Quote, sell, refer —
from one screen.
Drag-and-drop service catalog: clients pick, accept, get billed. Plus a partner marketplace that pays you a real commission on referrals you already make to lawyers, tax pros, and insurance brokers.
No credit card required · SOC 2 controls in place · Cancel any time
Sell more to clients you already have. Get paid for the partners you already trust.
Productize the work
you already do.
Drag a service into your catalog, set the price, gate it by client tier. The next time the client logs in to their portal, they see it. They click 'add', accept terms, and you've signed an SOW — no DocuSign loop.
- Pre-built services: CFO review, cash forecast, budget vs actual, controller, tax-prep
- Set your own pricing — Thesis never sees a cent of the service fee
- Per-client gating: don't pitch a $2.5K controller to a $200/mo client
- Auto-bill via Stripe or QuickBooks Online — your choice of rails
Get paid for the referrals
you already make.
When a client asks for a tax attorney, an insurance broker, or a payroll provider — you usually point them somewhere for free. The marketplace turns those intros into a real revenue stream. Trackable links, auto-payout, no awkward kickback emails.
- Curated partner network: tax, legal, insurance, payroll, R&D credits
- Trackable per-firm, per-client referral links
- Commission deposited monthly via ACH — no chasing payouts
- All disclosed to the client up front; ethics-board friendly
One screen.
All the math.
Track ARR, MRR, expansion, churn, referral commissions, partner mix — across the whole firm. Spot which services land, which clients are ready for the next tier, and which referrals partners are converting.
- MRR + ARR breakdown by service line
- Per-client expansion timeline (bookkeeping → CFO → controller)
- Referral attribution: which partner is converting at what rate
- Forecasted firm revenue based on signed-but-not-yet-active services
“The marketplace turned eight years of free intros into $3,400 in trackable commissions last year. And the catalog let me sell a controller engagement on the portal in 30 seconds, no SOW PDF.”
The marketplace, in fine print.
Two new revenue lines.
No new headcount.
Spin up your service catalog in an afternoon. Make a referral that pays you back, in week one.
14 days free · No credit card · Cancel any time
SOC 2 controls in place · Built in the U.S.