For accounting firms, bookkeepers & CFOs

Do your best work for 3× the clients.

Wurthy’s AI does the production work: importing, categorizing, reconciling, chasing. You review, decide, and sign. And the clients come to you.

Free · two minutes · no commitment.

New match for you
Butte Mountain ConstructionYour Accounting Team plan · construction · books caught up
Per client, per month
6 hrsdoing the books25 minreviewing & signing
Your seat, their workspace
Finance: books, close, reports
Every action signed as you
Team DMs & private chats, never visible
For accounting firms

Run 200 clients like one.

One platform for your whole book. Wes runs the repetitive labor; your firm runs the judgment, and sells the advisory.

95%
of repetitive labor, automated
the clients per professional
Day 3
close, for every client

Ask anything, about any client.

Wes is one agent across your entire book: every ledger, every close, every deadline. The question that took a staff afternoon now takes two seconds.

Youmanaging partner@wes Anything need attention before Friday?
WesAIevery client, one answer · 2 secondsThree things across your 41 clients:Hillcrest: cash dips Thursday · $31k payrollButte Mountain: 2 exceptions waiting on DanaRidgeline: close signed this morning, day 2

95% of the labor, off your team.

Daily books, month close, CFO advisory: pre-built workflows Wes runs end to end. Edit them once; every client runs your firm’s way.

Daily booksMonth closeCFO advisory
Import, categorize, reconcile Wes · done
Draft statements & flux notes Wes · done
Review 4 flagged exceptions your firm
+ Ridgeline CPA’s margin review your step

Every client gets their own product.

Live KPIs, reports, and Wes for the routine questions. Service load drops; the client experience gets better, not worse.

42 dayscash runway$18.4kopen AR61%gross margin
Mikeowner@wes Why is payroll higher in March?
WesAIinstantlyThree pay runs, five-week month. Nothing unusual vs. last year.
Answered, zero minutes of your firm’s time

Stop chasing clients for data.

Every system connects and imports automatically. Questions and requests go to the client’s own dashboard, where they actually get answered.

QuickBooks, bank & payroll: synced 6:02a
214 transactions imported overnight
Asked Butte Mountain: “what was the $400 charge?” answered 7:12a ✓
Requested March fuel receipts received ✓

Assign to people. Assign to Wes.

Tasks, reviews, and sign-offs: humans and AI on the same board, every engagement’s status in one view.

This week · 4 of your 41 clients
Sign May close · Butte Mountain signed 8:40a ✓
Review 2 exceptions · Ridgeline due today
Draft June statements · all clients Wes · running
Q3 forecast session · Hillcrest Thu 2:00
The whole point

Advisory becomes a product,
not a project.

Verified daily books and a signed close are the foundation. The CFO advisory agent builds on top, so every senior delivers advisory, not just the partners.

Get started freeFree · two minutes · no commitment
CFO advisory · pre-built on the books
13-week cash forecastgenerated
Budgets & scenario plansgenerated
Board & lender packagesgenerated
data entryadvisory
Your seniors, before
reviewadvisory & CFO work
On Wurthy
For solo professionals

Same platform. Your book of business.

Fractional bookkeepers

25 minutes per client, not 6 hours.

The same workflows, client product, and data ingestion, working for a book of one.

  • Clients brought to you, at a capacity you set
  • Wes does the entry and chases the receipts
  • Move up-market: close review & advisory, same workspace

A book of 15: about six hours of review a month. Capacity for 3× the clients, same nights free.

Start as a bookkeeper
Fractional CFOs

Walk into books already clean.

Every client arrives with reviewed daily books, a signed close, and your deliverables pre-assembled by the advisory agent.

  • 13-week forecasts, budgets & lender packages, generated
  • You pressure-test and present, not rebuild spreadsheets
  • Advise a bigger book at prices SMBs can afford

Cleanup weeks: zero. Every engagement starts at strategy: a book of 5 becomes 15.

Start as a CFO
How it works

Two ways clients arrive.
One simple deal.

Grow with clients we bring you, bring the book you already have, or both.

Simple, flat, per-client terms, set from your practice profile during onboarding, andshown before anything is billed.

Wurthy brings you clients

Accept the ones you want.

Businesses join Wurthy needing a professional. You see the client, the scope, and your monthly payout, before you say yes.

New match for you
Butte Mountain ConstructionYour Accounting Team plan · construction
Scope, workload & payout, shown up front
Books arrive already caught up
You bring your own clients

Your clients stay 100% yours.

Your rates, your invoices, your relationships. They get the client product; you get the leverage.

Your client · onboarded
Invite a client in one click
Their systems connect & import automatically
Your fees, untouched, ever

Simple, flat, per-client terms, set from your practice profile during onboarding, and shown before anything is billed.

Getting started

Start free. Working this week.

Two minutes to start. One verification. Then clients, with their books already caught up.

Wurthy saves us 10+ hours of manual work per client every month by surfacing what we need to review.
Rachel D.Owner, Net Deposited
Three steps, one afternoon

The shortest onboarding in accounting.

No forms marathon, no sales call, no commitment. Start free and see everything, including your terms, before taking a single client.

1
Start free, in two minutes

Your name and your practice: firm, bookkeeper, or CFO. That profile sets your terms, shown in onboarding.

2
Get verified, once

Credentials and references, checked in one pass. Verified partners carry the badge on every signature.

3
Take on clients

Invite your own in one click, or accept matches: scope and payout up front, books already caught up.

Get started freeFree · two minutes · no commitment
Your practice profile · verified
CPA · 8 yearscredentials
Construction & tradesspecialty
Capacity: 12 clientsyour call
First match ready
Butte Mountain ConstructionYour Accounting Team plan · construction
Terms & payouts in writing, before your first client.

What partners ask.

CPAs, EAs, experienced bookkeepers, and fractional CFOs. Solo or firm: firms onboard once and add a seat for each professional, with a shared view across every engagement.
Joining is free, and terms are simple and flat per client, set from your practice profile during onboarding, shown before anything is billed. On matched clients you see your monthly payout next to every match, before you accept. Your own clients’ fees are 100% yours, with no revenue share, ever.
You do, as you. Every review and signature carries your name, and the audit trail records every action, yours and the AI’s. Your license, your judgment, your reputation, protected by the record.
Finance only. Their team chats and direct messages are structurally invisible to you: the boundary is built into permissions, not promised in a policy.
Yes. They get the workspace, you get the same AI leverage, and you keep 100% of your fees. Your clients, your rates, your relationship; Wurthy never sits in the middle.
You keep your engagement. If a bookkeeping client later needs CFO work, a CFO partner joins alongside you in the same workspace. Nobody gets swapped out for growing.

Bring the judgment. We’ve done the rest.

Start free in two minutes, get verified once, and do the work you trained for, for three times the clients.