Bookkeeping, on autopilot
Wexly links your banks, cards and invoicing tools, files every transaction where it belongs, and reconciles as it goes. Your books, closed and categorized before Friday. No shoebox. No spreadsheet séance.
Three plans, from $219 a year: Solo, Practice and Ledger Plus.
Small firms that stopped saying “I’ll do it Sunday”
01 · The tour
Wexly does the matching, the filing, the chasing and the arithmetic. You keep the part that needs a human: deciding what to do with the money.
Bank lines arrive, Wexly matches each one to an invoice, a bill or a receipt, and the leftovers wait in a short, politely worded list. Real-time matching means month-end is a formality, not a hostage situation.
Fix a supplier once or twice and Wexly files it your way from then on, using your chart of accounts instead of a generic list of eleven categories. Think of it as the intern who learns, minus the lunch order.
Snap it on your phone and Wexly reads the merchant, date and total, then clips the receipt to the matching card transaction. Yes, the crumpled one from the glovebox counts.
Reports roll up by category and quarter, with deduction suggestions you can accept or wave off, plus a quarterly estimate that tells you what to set aside before the deadline arrives uninvited.
Rolling cash flow forecasts drawn from your real invoices and recurring bills. Toggle a hire, a lost client or a big purchase and watch the line move before you commit to anything.
A spreadsheet is a fine place for a spreadsheet, and a terrible place for your weekend.
Pick a plan, reclaim a Sunday02 · The setup
Job one
Link your banks, cards and invoicing tools. Wexly starts pulling history and matching lines before you’ve finished the consent screens.
Job two
Hand over your chart of accounts, then correct the odd guess. A few nudges in, Wexly stops asking and starts knowing.
Job three
Close. Wexly reconciles in the background, you skim a short list, press the button, and the month shuts. Friday gets to be Friday.
03 · The neighbours
The subscriptions you pay for get categorized without a fuss, and the work you do in them lands on the right invoice. Wexly sits quietly next door and keeps the receipts.
04 · Plans
Billed once a year. Pick the one that fits the size of your books, not the size of your ego.
For one-person empires and freelancers with a lot of tabs.
For small crews, a second currency and the occasional bill pile.
Everything in Solo, plus
For when your accountant asks for a login and means it.
Everything in Practice, plus
Every plan is a full year of Wexly. Pick the one that fits today; the numbers above are the numbers you pay.
05 · Field notes
I used to spend the last Sunday of every month playing detective with a shoebox of receipts. Now I photograph them at the till and Wexly pairs each one with its card charge before my coffee cools.
Every quote here names one thing Wexly does. Not one names a number, because we’d have to make it up.
Honesty, filed under “Miscellaneous”I corrected the same supplier three times. The fourth time, it just knew. It’s the only training session I’ve ever enjoyed.
The forecast showed our slow January long before it arrived, so we moved a purchase instead of panicking. The scenario toggle is a crystal ball with a ledger.
