Conversational AI for CPA firms moving into advisory

Summary

Wurthy is a platform that lets CPA firms grow capacity, work faster, and move from compliance into advisory. It connects to the tools the CPA and their SMB clients already use, automates the tedious day-to-day work — reconciliations, bookkeeping, AR, AP — and gives the CPA a trusted AI team member, Wes. The CPA works inside the platform: per-client advisory briefs, recurring client reports, and a layer of automation underneath that handles the repeatable work. Wes pulls from the connected systems, drafts what the CPA could bring to the next client conversation — what to flag, what to recommend, what to coach the client through — and the CPA decides what's worth presenting.

The design problem isn't chat. It's that the CPA is putting their professional name on whatever Wes produces. Every recommendation has to explain its reasoning. Every action that touches a client's books waits for approval. The conversational UI lives next to a traditional platform, not instead of it, because CPAs verify in numerical detail and ask in natural language — both surfaces have to exist.

Lead designer for over a year, and part of the senior leadership team. I work across the conversational UI and the main platform. The product is live, and CPAs are using it with their clients today.

I prototype directly in Claude Code against the engineering repo. The Wurthy CLAUDE.md file runs four sub-agents — figma-fetcher, component-builder, handoff-verifier, research-reader — and a primary orchestrator coordinating between them. Engineering pulls my code and reuses it.