Coverage
Supported banks, card issuers, and statement workflows.
Use this page to see where Wesley already has bank-specific statement workflows, where the general statement flow is the better starting point, and where live connected-account coverage belongs instead.
Bank-specific statement pages for common institutions such as Chase, Bank of America, Wells Fargo, Citi, Capital One, Discover, and Amex.
General bank statement workflows for institutions not called out with a dedicated page yet.
Separate connected-account coverage for firms using Plaid-powered bank sync instead of statement upload.
Bank and card statement coverage
These are the statement-first workflows built for PDF or scanned statements that still need cleanup before import or reconciliation.
General
General bank statement workflow
Start here if the institution is not listed yet but the source file is still a statement PDF.
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Bank-specific
Chase statements
Convert Chase statement PDFs into reviewable CSV before QuickBooks, Xero, or spreadsheet cleanup.
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Bank-specific
Bank of America statements
Use the Bank of America statement PDF as the source document for cleanup and export.
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Bank-specific
Wells Fargo statements
Prepare Wells Fargo PDFs for review and downstream import workflows.
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Bank-specific
Citi statements
Turn Citi statement PDFs into reviewable rows before import or reconciliation.
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Bank-specific
Capital One statements
Convert Capital One statement PDFs into clean rows before choosing the final output format.
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Bank-specific
Discover statements
Use the Discover statement PDF as the starting point for bookkeeping cleanup.
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Card issuer
American Express card statements
Review Amex statement rows before exporting to CSV, QBO, or Xero-ready output.
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Connected account coverage
These pages cover the live-sync side of Wesley rather than the statement-upload side.
Product
Connected account and sync workflow
Use the product page when the client can connect live accounts instead of sending statements manually.
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Solution
Any client, any software
See how Wesley handles clients who have bank feeds, CSV exports, PDFs, or other systems in the stack.
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Docs
Connecting bank accounts
Support guide for the Plaid-powered connected-account flow and supported institutions.
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Notes
What supported means on this page
Bank-specific cards above refer to statement upload and cleanup coverage, not to credential-based live sync.
If a bank is not listed yet, the general bank statement workflow is still the right starting point when the source file is a readable PDF statement.
Connected account coverage belongs to the bank-sync workflow and is documented separately in the support center.
Explore next
Keep going deeper from here.
Supported imports
See which downstream accounting destinations Wesley supports after statement cleanup.
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Supported statement types
See which source documents Wesley can clean up before export.
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Integrations hub
See how Wesley fits before QuickBooks, Xero, QIF, Sage, and NetSuite workflows.
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FAQ
Frequently asked questions
What if my bank is not listed here?
Start with the general bank statement workflow. If the statement PDF has readable transaction rows, Wesley can still be the prep layer even without a dedicated bank-specific page.
Do I need bank credentials to use these statement workflows?
No. Statement workflows are built for PDF and scanned statements. Bank credentials are only relevant for the connected-account sync flow.
Is this page only for US institutions?
The dedicated bank pages currently center on common US institutions, but the general bank statement workflow is still useful for other institutions when the source file is a readable statement PDF.
Need a workflow that matches your client mix?
Start with one statement, one client, and the output format your team already needs downstream.
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