Upload Statements

Use this page when the client will upload bank or card statements instead of connecting a live source.

Open Upload Statements

Choose the upload-statement path during onboarding.

Select Files

Add the statement files and confirm they are attached before processing.

Review AI Account Detection

Confirm the accounts Wesley detects from the statements.

Track Processing

Use the processing state to confirm Wesley is turning files into usable transaction data.

Check Before You Leave

Statements should be tied to the right accounts and should create reviewable transactions.