Built by the former builder of QuickBooks OnlineFor Accounting Firms & Bookkeepers
PDF Bank Statements Processed Same-Day. Not Same-Week.
Wesley extracts transactions from PDF bank statements, auto-categorizes them with 99.9% accuracy, and pushes clean data straight into QuickBooks. Bulk upload up to 50 documents at once.
15-minute call. We'll run your messiest client through Wesley live.
Sound Familiar?
Data Entry Is Capping Your Growth
You didn't start your firm to spend most of your time on manual entry. But here you are, buried in PDFs while competitors automate.
PDF Statements Are a Time Black Hole
One high-volume client can eat 3–4 days of a junior accountant's time processing 12 months of PDF bank statements. Every month, the same grind repeats.
You Can't Hire Your Way Out
75% of firms report hiring challenges. The accounting labor market is broken. You're turning away clients because the team is maxed out on data entry.
Turnaround Is Killing You
Backlogged statements pile up. Clients drop 12 months of PDFs on your desk and expect fast results. Slow turnaround means lost clients and lost revenue.
Offshore Cleanup Takes Longer
You tried outsourcing offshore, but miscategorized transactions come back and the cleanup takes longer than just doing the entry in the first place.
How It Works
From PDF Upload to Clean Books. No Manual Entry.
Wesley does the work your junior accountants used to spend days on. Upload statements, let AI handle categorization, get QuickBooks-ready data.
Bulk Upload PDFs
Drop up to 50 PDF bank statements at once. Wesley reads every page, extracts every transaction, and maps them to the right accounts. No setup needed.
AI Categorizes With 99.9% Accuracy
Multiple AI models cross-check each other to auto-categorize every transaction. No more offshore cleanup. No more miscategorized entries.
Clean Data Into QuickBooks
Push categorized transactions straight into QuickBooks Online or Desktop. For cash basis firms, Wesley generates financials directly.
Book a 15-minute call. Bring your PDFs, we'll process them live.
Real Results From Real Firms
These Firms Got Their Time Back. Then They Got More Clients.
Every story below is from a firm that was drowning in manual entry. Now they wonder how they ever did it the old way.
"We went from 4 full days on one client to finishing before lunch."
"Uploaded a full year of scanned statements and had it back the same afternoon."
"We went from 8 bookkeepers to 3 — and nobody is working late."
"I had a junior accountant spending 4 full days on one client. Twelve months of PDF bank statements, manually typing every transaction. After Wesley, she finished the same client before lunch on Monday. She came to me and said she didn't know what to do the rest of the week. That's never happened in 15 years of running this firm."
"Tax season was killing us. Clients showing up with shoeboxes of bank statements, and we're turning them away because we can't process them fast enough. Last season we ran everything through Wesley. We took on 40% more clients than the year before and still closed the office early on April 14th. My team thought I was joking."
"We were paying an offshore team to categorize transactions and spending almost as much time fixing their mistakes as it would take to do it ourselves. Wesley's accuracy is on another level. We ran the same batch through both and Wesley caught 23 miscategorized entries that the offshore team missed. We cancelled our outsourcing contract that week."
"A client came to us with 18 months of backlogged bank statements and needed financials for a loan application in 3 days. Before Wesley, I would have told them it was impossible. We uploaded everything, had clean categorized data within hours, and delivered the financials a day early. The client got their loan. That one engagement paid for Wesley for the entire year."
Simple Pricing
$20/Month Per Client. Everything Included.
No per-seat fees. No hidden charges. Book a call and we'll set up your free trial together.
Start with a free walkthrough on your own data. We'll process your messiest client live. If Wesley saves you time, we'll set up your free trial on the spot.
- · No commitment
- · No credit card
- · Just results
15 minutes. We handle everything.
FAQ
Common Questions
Get Started
See Wesley Process Your Data. Live. In 15 Minutes.
Bring your messiest client's PDF bank statements to the call. We'll run them through Wesley so you can see categorized, QuickBooks-ready transactions before you commit to anything.
No prep needed. No credit card. Just your PDFs and 15 minutes.