01
Scale without client fees
Pricing that supports firm growth
Manage unlimited clients and invite client portal users at no additional cost. Grow your book of business without adding software fees or headcount at the same rate.
Unlimited clients
Built by a former QuickBooks PM · For the next era of accounting
AI-native accounting software. Built for accounting firms.
Put AI to work where it belongs, keep human review where it matters, and close with more consistent, accurate books.
W/RRidgeway Accounting GroupFirm workspace · 3 firms
3 onlineAM
Operating Checking
Bank of America •••• 4201
ConnectedCurrent balance
$31,406.72
Transactions
Statements & API1
Actions Add transactions
Select allReady to review
Chase_Statement_August.pdfbank statement
Aug 13, 2026, 9:42 AM·1.8 MB·uploaded
View
Review bank statement
Chase_Statement_August.pdf · Review the document and extracted rows together
Totals match12 pages
PDF preview
−1 / 12+88%
CHASE
BUSINESS COMPLETE BANKING
August 1–31, 2026
Account ending 4201
Account summary
Beginning balance$28,491.20
Deposits and additions$14,117.19
Checks and withdrawals−$9,843.02
Ending balance$32,765.37
Transaction detail
08/02ADOBE CREATIVE CLOUD$59.99
08/03GUSTO PAYROLL$2,046.15
08/05UNITED AIRLINES 016$1,126.42
Extracted transactions
24 rows found in this statement
DateDescriptionAmountSource
08/02Adobe$59.99PDF
08/03Gusto Payroll$2,046.15PDF
08/05United Airlines$1,126.42PDF
08/06Check #1032$2,500.00PDF
24 transactions will be created in Operating Checking
Cancel Confirm 24 transactions
Why firms choose Wesley
Built around the growth of your firm.
Client growth should not create an equal increase in software costs and repetitive work. Wesley helps lean teams serve more clients while maintaining high-quality books.
02
Fast by design
Faster, more reliable accounting operations
Connect intake, bookkeeping, reconciliation, and reporting in one workflow. Reduce handoffs and manual entry so the entire team can move faster.
One connected workflow
03
AI with accountability
AI speed with professional oversight
AI handles repeatable work and asks for approval when professional judgment matters. The result is more accurate, consistent, high-quality books.
Human approval built in
One continuous workflow
From source data to review-ready books.
Bring in transactions, use AI for bookkeeping, reconcile balances, and deliver core reports without losing context between tools.
01Transaction intake
Bring every transaction into one place
Upload statements, connect bank feeds, or sync commerce apps. Every source lands in the same Banking workspace.
01 / STATEMENTS
Upload a statement.Get transactions.
Review the document and extracted rows together in Banking.
Chase_Statement_August.pdf
CompleteBank statement
PDF
−1 / 12+88%
CHASE
BUSINESS COMPLETE BANKING
August 1–31, 2026
Account ending 4201
Account summary
Beginning balance$28,491.20
Deposits and additions$14,117.19
Checks and withdrawals−$9,843.02
Ending balance$32,765.37
Transaction detail
08/02ADOBE CREATIVE CLOUD$59.99
08/03GUSTO PAYROLL$2,046.15
08/05UNITED AIRLINES 016$1,126.42
Transactions
24 items extracted
DateDescriptionAmountStatus
08/02Adobe$59.99posted
08/03Gusto Payroll$2,046.15posted
08/05United Airlines$1,126.42posted
08/06Check #1032$2,500.00posted
Totals
Received $14,117Spent $9,843
02 / BANK FEEDS
Connect once.Stay current.
Connected accounts and new activity appear directly in Banking.
Connected institutionsLive sync
AMEXWFciti
WIncoming transactions
32 syncedChaseAdobe Creative Cloud$59.99
Bank of AmericaGusto Payroll$2,046.15
AmexDelta Air Lines$842.16
03 / INTEGRATIONS
Connect every source.Keep one workflow.
Manage every client connection in one place.
Connected data flows into one ledger
StripeInvoices and payouts
QuickBooks OnlineAccounting sync
ShopifyOrders and payouts
AmazonSettlements and feesSoon02AI bookkeeping
AI bookkeeping, ready for review
Wesley fills payees and accounts in the transaction table. Turn approved patterns into rules and set the right AI Mode for each client.
Review AI suggestions where you already work.
Wesley suggests payees and accounts directly in the transaction table. Review, edit, and post without switching screens.
AllUncategorizedUngroupedGroupedPosted
DateTypeTransaction DescriptionReceivedSpentPayeeCategory accountAction
08/02/2026ExpenseADOBE *CREATIVE CLOUD—$59.99AI Processing…AI Processing…Post+1
08/03/2026ExpenseGUSTO PAYROLL—$2,046.15AI Processing…AI Processing…Post+ Rule
08/05/2026ExpenseUNITED AIRLINES 016—$1,126.42AI Processing…AI Processing…Match
08/06/2026ExpenseCHECK #1032—$2,500.00AI Processing…AI Processing…Transfer
TransactionPayeeCategory accountAction
ADOBE *CREATIVE CLOUD$59.99AI Processing…AI Processing…Post+1
GUSTO PAYROLL$2,046.15AI Processing…AI Processing…Post+ Rule
UNITED AIRLINES 016$1,126.42AI Processing…AI Processing…Match
CHECK #1032$2,500.00AI Processing…AI Processing…Transfer
Automate the decisions you repeat.
Save approved patterns as Auto-Coding Rules and apply them consistently to future transactions.
RulesActive
New ruleConditions
AI-created ruleEntity IP2 entities
Vendor Is Adobe ×Gusto ×
Add
Action
Change category Software subscriptionsAI
Set payee Adobe
Add
Set the right level of AI for every client.
Choose an AI Mode and customize client-specific AI Prompt settings for categorization and review.
Client AI Prompt Settings
Ridgeway Coffee · Categorization instructions
Instructions for WesleyClient-specific
Maintain books on an accrual basis. Map Stripe payouts to Undeposited Funds and Stripe fees to Merchant Processing Fees. Record Gusto withdrawals against Payroll Liabilities, not Payroll Expense. Capitalize equipment purchases over $2,500. Post owner purchases to Owner Distributions, and send any new account creation to review.
329 / 2,000Save prompt
AI Mode
Collab
Self-Driving
Categorizes every transaction and routes flagged work for review.
Collab
Categorizes routine repeat transactions. Your team handles the rest.
Off
Suggests categories only. Your team posts every transaction.
03Reconciliation
Reconcile statements to the books
Use statement dates and balances, calculate cleared activity against the ledger, and save a reconciliation report when the difference reaches zero.
Operating Checking
Reconciliation · Aug 1–31, 2026
Ready to saveSave report
Cleared activity calculation
Statement applied
Beginning balance
$28,491.20
−
18 payments
−$9,843.02
+
7 deposits
+$12,758.54
Cleared balance
$31,406.72
Ending balance
$31,406.72
Difference
$0.00
Cleared transactions25 included · 0 unresolved
DateDescriptionAmountStatus
08/02Adobe Creative Cloud−$59.99Cleared
08/03Gusto Payroll−$2,046.15Cleared
04Reports
Review and export financial reports
Use Reports to review Profit & Loss, Balance Sheet, General Ledger, Cash Flow, and more—then export finished reports to Excel or PDF.
Create client report with AI
Describe the report package you need.
Create a comparative Profit & Loss for Q1, Q2, and Q3 2025. Add a Balance Sheet and Cash Flow Statement, then export the package as PDF.
3 periodsP&LBalance SheetPDF Create draft
Financial Reports
Add to package Excel PDF
Balance SheetProfit & LossGeneral Ledger
Presets 01/01/2025 ~ 09/30/2025AccrualCashCustomize
Acme Consulting
Profit and Loss
January 1–September 30, 2025
ACCRUAL BASIS
AccountJAN–MAR 2025APR–JUN 2025JUL–SEP 2025
REVENUE
Sales1,820.002,110.001,265.00
Sales302,480.00331,590.00318,835.00
Total Revenue304,300.00333,700.00320,100.00
Gross Profit304,300.00333,700.00320,100.00
OPERATING EXPENSES54,120.0056,240.0053,880.00
Net Operating Income250,180.00277,460.00266,220.00
OTHER EXPENSES
ASK CLIENT420.00365.00285.00
Total Other Expenses420.00365.00285.00
NET INCOME (LOSS)249,760.00277,095.00265,935.00
Flexible setup
Already using accounting software?
Move your books with free migration support, or connect QuickBooks and keep your current system in place.
Move to Wesley
Bring your books with you
We’ll migrate your accounting data and guide the move from start to finish.
Migration support included at no cost
Connect QuickBooks
Keep the software you use today
Add Wesley to your workflow without replacing your existing accounting system.
QuickBooks Desktop and OnlineClient Portal
A client portal that keeps every book intact.
Shared books your clients can’t break.
Choose what clients can see and edit, then review every change before it reaches the books.
Invite every client for free
Client and external users never require another paid seat.
Control access by feature
Choose Read or Read & Write access for transactions, journal entries, reports, and more.
Review changes before they post
See what changed, compare accounts, and approve edits before they reach the books.
W
Review changesClient changes
Ridgeway Coffee · Account change review
Needs review 2Reviewed
TransactionChanged byAccount changeStatus
Adobe Creative Cloud
Aug 12 · $59.99
Software subscriptions
Office supplies
Stripe payout
Aug 10 · $2,840.00
Undeposited Funds
Sales revenue
Gusto payroll
Aug 08 · $4,920.00
Payroll liabilities
Payroll expenses
Client Access
Set what client portal users can view or change.
Portal access policy
All client portal users
FeatureAccess
Transactions
Post categorized transactions
Journal entries
Create and edit journal entries
Chart of accounts
View account names and balances
Financial reports
View published client reports
Firm-only controls always remain protected. Protected
Connectivity
Your whole stack, connected.
Bring accounting, payroll, commerce, payments, and bank data into one review-ready workflow.
Explore integrations
Built for scaling firms
Add clients without adding software overhead.
Manage more clients with a lean team. Create unlimited client entities, invite external collaborators at no cost, and give every client access to the portal—without per-client fees.