The work of a finance department, done.
Start free with daily bookkeeping by Wes. Add an accountant for verified books, a CFO for strategic guidance, or bring the finance team you already have.
Everything a finance department does. With a name on every task.
This is the job, on its real cadence. Wes does the recurring work, agents drive tasks to done, and your experts own the judgment. You approve what matters.
The books
Every transaction imported, categorized against your chart of accounts, and reconciled. Anything unclear is routed to a person, never guessed.
Money in
Payments matched to invoices, cash applied, overdue receivables chased until collected, with escalation to you before anything consequential.
Money out
Bills captured and coded, approvals routed to the right person, payments queued on your schedule. Nothing leaves without a sign-off.
Payroll & spend
Payroll runs reconciled to the books, expenses matched to receipts, missing documentation chased so it never piles up for month-end.
Cash & forecast
Cash position current daily; the 13-week forecast refreshed every Monday and reviewed with an eye on your tightest week.
The close & reporting
The close run step by step, judgment calls decided by your accountant, statements delivered with variance notes in plain English.
Budget vs. actual
Where the month landed against plan, what moved, and what it means for next month, before the next month is half over.
Board, lenders & taxes
Board, investor, and lender packages built from live numbers. Books kept tax-ready all year, with a clean year-end handoff for your tax preparer.
Controls & the record
Approvals routed to the right person, every action attributed and logged, the history there whenever you (or your auditor) want it.
Work not listed here? Describe the job in plain words and Wurthy builds it.
Your finance department, at work.
Wake up to books that are already done.
Every morning, Wes imports, categorizes, and reconciles every transaction from your bank, cards, and sales tools, then reports back in the conversation. Every day, not just at month-end.
- Every transaction categorized against your chart of accounts
- Bank and card reconciliation, continuously
- Receipts matched; anything unclear routed to a person, never guessed
Books current through yesterday. 147 transactions categorized and reconciled overnight. Two things need a person. Everything else is done.
A real close, signed by a real accountant.
The close runs as a workflow: Wes does the mechanical steps, your accountant decides the judgment calls and signs. You watch it move, step by step, and approve what matters.
- P&L, balance sheet, and cash flow, every month
- Variance analysis in plain English
- Every step visible, every action attributed and logged
Your books tell you what happened. A CFO tells you what to do next.
The hire, the price change, the loan, the second location: growth is a handful of decisions, and most owners make them on gut, alone. Your CFO owns those decisions with you: watching your cash and your forecast every week, pressure-testing the plan, and arriving at every question already knowing your numbers, because Wes keeps them current.
- 13-week cash forecast, reviewed weekly
- Budgets, pricing, and scenario planning
- Board-, investor-, and lender-ready packages
Everyone has agents now. Yours arrive as a trained finance team.
Wurthy’s agents and workflows don’t come as a toolkit to assemble: they arrive already operating as your finance department, configured from your own systems and pre-trained on the work. Then, like good employees, they get smarter about your business: your categories, your vendors, your customers’ habits. Consequential actions still wait for a person, every time.
- A working department on day one, not a toolkit to assemble
- Pre-trained on the work; keeps learning from your business’s own data
- Consequential actions wait for a person, every time
The things people ask.
Your books are a mess or your nights are.
Fix both.
Connect your accounts and Wes starts catching up your books today, free. Add an expert the moment you want a human working alongside you.