T
Thesis
The Agents · Always-on review

Clients won't catch errors
before you do.

Every account, every period, scanned for missed accruals, payroll variance, coding errors, and balance-sheet drift — around 160 deterministic checks plus an AI pass. Each finding comes with a plain-English recommended step — your reviewer signs it off.

Continuous scanningPlain-English findingsRecommended next stepMateriality-aware
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Reviewing now
Caught before clients did

Every period, every account, before sign-off.

Every account
scanned each period
Ranked
findings by dollar impact
Fast
scans a full period in seconds
Caught early
before clients see it
Always-on scan

A second pair of eyes
on every account.

The agent scans every account in every period — it doesn't wait for you to look. Missed accruals, payroll variance, coding errors, tie-out breaks, balance-sheet drift. Plain-English finding, ranked by impact.

  • Around 160 deterministic checks across every account, plus an AI pass
  • Ranks findings by dollar impact and severity
  • Hands you a plain-English recommended step for each finding
  • Learns your firm's materiality thresholds — ignores $5 noise
Every account
scanned each period
Caught early
before clients see it
thesis · close-review · findings
Close Review · AI findings
Ranked by impact
Balance sheet doesn't tie out
high severity · recommended step ready
High
Missed rent accrual
high severity · recommended step ready
High
Payroll growing faster than revenue
med severity · recommended step ready
Medium
Coding error — wrong GL account
med severity · recommended step ready
Medium
Uncategorized transactions
low severity · recommended step ready
Low
Recommended step: post the missed rent accrual for the period before sign-off — reviewer decides and posts the entry.
Recommended steps

Plain-English finding,
recommended next step.

The agent doesn't just flag — it explains. You see the source rows it pulled over, the rule it applied, and a plain-English recommended step. Your reviewer decides the entry and signs off, with a full audit trail.

  • Source-rows view: see the exact data the agent reasoned over
  • Plain-English recommended step — never a black-box flag
  • Reviewer decides the entry: accept, edit, or dismiss the finding
  • Every finding links to its source rows for a clean audit trail
thesis · finding detail
Missed rent accrual
Example finding · high severity
Rent was incurred this period but no accrual was posted. The recommended step is to accrue rent so the period is complete — your reviewer decides and posts the entry.
Example entry
6200 · Rent Expense
Dr
2100 · Accrued Liabilities
Cr
Materiality-aware

Learns your firm,
not just the rules.

A $50 variance on a $5K MRR client is noise. A $50 variance on a 12-rep payroll is signal. Thesis learns the materiality thresholds your reviewers actually apply — so you don't drown in $5 cents-off-on-the-cash flags.

  • Per-client materiality auto-tuned from your accept/reject history
  • Never flag below your reviewer's bar — never miss above it
  • Tune up or down by category (cash, AR, payroll, accruals)
  • Audit-ready report: every accepted/rejected finding with the threshold applied
thesis · materiality thresholds
Materiality thresholds
Auto-tuned from your accept/reject history
Cash & equivalentsFirm-tuned
Accounts receivableFirm-tuned
PayrollFirm-tuned
Accruals & deferralsFirm-tuned
UncategorizedFirm-tuned
FAQ

The agent, explained.

No — never. The agent surfaces findings with a plain-English recommended step; a human reviewer always decides the entry and signs off before anything posts to QBO. We made this an architectural choice, not a setting.
A two-stage review: around 160 deterministic checks across every account, plus an AI pass. The checks span seven areas — completeness, coding, tie-out, explainability, meta, presentation, and compliance — surfacing things like missed accruals, payroll growing faster than revenue, coding errors, tie-out breaks, and balance-sheet drift.
Materiality is tuned per client, and you can dial categories up or down manually. The goal is high-signal findings, not $5 noise.
QBO's accountant tools surface what's there. The agent reasons over what should be there — for instance, flagging payroll growing faster than revenue, or a balance sheet that no longer ties out. It also explains every finding in plain English, not just a flag.

The next embarrassing call
never has to happen.

Connect a client. Run the close-review agent on last month. See what we surface — for free, in 14 days.

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