For Accounting Firms

Built for Firms.
Not In-House Teams.

Most accounting software is designed for in-house finance teams. Wesley was purpose-built from day one for the unique workflow and structure of accounting firms.

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The Difference

In-House Tools vs. Firm-First Tools

Accounting firms manage dozens or hundreds of clients simultaneously. Tools built for in-house teams simply can't support this structure.

RequirementIn-House ToolsWesley
Multi-Client Management✕✓
Staff Role & Permission Control✕✓
Client-Level Data Isolation✕✓
External Staff Access (Outsourced)✕✓
Cross-Client Reporting✕✓
Per-Client Billing Tracking✕✓
Firm-First Architecture

Mirrors Your Real Firm Structure

Organization → Clients

Hierarchical structure with your firm (Organization) at the top and individual clients below. Client data is fully isolated.

Role-Based Access

Admin, Bookkeeper, Reviewer roles with granular permissions. External staff can be invited with limited, controlled access.

Client Switcher

Switch between client books with a single click from the sidebar. No logging out and back in. Seamless workflow.

Team Management

Unlimited Staff, No Extra Cost

Team Members — ABC Accounting Firm
S

Sarah Kim

Admin · All

Internal
M

Mike Lee

Reviewer · 32 clients

Internal
J

James Park

Bookkeeper · 18 clients

Internal
E

External Staff

Bookkeeper · 5 clients

External

A Tool Built for Accounting Firms

Not adapted from in-house software. Purpose-built for the way firms actually work.

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Free Plan includes up to 1 client total. No credit card required.