# Getting Started (/docs/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](/docs/workflows/client-book) to see the major screens.
* Creating or importing clients: use [Client onboarding](/docs/workflows/client-onboarding).
* Connecting banks, QuickBooks, or uploaded statements: use [Document upload](/docs/workflows/document-upload) and [Integrations and admin](/docs/workflows/integrations-admin).
* Reviewing bank activity: use [Transaction review](/docs/workflows/transaction-review).
* Reconciling or reporting: use [Close and reports](/docs/workflows/close-and-reports).
* Waiting on a client answer or file: use [Client collaboration](/docs/workflows/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.