Wesley Docs

Product guides for accounting teams using Wesley from setup through close.

Wesley helps accounting firms run client bookkeeping work from setup through source data, transaction review, automation, reconciliation, reporting, and client follow-up.

Start Here

Getting started: Choose the right guide and understand the product map.
Work through a client book: Find the next screen or button inside a client workspace.
Client onboarding: Create clients, choose a source data path, and verify setup.
Document upload: Upload statements, create bank accounts, and review extracted activity.
Transaction review: Find, categorize, ask about, match, transfer, post, and automate bank activity.
Close and reports: Reconcile accounts, review journals, lock periods, and build report packages.
Client collaboration: Use the client portal, shared files, work items, and communications.
Integrations and admin: Manage integrations, QuickBooks sync, firm members, automations, and audit controls.

Reference

Connecting bank accounts: Connect bank and card accounts through Plaid and troubleshoot common issues.
Transaction categorization: Understand suggestions, reviewer responsibilities, and when to ask the client.
QuickTool for QuickBooks Online: Use a focused path for QuickBooks Online-related review.

Normal Workflow

Create or select the client.
Choose the source of truth: live connection, uploaded statements, imported ledger data, or fresh start.
Verify accounts, integrations, owners, and client access.
Review bank and card activity, then post, ask, match, transfer, exclude, or rule.
Use client work, shared files, and communications when evidence is missing.
Reconcile accounts, review journals, lock periods, and run reports.
Package client reports or return to settings when access, source data, or audit history affects the work.

AI-Readable Docs

This documentation is also exposed through:

/llms.txt
/llms-full.txt
Per-page Markdown, for example /docs/getting-started.md

Need Help

Use the in-app support chat when product behavior is unclear. For account or connection issues, include the firm, client, affected integration or account, and the exact error or screen state.