In July 2025, Visory launched Visory Insights: a plain-English read of your numbers, once a month, that sets out what changed, what it means and what to do next. From the same month, every Visory customer has been served by a dedicated client team, rather than by a single bookkeeper or payroll officer.
Visory uses bookkeeping to build automation, and automation to deliver insights. Insights is the point where the work of the back-office comes back to you as a decision.
How the monthly read works
Every read follows the same order. It opens with what is happening, stated plainly. It then says what that means for you, usually in cash or time. It ends on one clear move. A read that stops before the move is a dashboard in prose, so Insights never stops there.
The read is the start of a performance conversation, not a dashboard. In structured sessions, a Business Performance Partner works through it with you and turns it into decisions.
A dedicated team you know by name
The usual arrangement in outsourced bookkeeping is one person on your account. That works until they go on leave, move on, or you ask a question that sits outside what they do. From July 2025, every Visory customer has had a team around their account instead: four named roles, all across the business.
Business Performance PartnerYour main contact, accountable for everything delivered. - Bookkeeper Keeps your books accurate, from coding to month-end and BAS.
- Payroll Officer Runs every pay run, paid and reported through Single Touch Payroll.
Backed by a shared bench
- Technical leads
- Customer solutions
- Insights specialists
Delphi AI assists across the team’s work as copilot and quality checker, and a person checks every result.
A team changes three things. You have more people to turn to: a payroll question goes to the person who runs your pay runs, and a question about the numbers goes to the partner who walks you through them. The service goes deeper, because four roles cover more ground than one person can, from the books and the pay runs to the running of the service and the advice on top. And if someone leaves, the rest of the team is already across your account, so the service carries on without starting again.
Behind the team sits a shared bench of technical leads, customer solutions and insights specialists. The person who walks you through your numbers sits on the same team as the people who keep your books and run your payroll.
In 2025 the team did the work, and Delphi AI assisted as copilot and quality checker under their oversight.
About this announcement
Written by The Visory team. Published . Part of Visory’s company announcements: launches, recognition and milestones, each with the date it happened.