Directory
Integration workflows for the part before the accounting system.
These pages are not generic integration fluff. They explain where Wesley fits before each downstream stack, especially when the real problem is statement cleanup, review, and import prep.
QuickBooks Online, QuickBooks Desktop, Xero, and QIF pages are geared toward real downstream import prep.
Sage and NetSuite pages stay narrow and honest, pre-import cleanup, not fake native sync claims.
Each page explains the statement cleanup -> review -> import prep workflow in the context of that destination.
Downstream systems
Pick the page that matches the destination system your team is actually preparing for.
Destination
QuickBooks Online Statement Import Prep
Use Wesley before QuickBooks Online when the source file is still a PDF statement, scanned statement, or messy CSV that needs review before import.
Open page
Destination
QuickBooks Desktop Statement Import Prep
Prepare statement-derived files for QuickBooks Desktop workflows by extracting, reviewing, and exporting a QBD-oriented CSV before import.
Open page
Destination
Xero Statement Import Prep
Use Wesley before Xero when statements arrive as PDFs or scans and the team needs a review-ready Xero CSV before import.
Open page
Destination
QIF and Quicken Statement Import Prep
Use Wesley when the destination still needs QIF or Quicken-style import files after statement extraction and review.
Open page
Destination
Sage Statement Import Prep
Prepare reviewed statement data for Sage import workflows when the source file is still a PDF statement, scan, or messy CSV.
Open page
Destination
NetSuite Statement Import Prep
Use Wesley as the statement cleanup and review layer before NetSuite import workflows when the source data starts as a PDF or scan.
Open page
Notes
Why these integration pages exist
Most integration pages on the internet say connect your stack and stop there. These pages focus on the operational truth: source-document cleanup still has to happen before import.
The pages are intentionally narrower than a marketplace listing. They are meant to own the workflow question, not to impersonate a full integration catalog.
Explore next
Keep going deeper from here.
Need a workflow that matches your client mix?
Start with one statement, one client, and the output format your team already needs downstream.
Free Plan includes up to 1 client total. No credit card required.