Onboard. Close. Advise.
One operating system.
Thesis is the AI-native operating system for small accounting firms — one place to onboard a client, run the month-end close on live QuickBooks data, catch the errors they'd catch before they do, and deliver client-ready CFO write-ups. The whole engagement, from kickoff to advisory, runs on one system instead of ten disconnected tools.
No credit card required · SOC 2 audit in progress · 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 moves up-market.
The first two pillars give your team back its week. The last two turn that time into advisory work you can bill for — and a portal that keeps clients close.
A close that half-builds itself
Live QBO balances flow in, your checklist carries forward from last month, AI suggests the tasks you're missing, and every step routes from preparer to reviewer to sign-off — with the period frozen once it's signed.
See it in actionA second pair of eyes on every account
Thesis scans every account, every period, for missed accruals, payroll variance, coding errors, tie-out breaks, and balance-sheet drift — and hands you a plain-English recommendation for each finding.
See it in actionTurn every close into a CFO report
AI drafts a client-ready CFO write-up — variance commentary, trend analysis, forward-looking recommendations, every number traced to source. You add the final polish and send it as an advisory deliverable.
See it in actionOne branded home for every client
A branded portal where clients review the financials you publish, answer data requests, approve deliverables, and follow the partner referrals you send — so your firm shows up as the system of record, not a monthly PDF.
See it in actionYour firm's best close,
running itself.
Template-driven workflows carry forward 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
- Drafts balanced journal entries for common items like bank fees and interest
- Routes each step preparer → reviewer → sign-off, freezing the period on sign-off
- One SOP library for your whole firm — version-controlled and inheritable
Clients won't catch errors
before you do.
Thesis runs a two-stage review over every account, every period — around 160 deterministic checks plus an AI pass — and hands you each finding with a plain-English recommended step.
- Scans every account in every period — doesn't wait for you to look
- Flags missed accruals, payroll variance, coding errors, tie-out breaks, and balance-sheet drift
- Explains each finding and the recommended fix in plain English
- Findings are durable and route into the close for reviewer sign-off
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.
A branded home
for every client.
Clients get a portal in your firm's name — magic-link sign-in, no password. They review the financials and write-ups you publish, answer data requests, approve deliverables, and follow the partner referrals you send.
- Branded, magic-link portal — clients see only what you publish
- Financial packages, CFO write-ups, and documents in one place
- Two-way data requests: clients answer, upload, and code transactions
- Send tracked partner referrals (tax, legal, insurance) to your clients
Per client, per year.
How a single client can expand from bookkeeping-only to bookkeeping + CFO review + one referred partner — you set every price:
Your firm, rewired.
Run the numbers on your firm.
A worked example with sample inputs — swap in your own firm's numbers to see the math.
Illustrative example based on the sample inputs shown on the left — swap in your own numbers. Figures are estimates, not a guarantee of results.
Pays for itself with the
first client renewal.
14 days free · No credit card required · Cancel any time
One simple price. Every feature, every client — no tiers, no seat limits.
- Unlimited team members
- Close checklist + AI close review
- Live QuickBooks Online — plus CSV/Excel import
- CFO write-ups (AI)
- Branded client portal & data requests
- SOP library & partner referrals
- Priority support
Billed monthly per active client · Cancel any time
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 audit in progress · Built in the U.S.