Wesley AI User Guide (2026)

Wesley AI User Guide is organized around the work accounting teams actually do: set up clients, bring in source data, review transactions, close the books, and send answers or reports to clients.

Start With Your Question

• New to Wesley or not sure where to begin: start with Product Map.
• Already inside a client book and not sure what to click next: use Work Through A Client Book.
• Creating or importing clients, connecting data, or verifying setup: use Set Up Clients And Source Data.
• Reviewing bank activity, posting transactions, asking the client, matching, transferring, or creating rules: use Review Transactions And Automate Coding.
• Reconciling, reviewing journals, locking a period, running reports, or building a client package: use Close The Books And Build Reports.
• Need a client answer, uploaded file, portal invite, client portal walkthrough, or communication history: use Work With Clients And Documents.
• Managing integrations, team members, automations, billing, settings, or audit logs: use Configure Integrations And Firm Admin.

Guide Sections

What This Looks Like

Main Workflow

Client setup, source data, transaction review, automation, reconciliation, reports.

Client requests, client portal actions, integrations, settings, and audit logs support that workflow whenever something is missing, stale, or needs verification.

Need Help?

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Email support - support@wesley-ai.co