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  • How to manage your Wise account with sevDesk, and FastBill

How to manage your Wise account with sevDesk, and FastBill

You can connect your Wise Account to sevDesk, and FastBill to automate and streamline your financial processes by syncing your balances.

This integration is done through Open Banking, which means Wise shares data about your balance activities with the selected accounting software. The software pulls transactional data from your Wise currency balances, allowing you to view all connected Wise balances directly in the software.


How to connect Wise with sevDesk, or FastBill

  1. Log in to your chosen accounting software (e.g. sevDesk, or FastBill)

  2. Navigate to the section where you can connect a new bank account. Keep in mind that each software has different steps for this, so check their help center for an exact guide

  3. When prompted to select your bank, search for "Wise" in the provided list or search bar

  4. Proceed with the on-screen instructions given by your accounting software to continue the connection process

  5. You'll be redirected to Wise. Log in to your Wise account when prompted

  6. Choose the specific business profile and the Wise currency balances you wish to connect

  7. Confirm access and authorise the sharing of your data between Wise and your accounting software

The authorisation to share your data with sevDesk, or FastBill will expire after 90 days. You’ll need to reauthorise sharing your data at this point, due to regulations set by the Financial Conduct Authority (FCA) regarding 90-day reauthentication rules. For more information, you can visit the Open Banking website.


How to disconnect your Wise account from these accounting integrations

On the Web:

  1. Go to your Wise Account

  2. Navigate to Integrations and Tools under Settings

  3. Go to Apps and Software

  4. Select Disconnect next to the logo of the integration you wish to remove

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