Results guaranteed or every dollar back - cash, not credits
Results guaranteed or every dollar back - cash, not credits
Results guaranteed or every dollar back -
cash, not credits
Advisory is the future.
Get there with Wurthy.
Advisory is the future. Get there with Wurthy.
Wurthy turns every client in your book into an advisory client — without you building anything, hiring anyone, or changing how you work today.
Elevate advisory
Elevate advisory
Elevate advisory
Boost revenue
Boost revenue
Boost revenue
Unlock capacity
Unlock capacity
Unlock capacity
AI + Finance
AI + Finance
AI + Finance
Elevate advisory
Boost revenue
Unlock capacity
AI + Finance
Elevate advisory
Boost revenue
Unlock capacity
AI + Finance
your entire client tech stack, finally in one place
your entire client tech stack,
finally in one place
your entire client tech stack, finally in one place
QuickBooks
QuickBooks
Xero
Xero
Stripe
Stripe
HubSpot
HubSpot
Shopify
Shopify
Gusto
Gusto
Works with the tools your clients already use -
3,000+ apps and counting
Works with the tools your clients already use - 3,000+ apps and counting
QuickBooks
Xero
Stripe
HubSpot
Shopify
Gusto
how it works
Everything you need to know about every client.
All in one place.
Meet Wes. Ask a question, get an answer. No more clicking through apps to find data that should already be connected.
how it works
Everything you need to know about every client. All in one place.
Meet Wes. Ask a question, get an answer. No more clicking through apps to find data that should already be connected.
See everything
Stop chasing data across disconnected apps. Wurthy connects your clients' entire business in one place, so you always know what's happening before they do.
Connect 3,000+ apps your clients already use
One dashboard for every client's financial and operational data
Live performance data updated automatically
No more manual data pulls or syncing
Know what it means
Know what to do
See everything
Stop chasing data across disconnected apps. Wurthy connects your clients' entire business in one place, so you always know what's happening before they do.
Connect 3,000+ apps your clients already use
One dashboard for every client's financial and operational data
Live performance data updated automatically
No more manual data pulls or syncing
Know what it means
Know what to do
See everything
Stop chasing data across disconnected apps. Wurthy connects your clients' entire business in one place, so you always know what's happening before they do.
Connect 3,000+ apps your clients already use
One dashboard for every client's financial and operational data
Live performance data updated automatically
No more manual data pulls or syncing
Know what it means
Know what to do
See everything
Stop chasing data across disconnected apps. Wurthy connects your clients' entire business in one place, so you always know what's happening before they do.
Connect 3,000+ apps your clients already use
One dashboard for every client's financial and operational data
Live performance data updated automatically
No more manual data pulls or syncing
Know what it means
Know what to do
built to the standards your firm requires
built to the standards
your firm requires
Read-only access
Wurthy read the data needed to surface advisory insights, and that's it. No screen-scraping. Your login stays in your hands.
Secure OAuth
No credentials stored. Industry-standard authentication.
Encryption at rest & transit
AES-256 encryption for all client data.
Zero training on your data
Client financials are used to generate your advisory insights and nothing else. No model training, no aggregation, no secondary use.
Client data isolation
Every client's data stays in its own lane. Always. No cross-client contamination, no shared context windows, no mingled datasets.
Real numbers, not AI guesses
Wurthy surfaces insights from your actual books - not predictions from a language model. No hallucinations, no disclaimers.
Read-only access
Wurthy read the data needed to surface advisory insights, and that's it. No screen-scraping. Your login stays in your hands.
Secure OAuth
No credentials stored. Industry-standard authentication.
Encryption at rest & transit
AES-256 encryption for all client data.
Zero training on your data
Client financials are used to generate your advisory insights and nothing else. No model training, no aggregation, no secondary use.
Client data isolation
Every client's data stays in its own lane. Always. No cross-client contamination, no shared context windows, no mingled datasets.
Real numbers, not AI guesses
Wurthy surfaces insights from your actual books - not predictions from a language model. No hallucinations, no disclaimers.
how it works
how it works
AI that makes you
the hero
AI that makes you the hero
AI that makes you
the hero
Your clients hired your firm - not a chatbot. Wurthy surfaces the insights and builds the deliverables. You decide what to share, when to share it, and how to position it. The advisory relationship stays exactly where it belongs.
Your clients hired your firm - not a chatbot. Wurthy surfaces the insights and builds the deliverables. You decide what to share, when to share it, and how to position it. The advisory relationship stays exactly where it belongs.
Insights surface to you first - never directly to clients
Client-facing deliverables carry your firm's brand, not ours
Human-in-the-loop for every critical decision - AI knows when to act and when to ask
Growth contracts and billing under your engagement terms
Insights surface to you first - never directly to clients
Client-facing deliverables carry your firm's brand, not ours
Human-in-the-loop for every critical decision - AI knows when to act and when to ask
Growth contracts and billing under your engagement terms
Wurthy analyzes the books
Wurthy analyzes the books
Surfaces actionable insights
Surfaces actionable insights
Your firm delivers the advisory
Your firm delivers the advisory
Client sees a smarter, faster team
Client sees a smarter, faster team
The Capacity Problem
Same team. Ten times the advisory capacity.
Advisory isn't hard because your team isn't smart enough. It's hard because the manual work doesn't scale. Wurthy changes the math.
The Capacity Problem
Same team. Ten times the advisory capacity.
Advisory isn't hard because your team isn't smart enough. It's hard because the manual work doesn't scale. Wurthy changes the math.
regular workflow
Time per client
3-5 hours
Manual data pulls, spreadsheets, deck building
Staff required
Senior-level
Only your most experienced people can do it
Clients served
10-15 max
Before the team hits a wall
Advisory revenue
~$15K-$22K/mo
regular workflow
Time per client
3-5 hours
Manual data pulls, spreadsheets, deck building
Staff required
Senior-level
Only your most experienced people can do it
Clients served
10-15 max
Before the team hits a wall
Advisory revenue
~$15K-$22K/mo
the revenue case
We only make money when you make more money
Full Platform access + Wes = $10/mo/client. When you make money leveraging Wurthy Advisory tools, it only costs you 10% of your fees. If your clients aren't paying you more for advisory, Wurthy costs you nothing.
Clients aren't paying for advisory? Wurthy costs you $0.
12-month money back guarantee
the revenue case
One platform to see and advise
your clients' entire business
Full Platform access + Wes = $10/mo/client. When you make money leveraging Wurthy Advisory tools, it only costs you 10% of your fees. If your clients aren't paying you more for advisory, Wurthy costs you nothing.
Clients aren't paying for advisory? Wurthy costs you $0.
12-month money back guarantee
the revenue case
We only make money when you make more money
Full Platform access + Wes = $10/mo/client. When you make money leveraging Wurthy Advisory tools, it only costs you 10% of your fees. If your clients aren't paying you more for advisory, Wurthy costs you nothing.
Clients aren't paying for advisory? Wurthy costs you $0.
12-month money back guarantee
the revenue case
We only make money when you make more money
Full Platform access + Wes = $10/mo/client. When you make money leveraging Wurthy Advisory tools, it only costs you 10% of your fees. If your clients aren't paying you more for advisory, Wurthy costs you nothing.
Clients aren't paying for advisory? Wurthy costs you $0.
12-month money back guarantee
single client example
single client example
Before Wurthy
$500/mo
After Wurthy (advisory)
$2,000/mo
Fee uplift
$1,500/mo
Wurthy's 10%
$150/mo
Your firm keeps
Your firm keeps
$1,350/mo
$1,350/mo
practice-wide example
practice-wide example
Total clients
500
Moved to advisory
30 clients
Avg. uplift per client
Avg. uplift
per client
$1,200/mo
Net new monthly revenue
Net new monthly
revenue
$32,400/mo
Annual new monthly revenue
Annual new
monthly revenue
Annual new monthly revenue
$388,800/yr
$388,800/yr
Joining Wurthy changes what your firm is capable of
Advisory keeps coming up but I don't know where to start.
Now you do. Wes surfaces the conversation before you even have to ask. You'll know which clients need advisory, what to offer them, and exactly how to position it.
I can't raise prices without adding more value.
Now you do. Advisory services command premium fees. Wurthy makes them deliverable — without building a new team or overhauling your practice.
My team is at capacity and I can't take on more clients.
Now they're not. The same team. Three times the clients. One reviewer handles 2x the workload without working 2x the hours.
My clients need more than a P&L review.
My clients need more than a P&L review.
Now you can give it to them. Real insights, real recommendations, every month. Walk into every meeting with a point of view, not just a report.
Advisory keeps coming up but I don't know where to start.
Now you do. Wes surfaces the conversation before you even have to ask. You'll know which clients need advisory, what to offer them, and exactly how to position it.
My team is at capacity and I can't take on more clients.
Now they're not. The same team. Three times the clients. One reviewer handles 2x the workload without working 2x the hours.
I can't raise prices without adding more value.
Now you do. Advisory services command premium fees. Wurthy makes them deliverable — without building a new team or overhauling your practice.
My clients need more than a P&L review.
Now you can give it to them. Real insights, real recommendations, every month. Walk into every meeting with a point of view, not just a report.
Advisory keeps coming up but I don't know where to start.
Now you do. Wes surfaces the conversation before you even have to ask. You'll know which clients need advisory, what to offer them, and exactly how to position it.
My team is at capacity and I can't take on more clients.
Now they're not. The same team. Three times the clients. One reviewer handles 2x the workload without working 2x the hours.
I can't raise prices without adding more value.
Now you do. Advisory services command premium fees. Wurthy makes them deliverable — without building a new team or overhauling your practice.
My clients need more than a P&L review.
Now you can give it to them. Real insights, real recommendations, every month. Walk into every meeting with a point of view, not just a report.
Advisory keeps coming up but I don't know where to start.
Now you do. Wes surfaces the conversation before you even have to ask. You'll know which clients need advisory, what to offer them, and exactly how to position it.
My team is at capacity and I can't take on more clients.
Now they're not. The same team. Three times the clients. One reviewer handles 2x the workload without working 2x the hours.
I can't raise prices without adding more value.
Now you do. Advisory services command premium fees. Wurthy makes them deliverable — without building a new team or overhauling your practice.
My clients need more than a P&L review.
Now you can give it to them. Real insights, real recommendations, every month. Walk into every meeting with a point of view, not just a report.
From Bookkeeper
"We do your books"
"We do your books"
to Strategic Advisor
"We manage your financial strategy"
The Founders circle
The Founders circle
We're accepting 50 founding partners. Those who get in early shape the product, earn from day one, and lock in benefits that won't be available later.
We're accepting 50 founding partners. Those who get in early shape the product, earn from day one, and lock in benefits that won't be available later.
The Founders circle
We're accepting 50 founding partners. Those who get in early shape the product, earn from day one, and lock in benefits that won't be available later.
The Founders circle
We're accepting 50 founding partners. Those who get in early shape the product, earn from day one, and lock in benefits that won't be available later.
Get certified on Wurthy before your competitors know it exists.
Get certified on Wurthy before your competitors know it exists.
Get certified on Wurthy before your competitors know it exists.
A dedicated partner success contact. Not a ticket queue.
A dedicated partner success contact. Not a ticket queue.
A dedicated partner success contact. Not a ticket queue.
Earn from day one. No waiting period, no minimum client threshold.
Earn from day one. No waiting period, no minimum client threshold.
Earn from day one. No waiting period, no minimum client threshold.
Get in front of Wurthy's audience as a featured partner.
Get in front of Wurthy's audience as a featured partner.
Get in front of Wurthy's audience as a featured partner.
Shape the product. Founding partners have a direct line to the team.
Shape the product. Founding partners have a direct line to the team.
Shape the product. Founding partners have a direct line to the team.
Priority onboarding. Hands-on setup support so you're finding value in days, not weeks.
Priority onboarding. Hands-on setup support so you're finding value in days, not weeks.
Priority onboarding. Hands-on setup support so you're finding value in days, not weeks.
39 spots left
Claim your golden ticket
Connect your QuickBooks to see the advisory revenue hiding in your current book of business.
• Full platform access at no cost during founding period
• Growth Plan with client-level advisory paths
• Full cash-back guarantee if no measurable results
• Founding partner pricing locked in forever
340+
Engagements
Engagements
12x
12x
Platform ROI
Platform ROI
$0
$0
Risk
Risk
join other wurthy partners
See the advisory revenue
hiding in your book
See the advisory revenue hiding in your book
Connect in 60 seconds. Free during founding period.
Full cash-back guarantee.
Connect in 60 seconds. Free during founding period. Full cash-back guarantee.