AI for Advisory
HG Free training, with Hector Garcia, CPA

Scale into advisory. Without adding headcount.

An hour with Hector Garcia on how bookkeeping firms are making the shift — no new hires, no rebuild, no change to how you bill your existing clients.

See the partner offer What is Wurthy?
Joined by 2,000+ firms already on the platform

Elevate advisory

Surface the insights worth charging for — automatically, from the data already in the GL.

Boost revenue

Charge premium advisory fees without rebuilding your practice or learning a new tool stack.

Unlock capacity

Same team, three times the clients. The agent does the close so you can do the call.

Endorsement

"This app is the perfect example of what Carlos and I think innovative advisory can look like this year."

Hector Garcia, CPA
QuickBooks ProAdvisor · Right Tool Conference
Integration

Your entire
client tech
stack, finally in
one place.

Works with the tools your clients already use — QuickBooks, Xero, Stripe, HubSpot, Shopify, Gusto, and 2,800+ more. Connect in seconds. No migration required. Wes — the super-agent at the center — does the rest.

Join the partner program
Gmail
QB QuickBooks
S Stripe
H HubSpot
Sh Shopify
How can I help?
2,800+ integrations · 1 dashboard
One dashboard

Everything you
need to know
about every
client. All in one place.

Meet Wes. Ask a question, get an answer. No more clicking through eight apps to find the data. Wurthy connects your clients' entire business — and the agent translates it into the answers an advisor actually needs.

Wes
Velicity LLC · health score 87
live
What's our 13-week cash forecast looking like?
Cash threshold breach in week 8 unless AR collects $42,180. I drafted 6 follow-ups — review & send?
Send them.
Sent under your firm's signature. I'll watch for replies and update the forecast tonight.
One dashboard
For every client's financial and operational data.
Live performance data
Updated automatically, by the minute.
No manual data pulls
Or manual syncing. Ever.
Connect 2,800+ apps
That your clients already use.
The partner offer

The Founders' Circle.

What firms get when they bring clients onto the platform. Designed so a single firm relationship becomes a five-figure annuity — without changing how you bill your existing clients.

Recurring share
30%

Monthly, on every client. Platform fees plus net interchange.

Per client / year
$4,000

Partner average. Higher with growth + credit attach.

Free for clients
12 mo.

Full platform access. Removes the price conversation entirely.

Partner tier
Gold

From day one. Priority support and partner success.

Client credit
No PG

Working-capital lines underwritten on the health score — no personal guarantee.

Window
Founders'

Limited cohort — apply to confirm a slot.

Join the partner program

See the advisory revenue
hiding in your book.

Connect in 60 seconds. A 30-minute working call. We build the business health score on one of your clients, live. You decide.

Get started
Reviewed within 1 business day No setup fee