Use The AI Agent Panel

Use the AI Agent panel when you want Wesley to help with the current workflow from the top bar.

Open AI Agent

Select AI Agent in the top bar to open the panel from the current firm or client context.

AI Agent entry panel opened from the top bar

Start Or Continue A Session

Use New for a new session, attach files when the agent needs documents, type the prompt, then click Send.

AI Agent console with new session, attachment, prompt, and send controls marked

Use The Answer Safely

The AI Agent can help research, organize client work, review records, or explain next steps. Confirm any posting, matching, reconciliation, or client-facing action before relying on it.

Check Before You Leave

The AI Agent should support the workflow. Final accounting decisions still need human review.

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