By the work · Bookkeeping
Keep the judgment. Automate the routine.
Orchard monitors bookkeeping activity within your defined scope to reveal where work repeats and where it needs judgment. Choose the routine workflows you want to automate, with review where your business requires it.
The shape of the problem
Where the hours actually go
The books run a week behind
Reconciliation happens when someone finds the time, which means the numbers describe last week, not this one.
Expensive hours, mechanical work
The person who understands your finances spends their hours matching lines and copying totals between windows.
Receivables slip because chasing is awkward
Overdue invoices age because following up is uncomfortable and never urgent, until it is.
What the record holds
See the patterns behind the work.
- The ledger screens present in the monitored activity, and how long they remain in focus
- The order the close actually runs in, month over month, and where it drifts
- Which invoice records are re-opened for follow-up, by whom, and after how many days
- The sequence of work between bank portals, ledgers, and spreadsheets, including repeated transitions
- The steps that never vary, separated from the ones that always do
Examples of patterns to investigate within your supported applications and configured monitoring scope.
The work
Bookkeeping and the close
Learned from how your business actually keeps its books, not from a chart of accounts.
- Reconciling ledgers on a cadence, not a whim
- Preparing the month-end close the same way each month
- Following up on overdue invoices in your wording, on your schedule
- Keeping the paper trail filed where it belongs
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
- Excel
- Your bank portals
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.