Don't Let Clients
Choose Your Software.
It doesn't matter what bank your client uses or what software they're on. Wesley lets you manage every client from a single platform, regardless of their setup.
Different Clients, Different Setups. One Solution.
Some clients use Chase, others use a local bank. Some are on QuickBooks, others use nothing at all. So firms end up juggling 5 different software tools to serve everyone.
“We manage 5 different software tools because each client uses something different.”
— A real pain point from firm owners
Any Client, One Platform
Clients with Bank API support
→ Bank Sync
Real-time transaction sync via Plaid for 11,000+ US financial institutions.
Clients with CSV/Excel exports
→ Document Upload
Upload bank statements, CSV, or Excel files. AI parses transactions automatically.
Clients using other software
→ Software Sync
Sync data from QuickBooks Online and other accounting platforms directly.
Take Back Control of Your Software Stack
No need to force clients onto specific software
Your entire firm unified on one platform
Same onboarding process for every new client
Only the data source differs — the workflow stays the same
Take Back Your Software Choice
No matter what your clients use, Wesley handles it all. One platform for every client.
Free Plan includes up to 1 client total. No credit card required.