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Wesley

Accounting

AI OCRCollect and capture client documents with structured extractionBank FeedsConnect bank activity to bookkeeping review workflowsRulesApply consistent categorization logic across clientsJournal EntriesPrepare adjustments with review context and source support

Review & Automation

ReconciliationMatch statements, transactions, and open review itemsReportsGenerate report packages and AI-assisted review notesPeriod CloseLock reviewed periods and keep close status visibleAI Bookkeeping AgentLet AI handle routine bookkeeping work with checkpoints

Client Management

Client PortalCollect files, answers, and approvals from clientsClient OnboardingGuide new clients through setup and first data collectionClient Follow-Up EmailsSend and track client follow-up tied to open workShared Cloud StorageStore and share client files inside the workflow

More Products

PayrollCoordinate payroll inputs, review, and handoffTax ReportsPrepare tax-ready reports and support packages

Use With

Only AccountantFor cases where the firm manages the books internallyWith ClientsFor teams that manage bookkeeping together with clients

Bookkeeping

Monthly BookkeepingRun recurring monthly intake, review, close, and reportingCatch-Up BookkeepingOrganize delayed months and clear historical backlogClean-Up BookkeepingInspect messy books and resolve issues with evidenceAfter-the-Fact BookkeepingAutomate after-the-fact work behind write-up services

Resources

DocsProduct guides, walkthroughs, and support articlesBlogArticles, product updates, and firm workflow insightsIntegrationsWhere Wesley fits before QuickBooks, Xero, Sage, and NetSuiteTemplatesCopyable checklists, SOPs, and client request templatesTrust CenterSecurity packet, controls, AI data handling, and SOC 2 readiness path

Support

Document ConverterUpload statements, invoices, or receipts and export CSV, QIF, QuickBooks, or Xero filesSupported BanksBank-specific statement workflows and connected-account coverageSupported ImportsQuickBooks, Xero, QIF, and review-first import workflowsSupported Statement TypesStatement and document formats Wesley can parse for bookkeeping workflowsSupported OutputsCSV, QIF, QuickBooks, Xero, and review-ready export paths
Pricing
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W-9 collection

Systems for collecting W-9s, chasing missing tax IDs, and tightening vendor onboarding before filing season.

5 posts in this hub

Coverage and operator resources

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Supported banks

See which institutions have dedicated connected-account and statement-coverage pages.

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Integrations hub

See how Wesley fits before each downstream accounting stack.

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Template library

Use public templates that support reviewer handoffs and client requests.

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Adjacent Hubs

#Tax workflows15#1099 filing6#QuickBooks23#1099-NEC6#1099-K4#Bookkeeping workflows55#1099-MISC3#Reconciliation exceptions17

Posts in this hub

When You Need Form 1096 With 1099 Filings in 2026

When You Need Form 1096 With 1099 Filings in 2026

April 16, 2026

#Tax workflows#1099 filing
Why a Contractor Is Missing From Your QuickBooks 1099 in 2026

Why a Contractor Is Missing From Your QuickBooks 1099 in 2026

April 16, 2026

#Tax workflows#1099 filing
1099-K vs 1099-NEC for Bookkeepers in 2026

1099-K vs 1099-NEC for Bookkeepers in 2026

April 16, 2026

#Tax workflows#1099 filing
When to Collect a W-9 Before Filing a 1099 in 2026

When to Collect a W-9 Before Filing a 1099 in 2026

April 16, 2026

#Tax workflows#W-9 collection
Decoding Sales Tax: A Step-by-Step Filing Guide for U.S. Small Businesses

Decoding Sales Tax: A Step-by-Step Filing Guide for U.S. Small Businesses

November 28, 2025

#Tax workflows#Tax organizers
Wesley

Your trusted financial intelligence platform for smarter decisions. Built by the former builder of QuickBooks Online.

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Accounting

  • AI OCR
  • Bank Feeds
  • Rules
  • Journal Entries
  • Payroll
  • Tax Reports

Automation & Clients

  • Reconciliation
  • Reports
  • Period Close
  • AI Bookkeeping Agent
  • Client Portal
  • Client Onboarding
  • Client Follow-Up Emails
  • Shared Cloud Storage

Use Cases

  • Only Accountant
  • With Clients
  • Monthly Bookkeeping
  • Catch-Up Bookkeeping
  • Clean-Up Bookkeeping
  • After-the-Fact Bookkeeping

Resources

  • Docs
  • Blog
  • Integrations
  • Templates
  • Trust Center
  • Document Converter

Support

  • Supported Banks
  • Supported Imports
  • Supported Statement Types
  • Supported Outputs

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