Start Fresh Without Source Data

Use this page when the client does not have source data ready yet but still needs a Wesley workspace.

Choose Start Fresh

Select the fresh-start path during onboarding.

Start fresh onboarding option

Return to source-data setup when the client has a bank feed, QuickBooks connection, or statements ready.

Client onboarding connection screen for choosing live data, upload, or fresh-start setup

The client should have a workspace, but no one should assume transactions are complete until source data is connected or uploaded.

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