Intelligence that builds your strategy.
Thesum transforms your financial data into a complete strategic plan — with actions, benchmarks, and a transformation roadmap — automatically. Like having a senior strategic consultant on your team, 24/7.
From raw financial data to an actionable strategic plan.
Upload Data Layer
Securely upload all of your financial data (structured or unstructured). The semantic engine parses the data and immediately informs you if essential documents are missing.
Establish Context
Our advisory engine initiates a brief, targeted Q&A to understand the current operational reality, strategic goals, and immediate pain points.
Compute Intelligence
The platform dynamically evaluates hundreds of financial indicators and benchmarks your performance against market peers to isolate structural vulnerabilities.
Extract Strategy
A rigorous, multi-tiered strategic thesis is generated. Includes defined tactical actions, projected timelines, and explicit margin recovery estimates (R$).
Iterative Advisory
Enter into contextual 1-on-1 dialogue with the engine. Stress-test assumptions, explore alternative scenarios, and continuously refine the go-to-market approach.
Choose the depth that
matches your practice.
Every plan delivers clear, actionable intelligence. Higher tiers unlock deeper strategic frameworks and advisory support.
Diagnostic Snapshot
- + Financial Health Check
- + Sector Benchmarking
- + 4-Metric Forecast
- + 1 Company Included
- - Strategic Transformation Roadmap
- - 1-on-1 AI Co-Pilot Sessions
Full Strategy
- + Everything in Insight, plus:
- + 14-Agent Swarm Analysis
- + Operational Efficiency Analysis
- + Transformation Roadmap
- + 1-on-1 AI Co-Pilot Sessions
- + Dedicated to 1 company
Scale Your Firm
- + Everything in Executive, plus:
- + Advisory Practice Dashboard
- + Client Progress Portals
- + Up to 10 companies
Unconstrained Capacity
- + Everything in Advisor, plus:
- + Custom Peer Groups
- + White-Label Report Delivery
- + Unlimited companies
Frequently Asked Questions
Do I need a technical background to use Thesum?
No. You upload raw financial data, and the engine delivers plain-language strategic insights and an actionable roadmap. No spreadsheets, no formulas.
How accurate are the benchmarks?
Our benchmarking engine is synchronized with 12.3 million CVM filings and enriched via 686 proprietary indicators — institutional-grade sector comparison natively configured for Brazilian GAAP.
Can I share reports directly with my clients?
Yes. Advisor members can invite up to 10 clients per account to dedicated Progress Portals. Enterprise members get unlimited, fully brand-customizable portals.
How is Thesum different from accounting software?
Accounting tells you what happened. Thesum tells you what to do next — with a complete strategic action plan, R$ impact estimates, and ongoing consultation sessions.
What data formats do you accept?
We ingest and normalize any financial data layout (structured and unstructured). Upload whatever information you have, and our semantic engine will show you if anything critical is missing.
Ready to transform your advisory practice?
Our pioneer capacity has reached its limit. Join our exclusive waitlist and be the first in your revenue bracket to receive a practical invite once we expand.