Visory runs its own accounting practices. Agentsource was born inside a live operation, by technologists who sit alongside accountants, bookkeepers, and client managers every day.
Visory began as a technology-enabled financial services firm in Melbourne, Australia. We spent years building the workflows, quality systems, and client management processes that make financial services work at scale. Along the way, we tried offshore labour and experienced the same frustrations every firm does: endless training, inconsistent quality, and management overhead that eroded the savings.
So we built something better. Agentsource is the result of encoding nearly two decades of financial services operating experience into an AI agent fleet. Every workflow, every quality check, every compliance threshold exists because we encountered the problem ourselves first.
We still run our own retail accounting and bookkeeping practices today. visory.com.au serves clients across Australia and New Zealand, and getvisory.com serves the US market. We use Agentsource on our own clients before offering it to yours.
The best accountants aren't the fastest at data entry. They're the ones who understand context, build relationships, and make strategic decisions. Visory's Agent-source offering lets them focus on exactly that by handling the production work that used to consume their team's capacity.
Every decision the agents make comes with full reasoning and an assumptions log. No black boxes. Your team sees exactly what happened and why, every single time. Transparency isn't a feature. It's foundational to how we build.
The industry doesn't need another platform to learn. It needs completed work, delivered consistently and at a fraction of the cost. Agentsource delivers outcomes, not software.
We don't just sell agent-sourcing. We deployed our own AI agents across our client base at visory.com.au and fundamentally restructured our delivery model.
Actively restructuring our staff model to reflect an agent-first delivery approach
Serving real clients with agent-produced work packets, reviewed by qualified accountants
Driving industry-leading margins by replacing linear labour costs with AI workloads
Every improvement we make for our own clients feeds directly into the platform we offer partners
Real clients. Real work. Real margins. Not a demo. Not a prototype. This is our production business.
Our leadership team brings decades of experience scaling financial services operations. Founded in Melbourne with deep Australian regulatory expertise, Visory now operates across both the Australian and US markets from offices in Melbourne and New York City.
Australian compliance: ATO, ASIC, BAS, STP, and local regulations
US compliance: IRS, state tax, GAAP, and local filing requirements
Deep integration with Xero ecosystem, with additional integrations on the roadmap
Workflows informed by operating real accounting practices across both markets
Connect your Xero account, submit your first job, and experience AI-delivered work packets for yourself.
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