ProductBookkeeping Automation

Simple bookkeeping software that automates bookkeeping end to end.

Eliminate manual data entry and reconciliation. Wesley gives modern teams simple bookkeeping software that ingests, categorizes, and syncs every transaction with enterprise-grade AI accuracy.

W
/
A
Amazing AccountingPro
Ask
Request
With AI
A
Alpine GoodsPro
Chart of Accounts
Vendors
Customers
Settings
Accounting
Bank Transactions
Reconciliation
Journal Entries
Receivables (A/R)
Payables (A/P)
Reports
Balance Sheet
Profit & Loss
Show more
Client Portal
Shared Files
Client Work
Autopilot
ONLINE
Customize Sidebar
Amex Credit Card
Credit CardLiabilities - USD
Transactions
Sources
📅
04/15/2025 - 04/15/2026
1-84 of 84
300
1/1
DATE
NAME / DESCRIPTION
ACCOUNT
SOURCE
RECEIVED
SPENT
METHOD
GROUPED Expand
Office Depot +2 Ask Gemini
Office supplies and small equipment purchases for the main office.
Credit Card • 2002
Office Supplies
Document
—
$142.50
Credit card
GROUPED Expand
Fresh Foods Market +4 Ask Gemini
Weekly team lunches and office snacks.
Credit Card • 2002
Meals & Entertainment
Document
—
$325.20
Credit card
GROUPED Expand
TechFlow Software +2 Ask Gemini
Monthly subscription fees for cloud hosting and software tools.
Credit Card • 2002
Software Subscriptions
Document
—
$899.99
Credit card
GROUPED Expand
Global Logistics +8 Ask Gemini
Shipping and handling fees for product deliveries.
Credit Card • 2002
Shipping Expense
Document
—
$450.00
Credit card
08/27/2025
State Tax Dept Ask Gemini
Annual state compliance and filing fees.
Credit Card • 2002
Taxes & Licenses
—
$150.00
Credit card
Real-time Integrations

Bring every transaction source into Wesley.

Bank feeds, cards, commerce platforms, bank statements, and spreadsheets. Everything lands in one bookkeeping workflow so your team can manage transactions in a simpler system.

Chase
BofA
StripeStripe
Shopify
PDF
Excel
+11k Banks
+50 Apps
WesleyWesley

Real Time Transactions

Feeds arrive continuously from banks and APIs.

24-hour uptime

Data collection keeps running without dropped sessions.

Rules + AI

Ignore duplicates and recurring noise automatically.

Document Extraction

Turn unstructured documents into structured transactions.

Upload bank statements, invoices, and receipts. Wesley's AI extracts line items, dates, and amounts with perfect accuracy, transforming PDFs and images into ready-to-categorize transactions without manual data entry in your bookkeeping workflow.

Line-item extraction

Automatically extract individual ledger rows from complex multi-page bank statements.

Multi-format support

Process PDFs, scanned images, CSVs, and Excel files with the same AI engine.

Contextual understanding

AI understands the difference between a tip, tax, and the subtotal.

New Document
Ready to Upload

Upload Bank Statement

Drag and drop your PDF or click to browse

Select File
Extracting data...
Using Wesley AI Engine

Extracted Transactions

4 items
Cloud Services Inc.-$1,250.00
Oct 24
Workspace Rent-$4,500.00
Oct 24
Software Sub-$49.99
Oct 25
Legal Consulting-$850.00
Oct 26

Deterministic AI categorization.

Enterprise-grade accuracy built on historical ledger data and deep business context.

Historical Ledger Ingestion

Wesley ingests historical journal entries and vendor mappings to establish a baseline for the client's unique Chart of Accounts and business context.

Deterministic Intent Inference

Our proprietary AI engine evaluates complex transaction metadata to infer accounting intent (e.g., Payroll, Tax, Owner's Draw) with 99.9% accuracy.

Automated Journal Entries

Inferred intents are automatically mapped to the correct COA, generating balanced double-entry records ready for immediate ledger synchronization.

Chase Checking
SYNCING HISTORY
Transactions
Sources
DESCRIPTION
ASSIGNED COA
AMOUNT
STATUS
GUSTO * PAYROLLAI Auto-pilot
Chase Checking • 8832
Analyzing...
-$12,450.00
Generated Journal EntryJE-2026-10-12
Account
Debit
Credit
6010 - Payroll Expenses
12,450.00
-
1000 - Chase Checking
-
12,450.00
GITHUB INC
Chase Checking • 8832
6230 - Software Subscriptions
-$48.00
Posted
UBER * TRIP SFO
Chase Checking • 8832
6410 - Travel & Ent
-$34.50
Posted
AWS EMEA
Chase Checking • 8832
6240 - Web Hosting
-$1,204.12
Posted
STRIPE PAYOUT
Chase Checking • 8832
4000 - Sales Revenue
+$8,240.00
Posted
Ingesting 14,203 historical records...
Seamless Integration

Replace your accounting software, or supercharge it.

Wesley can serve as your complete, end-to-end accounting system. But if you prefer to keep your current setup, you can seamlessly connect our powerful AI engine to your existing software. Automate your bookkeeping without changing your stack.

Not supported or need migration?We'll build it within a week.
WesleyWesley
QB
Xero
FB
Sage
NS
Wave
Zoho
Gusto
Bookkeeping FAQ

Answers for teams looking for simpler bookkeeping software

Learn how Wesley helps firms and businesses automate bookkeeping with a simpler, more reliable workflow.

What is bookkeeping software?

Bookkeeping software helps businesses record, organize, and review financial transactions in one system. Wesley goes further by automating ingestion, categorization, and reporting so teams spend less time on manual bookkeeping work.

Is Wesley a simple bookkeeping software option for growing teams?

Yes. Wesley is designed to be simple bookkeeping software for teams that want a clear workflow, automated transaction handling, and fewer repetitive bookkeeping tasks.

How does Wesley automate bookkeeping?

Wesley pulls data from banks, cards, commerce tools, statements, and spreadsheets, then uses rules and AI to categorize transactions and prepare reporting-ready data.

Can Wesley handle documents and bank statements for bookkeeping?

Yes. Wesley extracts transaction data from PDFs, scanned documents, and spreadsheets so bookkeeping can continue even when data does not arrive through a live integration.

Ready to automate your bookkeeping?

Join thousands of modern teams eliminating manual data entry. Start categorizing transactions with enterprise-grade AI today.