Company

Building the operating system for the next era of financial services

Visory was founded on a simple observation: accounting firms have world-class people doing work that machines should handle. We're fixing that.

Our story

Visory began as a technology-enabled financial services firm in Melbourne, Australia. We spent years building the workflows, quality systems, and client management processes that make financial services work at scale. Then we realised something: the infrastructure we'd built had a far bigger application than our own business, and so we decided to share it with the industry.

We still run our own retail accounting and bookkeeping practices today. visory.com.au serves clients across Australia and New Zealand, and getvisory.com serves the US market. We employ the accountants, manage the clients, run the payroll, and close the books every single month. The Visory Agent Platform wasn't designed in a lab. It was built inside a live accounting operation by technologists who sit alongside accountants, bookkeepers, and client managers every day.

We have direct access to the staff doing the work and the clients receiving it. Every workflow, every approval gate, every confidence threshold in the platform exists because we encountered the problem ourselves first. We're operators solving the same problems you have. The platform is the result of encoding nearly two decades of financial services operating experience into configurable, AI-powered infrastructure.

What we believe

The best accountants aren't the fastest at data entry. They're the ones who understand context, build relationships, and make strategic decisions. Our platform lets them focus on exactly that. Humans are for judgment. Machines are for execution.

Every AI decision in our platform comes with full reasoning chains. No black boxes. Your team sees exactly what happened and why, every single time. Transparency isn't a feature. It's foundational to how we build.

The industry doesn't need another app. It needs a new operating model. We build infrastructure that firms own and operate, not another vendor dependency. Infrastructure compounds. Point solutions don't.

Melbourne and New York. Built for the world.

Deep roots in financial services, across two continents

Our leadership team brings decades of experience scaling financial services operations. Founded in Melbourne with deep Australian regulatory expertise, Visory now operates across both the Australian and US markets from offices in Melbourne and New York City. The platform is built on that combined understanding of both markets.

Australian compliance: ATO, ASIC, BAS, STP, and local regulations

US compliance: IRS, state tax, GAAP, and local filing requirements

Deep integrations with Xero, MYOB, QBO, and regional ecosystems

Workflows informed by best practice across both markets

GLOBAL PRESENCE 🇺🇸 New York City North America HQ 🇦🇺 Melbourne Asia-Pacific HQ

Want to learn more?

We'd love to show you what we're building and hear about the challenges you're solving.

Get in Touch