Coverage
Supported statement types, source files, and document cleanup workflows.
Use this page when the first question is what kind of source document Wesley can handle before review, export, or downstream import prep.
Bank statements, credit card statements, scanned statements, invoices, and receipts already have dedicated workflow pages.
Document type support is about the source file, not the destination system.
The same team can standardize review even when different clients send different document types.
Statements and transaction-heavy files
These workflows start from financial statements that still need extraction and review before export.
Statement
Bank statements
Use the general bank statement workflow for monthly PDFs and mixed bank accounts.
Open page
Statement
Scanned bank statements
Use OCR-driven cleanup for scans, image-based statements, and harder-to-read source files.
Open page
Statement
Credit card statements
Extract monthly card activity into a reviewable table before spreadsheet or import work.
Open page
General PDF
General PDF transaction documents
Use the broad PDF workflow when the file does not need a narrower source-specific page.
Open page
Operational documents and supporting records
These workflows are useful when the supporting documentation still needs structure before review.
Operational doc
Invoice PDFs
Turn invoice PDFs into structured rows for review and bookkeeping operations.
Open page
Operational doc
Receipts
Convert receipt PDFs and images into a reviewable export instead of hand-keying details.
Open page
Product
Mixed document batches
Use the document upload workspace when statements, checks, scans, CSVs, and spreadsheets arrive together.
Open page
Notes
What source-document support means here
Source-document support is about whether Wesley can extract and review the file before export, not about which accounting system the client uses later.
Scanned statements and image-heavy documents usually need extra reviewer attention even when OCR is working well.
If a document type is not listed, the broader document upload and PDF cleanup workflows are the best first checkpoint.
FAQ
Frequently asked questions
Does supported statement type tell me the output format too?
Not by itself. This page is about the source file. The destination format is covered on supported imports and supported outputs pages.
What if I have a scan instead of a text-based PDF?
Use the scanned bank statement or broader document upload workflow. Those paths are designed for OCR and review-first cleanup.
Can teams standardize one review process across these source types?
Yes. That is one of the main benefits of using Wesley as the prep layer before downstream bookkeeping work.
Need a workflow that matches your client mix?
Start with one statement, one client, and the output format your team already needs downstream.
Free Plan includes up to 1 client total. No credit card required.