Scale Your Practice, Not Your Costs.

Simple Pricing for Modern Firms.

Talk to sales to map Wesley to your team size. Wesley keeps pricing predictable without hiding features behind higher tiers.

Recommended

Pro

$96
Per member / Month

Manage unlimited clients and scale your team without hidden restrictions.

Team size

1 member

$96 / mo per member$1,152
/ yr
1 member50 members
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  • Unlimited clients
  • Full service access with no hidden costs
  • Unlimited document transaction extraction
  • Feedback implemented within 24 hours

Billed annually at $1,152 per member.

Custom

Custom

Tailor features to your needs with custom discounts and flexible pricing. We provide a plan that fits your company's growth.

Best for teams that need custom pricing

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  • Customized feature selection
  • Volume discounts
  • Flexible pricing
  • Dedicated support

Perfect for growing companies and large teams.

Plan Details

Usage & Billing

Client limit

Unlimited clients

Member pricing

From $96 / member / month

Wesley Support

Live Chat Support

Included

Wesley AI (All-in-one)

Included

Migration Assistance

Included

Training & Demo

Included

Bookkeeping

Chart of Accounts

Included

Vendors & Customers

Included

Bank & Card Feeds

Included

Bank Statement PDF Parsing

Included

Unstructured Document Parsing

Parse CSVs and other non-standard formats

Included

Categorization Rules

Included

Automated Bookkeeping

Included

Reconciliation

Included

Customized Reports

Included

Client Management

Email Notifications

Included

Automated Client Q&A

Auto-generate and send questionnaires to clients

Included

Client Portal App

Included

Integrations

QuickBooks Desktop

Included

QuickBooks Online

Included

ShareFile

Included

Karbon

Included

Need another integration? Let us know!

Contact

Workspace

Action History

Included

Team Collaboration

Included

Export to CSV & Excel

Included

Advanced Security Controls

Included

Custom Team Permissions

Included
Customer Success

See How Firms Use Wesley In Practice

These customer stories show what Wesley looks like under real workload pressure, from tax-season statement cleanup to multi-book firm operations and QuickBooks-ready exports.

Scanned bank statements stopped being a tax-season bottleneck
San Francisco, CA
12 months -> 1 day

Scanned bank statements stopped being a tax-season bottleneck

A San Francisco firm used Wesley to convert a full year of scanned statements accurately, auto-reconcile the transactions, and review P&L output without burning days on manual cleanup.

PDF parsingAuto-reconcileConsistent categorization
Read customer story
Data entry dropped close to zero across a growing client base
Orange County, CA
Dozens of books

Data entry dropped close to zero across a growing client base

An Orange County accounting firm now runs dozens of books in Wesley and treats it like a scale-up partner instead of another tool to babysit.

Near-zero data entryMulti-book workflowsFast product support
Read customer story
Hard-to-access bank statements became QuickBooks-ready imports
Pakistan
QB-ready CSV

Hard-to-access bank statements became QuickBooks-ready imports

A Pakistan-based bookkeeping team uses Wesley when feeds are unavailable or clients will not share bank access, then exports QuickBooks-compatible CSVs the rest of the team can use immediately.

No bank feed neededQuickBooks-ready CSVTeam rollout
Read customer story
Browse all customer stories

Ready to simplify your accounting?

Talk to sales and see how Wesley fits your firm's workflow and pricing needs.

Book a Demo

We will walk through setup, workflow fit, and rollout options.