Wise is a financial technology platform that facilitates seamless money transfers and currency exchange. With Relevance AI, you can leverage AI Agents to automate these transactions, ensuring efficiency and accuracy in your financial operations.
Wise simplifies international money transfers and currency management. Relevance AI enhances this by enabling intelligent AI Agents to automate and optimize your financial processes.
Global Payment Orchestration
The AI agent gains the ability to seamlessly coordinate and execute complex international payment flows across multiple currencies and regions.
Multi-Currency Mastery
Enables sophisticated handling of multiple currency accounts and balances with real-time conversion and reconciliation capabilities.
Cross-Border Compliance
Maintains regulatory alignment across different jurisdictions while executing international financial transactions.
Relevance AI integrates with Wise to streamline your financial operations within automated workflows.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A Wise account
- A Relevance AI account with access to the workspace you'd like to use
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
This integration enables seamless money transfers and financial operations through Wise (formerly TransferWise) using Relevance AI's workflow automation platform. With this integration, you can automate international money transfers, monitor real-time exchange rates, manage recipient accounts, and track balances across multiple currencies.
To get started, ensure you have a Wise Business Account and a Relevance AI Account, along with the necessary API credentials, including a Wise API Token with `pipedream-wise-read-write` permissions and configured OAuth authentication for your Wise account.
Once your accounts are set up, you can easily create quotes, manage recipient accounts, and fund transfers using straightforward API calls. For example, creating a quote involves specifying the source and target currencies, along with the target amount, and you will receive a response containing the exchange rate and fees.
Common operations such as checking exchange rates and balances can be performed with simple API requests, ensuring you have real-time insights into your financial transactions.
In case of any issues, common troubleshooting steps include verifying OAuth credentials, checking for supported currency pairs, and ensuring sufficient balance in your source currency. Always implement proper error handling and use webhooks for transfer status updates to maintain smooth operations.
For further assistance, refer to the Wise API Documentation, Relevance AI Documentation, and community forums, or contact technical support. Remember to keep your API credentials secure and follow best practices when handling financial transactions.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
To get the most out of the Wise + Relevance AI integration without writing code:
- Start with a clear Wise account setup: Ensure your Wise Business Account is fully verified and configured for international transfers.
- Use automated workflows: Leverage Relevance AI's pre-built workflows for creating quotes, managing recipients, and funding transfers to streamline your operations.
- Validate your API credentials: Double-check that your Wise API Token and OAuth settings are correctly configured to avoid authentication issues.
- Test transactions with small amounts: Conduct test transfers with minimal amounts to ensure everything is functioning correctly before scaling up.
- Monitor exchange rates regularly: Implement real-time exchange rate checks to optimize your transfer amounts and minimize costs.
