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Visory
Visory
51 – 200 Employees
B2BFintechSaaS
Visory is a fintech and B2B SaaS company that helps businesses manage and improve financial performance through an integrated platform, bookkeeping and payroll services, financial advisory, and actionable insights. Founded in 2020, Visory combines expert support with an AI-native engineering focus and delivers its services through remote and hybrid working models. Its team supports companies seeking more efficient, data-informed approaches to everyday finance and business operations.
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Senior Bookkeeper for US Clients — Philippines Remote

Senior Bookkeeper responsible for maintaining accurate books for US clients through Visory’s AI-supported financial back-office service. Reviews AI-assisted work, handles complex accounting matters, and leads client bookkeeping quality.

PHPhilippinesRemoteFull-timeSeniorEnglish RequiredBookkeeper

Description

  • Own bookkeeping quality, accuracy, completeness, and timeliness across a portfolio of US clients
  • Review AI-assisted bookkeeping output and resolve complex or ambiguous cases
  • Handle accounts payable, transaction coding, bank and credit card reconciliations, accounts receivable, month-end close, sales tax tracking and filings, 1099 preparation, and fixed-asset records
  • Document errors, corrections, and process changes in a structured format to improve AI agents
  • Spot recurring issues across client accounts and escalate them to the Manager and product team
  • Partner with the product team to test enhancements and establish quality standards
  • Recommend and implement improvements to QuickBooks Online, Xero, system settings, and client information workflows
  • Serve as the primary contact for day-to-day bookkeeping questions from US business owners and finance leaders

Requirements

  • At least seven years of practical bookkeeping experience
  • At least three years of direct experience supporting US clients
  • Experience with multi-currency accounting, inventory and COGS, and complex reconciliations
  • Strong grounding in US GAAP fundamentals, cash and accrual accounting, multi-state sales tax, 1099 reporting, payroll journals, and month-end close
  • Advanced QuickBooks Online expertise with QuickBooks ProAdvisor certification or an equivalent credential
  • Working knowledge of Xero and Dext
  • Experience integrating Shopify, Gusto, Bill.com, Stripe, and other payment gateways
  • Availability for working hours that overlap with the US business day
  • Excellent spoken and written English
  • Comfort leading conversations with US business owners
  • Willingness to work alongside an AI agent, review its output, and provide clear feedback
  • Clear written communication, particularly in online and platform-based interactions
  • Ability to explain accounting concepts to non-finance business owners
  • Confidence making and explaining decisions on ambiguous accounting matters
  • Personal accountability for each client file
  • Sound judgment about when to escalate an issue or seek a second opinion
  • Strong commitment to delivering high-quality work

Benefits

  • Fully remote position
  • Hands-on opportunity to work alongside AI agents
  • Opportunity to help improve AI-agent workflows and product quality
  • Opportunity to join a growing company transforming the bookkeeping industry

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