Getting Started with Wesley AI
Welcome to Wesley AI - the modern AI-powered accounting solution designed to streamline your financial management. This quick start guide will help you get up and running in minutes.
What is Wesley AI?
Wesley AI is an intelligent accounting platform that automates your bookkeeping, categorizes transactions, and provides intelligent financial insights. Perfect for small businesses, freelancers, and entrepreneurs who want to focus on growing their business instead of managing spreadsheets.
Quick Setup (5 minutes)
Step 1: Create Your Account
- Visit wesley-ai.co
- Click "Get Started" or "Sign Up"
- Use your Google account or enter your email and create a secure password
- Verify your email address
Step 2: Connect Your Bank Account
- Navigate to "Connect Accounts" in your dashboard
- Select your bank from the list of supported institutions
- Use your online banking credentials (secured through Plaid with bank-level encryption)
- Choose which accounts to sync (checking, savings, credit cards)
Your banking credentials are encrypted and secured by Plaid. Wesley AI never stores your banking passwords.
Step 3: Review AI Categorization
- Wesley AI will automatically import and categorize your recent transactions
- Review the suggested categories - the AI learns from your corrections
- Approve or adjust categories as needed
- Set up any custom categories for your specific business needs
Key Features to Explore
AI-Powered Categorization
- Automatically categorizes 95%+ of transactions correctly
- Learns from your corrections to improve accuracy
- Handles complex transactions
Bank Sync
- Connects to 10,000+ financial institutions
- Real-time transaction importing
- Automatic reconciliation
- Multi-account support
AI Analysis
- Live profit & loss statements
- Cash flow tracking
- Expense breakdowns by category
- Tax-ready reports