Getting Started

Product Map

Wesley is organized around the accounting workflow:

• Firm setup and client list management.
• Client setup and source data.
• Bank and card transaction review.
• Automation with AI suggestions, rules, and Autopilot.
• Client requests, shared files, communications, and portal access.
• Reconciliation, journals, period locks, and reports.
• Integrations, team access, billing, and audit controls.

Start With Your Question

• New to Wesley: open Work through a client book to see the major screens.
• Creating or importing clients: use Client onboarding.
• Connecting banks, QuickBooks, or uploaded statements: use Document upload and Integrations and admin.
• Reviewing bank activity: use Transaction review.
• Reconciling or reporting: use Close and reports.
• Waiting on a client answer or file: use Client collaboration.

Firm Workspace

The firm workspace is the top-level view for clients, firm settings, team members, billing, and portfolio-level queues. Use it to create clients, import client lists, filter client work, review client-level status, and open firm settings.

Client Book

A client book is the firm-side workspace for one client. It contains bank and card accounts, transactions, client work, shared files, communications, reports, journals, accounting lists, integrations, and client-specific settings.

First Setup Decisions

Before creating or opening a client, confirm:

• The client name and ownership inside the firm.
• Whether source data comes from QuickBooks, Plaid, uploaded statements, imported ledger data, or fresh setup.
• Whether the client needs portal access or must authorize an integration.
• The first period or cleanup scope.
• Whether classes, locations, chart of accounts, and reporting categories are already known.

Review Before Posting

Wesley can suggest accounts, vendors, filters, rules, and next steps. Keep accounting-impacting changes explicit, reviewable, and tied to source evidence.