Wise
Balances and transfers across currencies, at the rate you actually got.
A business holding several currencies has a position, not a balance. Wise balances come across per currency, with the transfers between them and the rate each one settled at.
The rate you were quoted and the rate you got are frequently different. The one recorded here is the one that happened.
How to connect it
Open Connections and pick Wise
Sign in to your Wise business account.
Approve read access
Confirmed on Wise's own screen.
Check each currency
Every currency you hold appears separately.
What arrives, and when
Balances per currency, transfers, and the rates they settled at.
Twelve months
reaches back on the first import
On request
this one refreshes when you ask it to, not on a timer
What it looks like
Wise in Connections
Questions people actually ask
Which currency are my reports in?
Your business currency, converted at the rate on the day of each transaction rather than at today's rate.