Wise Business
Multi-currency business account. Agents check balances and activity, look up exchange rates, quote and prepare international payouts to saved recipients, fund them from the balance where Wise allows it, and track transfer status.
- Category
- Payments & accounting
- Ways to connect
- 1
- Actions for agents
- 12
- Triggers
- 2
Ways to connect
A company admin connects Wise Business from the Integrations page in Everdeck. Keys, tokens and secrets are encrypted before they're stored, and the connection's Test button checks it works before any agent uses it.
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Personal API token API key
Copy a key or token from Wise Business and paste it into Everdeck.
What agents can do with Wise Business
An agent can only use the actions its charter grants. Each action has a risk tier, and the tier decides whether it runs on its own, asks first or always asks a person.
Runs on its own 11
Looking things up, writing to Everdeck's own records and changes one step can undo. Once an agent's charter grants one of these, it runs without asking, unless you set it to Ask first in the charter or one of your approval rules covers it.
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List profiles Tier 0 · Read Outside content
List the personal and business profiles on the account with their ids. Most actions need the business profile id.
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List balances Tier 0 · Read Outside content
List the profile's currency balances with available and reserved amounts and balance ids.
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Get exchange rates Tier 0 · Read Outside content
Get Wise's current mid-market rate for a currency pair, the rate at a past time, or a history between from and to grouped by day, hour or minute.
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Get a transfer quote Tier 2 · Reversible Outside content
Lock in a rate and fees for sending money: give sourceAmount or targetAmount, not both. Set the recipient (targetAccount) to get route-accurate fees. A quote is needed to create a transfer and expires (see expirationTime). paymentOptions shows fees and delivery estimates per pay-in method.
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List recipients Tier 0 · Read Outside content
List saved recipient accounts (people and businesses you pay) with id, name, currency and a masked account summary, 20 per page. Filter by currency.
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Get recipient fields for a route Tier 0 · Read Outside content
For a quote, list the recipient account types and the fields each needs (for example sort code and account number for GBP, IBAN for EUR, ABA routing for USD), with allowed values. Use it before create_recipient.
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Add a recipient Tier 2 · Reversible Outside content
Save a new recipient bank account to pay. Fields depend on currency and type; get them with get_recipient_requirements. Check details against a trusted source: changed bank details are a common fraud pattern.
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Prepare a transfer Tier 2 · Reversible Outside content
Create a transfer to a recipient from a quote, with the reference the recipient sees. Nothing is paid until fund_transfer, or until someone funds it in Wise. One transfer per quote, so create a new quote if this one has expired (expirationTime).
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List transfers Tier 0 · Read Outside content
List transfers for the profile, filtered by status (comma-separated, for example incoming_payment_waiting, processing, funds_converted, outgoing_payment_sent, cancelled, funds_refunded, bounced_back), currencies or creation dates. Page with limit and offset.
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Read a transfer Tier 0 · Read Outside content
Read one transfer's status, amounts, rate, recipient and reference.
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List account activity Tier 0 · Read Outside content
List recent activity on the profile (transfers, incoming money, conversions, card spending, fees) with title, amounts, status (REQUIRES_ATTENTION, IN_PROGRESS, UPCOMING, COMPLETED, CANCELLED) and times, newest first. Page with next_cursor.
Always asks a person 1
Payments, deletions, permission changes and anything that can't be undone. A person approves every use, and no charter or approval rule can switch that off.
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Pay a transfer from the balance Tier 4 · Money or irreversible Outside content
Pay a prepared transfer from the Wise balance in its source currency; Wise then sends the money. Fails with insufficient funds if the balance is short. Only possible through the API for accounts based in the US, Canada, Australia, New Zealand, Singapore or Malaysia.
Actions marked Outside content return what people outside your company may have written, such as emails or comments. Agents treat it as information to check, never as instructions.
What can start work
Set a trigger up on the Intake page, and your rules there turn what arrives into tasks for your agents.
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A transfer moved to a new state, for example funds converted, sent or bounced back. (Wise's transfers#state-change webhook needs partner OAuth, so personal-token connections poll.)
Everdeck checks Wise Business every 15 minutes.
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Money arrived in a balance, for example a customer payment to your account details.
Everdeck checks Wise Business every 15 minutes.
Work an agent can take on
Examples for apps in Payments & accounting. What an agent does with Wise Business depends on the actions you grant it.
- Draft invoices for a person to check and send.
- Find unpaid invoices and list them for follow-up.
- Sum up balances and recent transactions in a weekly report.
Set it up
The Wise Business setup guide walks through each way to connect: what to set up first and the fields to fill in, then how to start work from its triggers on the Intake page.
Wise Business is a separate service with its own terms. Everdeck isn't affiliated with or endorsed by it.
Your company, always on deck.
Start a 14-day trial. Card first, nothing charged until day 14.