Visory
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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 your business, recognizes useful patterns, and surfaces the moves that take it forward.

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⌕ Search Visory
♢22 JM

Good afternoon, Jordan!

◉ Active workflowsView all

Please action these tasks to progress your workflows

Assigned to you · 3 Assigned to others · 8
ServiceWorkflowDeadlineActionDue
Bookkeeping Month-end closeMeridian Creative Studio
Tue, 31 Mar Journal entries ◷ 3d 14h
Insights Insights Meeting · MarchMeridian Creative Studio
Tue, 31 Mar Preparing insights ◷ 4d 18h
Payroll March 15 Pay RunMeridian Creative Studio
Fri, 28 Mar Confirm pay run ◷ 1d 22h
◉ Your dedicated team
JM Jessica MitchellBusiness Performance Partner Online
JT James TorresQuality Lead Away
● Insights readyMarch 2026
Revenue$250K▲ 8.3%
Gross Margin64%▲ 2.1pts
Cash$340K3.7mo runway

Revenue is up 8%. Margins are holding strong. You are in a great position to make the senior account manager hire.

Integrates with the tools you already use

Asana
Bill
Gusto
Harvest
HubSpot
QuickBooks
Ramp
Stripe
Xero

Meet Delphi

It gets smarter the longer you are a client.

Delphi is Visory’s intelligence layer. It builds institutional memory, recognizes patterns, watches workflows, and helps your team find signals worth acting on.

▤ Layer 01 · Memory

Your business context

Every quirk, decision, relationship, and reason behind the numbers is stored and ready to use.

⌁ Layer 02 · Pattern

500+ peer businesses

Your signals are compared with businesses at a similar stage, including what worked and what did not.

✓ Layer 03 · Workflow

Live operating control

Every step is verified in real time, with due dates, service levels, owners, and exceptions visible.

✦ Layer 04 · Agents

AI agent network

Agents handle repeatable transaction work while your Visory team reviews the result and owns the outcome.

Layer 01 · Memory

Your context stops walking out the door.

The why behind your pricing, cash rhythms, team decisions, and client relationships remains available to every future review instead of living in one person’s head.

VBusiness memory
Always learning
Pricing decision

Retainers reset each July after annual client reviews

Team structure

Senior delivery capacity is the current growth constraint

Cash rhythm

Quarterly tax and software renewals compress cash in March

Client pattern

Three largest accounts buy the same expansion service

4 signals available to the team

Layer 02 · Pattern

Your numbers are more useful with context.

Delphi compares the patterns in your business with relevant services operators, while your partner decides what is genuinely comparable and useful.

Studio Aera 12 people · creative North Forty 8 people · consulting Lattice Lab 11 people · architecture Halo Build 9 people · design Lumen & Co 14 people · agency Frame Studio 7 people · creative
YouMeridian Studio9-person agency

Pattern found: firms with your delivery mix improved margin after separating strategy from production pricing.

Layer 03 · Workflow

Every step verified. Every month on time.

Delphi watches the work; your team remains accountable for the result.

April closeFinancial operations
3 of 5 steps active
✓
Transaction coding Delphi + Jessica M.
Done
✓
Bank reconciliation Jessica M.
Done
•
Accounts payable review Delphi reviewing 47 invoices
In progress
4
Month-end adjustments James T.
Queued
5
Final close review Lead Bookkeeper
Queued
Delphi flagged: Adobe vendor invoice of $3,400 is 42% above the trailing average.

One operating surface

The work, context, and status in one place.

Your financial back office feeds directly into Business Performance.

AI agents

Repeatable work is completed continuously, with exceptions routed to the right person.

Talk to Delphi

Ask questions in plain English and get answers grounded in your books and operating history.

Real-time dashboard

See the status of every service and workflow without chasing an update.

The full system

Clean books become better decisions.

One continuous loop connects the work, the operating context, and the decisions your team needs to make.

Learn about Business Performance
  1. 1

    Managed books

    Current, structured financial data maintained by your dedicated team.

  2. 2

    Delphi context

    Memory and pattern recognition that becomes more useful every month.

  3. 3

    Business Performance

    Reports, sessions, actions, and targeted programs built on that foundation.

Human accountability

Intelligence reviewed by people who know your business.

Every Delphi insight is reviewed by your dedicated team before it reaches you.

Your financial operations, connected through Delphi.

See how the managed back office and Business Performance layer work together for your business.

Talk to our team Get a free Business Performance healthcheck