Client Onboarding

Add One Client

From the firm Clients page, create a client workspace for each company whose books the firm manages. Add the operating name and any profile details that will help the next person continue setup.

Bulk Create Clients

When onboarding many companies, use the bulk create path from the Clients page. Review imported names before creating records so duplicate or placeholder clients do not become active workspaces.

Choose The Source Of Truth

During onboarding, choose how accounting data will enter Wesley:

• Live connection for banks, cards, QuickBooks, or other supported systems.
• Uploaded statements for historical periods, cleanup, missing feeds, or manual source documents.
• Imported ledger or chart-of-accounts data when the firm already has structured records.
• Fresh start when no prior source data should be imported.

Confirm The First Period

Pick the first review period before importing or uploading large batches. This keeps catch-up, cleanup, and monthly work scoped to the correct accounting window.

Verify Client Setup

Before leaving setup, confirm:

• The client exists in the firm list.
• Source data status is clear: connected, requested, uploading, processing, blocked, or intentionally skipped.
• Bank, credit card, and ledger accounts are mapped cleanly.
• Client owners or assignees are set where the firm uses assignments.
• Open setup tasks or integration requests are visible from the firm dashboard.

Recommended Order

Create client -> choose source -> connect or upload -> verify accounts and coverage -> assign owners -> start transaction review.