
51 - 200 employees
Founded 2020
š³ Fintech
āļø SaaS
š¤ B2B
š° Seed on 2023-02
Fintech ⢠SaaS ⢠B2B
Visory is a technology-driven business focused on helping companies manage and optimize their financial performance through a combined platform, expert advisory services, and actionable insights. The company provides bookkeeping, payroll, and financial advisory capabilities alongside an AI-native engineering focus, serving other businesses primarily through remote and hybrid delivery models.
š„ 7 hours ago
šµš Philippines ā Remote
ā° Full Time
š Senior
š§āš« Bookkeeping and Clerks
š» Ghost score 14%
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51 - 200 employees
Founded 2020
š³ Fintech
āļø SaaS
š¤ B2B
š° Seed on 2023-02
Fintech ⢠SaaS ⢠B2B
Visory is a technology-driven business focused on helping companies manage and optimize their financial performance through a combined platform, expert advisory services, and actionable insights. The company provides bookkeeping, payroll, and financial advisory capabilities alongside an AI-native engineering focus, serving other businesses primarily through remote and hybrid delivery models.
⢠Own the quality, accuracy, completeness and timeliness of bookkeeping work for a group of US clients ⢠Review AI-assisted bookkeeping work and solve difficult or unclear cases ⢠Manage accounts payable, transaction coding, bank and credit card reconciliations, accounts receivable, month-end close, sales tax tracking and filings, 1099 preparation and the fixed-asset register ⢠Record errors, corrections and changes in a structured format to improve AI agents ⢠Identify repeated problems across clients and raise them with the Manager and product team ⢠Work with the product team to test improvements and help set quality standards ⢠Suggest and implement improvements to QuickBooks Online, Xero and other system settings and client information workflows ⢠Act as the main contact for day-to-day bookkeeping questions from US business owners and finance leads
⢠7+ years of hands-on bookkeeping experience ⢠At least 3 years working directly on US clients ⢠Exposure to multi-currency, inventory/COGS and complex reconciliations ⢠Strong knowledge of US GAAP fundamentals, cash and accrual accounting, multi-state sales tax, 1099 reporting, payroll journals and month-end close ⢠Advanced QuickBooks Online skills; QuickBooks ProAdvisor certified or equivalent ⢠Working knowledge of Xero and Dext ⢠Experience with Shopify, Gusto, Bill.com, Stripe and other payment gateway integrations ⢠Availability to work hours that overlap with the US business day ⢠Excellent spoken and written English ⢠Confidence leading conversations with US business owners ⢠Openness to working with an AI agent as a teammate, checking its work and providing clear feedback ⢠Clear written communication, especially in online, platform-based conversations ⢠Ability to explain accounting to business owners who are not finance experts ⢠Confidence making decisions on unclear accounting matters and explaining reasoning ⢠Personal responsibility for every client file ⢠Good judgment on when to escalate or ask for a second opinion ⢠Strong commitment to quality
⢠Fully remote work arrangement ⢠Opportunity to work with AI agents as teammates ⢠Opportunity to contribute to improving AI agent workflows and product quality ⢠Opportunity to work with a growing company changing the bookkeeping industry
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