Step 1
Brain dump everything
Gets everything out of your head through the guided brain dump process - in less than 8 minutes.
For bookkeepers & accountants
Your priorities never stood a chance.
Filing deadlines, month end, tax season — your calendar basically fills itself. VisionaryOS makes sure your priorities get in too.
No Credit Card Required • No Account Needed
Most firm owners lose 5-10 hours a week just maintaining the business they have.
With VisionaryOS, it goes to building the one they want.
Step 2
Get a daily Top 3
VisionaryOS turns your brain dump into KPIs and projects - and then sorts them into a time- and energy-aware set of Top 3 priorities for each day.
Step 3
Roll with the punches
When things don't go as planned, VisionaryOS helps you adjust so you always get the most important work done (and still end work on time)
· A week without · A week with ·
Tuesdays Can Be Different
Rina* runs a four-person bookkeeping firm in Denver. Here's how her Tuesday looks during month-end without and with VisionaryOS.
- 8am: Client inbox triage. Rina opens her email before she's even poured coffee. Three urgent notifications from the client portal show up atop the list. She sighs, starts from the top, and is behind before she's even begun.
- 9:30am: Monthly close attempt #1. Rina meant to finish Client A's books this morning, but a revised CSV arrives mid-reconciliation. She spends the next hour re-importing transactions and second-guessing last month's categorizations.
- 11:30am: Client call. Yet another 45-minute call that could have been an email. She tells herself she'll catch up after lunch.
- 12:45pm: Desk lunch + portal uploads. Seven uploads landed in the portal. Rina eats lunch while renaming files and answering "where does this go?" messages from her team.
- 2pm: Monthly close attempt #2. QuickBooks still won't balance. She chases a missing transaction through three bank feeds, gets pulled into Slack, and never gets back to the file.
- 4pm: Deadline panic. She realizes Client B's extension paperwork is due tomorrow. It wasn't on any list she was working from. She drops everything and starts scrambling through last year's files.
- 6:30pm: Day ends unfinished. Looks up and realizes it's dark out. Client A's books are still open. Client B's extension is half-done. Her email inbox has blown up. Tomorrow looks like more of the same.
Client inbox triage
Rina opens her email before she's even poured coffee. Three urgent notifications from the client portal show up atop the list. She sighs, starts from the top, and is behind before she's even begun.
Monthly close attempt #1
Rina meant to finish Client A's books this morning, but a revised CSV arrives mid-reconciliation. She spends the next hour re-importing transactions and second-guessing last month's categorizations.
Client call
Yet another 45-minute call that could have been an email. She tells herself she'll catch up after lunch.
Desk lunch + portal uploads
Seven uploads landed in the portal. Rina eats lunch while renaming files and answering "where does this go?" messages from her team.
Monthly close attempt #2
QuickBooks still won't balance. She chases a missing transaction through three bank feeds, gets pulled into Slack, and never gets back to the file.
Deadline panic
She realizes Client B's extension paperwork is due tomorrow. It wasn't on any list she was working from. She drops everything and starts scrambling through last year's files.
Day ends unfinished
Looks up and realizes it's dark out. Client A's books are still open. Client B's extension is half-done. Her email inbox has blown up. Tomorrow looks like more of the same.
- 9am: Delegate Block. Her Top 3 is waiting when she logs in. First up: clear the review queue with her team — who owns what, what's blocked, and what can wait until Thursday.
- 10:30am: Client fire handled. Client A hasn't sent the bank statements yet, so she shifts gears to work on Client B's extension instead. It was already on her Top 3 for today, anyway.
- 11:45am: Lunch + yoga. Rina grabs a quick bite to eat and then heads to the yoga studio down the street. This makes it four weeks in a row.
- 1pm: Client comms batch. Office-hours block for client questions. A few messages, but mostly nothing urgent. Most of it was already handled in this morning's delegate block.
- 2:30pm: Close block. Finally Client A's bank statements arrive. She has the time protected to wrap up the close. The reconciliation finishes and the review notes go to her team by 4pm.
- 4pm: Done for the day. Rina's done so she logs off, grabs sushi, and settles in for the latest episode of Ted Lasso (season four, bay-beh!)
Delegate Block
Her Top 3 is waiting when she logs in. First up: clear the review queue with her team — who owns what, what's blocked, and what can wait until Thursday.
Client fire handled
Client A hasn't sent the bank statements yet, so she shifts gears to work on Client B's extension instead. It was already on her Top 3 for today, anyway.
Lunch + yoga
Rina grabs a quick bite to eat and then heads to the yoga studio down the street. This makes it four weeks in a row.
Client comms batch
Office-hours block for client questions. A few messages, but mostly nothing urgent. Most of it was already handled in this morning's delegate block.
Close block
Finally Client A's bank statements arrive. She has the time protected to wrap up the close. The reconciliation finishes and the review notes go to her team by 4pm.
Done for the day
Rina's done so she logs off, grabs sushi, and settles in for the latest episode of Ted Lasso (season four, bay-beh!)
* Note: This is a hypothetical example, not real data — because we do not spy on our users no matter how eerily accurate the before-state may seem.
Built for how a boutique financial firm actually runs.
Daily Top 3
Three priorities per day, determined based on your actual time and energy levels. Not a list of forty “shoulds”; three, so you know exactly where to start.
Project & goal tracking
Internal initiatives, upcoming deadlines, what's due and what's falling behind — all without rebuilding a spreadsheet every Monday.
KPI tracking
Revenue, pipeline, and client progress — tracked and interpreted so you know what needs your attention before month-end surprises hit.
ECoS — your Experimental Chief of Staff
Batman had Alfred. Iron Man had JARVIS. VisionaryOS has ECoS: the Experimental Chief of Staff that makes your business easier to run, one bite-sized experiment at a time.
From our clients & users
What it actually feels like.
These are the texts we get. Real feedback, from real people.
Your firm deserves some of your week too.
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