Data Sync
Connect Any Source.
Sync Automatically.
Bank API, QuickBooks, or manual upload — wherever your data comes from, Wesley syncs it automatically and reflects it in your ledger.
Sync Methods
Multiple Data Sources, One Platform
Bank API (Plaid)
AvailableReal-time automatic sync for 11,000+ US financial institutions.
- Real-time transaction sync
- 24 months historical import
- Read-only access (secure)
- Auto-updates
QuickBooks Online
AvailableTwo-way sync for Chart of Accounts, transactions, and more.
- Two-way sync
- Chart of Accounts mapping
- Transaction push/pull
- Customer & vendor sync
More Integrations
Coming SoonXero, FreshBooks, and more integrations are on the roadmap.
- Xero (Coming Soon)
- FreshBooks (Planned)
- Sage (Planned)
- Custom API
Security
Bank-Grade Security
256-bit AES Encryption
All data encrypted in transit and at rest
Plaid Secure Auth
Read-only access. No passwords ever stored
Automate Your Data Pipeline
Bank API, QuickBooks, file uploads — whatever the source, Wesley handles it.
Free Plan includes up to 1 client total. No credit card required.