How Visory works
Who does the work, how you start, what onboarding involves, and what happens every month after that.
Your team
Every customer has its own dedicated team of four named roles, backed by a shared bench of technical leads, and customer and insights specialists.
Your main contact
Accountable for everything Visory delivers to you. Agrees the scope with you, walks you through your numbers monthly or quarterly, and is the person you call.
You meet your partner at the onboarding kick-off. Before that, a senior member of the Visory team runs your free financial health check.
Runs the service
Runs your service day to day: who does what, when, and to what standard. Checks the work is accurate and compliant before it reaches you.
Keeps the books
Codes and reconciles your transactions, runs bills and invoices, posts journal entries and adjustments, and closes the month.
Runs payroll
Runs every pay run with Delphi AI preparing and checking it, then pays it on schedule through your payroll platform once you approve, with federal, state, and local withholding calculated and the filings prepared from the same run.
Your team, with Delphi AI
Your Visory team runs your finance function: they know your business, make the judgment calls, and stand behind every result. Delphi, Visory's AI, works under their direction and takes on the repetitive preparation, so more of their time goes into checking, judgment, and advice.
Leads the work
With Delphi AI assisting. Delphi takes on the repetitive preparation under your team's direction, so their time goes on the work that needs a person.
Approves
You approve each pay run and each bill before it is paid. The decisions that move money stay with you.
Getting started
Three steps before you commit to anything. Each one is useful on its own.
Before you commit
An obligation-free conversation about your goals and what you want the numbers to tell you.
Obligation-free
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
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 feeIf you go ahead
Onboarding lays the foundations, in phases, from a clear scope. The state of your books sets the pace.
See the phasesOnboarding
Onboarding asks more of your time than any month after it, because it is where the foundations are laid. The state of your books sets the pace, and you get a clear scope before anything starts.
Your Business Performance Partner runs the kick-off. You agree on the scope and what a successful onboarding looks like, and your team gets access to your accounting, payroll, and banking tools. Everything we need from you is asked for here, once.
A clean, agreed starting point, with no chasing later.
Your team reviews your balances, your file structure, and your chart of accounts, confirms how you want your reporting to work, and writes down your business rules: who approves what, and when.
A team that understands your numbers, and fewer judgment calls at month-end.
The items the financial health check found are cleared, and books that are behind are brought current to an agreed point with catch-up bookkeeping. Most providers start on whatever file they are handed; we start by making yours right.
Your service starts from reconciled numbers you can trust.
The platform is set up around you: bank feeds, expense capture, approvals, and payroll, with a parallel run and a supported first pay run. Your processes and decisions are written down as we go, and you get a walkthrough before go-live.
Predictable payroll and payments, with nothing resting on one person.
Your service goes live and your team runs your first month-end close. Your Business Performance Partner then walks you through what your first month shows.
A rhythm that repeats, month after month.
What we need from you
Onboarding moves as fast as access arrives, so your Business Performance Partner asks for everything at kick-off, once. You are not chased for things piecemeal.
Every month
Payroll, bills, and receivables run through the month on the cadence you agree. Then the month comes back to you as decisions.
Through the month
Run on the cadence you agree, with every pay run and bill coming to you for approval.
Your books are reconciled and the month is closed by your team, on a timetable agreed during onboarding.
Visory Insights, in plain English: what changed in your numbers, what it means for you, and what to do next.
A structured session with your Business Performance Partner to work through the brief and agree the next move.
Where the month ends: a decisionYour part, and ours
Everything else, from coding transactions to chasing invoices, is handled for you. Deadlines for each are agreed during onboarding.
The decisions that move money stay with you.
Your team does the work, with Delphi AI helping prepare the routine parts.
Your data
Your books stay in your own QuickBooks or Xero file, which you own and can open at any time. Your team works inside it with access limited to the role each person holds.
If you leave, Visory runs a full, professional offboarding and handover, so your records, filings, and access pass cleanly to whoever takes over. Your data stays available for export for 30 days, as Visory's Terms of Business set out.
Your file, in your own software
Owned by you, open to you at any time.
Access limited to the role each person holds.
Get started
Get started
Start with a discovery call. We will listen first, then show you what your own numbers have been trying to tell you.
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