Wesley Docs

Wesley gives an accounting firm one workspace for its client portfolio and a separate accounting workspace for each client. Use these guides to move from initial setup to reviewed books without losing track of access, source data, or client follow-up.

Choose your starting point

• If you are joining or setting up a firm, begin with Getting Started.
• If you want to understand the screens and navigation, take the Product Tour.
• If you manage the team, review Roles and Permissions and Members and Access.
• If you coordinate work across many clients, use the Client Portfolio.
• If you are opening a specific book, follow Work Through a Client Book.
• If you are a client portal user, go to the Client Portal Guide.

The core workflow

1. Select the correct firm workspace and confirm that your firm membership grants access to the client.
2. Create a client and choose an AI Mode: Self-Driving, Collab, or Off.
3. Complete required onboarding by choosing Start Fresh, QuickBooks Desktop, or QuickBooks Online. This choice establishes the starting ledger; bank feeds and statement uploads are handled afterward.
4. Verify the chart of accounts and the client’s settings, assignments, portal access, and integrations.
5. Bring in bank and card activity, then review pending transactions before posting or automating them.
6. Use Client Work and Shared Files to resolve missing information.
7. Reconcile accounts, review journal entries, close the period, and prepare reports.

Browse by responsibility

Run the firm

• Firm Management
• Client Portfolio
• Members and Access
• Firm Operations

Set up and maintain a client

• Client Onboarding
• Chart of Accounts
• Payees, Classes, Locations, and Projects
• Accounts Receivable and Payable
• Integrations and Administration

Process and close the books

• Bookkeeping Overview
• Banking and Feeds
• Rules and AI Automation
• Document Upload
• Transaction Review
• Reconciliation
• Close and Reports

Report and collaborate

• Financial Reports
• Client Reports
• Client Work
• Shared Files
• Client Portal

Connect data and use additional tools

• Integrations
• Connect Bank Feeds
• AI in Wesley
• Document Conversion

For status definitions, supported imports, and common fixes, use the Reference.

Before you make accounting changes

Confirm the firm, client, date range, ledger source, and your access level. AI suggestions and automation reduce repetitive work, but they do not replace review of source evidence or the firm’s accounting policy. A Read-only member can inspect an accessible client but cannot make the same changes as a member with Write access.

Some client-sidebar items are hidden by default. Use Show more or Customize Sidebar when a guide names a page you do not see.

Get help

Select Support in the Wesley top bar. Choose Ask support for questions or blockers, Request a feature for product suggestions, or Meet with support for guided help. For troubleshooting, include the firm, client, affected account or integration, the screen you were on, and the exact error.