Start Here: Product Map

Use this page when you are new to Wesley or unsure which guide to open first.

Product Map

Wesley follows the accounting workflow from setup to close.

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

Client requests, integrations, settings, and audit logs support that workflow whenever something is missing, stale, or needs review.

What This Looks Like

Firm Clients dashboard showing client setup, client import, filters, columns, tasks, integrations, and assignments

Client book home with current client, review queue, client work, reports, accounts, and navigation settings marked

AI Agent entry panel in the top bar

First Things To Learn

Use Work Through A Client Book when you are already inside one client and need the next click path for bank activity, lists, client requests, close work, reports, or settings.

🧭Navigate The Firm And Client Workspace ❓Use Ask For Help Inside Wesley 🤖Use The AI Agent Panel 🗺️Choose The Right Guide Page

More Navigation

⏱️Use Timecard And Start 🧭Navigate The Firm Dashboard ⏱️Review Firm Timecards 📊Review Firm Contributions

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Ready to bring Wesley into your firm? Compare plans and start here: Wesley Pricing