Wise + Memtro

What you can do with Wise in Memtro

Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Wise tool, reads what it needs, and answers with the source cited.

• Balances per currency with reserved amounts and savings jars, plus total funds in a reporting currency
• Activity feed: transfers in and out, card payments, deposits, conversions, fees and rewards with status
• One transfer in full with rate, reference and recipient
• Saved recipients with Wise's masked account summary
• Exchange rates now, at a past time or as a history
• Balance statements with running balances where Strong Customer Authentication allows
• Hourly sync of completed activity and a daily balance snapshot into memory

Ask it like this

Questions people ask once Wise is connected. In agent mode each one also checks the other systems that know about the same people, companies or identifiers.

• ›What are our Wise balances right now, and the total in GBP?
• ›Which transfers went out this week and to whom?
• ›Did the EUR payment to Hotel Riga complete?
• ›What is the GBP to EUR rate today compared with a month ago?
• ›Show the GBP statement for September with running balances

Where it fits

Teams that get the most from Wise in Memtro, with the rest of their stack attached.

• FinanceAsk the ledger questions in plain EnglishXero, Stripe and the warehouse answer through tools that read by default, and Xero can raise a draft invoice or record a payment when you ask and an administrator has granted it. Duplicate charges, aged receivables, revenue by segment: one question, with the figures cited to their source.
• LeadershipOne question across the whole companyFounders and managers ask what is happening and get an answer stitched from support, sales, finance and engineering, with every figure traced to its source and the rest of the week handled by jobs.
• OperationsMonitors and digests that run themselvesJobs are prompts the agent runs on a schedule with the same tools as their owner. Create them in plain language, get the report in a chat, pause or change them in a sentence.

Questions

Can Memtro change anything in Wise?

Not yet. Today every Wise tool reads, searches or lists. When the connector gains actions, each is marked, granted by name per team and used only when a person asks for exactly that, so nothing is created, sent, updated or deleted until you say so.

Who can use a Wise connection?

A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.

Does Memtro store my Wise data?

Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded. An hourly sync anchors recently changed Wise records into memory as entities.

How do I connect Wise?

API key. In Wise open Your account → Connect and manage apps → API tokens and add a token (complete 2-step verification).