Product Tour
The financial brain of your business.
Visory is a managed financial back-office and a living context layer in one. Your team handles the work. The platform remembers everything about your business and every business like yours, then surfaces the moves that move you forward.
Integrates with
Meet Delphi. It gets smarter the longer you're a client.
Delphi is Visory's AI layer. It doesn't just catch errors - it builds an institutional memory of your business. Your cost patterns, seasonal rhythms, client mix, vendor relationships. Over time, it becomes a financial brain that surfaces insights your team didn't know to look for.
Layer 1 · Memory
Your business context
Every quirk, decision, and reason behind the numbers, stored and ready to use.
Layer 2 · Pattern
500+ peer businesses
Cross-referenced against businesses at your exact stage. What worked, what didn't.
Layer 3 · Workflow
Live workflows
Every step in every process verified in real time. SLA-tracked, exception-flagged.
Layer 4 · Agents
AI Agent network
AI agents handle daily transaction work. Always reviewed by your team.
Layer 1 · Memory
Why you price the way you do. Who works in which segment. When cash dips on the 15th. Operational and strategic context that compounds.
Layer 2 · Pattern
500+ professional services businesses mapped against your stage. The moves that compounded growth, cross-checked against the ones that hurt.
Layer 3 · Workflow
Every transaction, invoice, payroll run, reconciliation. Standardized workflows watched by Delphi. Same quality every month.
Layer 4 · Agents
AI agents handle daily transaction work. Books update as transactions happen, reviewed by your team. The work humans shouldn't be doing.
We remember everything about your business so you never have to explain it twice.
Most bookkeepers reset every month. Visory doesn't. Every quirk, every decision, every reason behind the numbers gets stored. The longer you're on Visory, the more the platform knows. Your team picks up exactly where the last conversation left off.
✓
Operational memories: how you invoice, code, accrue, close
✓
Strategic memories: pricing, hires, service lines, seasonality
✓
Compounds over time. Never lost when team rotates.
Memory Library
Operational
Bonus run pays out 15th, not 30th. Code to "Bonus" not "Wages."
Stripe loan auto-tracked as liability, not expense.
Apr 12
Strategic
Q3 launch of Brand Strategy line. Track separately from retainers.
Pricing model: 3-month fixed engagement, $30-45K range.
Mar 28
Cash
Cash dips Mar 15-25 due to quarterly contractor payouts.
Recurring pattern. Forecast assumes 22% trough then recovery.
Mar 15
Team
New senior strategist starts Apr 1. $145K salary, 60/40 retainer/strategy split.
Capacity opens for 2 new retainer clients post-onboarding.
Feb 21
Pricing
Founder doesn't want to break $20K monthly retainer threshold yet.
Has tested $18K. Plan to revisit Q3 with brand strategy bundle.
Feb 8
Your memory library compounds. Nothing gets lost.
500+ professional services businesses. One pattern library. Your next move.
We map your business against every services business we've helped at your exact stage. The platform cross-checks the moves that compounded their growth against the moves that hurt. Then surfaces what's worth your attention now.
Studio Aera
$1.8M · 8p
North Forty
$2.2M · 10p
Lattice Lab
$2.0M · 9p
Halo Build
$1.9M · 8p
Lumen & Co
$1.6M · 7p
Frame Studio
$2.4M · 11p
you
$2M ARR
9-person agency
Pattern detected
9-person agencies at $2M ARR who improved GPM in 12 months: 78% raised retainer pricing within 6 months. Your pricing has held flat for 14 months. Worth a conversation with your Performance Partner.
Every workflow watched by Delphi. Every step verified. Every month, on time.
Every task - from transaction coding to month-end close - runs through standardized workflows in the Visory platform. You can see what's been completed, what's in progress, and what's coming up.
78%
✓
Transaction coding
342 transactions, AI-assisted
SLA met
Done
✓
Bank reconciliation
3 accounts, 0 unresolved
SLA met
Jessica M.
··
AP review & vendor verification
Delphi reviewing 47 invoices
2h left
In progress
·
Journal entries & adjustments
Drafts auto-prepared, awaiting review
SLA met
Queued
·
Month-end review & sign-off
Final QA by Lead Bookkeeper
SLA met
Queued
Delphi flagged: Adobe vendor invoice $3,400 looks like a duplicate of last month's payment. Kate notified, on hold pending review.
What Delphi sees today
Memory
Q3 launch tracked. Brand Strategy line revenue separated from retainers, GPM tracking independently.
Pattern
78% of 9-person agencies at your stage who raised retainers in Q1 saw GPM lift 22% within 12 months.
Workflow
March bank rec verified by Kate. 0 unresolved exceptions. Ready for sign-off.
Agent
AI agent will draft this month's journal entries. Estimated 4 minutes, ready for review.
What's coming will change how you work with your books forever.
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.
AI Agents
Daily books, not 15-day month-end. AI agents update and code your transactions as they happen, reviewed by your team.
$ agent run ledger.code
87 txns processed
3 flagged for human review
$ books current as of now
Talk to Delphi
Query your business directly. "How did we compare to similar agencies last quarter?" Conversational access to your financial brain.
Real-time Dashboard
GPM by service line and client, cash flow forecasts, scenario planning. Live, not in a monthly PDF.
GPM · Retainers
68%
▲ +3.2pts MTD
Cash · 90d fcst
$382K
▲ +$24K vs last
Clean data in. Clear decisions out.
Because your back-office runs through the Visory platform, your data is always accurate, current, and structured. That's what powers Business Performance: the monthly Insights reports, strategy sessions, and targeted programs that turn numbers into decisions you actually execute.
Your bookkeeping & back-office
Standardized workflows in the platform
Clean, structured, current data
Business Performance - reports, sessions, action plans
Human oversight, always
Every Delphi insight is reviewed by your dedicated team before it reaches you. The same Lead Bookkeeper, Quality Lead, and Performance Partner every month. Same context. Same quality. Even as the brain gets smarter.
JM
Jessica M.
Performance Partner
KR
Kate R.
Lead Bookkeeper
JT
James T.
Quality Lead
Stop running your back-office. Start running on the brain of your business.
Book a 30-minute discovery call. We'll walk you through the platform, show you how the brain learns, and surface what your business looks like through Delphi.