Plaid
By Plaid
Securely connect financial accounts and keep current transaction data flowing into Wesley.
Wesley ecosystem
Integrations
Connect the accounting, payroll, commerce, and banking tools your clients already use—without changing how your firm works.
Essentials
The core connections accounting firms use to move from source data to reviewed books.
QuickBooks Online
By Wesley
Keep reviewed transactions moving into QuickBooks Online without rebuilding the work by hand.
Xero
By Wesley
Review source data in Wesley, then hand clean books and transaction data back to Xero.
Gusto
By Gusto
Bring payroll context into the same workflow your team uses to review and close client books.
Accounting
Keep Wesley connected to the ledgers and accounting systems already used by your clients.
QuickBooks Online
By Wesley
Keep reviewed transactions moving into QuickBooks Online without rebuilding the work by hand.
QuickBooks Desktop
By Wesley
Prepare clean, reviewed transaction data for the QuickBooks Desktop workflows your firm still runs.
Xero
By Wesley
Review source data in Wesley, then hand clean books and transaction data back to Xero.
Sage
By Wesley
Clean and review source transactions before handing them into Sage accounting workflows.
NetSuite
By Wesley
Prepare reliable source data for finance teams working in more complex NetSuite environments.
QIF & Quicken
By Wesley
Prepare statement-derived transaction data for established QIF and Quicken workflows.
Payroll
Bring payroll activity into the same review process as the rest of the client books.
Gusto
By Gusto
Bring payroll context into the same workflow your team uses to review and close client books.
QuickBooks Payroll
By Intuit
Bring standalone QuickBooks Workforce Payroll payslips into a read-only bookkeeping reconciliation workflow.
Commerce
Unify orders, settlements, refunds, and marketplace fees across every selling channel.
Shopify
By Shopify
Connect orders, payouts, fees, and refunds to the accounting workflow behind every store.
Amazon
By Amazon
Turn marketplace settlement activity into structured data that is easier to review and reconcile.
TikTok Shop
By TikTok
Bring shop orders, fees, refunds, and payouts into a review-ready bookkeeping workflow.
Toast
By Toast
Organize restaurant sales and payout activity before it reaches the client ledger.
Payments
Keep payment and payout details attached to the transactions your team reviews.
Stripe
By Stripe
Keep payments, fees, refunds, and transfers together so every payout is easier to explain.
Square
By Square
Connect sales and payment activity to a consistent review workflow for every client.
BILL
By BILL
Keep bill-pay activity and supporting accounting context visible in the same client workflow.
Banking & data
Bring current account activity and historical source files into one consistent workspace.
Plaid
By Plaid
Securely connect financial accounts and keep current transaction data flowing into Wesley.
Bank feeds
By Wesley
Connect client accounts once and bring fresh bank activity directly into review.
QIF & Quicken
By Wesley
Prepare statement-derived transaction data for established QIF and Quicken workflows.
Firm operations
Connect the systems that organize client work across the rest of your firm.
Karbon
By Karbon
Connect firm operations with the client bookkeeping work your team completes in Wesley.