Home / AI Bookkeeping & Transaction Categorization
Wesley
AI-native ledger built for accounting firms that turns client files and bank feeds into posted transactions, with unlimited clients per team member.
| What the AI does | Wesley AI: AI Payee Suggestions, AI Account Suggestions, AI Agent, AI Automation Controls, document transaction extraction from PDFs, CSVs and statements; MCP and public API |
|---|---|
| Who it serves | Bookkeeping practices, Small CPA firms, Solo practitioners |
| Starting price | $96/member/mo (Pro, annual billing $1,152/yr per member) |
| Pricing model | Per member/month (unlimited clients) |
| Free trial | Not stated on the vendor site |
| Best fit | Solo practitioner, Small firm |
| Category | AI Bookkeeping & Transaction Categorization |
| Works with | QuickBooks Online, QuickBooks Desktop, Xero, QuickBooks Payroll, Plaid, SparkReceipt, Shoeboxed |
| SOC 2 | Not stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
Wesley is listed as a fit for solo practitioners and small firms, and the vendor names bookkeeping practices, small CPA firms and solo practitioners on its own site. The job it gets hired for: categorizing and reconciling client transactions so the books are review-ready without the keying.
What it costs
Wesley starts at $96/member/mo (Pro, annual billing $1,152/yr per member), per member/month (unlimited clients). Ask the vendor about a trial when you reach out.
Good to know
Wesley is an AI-native general ledger built for accounting firms by a former QuickBooks product manager: bank feeds, PDFs, CSVs and statements become posted transactions with AI payee and account suggestions, bulk actions and firm-wide rules across unlimited clients, plus reconciliation, journal entries, book review, fixed assets and multi-entity management, with an MCP and public API for the AI tools you already use. One Pro plan covers everything at $96 per team member per month on yearly billing ($1,152 per member per year) with unlimited clients and document extraction, migration assistance and training; start free or book a demo. It connects to QuickBooks Online and Desktop, Xero, QuickBooks Payroll, Plaid, SparkReceipt and Shoeboxed.
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