theta advisory

Finance doesn’t have
to feel stressful.

Blink pulls your numbers straight from Xero or QuickBooks Online into the Excel workbooks your team already uses, then takes each journal through approval and posting. Faster, without giving up quality, traceability or control.

See Blink in action Get Blink

Over a decade and 100+ companies like yours.

The work matters. The repetition doesn’t.

Every month, finance teams pull the same numbers out of the ledger, re-key them into the same schedules, rebuild the same journals, chase the same approvals and document work they’ve already done.

The accounting still needs to be right. The controls still matter. The work still has to stand up to review.

But it shouldn’t have to feel this hard.

Straight from your ledger

Your numbers, pulled straight into Excel.

No exporting, no copy and paste, no re-keying. Pick a report and a period, and Blink writes it into your workbook, where your schedules pick it up.

Each tab remembers its period, so one refresh brings it up to date. A journal that relies on a stale figure is flagged before it can be submitted.

  • Trial balanceXero · QuickBooks Online
  • Profit and lossXero · QuickBooks Online
  • Balance sheetXero · QuickBooks Online
  • Aged receivables & payablesXero · QuickBooks Online
  • Invoices & credit notesXero · QuickBooks Online
  • General ledgerQuickBooks Online
  • Bills & vendor creditsQuickBooks Online
  • Account transactionsXero
  • Chart of accounts & manual journalsXero

Blink for Microsoft 365

Then, every month

Pull. Update. Prepare. Approve. Post.

  1. Blink pulls in the numbersStraight from Xero or QuickBooks Online into your workbook. No exporting, no re-keying.
  2. Your schedule updatesYour own formulas recalculate from the new figures. Nothing to rebuild.
  3. The journal is prepared from itDebits, credits and the accounts they hit.
  4. Someone else approves itAn approver can’t approve a journal they prepared.
  5. Posted to Xero or QuickBooks OnlineOnly once it’s approved. Blink won’t post anything that isn’t.
  6. Every action is recordedWho did what in Blink, and when, with a snapshot of the approved workbook.

And the numbers carry through.

  1. Xero or QuickBooks Online
  2. Your workbook
  3. Word report
  4. PowerPoint deck

Linked from Excel to Word and PowerPoint. When the source updates, the figure in your report and your deck updates with it.

Ledger figures straight into documents. Pull numbers from Xero or QuickBooks Online directly into Word or PowerPoint.

See what changed. Refresh and reconcile show how the numbers have moved since the last pull, or since sign-off.

Fast doesn’t have to mean careless.

Generic AI can produce an answer in seconds. Finance needs more than an answer. It needs to know where the number came from, who approved it, and what happened next.

Quality.
Your own workbook and your own ledger, not a blank prompt.
Traceability.
Know where the numbers came from and how they changed. Every approval keeps a snapshot of the workbook.
Control.
One approval, by someone other than the preparer, before anything posts.
Confidence.
Sign-off certificates with a signature anyone can verify.

Why Blink

We didn’t start with AI.
We started with accounting.

  • We’ve opened the workbooks.
  • We’ve built the schedules.
  • We’ve reviewed the journals.
  • We’ve answered the auditors.
  • We’ve fixed the broken formulas.

For over a decade we’ve worked directly with finance teams at more than 100 companies like yours, building custom solutions for the work behind the scenes of a close.

Different companies, different workbooks. The need was the same.

Blink is what happened when we stopped building the same solution one client at a time.

No implementation project

Your workbook already works. Blink works with it.

Your schedules and your accounting logic already exist. Blink works inside them, instead of asking you to rebuild them somewhere else.

Added once from your Microsoft 365 admin center. Needs a current Microsoft 365 subscription; perpetual Office (2019, 2021) isn’t supported.

  • Months-long implementation
  • Rebuilding your processes
  • A new system to learn

A closer look

What Blink looks like.

Approvals your auditor can follow. An approver cannot approve a journal they prepared themselves; every decision is recorded as it happens.
Every journal, line by line. Debits, credits and the accounts they hit, kept alongside the approval that released them to the ledger.
Copy a cell as a live link. Pick the cell, pick the format, copy; paste it into Word or PowerPoint and it stays connected to the workbook.
Sign-off that goes on the record. Draft, submitted, approved, finalized: the ladder every workbook and document climbs before it closes.
The whole close, in one place. Progress, approvals waiting on you, and every document in the close, for each entity you manage.
Every decision, kept. Who approved what, who rejected it and why, long after the period has closed and the people have moved on.
Every sign-off, kept in order. Who submitted, who approved, who sent it back and why, with a signing page anyone can verify.
Reports pulled straight from the ledger. Chart of accounts, trial balance and profit and loss, from Xero or QuickBooks Online, each tab refreshed on its own period.
Live figures inside Word. Tag a report value into the document; roll the period forward and every tagged figure re-fetches itself.
The same numbers in PowerPoint. Cells linked from Excel and content tagged in Word, refreshed on the slide from their sources.

An open invitation

Bring us your workbook.

Have a recurring accounting process that drives your team crazy? Send us the workbook and we’ll show you how Blink could handle it.

Send us your workbook Get Blink for Excel, Word and PowerPoint

— The Theta Advisory team

Do more of the work that matters. Spend less time on the work you’ve already done.

Finance doesn’t have
to feel stressful.

See Blink in action