For accounting & bookkeeping firms
Month-end shouldn’t take the month.
Reconcile, chase, tie out, package, send. The same sequence repeats across clients and months. Orchard monitors activity within your defined scope to reveal those patterns, the evidence behind them, and repeatable workflows your firm can choose to automate.
The shape of the problem
Where the hours actually go
The same close, every month
The checklist barely changes; the hours never shrink. It is a procedure, still performed entirely by hand.
The only way to grow is to hire
Every new client brings the same reconciliations, the same chasing, the same packaging, and capacity only comes from headcount.
Chasing documents is nobody’s job
Missing statements and unanswered requests stall the close, and following up is the task everyone deprioritizes.
What the record holds
See the patterns behind the work.
- Which reconciliation screens are worked in seconds and which are held open while someone decides
- The order your seniors actually run the close in, against the order the checklist says
- How many windows and applications one client package passes through
- Which client records are re-opened for a follow-up, by whom, and after how many days
- Where the close stalls, by client and by step, month over month
Examples of patterns to investigate within your supported applications and configured monitoring scope.
The work
Reconciliation, the close, and client packaging
The repeatable stretch of your firm’s close, learned line by line from your own staff.
- Reconciling accounts the way your best staff do
- Running the close checklist in order, every month
- Following up on missing documents and unpaid invoices
- Packaging client reports the way each client expects
How it learns the work
Monitor the work. Choose what happens next.
Monitor the work you choose
Define the teams, supported systems, and activity included in your monitoring scope. Orchard brings employee activity, software usage, and AI adoption into view while your teams work in their existing tools.
Repeated work becomes evidence
See where time goes, how work moves between teams, and which steps repeat or slow down. Compare patterns across the activity available to Orchard and explore exceptions without losing their context.
Explore the evidence with Isaac
Ask Isaac about the work behind a finding. Explore supporting activity, compare strategic scenarios, and see the evidence and assumptions behind each view. Build dashboards in Studio around the information that matters to your business.
Choose what runs and when
Record a task, review its procedure, and configure and test supported automation steps. Set available approval and execution controls, inspect run history, and pause when needed. Estimated time and labor value depend on the manual baseline and cost rate you provide.
Where this work happens today
Understand the work across your existing tools
- QuickBooks
- Xero
- Dext
- Excel
- Karbon
- Outlook
These are examples of tools used for this work, not a list of guaranteed integrations. Orchard monitors activity across supported applications within your configured scope. Confirm the coverage and deployment requirements for your environment during your demo.
Control before autonomy
Your hand stays on the controls
- Choose the systems, teams, and activity included in your monitoring scope.
- Explore the evidence, context, and assumptions behind findings and modeled possibilities.
- Give leaders and teams access appropriate to their responsibilities.
- Choose and enable automations, set review requirements, and pause workflows when needed.