Security-First Controls.
Clear Audit Trail.
Financial data is among the most sensitive information your clients trust you with. Wesley focuses on practical safeguards, controlled access, backup-aware operations, and auditable workflows to help protect that data.
Practical Safeguards, Built In
Our security approach is informed by widely used industry frameworks and centers on encryption, access control, infrastructure reliability, backup readiness, and auditability.
Encrypted Data Transfer
Traffic to and from Wesley is protected over HTTPS to reduce exposure during data transfer.
Role-Based Access Control
Granular permissions help ensure each team member only accesses the clients and data they need.
Managed Cloud Infrastructure
Wesley runs on managed infrastructure designed for reliable delivery, ongoing updates, and operational stability.
Backups & Data Retention
Managed database backups and retention help support recovery needs and long-term bookkeeping recordkeeping.
Read-Only Financial Connections
Where supported, financial connections are scoped to read-only access so bank credentials are not stored in Wesley.
Standards-Informed Security Program
Our controls are being shaped with widely used frameworks such as SOC 2 and ISO 27001 in mind as Wesley matures.
Every Action, Fully Tracked
Who did what, and when. Complete activity history for audit readiness and internal QA.
STARBUCKS #192 → Meals & Ent.
Bulk post: 24 transactions
ADOBE* → Software & SaaS
P&L Statement (Q4 2025)
External Staff (Bookkeeper)
Security & Trust Designed In
Practical safeguards and clear audit trails help protect sensitive client data as your firm grows.
Free Plan includes up to 1 client total. No credit card required.