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.
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.
Reconciliations, journal entries, chasing clients for receipts, copying numbers from QBO into Excel. Your team works 60-hour weeks during close and still ships late.
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.
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.
Every new client means more headcount. There's no leverage in your firm — just more hours. Meanwhile, the partners you refer clients to are billing 5× what you do for the same engagement.
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.
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 actionThesis 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 actionAn 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 actionA 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 actionTemplate-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.
Thesis scans every account, every period, for cutoff errors, missed accruals, suspicious JEs, and balance-sheet drift — and writes the remediation step for you.
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.
March came in 12% above February, driven by the Riverside and Oakwood project closings. Margin expansion is healthy and on plan.
Net income dipped 5% MoM due to the one-time equipment repair. Normalized net income is $79K (+4.6%).
I'd watch labor utilization this quarter. It's drifting toward the 76% threshold you set in February…
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.
The math on a single client that upgrades from bookkeeping-only to bookkeeping + CFO review + one referred partner:
Live sync with the ledgers, payroll, and payment tools your clients depend on.
Thesis pulls your live trial balance, chart of accounts, JEs, and aging. Setup in 90 seconds — no CSV exports.
Your firm's close checklist populates automatically. Every step knows its account, its owner, and its deadline.
Thesis scans for cutoff errors, missed accruals, and balance-sheet drift. You approve or dismiss — in minutes, not hours.
One click turns your closed month into a client-ready presentation, narrated by AI and branded to your firm.
Karbon is great practice management. Bench and Zeni are full-service bookkeepers — they replace your firm. Thesis is the only AI-native OS built for firms that want to keep their clients and move upstream.
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 rate: user-supplied; 20% default is conservative vs. beta data of 28%.
Thesis plan cost: Starter $99 (≤5 clients), Pro $299 (≤25), Scale custom (25+). See pricing below.
Labor cost: your input — make sure it includes benefits, taxes, and utilization.
“Our close shrank from 7 days to 3, and we caught two accrual errors in month one that would have embarrassed us later. This is the kind of safety net I didn't know I needed.”
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.
“Three of our preparers were burning out doing reconciliations by hand. Two months in, they're spending their afternoons on actual analysis. I don't have to hire as fast anymore.”
14 days free · No credit card required · Cancel any time
For solo bookkeepers getting month-end under control.
For growing firms moving into advisory.
For multi-partner firms with 25+ clients or custom needs.
14 days free. No credit card. Your first close runs faster or it's on us.