Wise AI Agent that automates multi-currency balances and transfers

Name: Wise AI Agent that automates multi-currency balances and transfers
Availability: InStock
Author: Katteb

Payments & accounting wise.com

A Katteb Agent for Wise that signs into your Wise session in a private browser, reads what’s on screen, and returns screenshots and concise reports. It is built for freelancers, finance teams, and small businesses who hold multiple currency balances and need daily visibility and monthly summaries.

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What a Wise agent does

The jobs people usually do here by hand. Tap one in the app and it becomes a plan.

Check my Wise balances and tell me what came in today.
List transfers still in progress and when each should arrive.
Send me this month's incoming and outgoing summary by currency.

Anything else you would do in this site by hand can be described in your own words: the planner turns it into a plan you approve before it runs.

What people use it for

Check Wise balances and today’s incoming

The agent opens your Wise account balances, screenshots each currency balance, and lists what arrived today in each balance so you can reconcile receipts quickly. This job uses the account view and balance lines that Wise shows in the multi-currency dashboard.

List transfers still in progress

The agent scans your Transfers page, extracts transfers marked pending or in progress, and reports the expected arrival date for each transfer so you know which payments are still outbound or inbound. Wise’s transfer status and estimated arrival data appear on the transfer details the agent reads.

Monthly incoming and outgoing summary by currency

The agent compiles all incoming and outgoing movements shown in your account for the month, groups them by currency, and delivers a simple CSV-style summary plus a screenshot. Use this to prepare bookkeeping entries or to decide which currency to convert.

Why it is worth it

Private browser access: you sign in once and the agent acts through that browser so passwords are never shared with Katteb.
Report with screenshots: every run includes the exact screen evidence the agent used for its results.
Schedule daily or weekly runs and only pay for what each run used from your Katteb plan.
Clear note on risk: automated activity inside third-party accounts can trigger restrictions; the agent does not guarantee undetectability.

Questions people ask

How does the agent access my Wise account?

You sign in manually in a private Chrome browser hosted on Katteb servers. The agent works only through that browser and stops if any page asks for your password again. Katteb never sees your password.

What does the agent return and how will I receive it?

Each run returns a short report in chat plus screenshots of the Wise pages the agent read. For scheduled runs you get the same report in chat on the chosen cadence.

Is running the agent safe for my Wise account?

The agent uses the visible browser session like a human operator. That means it carries the same risk any automated activity might carry: possible extra verification or temporary restriction. Do not rely on it for actions that must be guaranteed by Wise.