Close the month.
Charge like a CFO.
Thesis is the AI operating system for small accounting firms. Agents close your books in two days, catch the errors your clients would, and draft CFO write-ups you can bill $750/month for — so your firm grows revenue without growing headcount.
No credit card required · SOC 2 controls in place · Cancel any time
You're doing CFO work
in a bookkeeping operating system.
Small accounting firms are stuck in the gap between QuickBooks and a real advisory firm — drowning in manual work, watching mistakes slip through, and leaving advisory revenue on the table. Thesis is built to fix all four at once.
Your week disappears into manual close work
Reconciliations, journal entries, chasing clients for receipts, copying numbers from QBO into Excel. The close runs long and still ships late.
Errors get caught by clients (or worse, the IRS)
Missed accruals. Cutoff problems. A vendor invoice booked in the wrong period. By the time anyone notices, you're three days into rework and one trust point down.
You deliver CFO insights, charge bookkeeping rates
Clients call you for budgeting, cash flow, hiring decisions — the whole thing. Your invoice says 'Monthly bookkeeping — $650'. The gap between what you give and what you charge is pure unclaimed revenue.
You can't grow without hiring
Every new client means more headcount. There's no leverage in your firm — just more hours. The partners you refer clients to are billing multiples of what you do for the same engagement.
AI does the busywork.
Your firm does the upsell.
Every pillar maps to a real number on your P&L. Pillars one and two save your team time. Pillars three and four put new revenue on the table.
Your AI close team
Agents reconcile accounts, draft journal entries, populate the checklist, chase data requests, and route work to the right preparer. The same close that took your team a week now takes two days.
See it in actionA second pair of eyes on every account
Thesis scans every account, every period, for cutoff errors, missed accruals, duplicate vendor bills, payroll variance, and balance-sheet drift — and writes the fix.
See it in actionTurn every close into a CFO report
An AI agent drafts a client-ready CFO write-up — variance commentary, trend analysis, forward-looking recommendations. You add 10% of the polish, charge 3× the fee.
See it in actionThree revenue surfaces, built in
A branded client portal where clients see live financials and get upsell prompts. A productized service catalog. A partner marketplace that pays commission on every referral.
See it in actionYour firm's best close,
running itself.
Template-driven workflows populate from your last close, inherit QBO balances, and route work automatically. Add a tool, add a step — your SOPs become living software.
- Pulls live trial balance, chart of accounts, JEs, and aging from QBO
- Agents auto-draft reconciliation journal entries for your review
- Routes each step preparer → reviewer → sign-off with full audit trail
- One SOP library for your whole firm — version-controlled and inheritable
Clients won't catch errors
before you do.
Thesis scans every account, every period, for cutoff errors, missed accruals, suspicious JEs, and balance-sheet drift — and writes the remediation step for you.
- Scans every account in every period — doesn't wait for you to look
- Flags cutoff errors, missed accruals, and balance-sheet drift
- Writes the remediation journal entry and explains the fix in plain English
- Learns your firm's materiality thresholds over time
Close the month.
Bill like a CFO.
Point the agent at a closed month. It drafts a client-ready write-up with charts, variance explanations, and forward-looking recommendations. A deliverable that took three hours now takes fifteen minutes — and reads better than the one you wrote by hand.
- Pulls P&L, balance sheet, trailing KPIs, prior commentary, your tone
- Drafts variance explanations, trend analysis, and forward-looking recs
- You review the last 10%, brand it, and send — 15 minutes end-to-end
- Every draft is linked back to its source — full audit trail for review
Each paragraph traces back to specific rows in the GL via fact tokens — variance commentary, normalization, and forward-looking guidance grounded in the trial balance you just closed.
Reviewers can edit any paragraph; the prompt log shows which GL rows the agent cited.
Every close becomes
a sales surface.
Three built-in revenue surfaces: a branded client portal, a productized service catalog, and a partner marketplace that pays commission on referrals you already make.
- Client portal with live financials, data requests, and upsell prompts
- Drag-and-drop service catalog — quote, accept, deliver in one flow
- Partner marketplace with trackable referral links and payouts
- MRR tracking + per-client expansion metrics in the firm dashboard
Per client, per year.
The math on a single client that upgrades from bookkeeping-only to bookkeeping + CFO review + one referred partner:
Your firm, rewired.
“We raised every engagement by $800/month because we could finally show clients what they were paying for. The CFO write-up sells itself — my partners just have to sign off.”
Run the numbers on your firm.
Thirty seconds. Honest math. The savings are yours before the month is over.
Close-time savings: 60% — Thesis beta cohort average (n=12 firms). Advisory attach: 20% default is conservative vs. beta data of 28%.
Pays for itself with the
first client renewal.
14 days free · No credit card required · Cancel any time
For solo bookkeepers getting month-end under control.
- Up to 5 clients
- Close checklist + AI review
- QuickBooks integration
- Client portal
- Email support
For growing firms moving into advisory.
- Up to 25 clients
- Everything in Starter
- CFO write-ups (AI)
- Team training library
- Partner marketplace
- Custom SOP templates
- Priority support
For multi-partner firms with 25+ clients or custom needs.
- Unlimited clients
- Everything in Pro
- SSO + SAML
- Dedicated CSM
- Custom integrations
- Volume discounts
Compare all features ↓
Questions we hear a lot.
Close the next month
with Thesis.
14 days free. No credit card. Your first close runs faster or it's on us.
or sign in · talk to sales
SOC 2 controls in place · Built in the U.S.