closing balances, plus the transactions as a CSV you can open in a spreadsheet.
Before it runs live
- Connect Wise
What you get
Build your own
Need it to work differently?
Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.
Changes you can ask for
- Run it at a different time, more or less often, or only on weekdays
- Add an AI step, for example to summarize, sort or draft a reply
- Add another app, for example also send it to Slack
- Combine it with other Wise steps into one automation
Under the hood
The code that runs this automation
from datetime import date, timedelta
from clickruntime import on_trigger, credentials, http, notify
WISE = "https://api.wise.com"
def wise(path, **params):
token = credentials.secret("WISE_API_TOKEN")
resp = http.get(f"{WISE}{path}", headers={"Authorization": f"Bearer {token}"}, params=params)
resp.raise_for_status()
return resp.json()
PROFILE_ID = 12345678
@on_trigger
def run(event):
end = date.today().replace(day=1)
start = (end - timedelta(days=1)).replace(day=1)
sent = 0
for bal in wise(f"/v4/profiles/{PROFILE_ID}/balances", types="STANDARD"):
st = wise(f"/v1/profiles/{PROFILE_ID}/balance-statements/{bal['id']}/statement.json", currency=bal["currency"],
intervalStart=f"{start}T00:00:00.000Z", intervalEnd=f"{end}T00:00:00.000Z", type="COMPACT")
rows = ["date,description,amount"] + [
f"{t['date'][:10]},\"{t['details'].get('description', '')}\",{t['amount']['value']}" for t in st["transactions"]]
notify.email_me(f"Wise {bal['currency']} statement {start:%B %Y}",
f"Opening: {st['startOfStatementBalance']['value']:,.2f}\nClosing: {st['endOfStatementBalance']['value']:,.2f}\n\n" + "\n".join(rows))
sent += 1
return {"statements": sent}FAQ
Common questions
How does it get my statements?
Does Wise require extra verification for statements?
Which statement format is included?
What permissions does it need?
Does it need AI?
How many runs does it use?
Can I change how it works?
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