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Go to Wesley AI App

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Choose The Right Guide Page

Use this when you know what outcome you want but do not know which area to open.

If You Want To Create Or Import A Client

Open Set Up Clients And Source Data.

Firm Clients dashboard for client setup, client import, filters, columns, add-client, and bulk-create actions
Firm Clients dashboard for client setup, client import, filters, columns, add-client, and bulk-create actions

If You Want To Review Bank Activity

Open Review Transactions And Automate Coding.

Bank transactions review table for pending activity, Categorize with AI, Add Transactions, filters, columns, and posting actions
Bank transactions review table for pending activity, Categorize with AI, Add Transactions, filters, columns, and posting actions

If You Want To Close A Month

Open Close The Books And Build Reports.

Reconciliations list for starting or reviewing monthly close work
Reconciliations list for starting or reviewing monthly close work

If You Need Something From The Client

Open Work With Clients And Documents.

Shared Files and client collaboration area for requesting files, organizing uploads, and finding client context
Shared Files and client collaboration area for requesting files, organizing uploads, and finding client context

If You Need Settings Or Connections

Open Configure Integrations And Firm Admin.

Integrations overview for QuickBooks, Plaid, desktop sync, and client connection requests
Integrations overview for QuickBooks, Plaid, desktop sync, and client connection requests

Check Before You Leave

The guide page you choose should match the action you need to take, not just the menu label you happen to see.

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