All product updates

Product update

Post-Tax Deadline Product Update

September 3, 2026

With the September 15 tax deadline behind us, here’s a look at the major improvements we’ve shipped across Wesley to help firms onboard clients faster, close books with more confidence, and deliver better client service.

What’s New

Migrations & Integrations

  • QuickBooks Desktop/Online Bulk Migration
    Bulk-create clients from QuickBooks Desktop .QBW and .QBB files or multiple QuickBooks Online companies, with guided setup, durable imports, and clear migration status.

  • BILL Integration
    Connect an existing BILL organization and bring vendors, bills, payments, and vendor credits into Wesley with reviewed accounting mappings. The integration reads from BILL without changing provider records or sending payments.

  • Reviewed Two-Way Xero Sync
    Connect Xero during client setup and review accounts, invoices, credit notes, bank transactions, and payments before syncing in either direction.

Accounting Operations

  • Multi-Entity Accounting & Consolidated Reporting
    Organize related entities in a shared accounting workspace and produce group-level consolidated reports.

  • Close, Tax Handoff & 1099 Workflows
    Coordinate close work across clients, track readiness and approvals, lock completed periods, prepare tax handoffs, and retrieve 1099 information.

  • Inventory & Fixed Asset Accounting
    Track FIFO inventory across multiple warehouses, process partial returns, and manage fixed asset setup, depreciation, and posting.

  • Smarter Banking & Reconciliation
    Use guided bank setup, running book balances, current and last-reconciled balance context, and safer duplicate review across bank and QuickBooks feeds.

  • Recurring Transactions, Invoicing & Payments
    Manage recurring invoices, checks, and transfers; use biweekly schedules and invoice deductions; and collect client payments through improved billing workflows.

Reporting & Client Experience

  • Custom Reports, Dashboards & Client Reporting
    Build editable reports and KPI dashboards from ledger data, include dashboards in client report packages, and export or email polished PDFs.

  • Client Onboarding & Portal Workflows
    Standardize onboarding and offboarding while giving clients one place for requests, files, reports, integrations, invoices, and secure connection handoffs.

  • Power BI Integration
    Connect firm data to Power BI through a firm-scoped, read-only reporting feed designed for refreshable dashboards and semantic models.

AI Guidance & Developer Access

  • Interactive UI Guide
    Ask how to complete a workflow from any Wesley screen. UI Guide highlights the next control one step at a time, continues across workspace navigation and popups, and can run read-only client investigations when a question depends on accounting data.

  • Personal API Keys & Wesley MCP
    Use Wesley’s core workflows from Claude, ChatGPT, or custom agents with your existing permissions. Personal API keys and Wesley MCP support client management, accounting, reporting, QuickBooks Online, payroll integrations, and other approved operations, while sensitive actions retain permission checks and approval gates.

Available Upon Request

  • Custom Domain
    Use a firm-branded domain for your Wesley workspace and client portal.

  • Bank API Statement Access
    Bring bank statements and check images directly into Wesley through the Bank API, reducing one-by-one check downloads and making reconciliation faster and easier.

  • Auditor/Reviewer Seats
    Add dedicated seats with controlled access for auditors or reviewers who need to inspect reports and completed accounting work.

Want help putting any of these updates to work for your firm? Contact our team for a walkthrough.