How to Use Wise
A beginner-friendly guide to getting started with Wise in 2026.
Getting Started: Step by Step
Create your Wise account
Visit Wise's website and sign up for a free account. You'll need an email address to get started.
Set up your workspace
Once signed in, configure your Wise workspace. Set your preferences, invite team members if needed, and customize the interface to match your workflow.
Explore multi-currency-account
One of Wise's key features is multi-currency-account. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Explore international-transfers
One of Wise's key features is international-transfers. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Explore debit-card
One of Wise's key features is debit-card. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Integrate with your existing tools
Connect Wise with the other tools you use daily. Most integrations can be set up in the settings or integrations panel.
Start using it for real work
Now that you're set up, start using Wise for actual tasks. The best way to learn is by doing — don't worry about getting everything perfect right away.
Pro Tips
- Start with the free plan or trial to explore Wise's capabilities before committing to a paid subscription.
- Use keyboard shortcuts to speed up your workflow — most tools have extensive shortcut systems.
- Create templates for recurring tasks to save time on repetitive work.
- Check Wise's official documentation and community forums for advanced tips and best practices.
- Review your workflow after 2 weeks of use and adjust your setup based on what's working and what isn't.
Key Features to Explore
Alternatives to Consider
If Wise isn't the right fit, here are some similar tools:
Ready to Try Wise?
International money transfer platform offering multi-currency accounts, debit cards, and business payment tools with transparent low-cost exchange rates.