For Nonprofits

The financial back office your nonprofit was meant to have.

One team, one platform, delivering clean books, program-level reporting, and board-ready insight every month. Built for nonprofits run by program people, not finance people.

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The business performance and finance partner for purpose-driven organizations

If any of these are quietly true at your organization, you're not alone.

Most services nonprofits sit somewhere in the gap between "the books are technically being done" and "we can actually use them to lead the organization." Here's what that gap looks like in practice.

The board meeting

"Which of our programs are actually paying for themselves?"

A reasonable question. One you should be able to answer in 60 seconds. Instead it takes two weeks, a spreadsheet rebuild, and a lot of caveats. Most nonprofit books were never designed to produce a program P&L.

"We just need to get through this audit."

A month of rebuilding spreadsheets so the numbers tie to the financials. The board is anxious, the ED is stressed, the bookkeeper is buried. It's not really an audit problem. It's a year-round books problem showing up at the worst possible time.

The board meeting

Your back office, fully run - and finally useful.

Visory handles your bookkeeping, payroll, accounts payable, and accounts receivable end-to-end. Standardized, best-practice workflows. A dedicated local team who knows how agencies operate. Clean, current data that feeds directly into Business Performance.

Bookkeeping

Accurate, current books maintained to best-practice standards. Reconciled, categorized, and ready when you need them.

Payroll

Pay runs processed on time, every time. Compliance handled. One less thing on your plate.

Accounts Payable

Bills captured, coded, and paid on schedule. Full visibility into what is owed and when.

Accounts Receivable

Invoices tracked and followed up. Know who owes you, how much, and for how long.

Recent Back-Office Activity

March bank reconciliation

Completed

Jessica M.

Mar 14

Q1 sales tax filing

Submitted

James T.

Mar 12

March payroll processing

In Progress

Jessica M.

Mar 17

Overdue invoice follow-up - Client ABC (42 days)

Flagged

James T.

Mar 18

Delphi Alert

Unusual expense pattern detected in contractor costs this month. Spend is 34% above the trailing 3-month average. Review recommended.

Delphi Flag

Invoice #1042 from Client XYZ is trending toward 45 days. Auto-follow-up scheduled for March 19.

Smarter workflows, human oversight.

Delphi is Visory's AI assistant. It works behind the scenes to streamline back-office workflows, surface risks and patterns, and flag exceptions before they become problems. Unusual spike in contractor costs? Delphi catches it. Payment trending late? Flagged before it impacts cash flow. Your team works faster and more accurately - but every decision still has a human behind it.

Trusted by creative agencies who want more from their numbers.

From full-service marketing agencies to boutique creative studios, Visory works with founders who want their financial data to actually inform their decisions.

Marketing Agencies

Creative Studios

Digital Agencies

Design Practices

"You guys are talking about our business in a completely different way than any of our financial partners ever have. Which is just really refreshing."

Rachelle Harper

Co-Founder + COO

BrandBossHQ

"It's actually been better than expected. However you're doing your hiring - keep doing it."

Seth Russo

Co-Founder

Ideal Brides

"Before working with Visory, our finances were an afterthought. Now I actually know where the business stands at any given moment. That clarity has directly helped us make better decisions as we scale."

Troy Aitken

Co-Founder

Buzzlead

See your agency's numbers differently.

Book a 30-minute discovery call. No pressure, no obligation. Or request a free Business Performance healthcheck and see what your agency's data is really telling you.

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Get a free Business Performance healthcheck

Questions? We've got answers.

Pricing is based on your transaction volume, team size, and complexity. Every client gets a custom quote tailored to their specific business needs. No hidden fees, no surprises.

Yes. Most clients start with Bookkeeping or Business Performance and add services as they grow. Our modular approach means you only pay for what you need right now.

Full system setup, integration configuration, historical data migration, and a team introduction so you know exactly who's handling your books from day one.

Most clients are fully onboarded within 2-3 weeks. We handle the heavy lifting - system setup, data migration, and integration config - so you can focus on running your business.