Accounting technology for teams that close the books every month.
Theta Advisory Inc.
We build and operate software for the monthly close, and advise the finance teams and firms that run it. Our work concentrates on the parts of close still done by hand: recurring schedules, journal preparation, review, and sign-off.
Recurring schedules
Prepaid amortization, depreciation and deferred revenue, calculated in the workbook the team already uses.
Governed approvals
Submit, review, approve, post — with the preparer and the approver required to be different people.
An audit trail
Every calculation, change, approval and posting recorded, and verifiable long after the period closes.
Blink is our add-in for Excel and Word on Microsoft 365. It calculates recurring accounting schedules, routes the resulting journal entries through review and approval, and posts them to Xero or QuickBooks Online. Nothing reaches the general ledger without an approver who is not the preparer.
Every calculation, change, approval and posting is recorded in an append-only audit trail, hashed so that tampering is detectable.
We are named for the theta wave — the rhythm of focused, unhurried work.