Not outsourcing. Not more tools for humans to operate. A configurable, agent-powered workflow platform purpose built for financial services firms who want higher margins and scalable growth.
Starting month-end close for Meridian Creative. Gathering account context and reconciling January transactions.
Retrieving account memories
For account meridian-creative
Reconciling bank transactions
847 transactions, January 2026
Matching invoices to payments
Cross-referencing AP/AR ledgers
All transactions reconciled. 3 items flagged: 2 duplicate alerts, 1 unmatched receipt over $5k threshold.
Generating trial balance
Period closing, January 2026
Compiling month-end report
Including variance commentary
Every component is configurable to your firm's specific workflows, compliance requirements, and service model. This is infrastructure you own and operate, not a vendor dependency.
A configurable library of accounting and financial services workflows, from month-end close and management reporting to payroll processing and BAS lodgement. Each workflow encodes the logic, dependencies, checkpoints, and escalation paths your firm needs.
Each agent is purpose-built with specific skills and tool-calling capabilities. They're embedded within workflows, operate within defined data boundaries, and execute with auditable reasoning chains your team can follow and verify.
Nothing reaches your clients without human sign-off. Every agent output passes through configurable approval gates with confidence scoring, risk flags, highlighted changes, and complete audit trails, satisfying regulatory and professional obligations.
The old model trades time for money. The new model trades intelligence for outcomes, and changes the economics of everything.
The firms that move now will build structural advantages that late movers cannot replicate. This is a once-in-a-generation operating model shift.
Compliance work is commoditising. Clients expect more value for less. The labour-multiplier model, where revenue scales linearly with headcount, is hitting a ceiling that no amount of hiring can fix.
The accounting talent pipeline is shrinking globally. Fewer graduates, rising salaries, increasing burnout. Firms can't hire their way to growth anymore. The people simply aren't there.
Firms that don't adopt AI infrastructure now will face competitors who did, delivering at twice the speed, at half the cost. The golden window for early adoption is measured in months, not years.
Your humans focus on relationships, judgment, and advisory. Your agents handle execution, quality checks, and data processing. Same org chart. Fundamentally different capabilities.
Firms running on Visory's platform don't just save time. They fundamentally restructure their cost base, capacity, and competitive position.
When AI agents handle execution and humans manage oversight, your gross profit margin shifts from the traditional 40–50% to 70–80%+. Same revenue, radically different profitability.
Take on more clients without hiring proportionally. Each team member's capacity increases by 40%+ because the repetitive execution work is handled by configurable agents working within your workflows.
Your people stop pushing data and start managing relationships, interpreting insights, and delivering strategic value. Retention improves because the work becomes more meaningful, not less.
Firms that adopt AI infrastructure now build compounding advantages: faster turnaround, higher quality, lower costs. Competitors who wait will face a structural gap they cannot close by hiring alone.
Visory doesn't just automate tasks. It provides the complete operating infrastructure a modern accounting firm needs to run accounting, bookkeeping, payroll, compliance, and advisory services at scale.
AI-powered financial insights surfaced automatically. Trend analysis, variance detection, cash flow forecasting, and industry benchmarks delivered to your clients proactively.
A branded client portal where your customers interact with their financial data, submit requests, view real-time progress, and receive AI-generated reports, all under your firm's brand.
Manage multiple offices, divisions, or client segments with firm-wide governance. Centralise quality standards while allowing local workflow customisation.
Every client gets a persistent knowledge base: industry context, historical patterns, preferences, and relationship notes that inform every agent interaction and human review.
Native connections to Xero, MYOB, QBO, Employment Hero, bank feeds, ATO portals, and more. Agents use these integrations as callable tools within workflows.
Real-time dashboards showing workflow throughput, agent performance, team utilisation, SLA compliance, and margin analysis across your entire practice.
We're working with a select group of forward-thinking accounting firms to deploy the platform. If you see where the industry is heading and want to move first, let's talk.