Integration workflow
Sage teams still need a cleanup layer before the import step.
Wesley is useful when Sage is the destination system but the real bottleneck lives upstream in statement extraction, row review, and import prep.
Use Wesley as the statement cleanup layer before Sage import work.
Keep reviewer edits tied to the source PDF before the handoff file is created.
Useful when different clients send different source documents but the firm wants one prep workflow.
Workflow
Statement cleanup, review, then import prep.
1. Extract the statement data
Upload the source PDF or scan and turn the statement into reviewable rows before anyone starts shaping the Sage file.
2. Review before handoff
Use Wesley to catch row issues, sign issues, and statement-only noise before the downstream Sage import prep begins.
3. Hand off a cleaner file
Export a cleaner CSV or handoff package for the Sage import step your team already trusts.
Choose this workflow if...
Your Sage import is only as good as the statement cleanup before it.
- The real pain starts with PDF statements, not with Sage itself.
- Your reviewers need to validate source rows before the final import file is assembled.
- The team wants one document-prep layer across multiple downstream systems.
Boundary of the claim
This page is intentionally narrow.
- Not a promise of native Sage sync.
- Not a substitute for your Sage-side import mapping and controls.
- Best treated as a pre-import cleanup workflow.
What this page is actually promising
Wesley helps with the ugly middle: getting from a statement PDF to a reviewed file that your Sage workflow can use. That is different from claiming a full native integration, and that difference matters.
Why firms use a prep layer before Sage
The same firm may receive exports from some clients, PDFs from others, and scanned statements from the worst cases. A single prep layer makes the review standard more consistent before the Sage import step starts.
- Use generic CSV when the Sage-side mapping still happens elsewhere.
- Keep source-document review consistent across clients.
- Reduce manual re-entry when the source file is a statement PDF.
What to verify before Sage import
The file should be clean enough that the Sage-side reviewer is making accounting decisions, not trying to reverse-engineer the statement layout.
Real firms still run into source-document bottlenecks
These integration workflows exist because statements still arrive as PDFs, scans, or messy exports long before the accounting system can help.
Related workflows
Open the pages that matter after the strategy question.
FAQ
Frequently asked questions
Is Wesley a native Sage integration?
No. Wesley is positioned here as the statement cleanup and import-prep layer before your Sage workflow, not as a native Sage sync product.
What should I export from Wesley for Sage?
Most teams start with a cleaned generic CSV and then shape the final Sage import file inside their existing process.
Why not just import directly into Sage?
Because direct import does not solve the source-document problem when the starting file is still a PDF statement or scan that needs review.
Can I use this even if different clients use different accounting systems?
Yes. That is one of the main reasons to use Wesley as a prep layer before different downstream systems.
Want the statement cleanup layer before import?
Open the workflow that matches your downstream system and keep the review step upstream where it belongs.
Free Plan includes up to 1 client total. No credit card required.