Visory understands my business deeply and it's evident with the thoughtful questions they ask and changes they propose.
Rachelle Harper Co-founder and COO · BrandBossHQ Bookkeeping
Bookkeeping done for you. Month-end closed on schedule.
Your Bookkeeper looks after your books as the foundation of your finance function. Delphi AI codes and checks transactions in the background, and you approve anything that moves money, so every number your business runs on can be trusted.
- A dedicated bookkeeper, a message away, who knows your business and answers on the platform.
- Every transaction coded and reconciled, not saved up for a quarter-end catch-up.
- P&L and balance sheet from reconciled books, inside your own QuickBooks or Xero file.
March bank lines · Harbour Studio Reconciled
384 transactions matched
Kept by 
Bookkeeper Coded and checked by Delphi AI
Bookkeeper Coded and checked by Delphi AI 
· Connected Trusted by growing businesses across the US and Australia.
Works inside your file 
What you get every month
The monthly scope, numbered and specific.
Six deliverables every month, specified like a product. If it is not on this list, we agree it before it is in scope.
Bookkeeping · monthly deliverables Included in your flat monthly fee
Transactions coded and reconciled
Every bank line matched to an invoice, a bill, or a rule, and categorized to your chart of accounts. Harbour Studio’s March close matched 384 transactions: 212 Chase, 141 card, 31 Stripe.
Month-end closed on schedule
A close timetable agreed with you and kept, so reporting lands when you expect it, every month.
Profit and loss, and balance sheet
Delivered with the close, in plain English, in the shape you actually read.
Journal entries and adjustments
Handled by your dedicated team as part of the close, so the month is complete before the reports go out.
Receivables and payables, visible
Who owes you and what you owe, current whenever you look.
Answers from a named bookkeeper
Your questions go to the person who keeps your books, on the platform, with the context already loaded.
And what is not included: income tax returns, audits, sending your invoices, and paying your bills. Invoicing and bills are accounts receivable and accounts payable, separate services on the same platform, added only when you want them.
Why change
Stop finding out in August what March was trying to tell you.
Most businesses do not have a bookkeeping problem. They have a timing problem: the coding piles up between tax deadlines, so every number arrives months after the decision needed it.
Doing it yourself
The founder closes the books.
- Sunday-night coding: the ledger competes with the business for your attention.
- Month-end when the quarter forces it: the next tax deadline is the only close date that holds.
- Guesswork codes: whatever gets the bank feed to zero.
- Numbers you hesitate to use: you know where the shortcuts are buried.
The part-time bookkeeper
One person, when they have the hours.
- Task-based hours: your backlog queues behind every other set of books they keep.
- A single point of absence: their week off becomes your month behind.
- Records without a rhythm: accurate entries, but no close date anyone commits to.
- Questions wait: answers arrive when they are next in.
Visory runs the close as an operating rhythm, not a catch-up.
The work Coded and reconciled continuously
Transactions matched as they land, not at quarter-end.
The close Month-end on schedule
A close timetable agreed with you, kept every month.
The engine Your Bookkeeper, with Delphi AI behind them
Your Bookkeeper owns the books and signs off the close; Delphi AI codes and checks the routine work in the background.
The fee One flat monthly fee
No timesheets, no hourly billing, no surprises.
The books being done and the numbers being usable are different jobs. Visory does both.
One system, five services
Your team runs the work. Delphi AI prepares and checks it in the background.
Every Visory service runs the same way: a dedicated team, Delphi AI under their oversight, and one platform where you can see all of it.
- A dedicated team. A Business Performance Partner, a Manager, a Bookkeeper, and a Payroll Specialist: named people who know your business.
- Delphi AI, with human oversight. Delphi AI prepares and checks the routine work in the background, and your team oversees every service.
- One platform. Questions, approvals, and the state of the month in one place, and anything that moves money is authorized by you.
The same system runs bookkeeping, payroll, payables, receivables, and Visory Insights. Only the work changes.
One bank line, start to finish
Coded and checkedAccount and category set Delphi AI
Overseen by your Bookkeeper
Anything that does not clear goes to them Bookkeeper
Bookkeeper
Anything unusual, flaggedOne question in the platform, for you to answer You
Reconciled into your file Done
Why bookkeeping first
Trust every other number, because this one is right.
Bookkeeping is the foundation of your finance function. When every transaction is coded and reconciled, every number built on top of it can be trusted: the pay run that matches the timesheets, the quarterly payroll return that matches the ledger, and the margin you act on in your next session.
Get this layer right and the rest of the function stands on it. Skip it, and every report inherits the gaps.
What stays yours
Your books, in your own file.
Visory works inside your accounting file. It stays in your name, and you can open it at any time.
- QuickBooks or Xero, in your name throughout
- Access you grant, and can change at any time
- Anything that moves money, authorized by you
Months behind, or years? No judgment.
A clean-up of your books is scoped into onboarding, so Visory starts from reconciled numbers. You get a clear scope before anything starts, and the backlog is worked while the current month stays current.
See how catch-up bookkeeping worksThe monthly rhythm
Run every month to the same rhythm.
The close is a rhythm the service keeps, month after month: the work, the close, the brief, and the session. Here is March for Harbour Studio, end to end.
March 1 to 31 Coded and reconciled as they land 384 transactions matched by close
Month-end The close Closed on schedule On the timetable agreed with you
With the close The Insights brief Gross margin 64%, up 2.1 points since January, against a 60% target
Thursday, April 9 The session 
9:00 to 9:45am with your Business Performance Partner
9:00 to 9:45am with your Business Performance Partner The brief and the session are Visory Insights, part of the same rhythm.
See how Visory works in practiceIn their words
What changes when the books are handled.
Rachelle Harper Co-founder and COO · BrandBossHQ One month, end to end · Harbour Studio
384 Transactions matched in the March close: 212 Chase, 141 card, 31 Stripe, coded and checked by Delphi AI for your Bookkeeper.
$1,240 A duplicate vendor bill caught in coding review and held before payment.
Business day 3 The March close delivered in the platform, on the agreed timetable.
Pricing
Know the cost before you start.
One flat monthly fee for the scope we agree. Nobody here bills by the hour.
A scope agreed up front
What Visory runs each month is written down before you commit, so the fee is attached to a defined scope, not an estimate of hours.
A fee that moves with scope, not hours
No timesheets. The fee reflects the services you take and the volume of work in your business, and it only changes when the scope does.
An estimate before you talk to anyone
Choose the services you need and see an estimated monthly fee on the pricing page, in your own time.
The finance function
Five services, one finance function.
Bookkeeping is the foundation. The rest runs on the same team, the same platform, and the same monthly rhythm, added when you need it.
Payroll
Pay runs prepared, checked, and paid on time, every cycle.
See how payroll runsAccounts payable
Bills captured, checked against what’s already paid, and paid when you say so.
See accounts payableAccounts receivable
Invoices out on schedule, overdue accounts followed up in your name.
See accounts receivableVisory Insights
Once a month: what changed, what it means, and what to do next.
See how Insights worksCommon questions
Get straight answers on bookkeeping.
What CEOs, presidents, and founders ask before they hand over the books.
What is included every month?
The six deliverables above: transactions coded and reconciled, the month-end close on an agreed timetable, profit and loss and balance sheet, journal entries and adjustments, current receivables and payables, and answers from your named bookkeeper on the platform.
How does pricing work?
One flat monthly fee for the scope we agree, with no timesheets and no hourly billing. The fee reflects the services you take and the volume of work in your business, so you know the cost before you start. Choose the services you need on the pricing page to see an estimated monthly fee.
Do we keep our QuickBooks or Xero file?
Yes. Your books stay in your own QuickBooks or Xero file, which you own and can open at any time. Visory works inside the systems you already use, and any change to your setup is agreed with you before we start.
Our books are months behind. Can you catch us up?
Yes. A clean-up of your books is scoped into onboarding, so Visory starts from reconciled numbers rather than building on a backlog. How long it takes depends on the state of the books. You get a clear scope before anything starts, and the backlog is worked while the current month stays current.
Who does the work: software or people?
Both, in a fixed order. Your named bookkeeper owns the work. Delphi, Visory’s AI, prepares and checks the routine coding in the background, with anything unusual flagged to your bookkeeper. The close is signed off before it reaches you, and anything that moves money is authorized by you. The judgment calls always sit with people.
Who controls access to our books?
You do. You grant the team access to your accounting file and bank feeds, and you can change it at any time. Access is limited to the role each person holds, so the people who run the work are never the people who approve it.
What is the difference between a bookkeeper and what Visory does?
A bookkeeper records what happened. Visory runs the function: the same work, done continuously, closed on a schedule, kept visible on one platform, and handed back once a month as a plain-English read on what to do next. You are not buying hours of processing; you are buying a month that closes. Weighing it up against a hire? Compare the ways to get your books done.
More questions, longer answers. Every question has its own link. See all common questions
General information for businesses in the United States, not financial advice.
Getting started
Start with clarity, not a contract.
Three steps, each useful on its own. Each one is where you find out what the next is worth.
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Book a discovery call
An obligation-free conversation about your goals and what you want the numbers to tell you.
Obligation-free -
Get your free financial health check
A senior member of the Visory team will analyze your financials and show you where your finance function can improve. It is free, and it is your own numbers.
Free · your own numbers -
Receive a clear proposal
A clear commercial proposal for the scope we agree, on one flat monthly fee. No hourly billing. You decide whether to go ahead.
Flat monthly fee
Get started
Close next month on schedule.
Start with a discovery call. We will listen first, then show you what a reliable close would change for your business.