After-the-fact bookkeeping, 90% faster.Profitable write-up services.
Wesley automates the after-the-fact loop behind write-up services and monthly bookkeeping: collect transactions, categorize activity, reconcile exceptions, and generate reports without adding manual capacity.
Write-up used to be the work our team avoided: too much collection, categorization, and reporting for too little fee. Wesley turned that recurring loop into an AI-assisted workflow we can actually scale.
Client accounting lead
US accounting firm
The lowest-fee service often takes the most repetitive work.
After-the-fact bookkeeping depends on the same loop every month: collect transactions, classify the activity, resolve exceptions, and prepare reports. Most firms avoid scaling write-up services and monthly bookkeeping because the process is resource-heavy and the client fee is usually low.
Transaction collection
Pull statements, scans, checks, and exports into one review workflow.
Categorization
Classify transaction activity and flag the items that need human judgment.
Reports
Turn reviewed activity into report packages without rebuilding every month.
Migration is optional. If you want it, these perks are included.
Most firms start by automating after-the-fact bookkeeping first. When you are ready to move clients from legacy software into Wesley, we help make the migration easier.
Hands-on migration
We migrate your existing data for you
Talk to Sales and we will help move your existing data from QuickBooks, Xero, FreshBooks, Zoho Books, and other legacy tools into Wesley.
Creditapplied
based on the unused license period
License credit
Get credit for the time left on your current software
We apply a partial discount that scales with the unused period of your existing software license, easing the transition cost.
- 24/7Live consultation
Always-on line to the migration team
- RecurringOnline training meetings
Live sessions that scale with your staff
- $0Onboarding period
Full Wesley access while you learn
Continuous support
Learn on us. Free access during onboarding.
We provide 24/7 consultation and regular online training meetings for your staff. While your team gets up to speed, your Wesley account is completely free.
AI handles the repetitive loop behind write-up and monthly bookkeeping.
Wesley gives your team one workflow for the work that makes after-the-fact bookkeeping hard to scale: transaction intake, categorization, exception review, reconciliation, client questions, and reports.
Late Payment Warning: If you do not pay the Minimum Payment Due by the Payment Due Date...
MOBILE PAYMENT
THANK YOU
PAYPAL *FREEPEOPLE
8003091500
CHEVRON 0096496
LA HABRA CA
PAYPAL *APPLE.COM
80027522...
AI Transaction Intake
Collect bank statement PDFs, scans, checks, and ledger exports without turning each client handoff into manual data entry.
Integrate with your existing workflow
Keep the client handoff familiar. Wesley fits around the tools your firm already uses for document intake, review, collaboration, and reporting.
Transaction CategorizationAI
All Accounts · All journal entries
| Date | Name | Account | Amount |
|---|---|---|---|
| 05/31/26 | Payroll accrual ReviewAI matched wage summary | Wages Expense | $18,420.00 |
| 05/28/26 | Bank fee cleanup Statement PDF line 42 | Bank charges Expense | $45.00 |
| 05/15/26 | Statement review entry Monthly close review | Retained earnings Equity | $42,118.31 |
| 05/02/26 | Sales tax adjustment ReviewAI found variance | Sales tax payable Liability | $1,384.22 |
AI categorization review
Wesley drafts the accounting treatment from statements and exports, then flags exceptions before reviewer approval.
| Date | Description | Amount | |
|---|---|---|---|
| 05/21 | AMZN MKTP US*8Q2 classification unknown | -$184.72 | Ask |
| 05/19 | CHEVRON 0096496 Auto categorized | -$76.76 | ••• |
| 05/17 | MOBILE DEPOSIT Matched deposit | $2,450.00 | ••• |
Ask Client
PortalNeed details for: AMZN MKTP
Confirm purpose and category.
Client PortalAI
Ask clients for transaction context from the workflow, then keep replies tied to the exact item.
Statement ending
$48,219.44
Cleared in GL
$47,985.20
Unreconciled
$234.24
| Reconcile check | Statement | Wesley GL |
|---|---|---|
| Beginning balance | $80,944.10 | Ties out |
| Cleared transactions | -$32,724.66 | 182 cleared |
| ACH debit · 05/14 | -$234.24 | Missing |
| Outstanding checks | Excluded | 3 open |
AI found an unreconciled $234.24 item
The statement includes an ACH debit with no cleared GL entry. Resolve it before sending reports.
ReconciliationAI
Compare statement balances against cleared GL activity, then surface missing or outstanding items before reports go out.
ACME Company
Accrual Basis
Balance Sheet
As of May 31, 2026
Why did the Total Bank balance increase in March?
Due to a new journal entry abel journal 2 of $345,435k booked that month.
Custom ReportsAI
Generate monthly report packages and AI-drafted summaries from reviewed transaction activity.
Frequently asked questions.
Who is this page for?
It is for accounting firms that want to offer or scale after-the-fact bookkeeping, write-up services, or monthly bookkeeping for SMB clients without adding more manual transaction collection, categorization, reconciliation, and reporting work.
What is after-the-fact bookkeeping?
After-the-fact bookkeeping is the recurring work of collecting records after transactions already happened, categorizing the activity, reconciling accounts, and preparing reports. It is often delivered as write-up services or monthly bookkeeping for SMB clients.
Is this for write-up services?
Yes. Wesley is built for the repetitive transaction-to-report workflow behind write-up services: client document intake, transaction categorization, exception review, reconciliation, client questions, and report delivery.
Does this work for monthly bookkeeping?
Yes. The workflow fits monthly bookkeeping when clients send statements, checks, scans, exports, or other records after the month ends and your team needs to turn them into categorized activity and client-ready reports.
Is Wesley replacing our accounting system?
No. Migration is optional. The goal is to automate the document-to-report workflow around those clients, while your firm can keep the source accounting system where it still makes sense.
Do we need to clean up historical data first?
No. The first conversation is usually about the repeatable monthly workflow: collecting client transactions, classifying activity, resolving exceptions, reconciling accounts, and preparing reports. Historical data can be discussed only where it affects that process.
Can Wesley handle bank statement PDFs, scans, and checks?
Yes. Wesley is designed around the document-heavy work behind write-up services, including bank statement PDFs, scanned files, check images, exports, and client-provided documents.
Will clients need to learn a new accounting system?
The goal is to keep the client handoff familiar. Clients can keep sending documents or answering questions through the Client Portal while your team uses Wesley to collect, categorize, reconcile, and report.
What happens after we request a demo?
We will schedule an online meeting to understand one representative write-up workflow, show how Wesley automates the repetitive transaction-to-report loop, and discuss whether it fits your firm's service model.
See how Wesley makes write-up services and monthly bookkeeping scalable.
Book a short online demo with the Wesley team. We will show how client files become categorized transactions, reconciled items, client questions, and report packages, then discuss the right adoption path for your firm.
Built for accounting firms that want to offer after-the-fact bookkeeping and write-up services without turning low-fee clients into a staffing problem.
What we cover
- The exact client profile: SMB clients who send after-the-fact records
- Service fit: write-up services, after-the-fact bookkeeping, and monthly bookkeeping
- Source scope: bank statements, scans, checks, exports
- AI workflow: transaction collection, categorization, reconciliation, client questions, reports
- Pilot plan for one representative client before broader adoption
- Optional migration path if a client is ready to move off legacy software