Wesley

Accounting

AI OCRCollect and capture client documents with structured extractionBank FeedsConnect bank activity to bookkeeping review workflowsRulesApply consistent categorization logic across clientsJournal EntriesPrepare adjustments with review context and source support

Review & Automation

ReconciliationMatch statements, transactions, and open review itemsReportsGenerate report packages and AI-assisted review notesPeriod CloseLock reviewed periods and keep close status visibleAI Bookkeeping AgentLet AI handle routine bookkeeping work with checkpoints

Client Management

Client PortalCollect files, answers, and approvals from clientsClient OnboardingGuide new clients through setup and first data collectionClient Follow-Up EmailsSend and track client follow-up tied to open workShared Cloud StorageStore and share client files inside the workflow

More Products

PayrollCoordinate payroll inputs, review, and handoffTax ReportsPrepare tax-ready reports and support packages

Use With

Only Accountant & Accounting FirmFor cases where the firm manages the books internallyWith ClientsFor teams that manage bookkeeping together with clients

Bookkeeping

Monthly BookkeepingRun recurring monthly intake, review, close, and reportingCatch-Up BookkeepingOrganize delayed months and clear historical backlogClean-Up BookkeepingInspect messy books and resolve issues with evidenceAfter-the-Fact BookkeepingAutomate after-the-fact work behind write-up services

Resources

DocsProduct guides, walkthroughs, and support articlesBlogArticles, product updates, and firm workflow insightsIntegrationsWhere Wesley fits before QuickBooks, Xero, Sage, and NetSuiteTemplatesCopyable checklists, SOPs, and client request templatesTrust CenterSecurity packet, controls, AI data handling, and SOC 2 readiness path

Support

Document ConverterUpload statements, invoices, or receipts and export CSV, QIF, QuickBooks, or Xero filesSupported BanksBank-specific statement workflows and connected-account coverageSupported ImportsQuickBooks, Xero, QIF, and review-first import workflowsSupported Statement TypesStatement and document formats Wesley can parse for bookkeeping workflowsSupported OutputsCSV, QIF, QuickBooks, Xero, and review-ready export paths
For Accounting FirmPricing
Log inBook a Demo

Book a Demo

See how Wesley fits your firm.

Schedule a short call to review your workflow, ask questions, and decide whether Wesley is a fit.

For customer support or other questions, use Intercom in the app or email support@wesley-ai.co.

Wesley

Your trusted financial intelligence platform for smarter decisions. Built by the former builder of QuickBooks Online.

Explore

  • Blog
  • Docs
  • Book a Demo
  • Pricing
  • Book a Demo

Legal

  • Trust Center
  • Status
  • Privacy
  • Terms

© 2026 Wesley AI Inc. All rights reserved.