Move legacy Desktop clients
without the migration burden.
For long-time clients still using QuickBooks Desktop, Wesley gives your firm a migration path that combines hands-on support, license-cost relief, and a modern AI bookkeeping workflow.
Bring long-time QuickBooks Desktop clients into Wesley with help from our team.
The hardest part of replacing Desktop is not the software decision. It is preserving client context, moving historical evidence, and making sure the firm does not lose time during the switch.
Wesley team helps with the migration work at no additional cost.
Discounts can be applied based on the remaining QuickBooks Desktop license cost.
Everything your Desktop clients need after the move.
Wesley covers the messy transition layer and the modern workflow that replaces Desktop going forward.
Unlimited bank statement PDF extraction
Extract transactions from bank statement PDFs without volume limits, including legacy catch-up periods.
Check image and scan support
Handle check images, scanned files, and other client-provided documents when Desktop history is incomplete.
Bank feeds
Move current-period work onto live bank feeds while keeping statement upload available as a fallback.
AI bookkeeping
Use AI to categorize, flag exceptions, and reduce repetitive data-entry work across migrated clients.
AI reports
Generate review-ready reporting from the latest bookkeeping data without waiting on manual exports.
Client portal and email intake
Let clients deliver PDFs through the portal while Wesley can support email-based document collection flows.
Karbon, Gusto, and QuickBooks integrations
Keep the surrounding firm stack connected instead of forcing a full operational reset.
A practical path from Desktop files to AI-assisted bookkeeping.
Map the existing Desktop workflow
Identify active clients, historical files, remaining license cost, and the source documents still needed for each book.
Move historical and current data into Wesley
Use PDF extraction, check images, bank feeds, and import-ready outputs to rebuild the operating workflow client by client.
Replace manual handoffs with review controls
Run AI bookkeeping, exception review, client portal collection, and reporting from one workflow the team can keep improving.
Built for firms with loyal clients, old workflows, and no room for a risky migration.
Use this package when your firm wants to retire QuickBooks Desktop dependency without asking every long-time client to change behavior overnight.
Ready to migrate Desktop clients?
Bring us one legacy client workflow. Wesley will help you map the migration, discounts, document flow, and automation path.
Free Plan includes up to 1 client total. No credit card required.