AI in Wesley

Wesley uses AI in several distinct places. AI Automation currently controls routine transaction categorization. Bookkeeping Guide supplies standing client instructions. Categorize Faster runs a scoped Banking batch. The AI Agent handles broader research and multi-step work. Contextual AI actions also appear in reports, reconciliation, and setup flows.

Choose AI Automation

Open a client book and use the AI Autoposts control at the bottom of the client sidebar.

Changing the mode affects future automation behavior. It does not certify existing postings or replace reconciliation and period-end review.

AI-created chart accounts are a separate client setting/automation capability. If account creation is disabled, Wesley should use existing accounts or leave work for review rather than creating a new account automatically.

Write the Bookkeeping Guide

Open Client Settings, then select Bookkeeping Guide below Client Information. Describe how Wesley should understand the business and categorize its transactions, including:

• primary revenue streams and normal expense categories;
• vendor- or customer-specific treatment that is genuinely consistent;
• bank, card, clearing, loan, payroll, and owner-account conventions;
• required classes, locations, or projects;
• known exceptions and activities that should always be reviewed.

Write durable policy, not instructions for one transaction. A member with read-only access can view the guide but cannot save changes.

The same page contains Transaction Ref defaults. Use these settings to fill empty pending transaction Refs after Banking identifies a verified check, ACH/EFT withdrawal, deposit, or other withdrawal. Existing Refs remain unchanged.

Categorize a Banking batch

Inside an account feed, select Categorize Faster. You can add instructions for the current run, including voice dictation where available. Run-specific instructions apply to the queued batch; they do not replace the standing Bookkeeping Guide.

While a batch is running, Wesley shows its status. You can continue other work, then return to the feed or decision/review view. Review suggestions, newly proposed accounts, payees, splits, source evidence, and any rows left for manual handling.

AI should not turn a likely transfer, match, settlement, owner transaction, unclear deposit, or unsupported split into an ordinary expense/revenue post merely to clear the queue. Use the dedicated action or ask the client.

Use the AI Agent

Open AI Agent from the top bar or firm navigation. Choose the relevant client in the client selector when the task concerns a specific book; use All clients only for a firm-wide question.

The agent supports:

• multiple saved sessions and parallel running sessions;
• follow-up prompts within a session;
• file attachments;
• research, record review, organization, and supported actions in Wesley;
• generated artifacts and downloadable answers;
• contextual launches from Chart of Accounts, Journals, Reconciliation, and other screens.

Examples of good requests:

• “Review this payroll report and prepare the journal import for this client.”
• “Investigate the reconciliation difference for March using the attached statement. Do not change entries until I approve.”
• “Propose a chart of accounts from this file and business description.”
• “Summarize unresolved client work and group it by the action the firm must take.”

Be explicit about client, period, evidence, desired output, and whether changes are allowed. The AI Agent can make supported changes that the signed-in user is allowed to make, so review proposed and completed actions just as you would a teammate’s work.

Some setup flows require an explicit approval, such as approving a proposed chart before account creation. Do not treat a text answer as proof that an accounting change occurred; verify the result on the corresponding Wesley page and in the audit history.

Contextual AI

• Reconciliation can start an AI investigation with statement evidence. The investigation is intended to explain a difference; approve any corrective accounting work separately.
• Reports and the portal can answer questions about the displayed financial statement. Confirm the report period and source data before relying on the explanation.
• Start Fresh can interview the user or inspect an uploaded chart to propose accounts.
• Journals can launch an AI-assisted payroll import.
• Chart of Accounts can launch an AI-assisted file import and proposal.

Reviewer checklist

For any AI-assisted accounting outcome, verify:

1. The agent or automation was scoped to the correct firm and client.
2. The period is correct and open.
3. Source documents support the treatment.
4. Account, payee, tags, amount, direction, and split are correct.
5. A match or transfer was not posted as new income or expense.
6. New accounts are broad, useful, correctly typed, and not duplicates.
7. The result appears in Banking, Journals, Reports, or Audit Logs as expected.
8. Reconciliation and financial statements still make sense.

Search Wesley Docs

Use the Docs search at the top of this site for product guidance.

When requesting support, include the firm, client, screen, date range, AI Automation setting, batch/session status, and the exact result you expected.