Connect Wise to Well

• 

  When a Wise transfer completes

  Reads the completed transfer with its amount, currency, recipient, and reference so the payment lands as a Well transaction ready to match.

  Trigger·Transaction
• 

  When a Wise balance is credited

  Detects an incoming credit on a multi-currency balance and captures it as a transaction for reconciliation.

  Trigger·Transaction
• 

  When a Wise card transaction is recorded

  Captures a card spend with its merchant, amount, and currency so the expense is ready to match against a receipt.

  Trigger·Transaction
• 

  When a Wise recipient is paid

  Reads the outbound payout to a saved recipient with its amount and reference so the supplier payment lands in your records.

  Trigger·Transaction

1. 01

   Connect your Wise account

   Authorize Well to access your Wise account data through the secure connection interface.

   • AuthAPI key
   • Validationsample fetch on save
2. 02

   Map your entities

   Select the specific Wise profiles and multi-currency accounts you want to sync with your workspace.

   • Mappingpreconfigured by Well
3. 03

   Use the data

   Confirm the connection to begin pulling your balances, transactions, and counterparty records into Well.

   • First syncstarts as soon as connect completes

Once connected, Well syncs your Wise data in the background to keep your ledger records up to date.