The trigger
I can’t trust what I’ve got.
Reports that arrive late, numbers that change after the fact, a BAS that surprised you. Once the figures are in doubt, every decision built on them is too.
Outsourced finance function
A complete finance function, without building one.
Visory runs your finance function end to end. Bookkeeping, payroll, payables and receivables, done by a dedicated team you know by name, and the month handed back to you as decisions, not a pile of reports.
- Five services, one team and one platform
- A dedicated team you know by name
- One flat monthly fee for the agreed scope
Bookkeeping 384 lines matched 
Bookkeeper
Bookkeeper Payroll 12 people paid 
Payroll Officer
Payroll Officer Payables 8 bills paid Bookkeeper
Bookkeeper Receivables Debtor days at 24 Visory team
Visory team Delphi AI Prepared and checked all four in the background
Insights session with JessicaBusiness Performance PartnerThursday 9 April The month, in one decision
Reprice the top three retainers You
Why businesses come to Visory
Nobody comes looking for something better. They come to get something solved.
The businesses that move to Visory are usually already paying someone. What they do not have is a finance function they can rely on. These are the four moments that bring them here.
The trigger
I need this off my plate.
Reconciling, chasing invoices and running pay are eating the hours that should go on clients, programs or growth. The owner has quietly become the finance team.
The trigger
Everything depends on one person.
An internal bookkeeper, a part-timer or a sole practitioner: their week off is your month behind, and the knowledge of how your money moves lives in one head.
The trigger
The numbers won’t hold up in the room.
A board, a bank, a funder or a buyer wants the position by client, program or service line, and the books cannot answer the question.
If one of those is you, what follows is what a whole finance function looks like, and what it would cost you to build one yourself.
The concept
Between a bookkeeper and a finance team.
Most businesses sit between a part-time bookkeeper and a finance team they are not ready to build. An in-house function is built from salaries. Visory is the third option: the whole finance function, run for you, for one fee.
What most start with
A part-time bookkeeper
Keeps the books, and stops there. Payroll, bills, collections and reporting stay on your desk, and the numbers arrive too late to act on. Cheap on paper; the gap is the part you pay for.
What comes next is a big step
An in-house finance team
Runs the function, but it is built from salaries: a bookkeeper, a payroll officer, and someone senior to make sense of it all. Three roles, carried all year, before the business is ready to fill them.
The third option
Visory
Your finance function, run end to end by a dedicated team you know by name, with Delphi AI preparing and checking in the background, for one flat monthly fee. You get the function without building it.
Compare every way to get your books done, and what each costs
The layers
A finance function, layer by layer.
A finance function is a set of jobs, not a job title. Visory runs them as layers, each built on the one beneath it, and you take the layers you need. Everything above finance operations comes with a conversation.
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Foundation
Goals and set-up
Understand the business before touching the numbers.
- Your goals and context
- A chart of accounts restructured around how the business runs
- Reporting designed around what you need to see
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Layer one
Finance operations
Run the month.
- Bookkeeping
- Payroll
- Accounts payable
- Accounts receivable
- Month-end close
Four services, each one its own page. Take the ones you need.
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Layer two
Management reporting
Report against the plan.
- The Insights brief with every close
- Profitability by client, service line or program
- Trends, in plain English
- Figures that hold up in front of a board
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Layer three
Planning and commercial finance
Plan, and find the money.
- Cash and runway, looking forward
- Where the margin is made and lost
- The one move worth making next
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Layer four
Finance leadership
Hold the business to its goals.
- Monthly or quarterly sessions with your Business Performance Partner
- The questions a finance lead would ask, asked
- A standing relationship, not a project
Layers two to four are delivered as Visory Insights: once a month, what changed, what it means, and what to do next.
The services
Five services, one finance function.
Each service stands on its own, and you take only what you need. Together they run the money end to end: records kept, people paid, cash protected and collected, and the numbers returned as decisions.
Bookkeeping
The foundation of your finance function: every transaction coded and reconciled, so every other number can be trusted.
Explore bookkeepingPayroll
The part of your finance function your people feel: prepared and checked, approved by you, paid on time every cycle.
See how payroll runsAccounts payable
Where your finance function protects cash: bills captured, checked against what's already paid, and paid when you say so.
See accounts payableAccounts receivable
Where your finance function brings cash in: invoices out on schedule, overdue accounts followed up in your name.
See accounts receivableVisory Insights
Where your finance function ends in decisions: once a month, what changed, what it means, and what to do next.
See how Insights worksHow it runs
One team, one platform, one monthly rhythm.
However many services you take, the function runs the same way.
The team
Four named roles, one point of contact
A Business Performance Partner accountable for everything Visory delivers, a Manager who runs the service day to day, and a Bookkeeper and Payroll Officer doing the work. Backed by a shared bench, so a week off is never your month behind.
The platform
Delphi AI, in the background
Delphi AI prepares and checks the routine work in the background, so your team’s time goes on judgement and advice. Nothing that moves money happens without your approval.
The rhythm
A month that ends in a decision
Your books close on an agreed timetable, the Insights brief lands with the close, and your partner works through the next move with you. Reports are walked through, never emailed and left.
One month, one function
What comes back to you each month.
Here is March for Harbour Studio, a design practice at about $4.5m in revenue, run as one finance function: four services through the month, then one session that ends in a decision.
Bookkeeping
384 bank lines matched
Closed on schedule.
Payroll
12 people paid
Friday 27 March, approved by you first.
Accounts payable
8 bills paid
One $1,240 duplicate held before it went out.
Accounts receivable
24 debtor days
Down from 31 over six months.
Thursday 9 April · the session
Gross margin 64%, up 2.1 points since January, against a 60% target.
The brief landed with the close. In the session, the partner put the choice plainly: a senior hire fully loaded at about $180k costs four margin points, and repricing the top three retainers is worth about the same. The decision: reprice first, hire second.
See how Visory Insights worksWho it's for
Written for the business that has outgrown a bookkeeper.
And is not yet ready to hire a finance team. There is no revenue floor; this is the shape Visory does its best work for.
Visory fits
The leaders we do our best work for.
- You lead a services business or not-for-profit where wages are the biggest cost and the month runs on people, invoices and payroll.
- You are accountable for results: a CEO, managing director, general manager or founder, or the finance manager who reports to them.
- You want the work done and the numbers used, not one or the other.
- Someone outside the business has to trust the figures: a board, a bank, a funder or a buyer.
Where it fits less well
Where we will tell you so on the first call.
- You want the books kept and nothing more, at the lowest possible price. A capable local bookkeeper will serve you well.
- You already run an in-house finance team and need software, not a function.
- You need a one-off project, an audit or tax advice rather than a monthly rhythm. Visory is a monthly service, because the value is in the rhythm.
On the line between the two? The discovery call is where we find out, together.
Book an obligation-free discovery call
Pricing
Know the cost before you start.
One flat monthly fee for the scope we agree, however many services you take. 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.
One fee, not three salaries
An in-house function is a bookkeeper, a payroll officer and someone senior, carried all year. Visory is one fee for the function, with cover built in.
Common questions
The questions leaders ask about the whole function.
Straight answers. Each service page carries its own questions; these are the ones about running the function as one.
Is this a virtual CFO?
No, and it is more than one. A virtual CFO reads numbers that someone else still has to make, so the advice is only as good as the books underneath it. Visory runs the function that makes the numbers, then your Business Performance Partner walks you through what they mean and what to do next. The strategic conversation happens on books that are already right, inside your regular sessions rather than at a day rate.
Do we have to take all five services?
No. Each service stands on its own and you take only what you need. Bookkeeping is the foundation, so Visory Insights runs on it, and payroll, payables and receivables are added when you want them. "Bookkeeping, a monthly brief and a forward view of cash" is a perfectly good engagement.
We already have a bookkeeper. What actually changes?
The books still get done, by a Bookkeeper on a dedicated team, with Delphi AI checking every line in the background. What changes is everything after the coding: the pay runs, the bills and the collections run on a cadence you agree, and the month comes back to you as a plain-English read on where the business is heading. See the real comparison on the pricing page.
How is this different from hiring a finance manager?
A finance manager is one person at one salary, who still needs a bookkeeper and a payroll officer underneath them and is away when they are away. Visory gives you the roles, the platform and the cover for one flat monthly fee, and the fee only changes when the scope does.
How long does it take to get started?
Onboarding runs in phases: a kick-off where your team gets access and the scope is agreed, the foundation work on your chart of accounts and reporting, the platform set-up, then go-live and your first month-end close. The state of your books sets the pace. See onboarding, phase by phase.
Our books are months behind. Can you still take us on?
Yes, and it is common. A catch-up is scoped into onboarding so Visory starts from reconciled numbers, and the backlog is worked while the current month stays current. See how catch-up bookkeeping works.
More questions, longer answers. Every question has its own link. See all common questions
General information for Australian businesses, 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 analyse 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
The best is ahead for your business.
Start with a discovery call. We will listen first, then show you what your own numbers have been trying to tell you.