Accounting Simplified
Bookkeeping on Autopilot.
Reclaim hours lost to data entry and bookkeeping tasks.
Start free with 1 client and try the workflow yourself in minutes.Wesley isn't designed for a full mobile workflow yet. Enter your email and we'll send you a link so you can continue on your computer.
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Transactions
Upload documents and let AI turn statements into transactions
Upload PDF Statements
Drop multiple statements at once and let AI turn them into one clean review batch.
Drag and drop your PDF statements here
AI will read each file, merge the extracted rows, and prepare one review dialog.
No PDF statements added yet
Parsing documents...
AI is extracting transactions from your PDFs
Review Extracted Transactions
Wesley found 5 transactions across 3 PDF statements and mapped suggested accounts.
Ditch the Legacy.
Solving the Problems You Hate.
Built for accounting firms who are tired of generic, slow, and bloated software. Wesley is engineered to solve your day-to-day friction.
for Accounting Firms
Engineered for the multi-client complexity of professional firms.
Lean Pricing
Stop paying $30+/mo for features you'll never touch
AI-Powered Workflow
Stop chasing clients for messy, uncategorized books
Speed & Intuitive UI
Stop waiting 5 seconds for slow, bloated, and cluttered legacy interfaces.
Built for the
Modern Accounting Firm
A comprehensive OS designed to eliminate manual work and centralize your entire practice.
One-Click Client Onboarding
Stop chasing clients for passwords. Send a secure, one-time URL. Clients connect accounts with a single button.1. Instant Bank Sync
2. AI Statement Processing
AI-Powered Ledger
Your AI assistant auto-tags new transactions based on historical patterns. It leaves uncertain entries untouched, allowing you to quickly verify and fill in the blanks.
Professional Reporting
GAAP-standard reports optimized for US tax compliance. Generate P&L, Balance Sheet, Trial Balance, and GL in a single click.
Seamless Integration
Two-way sync with QuickBooks Online today. Xero and more coming soon to fit your existing tech stack.
Smart Reconciliation
Monthly reconciliation dashboards allow you to double-check transactions against bank statements and finalize books with ease.
Firm-Grade Practice OS
Manage hundreds of clients from a unified dashboard. Add unlimited staff members at no extra cost. Full audit trails, client-level permissions, and secure access controls come standard.
Dedicated Client App
A separate, white-labeled portal for your clients to view their financials and upload documents.
Built for
Sensitive Financial Records
Accounting data requires careful handling. Wesley focuses on practical protections like encrypted traffic, secure sign-in, controlled access, reliable infrastructure, and recoverable data operations.
Encrypted Data Transfer
All traffic is served over HTTPS so financial data stays protected while moving between your team and Wesley.
Secure Sign-In & Sessions
Modern authentication and session controls help reduce the risk of unauthorized account access.
Controlled Access
Access is limited to the people who need it, helping firms keep client data separated and protected.
Managed Cloud Infrastructure
Wesley runs on managed infrastructure designed for reliable delivery, ongoing updates, and operational stability.
Backups & Data Retention
Accounting records are stored on managed database infrastructure with backups and retention in place to support recovery and recordkeeping needs.
Standards-Informed Controls
Our controls are being developed with widely used security frameworks such as SOC 2 and ISO 27001 in mind as the product matures.
We are building Wesley around the kinds of operational safeguards firms expect from modern financial software: auditability, recoverability, and controls that can mature toward recognized security standards over time.
Quantifiable
Performance Gains
Real experiences from accountants using Wesley.
Workload Reduction
No more manual bookkeeping entry by entry. Your workload drops to 1/5 of what it used to be.
Zero-Latency Workflow
No lag on every click. Fast processing means the same tasks get done much quicker.
Unmatched ROI
Monthly subscription at just $20/month. Start without breaking the bank.
Get all your questions answered here
Everything you need to know about getting started with Wesley. Can't find what you're looking for? Reach out to our team.
Talk to our teamGet started and see how Wesley works
Create an account, add your first client, and evaluate the workflow before you talk to sales.
Free for 1 client. No credit card required.