Visory Insights
Visory Insights is where your finance function ends in decisions. Every month your numbers come back as a plain-English brief, and you work through them with your Business Performance Partner in a session, monthly or quarterly: a performance conversation, not a dashboard.
“Strongest margin in six months. Let’s model the hire before any offer goes
out.” Jessica MitchellBusiness Performance PartnerSession Thursday 9 April Trusted by growing businesses across Australia and the US.
What every engagement includes
The brief arrives with every close. Anything else is built around what you need to know, below.
A plain-English read on the month, delivered with the close it is built on, not weeks after it.
Gross margin by service line, revenue stream or program, so you can see which work actually makes money.
Revenue and expenses month over month, with the operating context behind each movement.
Where cash sits today and where it is heading over the coming weeks, so you can time hires, payments and spend.
One recommendation worth acting on before next month, agreed with you and tracked until the numbers move.
A structured working session with your Business Performance Partner, monthly or quarterly, whichever suits how you run the business.
A budget built with you each year, and reforecast as the year moves.
Finance governance, including attendance at your board meeting where required.
Where your money goes, supplier by supplier, and where it can be cut or renegotiated.
Possible when your project and time data supports it, and scoped with you separately.
And what is not included: audits, tax advice and one-off consulting projects. The value is in the rhythm. Insights runs on reconciled books, so it pairs with bookkeeping, and virtual CFO conversations live inside the partner session rather than as a separate engagement.
Why change
Most businesses do not lack reports; they lack the conversation after the reports. Pages arrive, weeks late, get read once, and the question that matters goes unanswered: so what do we do?
What changed, what it means, and what to do next, on books that reconcile.
Forty-five structured minutes with your Business Performance Partner.
Delphi helps prepare the analysis; your partner checks it and is accountable for every recommendation.
No timesheets, no hourly billing, no surprises.
Producing the numbers and acting on them are different jobs. Visory Insights closes the gap.
One system, five services
Every Visory service runs the same way: a dedicated client team, Delphi AI under their oversight, and one platform where you can see all of it.
The same system runs bookkeeping, payroll, payables, receivables and Visory Insights. Only the work changes.
Bookkeeper Why a conversation, not a dashboard
A dashboard can tell you margin moved. It cannot tell you why, whether it matters, or what you should do on Tuesday. That takes someone who knows your business, your numbers and your goals, sitting across the table once a month.
Every insight in the brief runs the same way: what’s happening, what it means, what to do next. It always ends on the action, and the session always ends with one move agreed.
Your Business Performance Partner owns the relationship, the brief and the session.
What’s happening: utilisation has run at 92% for two months against an 85% ceiling. What it means: the team is at capacity, and growth is now a pricing or hiring decision, not a sales one. What to do next: reprice the top three retainers before adding headcount, starting with Coleman. Agreed in the session, tracked until the margin moved.
See how Visory works in practiceThe monthly rhythm
Insights is the last move of a rhythm that starts with the books: the close, the brief, your read, the session. Here is March for Harbour Studio.
9:00 to 9:45am with your Business Performance Partner, ending on the next move The close behind the brief is bookkeeping, part of the same rhythm.
See how Visory works in practiceIn their words
Having Visory as a flexible partner to handle our day-to-day has meant real relief for our CFO. From an economies of scale perspective, the outsourced model is cost-effective compared to bringing someone in-house, and the handoff to our external accountant for tax has been noticeably smoother than it was before.
One month, end to end · Harbour Studio
Pricing
One flat monthly fee for the scope we agree. Nobody here bills by the hour.
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.
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.
Choose the services you need and see an estimated monthly fee on the pricing page, in your own time.
The finance function
Insights runs on the work the rest of your finance function does every month. The cleaner the layers beneath it, the sharper the conversation.
Every transaction coded and reconciled, month-end closed on schedule.
Explore bookkeepingPay runs prepared, checked, and paid on time, every cycle.
See how payroll runsBills captured, checked against what’s already paid, and paid when you say so.
See accounts payableInvoices out on schedule, overdue accounts followed up in your name.
See accounts receivableCommon questions
What CEOs, managing directors and founders ask before they book the first session.
The plain-English brief with every close, with margin by service line, trends and a short-term cash forecast inside it, one recommended move, and a session with your Business Performance Partner. Budgets, board work, supplier spend reviews and margin by customer are added when you need them.
Your main contact at Visory: fluent in P&L, cash and margins, grounded in how services businesses actually operate, and accountable for every recommendation. Delphi AI helps prepare the analysis; your partner checks it and owns it. How your partner works.
Reports and dashboards describe; Insights decides. The brief is written in plain English on books that reconcile, it names what changed and what it means, and the session ends on one move, agreed and tracked. It is a performance conversation, not a dashboard.
It covers the ground most businesses go to a virtual CFO for: margins, cash, pricing, hiring timing and the board-level read, inside the monthly rhythm. Virtual CFO conversations live in the partner session rather than as a separate engagement.
Insights runs on reconciled books, because analysis on unreconciled numbers is confidently wrong. Most customers run both together; your Business Performance Partner will walk through what your current books make possible.
Monthly or quarterly, whichever suits how you run the business. The brief still arrives with every close, and your partner is a message away on the platform between sessions.
One flat monthly fee for the scope we agree, with no timesheets and no hourly billing. The fee reflects the services you take and the volume of work in your business, so you know the cost before you start. See the pricing page for an estimate.
General information for Australian businesses, not financial advice.
Getting started
Three steps, each useful on its own. Each one is where you find out what the next is worth.
An obligation-free conversation about your goals and what you want the numbers to tell you.
Obligation-free
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
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 feeGet started
Start with a discovery call. We will listen first, then show you what your own numbers have been trying to say.
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