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Go to Wesley AI App

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Verify Client Setup

Use this page to confirm a client is ready for accounting work after setup.

Check Firm-Level Status

Use the Clients table to verify pending transactions, docs, tasks, reconciliation issues, integrations, and assignments.

Firm Clients dashboard with setup and operating status columns
Firm Clients dashboard with setup and operating status columns

Check Client Workspace Status

Open the client and inspect accounts, alerts, modules, and open work.

Client accounting dashboard showing bank accounts and linked modules
Client accounting dashboard showing bank accounts and linked modules

Check Before You Leave

The client should have source data, account coverage, owners, and visible next tasks.

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