Wurthy AI guest Ryan McAllister on a bonus Ask a CPA, hosted by Nancy McClelland - December 17, 2025 скачать в хорошем качестве

Wurthy AI guest Ryan McAllister on a bonus Ask a CPA, hosted by Nancy McClelland - December 17, 2025

Bonus session on Wurthy AI featuring special guest, Ryan McAllister, who walks through how to use it AND provides a special FREE 12 MONTHS offer for accountants & bookkeepers who sign up before year-end (12/31/25) and connect at least 3 clients. 🥳 Think of it as a 12-month trial for you and ALL your clients. (No, this is not a paid presentation — Nancy just knows it’s a great deal & amazing product and wants her friends to get in on it.) Note: 'Ask a CPA' members can download the slides in the Circle community. 03:13 If you sign up for Wurthy before the end of the year, it is FREE for 12 months! FREE 12-month platform access for your firm & your clients ($3,000 value per business) when you connect at least 3 clients 30% revenue share on all client referrals (normally 10%) for loans AI-powered client insights that position you as their strategic advisor 09:25 What is Wurthy? Wurthy is an AI-powered business platform primarily aimed at SMBs, offering a mix of automation, financial insights, and access to working capital — all driven by an AI agent often branded as “Wes.” Intelligence Layer Credit & Banking Automation 10:45 App Integration - 3,000 connected apps across financial, operational, CRM, marketing, productivity, communications, and other business systems (e.g., QBO, Xero, Plaid, Slack, Microsoft Teams, Google Meet, Zoom, Gmail, Gusto, Pattern, HubSpot, Shopify, Meta, Stripe, and Microsoft) help give Wurthy info needed to: Provide real-time business insights: The AI agent analyzes your data and surfaces insights — cash-flow forecasts, health metrics, sales trends, risk signals, and opportunities Offer working capital and credit: Wurthy can pre-qualify flexible financing based on financial performance and receivables, aiming to make funding faster and less bureaucratic Support marketing and operations: Pricing insights, campaign performance monitoring, churn alerts, customer support optimization Business Health Scoring: Wurthy calculates an overall health score using integrated data so owners can track performance 13:03 Wes is our super-agent 🤖, but there is always a human in the loop AI “operator” or agent — not just a chatbot — that helps run parts of the business, freeing owners from routine work while providing insights and recommended actions. The AI doesn’t act autonomously on money or critical decisions without approval from the user. 15:53 Automate the work holding you back 19:45 Funding — clients can use the platform without ever taking out a loan, but the funding feature is available if needed. Finance & Credit, Operations, & Growth Insights that get you to an advisory level to go beyond transactional bookkeeping 24:03 Business credit card for SMBs 26:31 Banking - checking, savings, & payments integrated and free with a Wurthy subscription 27:20 Business health score 28:59 Member asks who is Wurthy’s banking partner? A: A few partners right now. Will announce who they are soon. 30:25 Partner Program NEW client dashboard 🎉 31:48 Why is Wurthy valuable to you as a partner? Recurring revenue stream Deeper client relationships Seamless integration Flexible branding 32:12 Member asks who is paying the fee after the first year? A: The client is paying the fee and there is a 30% discount for them if they come through a bookkeeper or accountant. If the client takes out a loan, also get 30% of the fees that come from the credit. 34:05 Why is Wurthy valuable to the client? Business Health Score AI-powered operating partner Access to credit Live reports and engagement in real-time 34:23 How to partner with Wurthy 36:59 How to sign up for Founders Circle golden ticket 🎫 QR code, email partners@wurthy.co, or call 888-430-4589 37:36 WURTHY DEMO 47:44 Member asks what a typical loan rate is? And is it possible to pay loans back through daily sales like with Square loans? A: Rates are typically far lower than the teens, very competitive. Wurthy has more info than banks and other funding options, so rates tend to be lower. However, rates depend on the specific situation. 51:21 What about the security of the platform? A: SOC 2 compliant, bank-level security, GDPA and CCPA compatible. Data is not used to train models outside of Wurthy. Data is purged from the system if client decides to stop using Wurthy. 52:40 Client vs accountant access - limitations? This is something Wurthy wants to work on with the feedback of accountant and bookkeeper users. Our feedback makes a difference in the future of the product. 54:37 Member asks where the training data comes from, if not current users? A: Frontier models, our own team data from a number of sources, customers already on the system (but anonymous). 55:53 Member asks if a new, very small business that is just trying to get started would still be free or is there some criteria the business must meet to get it free for the year? A: Free for ALL clients regardless of size!