Built by a former QuickBooks product manager
Make bookkeepinga profitable business.
We make ledger software for accounting firms to manage their clients' books.
From one client to your whole firm
Turn files and bank feeds into transactions.
Why Firms Choose Wesley
We talk with firms every day to make Wesley better.
(opens in a new tab)“Wesley didn't just save us hours; it fundamentally changed our operational capacity.”
“I absolutely love it… literally the best accounting software on the market… blows everything else away.”
(opens in a new tab)“Wesley's been a game-changer for our practice, and I just recommended Wesley to a friend and former colleague who owns his own bookkeeping practice.”
(opens in a new tab)“Right off, I can tell that I can move faster through clicks. Love that.”
(opens in a new tab)“The team at Wesley is great to work with! We moved 20 client books to Wesley using QBW uploads. So happy to have found a user friendly, affordable, QuickBooks alternative!”
(opens in a new tab)“Looks great! Thanks for updating that so quick.”
Features we built with firms
Banking & capture
- Bank Statements via Bank API
- Check Images via Bank API
- Bank Statement Conversion (PDF, CSV, XLSX)
- PDF Statement Sub-account Detection
- Check Recognition in Statements
- Reconciliation
- Payroll Journal Import
- Supporting Documents
- Processor Reconciliation
Bookkeeping & automation
- Journal Entries
- AI Payee Suggestions
- AI Account Suggestions
- AI Agent
- Keyboard Shortcuts
- Bulk Posting
- Bulk Actions Across Clients
- Transaction Matching
- Split Transactions
- Account Transfers
- Transaction Rules
- Firm-wide Rules
- AI Automation Controls
- Recurring Journal Entries
- Chart of Accounts
- Universal Chart of Accounts
- Fixed Assets
- Depreciation & Amortization
- Book Review
- Closed-period Locks
- Vendor & Payee Management
Reports & planning
- Profit and Loss
- Balance Sheet
- General Ledger
- Trial Balance
- KPI Dashboard
- Budgeting
- Budget vs. Actual
- Cash Flow
- Cash Forecast
- AJE Report
- A/R Aging
- A/P Aging
- Profit and Loss Detail
- Comparative Financial Statements
- Payee-Account Reports
- Custom Reports
- Report Templates
- Bulk Report Delivery
- PDF & Excel Exports
- Firm Account Groups
- Income Tax Summary
- 1099 & Tax Handoff
- Audit Logs
Client work & operations
- Client Portal
- Invoicing
- Product Catalog
- Accounts Payable
- W-9 Collection
- Check Printing
- Class Tracking
- Location Tracking
- Project Tracking
- 52/53-week Fiscal Calendar
- Recurring Invoices
- Invoice Templates
- Invoice Email Delivery
- Customer Payments
- Bill Payments
- Shared Files
- Ask Client
- Client Permissions
- Approval Workflows
- Client Onboarding & Offboarding
- Client Groups
- Customer Management
- Journal Data Backups
- White Label
- Custom Domain
Multi-entity & developer tools
- Intercompany Transfers
- Intercompany Invoices & Bills
- Pay on Behalf of Another Entity
- Shared Cost Allocation
- Recurring Intercompany Transactions
- Multi-entity Consolidation
- Intercompany Eliminations
- Intercompany Balance Reconciliation
- Multi-entity Management
- MCP
- Public API
Integrations
Plaid Bank Feeds
QuickBooks Online Integration
QuickBooks Desktop Integration
Xero Integration
QuickBooks Payroll Integration
SparkReceipt IntegrationShoeboxed Integration
Lacerte Trial Balance Export
Power BI IntegrationChatGPT via MCP
Claude via MCPStripe Integration
BILL IntegrationShopify Integration
Square Integration
TikTok Shop Integration
SmartVault Integration
TaxDome Drive Delivery
Financial Cents Integration
Ignition via ZapierAssembly Integration
Zapier Integration
Sound familiar?
Let’s walk through your firm’s workflow in a demo.
My clients need financial statements. QBO is more software—and more cost—than they need.
My team keeps the books. I need clients to see their reports without changing our work.
I need a QuickBooks Desktop replacement, without a messy migration or losing years of history.
Bookkeeping fills our week. There’s no time left for higher-value work like tax planning.
Every new client adds another software bill. Our bookkeeping margins keep getting thinner.
We categorize the same transactions, client by client. Taking on more clients shouldn’t always mean hiring more people.
