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 and COO · BrandBossHQ Visory Insights
What changed, what it means, what to do next.
Visory Insights is where your finance function ends in decisions. Every month your numbers come back as a plain-English brief, and you work through them with your Business Performance Partner in a session, monthly or quarterly: a performance conversation, not a dashboard.
- A plain-English brief with every close, short enough to read, specific enough to act on.
- A structured session with your Business Performance Partner, monthly or quarterly.
- One recommended move, agreed with you and tracked until the numbers change.
Gross margin · March 64%On Track
Delphi Analysis · March Checked by Jessica Mitchell
What’s behind itUtilization is 92%, over the 85% ceiling At Risk
What it meansA senior hire costs four margin points
“Strongest margin in six months. Let’s model the hire before any offer goes
out.” Jessica MitchellBusiness Performance PartnerSession Thursday, April 9 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.
Visory Insights · monthly deliverables Included in your flat monthly fee
The Insights brief, with every close
A plain-English read on the month, delivered with the close it is built on, not weeks after it.
Profitability
Gross and contribution margin by customer, service line, or program, so you can see which work actually makes money.
Trends
Revenue and expenses month over month, with the operating context behind each movement.
Cash and runway
Where cash sits today, where it is heading, and the scenarios that change the answer.
The next move
One recommendation worth acting on before next month, agreed with you and tracked until the numbers move.
The partner session
A structured working session with your Business Performance Partner, monthly or quarterly, whichever suits how you run the business.
And what is not included: audits, tax advice, and one-off consulting projects. The value is in the rhythm. Insights runs on reconciled books, so it pairs with bookkeeping. There is no standalone CFO offer: virtual and fractional CFO conversations live inside the partner session rather than as a separate engagement.
Why change
The numbers arrive. The decisions don’t.
Most businesses do not lack reports; they lack the conversation after the reports. Pages arrive, weeks late, get read once, and the question that matters goes unanswered: so what do we do?
Reports without a reader
The pack nobody opens twice.
- Weeks late: by the time the numbers land, the month they describe is history.
- Written for accountants: technically right, practically unreadable.
- No so-what: what changed is there; what it means for Tuesday is not.
- Nobody accountable: a report cannot be asked a follow-up question.
The dashboard era
All the data, none of the judgment.
- Charts without context: margin moved, but no one can say why.
- Alert fatigue: everything flagged means nothing prioritized.
- Garbage in: a dashboard on unreconciled books is confidently wrong.
- Still your job: the thinking, the deciding, and the follow-through stay with you.
Visory Insights ends every month in a decision.
The brief Plain English, with the close
What changed, what it means, and what to do next, on books that reconcile.
The conversation A working session, monthly or quarterly
Forty-five structured minutes with your Business Performance Partner.
The engine Delphi AI, with human oversight
Delphi helps prepare the analysis; your partner checks it and is accountable for every recommendation.
The fee One flat monthly fee
No timesheets, no hourly billing, no surprises.
Producing the numbers and acting on them are different jobs. Visory Insights closes the gap.
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 a conversation, not a dashboard
Numbers answer questions. People ask them.
A dashboard can tell you margin moved. It cannot tell you why, whether it matters, or what you should do on Tuesday. That takes someone who knows your business, your numbers, and your goals, sitting across the table once a month.
Every insight in the brief runs the same way: what’s happening, what it means, what to do next. It always ends on the action, and the session always ends with one move agreed.
Your partner
The person across the table.
Your Business Performance Partner owns the relationship, the brief, and the session.
- Fluent in P&L, cash, margins, and the levers that move them
- Grounded in how services businesses actually operate
- Accountable for every recommendation, with Delphi AI helping prepare the analysis
One insight, start to finish.
What’s happening: utilization has run at 92% for two months against an 85% ceiling. What it means: the team is at capacity, and growth is now a pricing or hiring decision, not a sales one. What to do next: reprice the top three retainers before adding headcount, starting with Coleman. Agreed in the session, tracked until the margin moved.
See how Visory works in practiceThe monthly rhythm
Run every month to the same rhythm.
Insights is the last move of a rhythm that starts with the books: the close, the brief, your read, the session. Here is March for Harbour Studio.
Business day 3 The close behind it Books reconciled and closed on the agreed timetable
With the close The Insights brief In plain English Gross margin 64%, up 2.1 points since January, against a 60% target
Your read Short enough to finish Specific enough to argue with, with the questions worth bringing to the session
Thursday, April 9 The session 9:00 to 9:45am with your Business Performance Partner, ending on the next move
9:00 to 9:45am with your Business Performance Partner, ending on the next move The close behind the brief is bookkeeping, part of the same rhythm.
See how Visory works in practiceIn their words
What changes when the month ends in a decision.
Rachelle Harper Co-founder and COO · BrandBossHQ One month, end to end · Harbour Studio
64% March gross margin, up 2.1 points since January against a 60% target, with the why behind it in the brief.
92% Utilization against an 85% ceiling: the signal that the team is at capacity and the next hire pays for itself.
One move Reprice the top three retainers, Coleman first: agreed in the session, tracked until the margin moved.
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.
Insights runs on the work the rest of your finance function does every month. The cleaner the layers beneath it, the sharper the conversation.
Bookkeeping
Every transaction coded and reconciled, month-end closed on schedule.
Explore bookkeepingPayroll
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 receivableCommon questions
Get straight answers on Visory Insights.
What CEOs, presidents, and founders ask before they book the first session.
What is included every month?
The six deliverables above: the plain-English brief with every close, the profitability, trends, and cash views inside it, one recommended move, and a structured session with your Business Performance Partner.
Who is the Business Performance Partner?
Your main contact at Visory: fluent in P&L, cash, and margins, grounded in how services businesses actually operate, and accountable for every recommendation. Delphi AI helps prepare the analysis; your partner checks it and owns it. How your partner works.
How is this different from the reports my accountant or software already gives me?
Reports and dashboards describe; Insights decides. The brief is written in plain English on books that reconcile, it names what changed and what it means, and the session ends on one move, agreed and tracked. It is a performance conversation, not a dashboard.
Is this a virtual or fractional CFO?
It covers the ground most businesses go to a fractional or virtual CFO for: margins, cash, pricing, hiring timing, and the board-level read, inside the monthly rhythm. There is no standalone CFO offer; that work sits inside Visory Insights, in the partner session, rather than as a separate engagement.
Do we need Visory bookkeeping to use Insights?
Insights runs on reconciled books, because analysis on unreconciled numbers is confidently wrong. Most customers run both together; your Business Performance Partner will walk through what your current books make possible.
How often do we meet?
Monthly or quarterly, whichever suits how you run the business. The brief still arrives with every close, and your partner is a message away on the platform between sessions.
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. See the pricing page for an estimate.
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
End every month with a decision.
Start with a discovery call. We will listen first, then show you what your own numbers have been trying to say.