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Quote to cash, without the chasing.

A won deal becomes a proposal, an e-signature, an invoice, and a polite reminder ladder - each step drafted for you and held for your yes. The forecast rebuilds itself from whatever happens.

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go.orbitdashboard.co/cash
Finance / OverviewA
This morning
Proposal accepted · invoice drafted
numbers carried over, nothing retyped
Approve
INV-019 · 12 days overdue
polite reminder drafted in your tone
Review
Tax set-aside · this week's income
moved to the tax bucket, logged
Auto

The forecast that updates itself.

Cash in the next 30, 60, 90 days - rebuilt from your invoices and weighted pipeline every time something happens.

go.orbitdashboard.co/cash/forecast
As it happens

A cash forecast built from your receivables and pipeline - not a spreadsheet you update at midnight.

Every number knows where it came from.

All three Finance systems are live today - the whole quote-to-cash loop runs now, and each cockpit number traces back to the system that produced it.

Outstanding
InvoicingLive

Drafts from won deals, sends on your yes, chases politely.

Expected · 30/60/90
ProposalsLive

Quote to hosted e-sign; a win starts the invoice by itself.

Safe to spend
BudgetingLive

Caps, categories, tax set-asides, and the forecast above.

Deals come in from the CRM - free on every plan, never a credit.

The money rules.

Agents draft; you decide how much runs without you. Money defaults to the tightest setting there is.

go.orbitdashboard.co/agents
IN
Invoice sends
drafted from the won deal
ManualApproveAuto
DU
Dunning · reminders
polite ladder, your tone
ManualApproveAuto
CA
Categorizing spend
reversible, logged
ManualApproveAuto
Kill switch: armedPause all

Everything in the Finance module.

All three systems are live today. Deterministic work is free; the only metered actions are the AI drafts, and every one of them waits for your approval.

InvoicingLivethe AR half
From a won deal or freehandLine items and totals computed server-side, gapless numbering.
Dunning that stops when paidSelf-rescheduling reminders on your offsets, deterministic and polite.
AI reminder copyThe one metered action - drafted, then held for your approval.
Bank CSV reconciliationIdempotent import with suggested matches to outstanding invoices.
Aging + status machineDraft, sent, partial, paid, overdue, void - outstanding AR at a glance.
BudgetingLivethe capstone
Rules-first categorizerKeyword rules run free; the AI tail only touches what rules miss.
Cash-flow forecastThree months forward from your real AR plus the weighted deal pipeline.
Tax set-aside estimateFederal brackets, self-employment tax, state approximation - always an estimate.
Profit-First bucketsOwner pay, OpEx, tax, profit allocations on every income event.
Subscription + deduction finderRecurring spend detected, likely-deductible spend flagged with savings.
Per-client profitabilityWon-deal revenue minus proportional overhead, margin per client.
A gated advisorFiles recommendations into Approvals. It never moves money itself.
ProposalsLivequote to cash, no re-keying
Branded proposals from a dealPulls the CRM deal, contact, and company; totals computed server-side.
Hosted link + native e-signTyped or drawn signature with IP hash and timestamp.
Tamper-evident audit recordA hash of the exact rendered document seals what was signed.
Acceptance closes the loopOne click wins the CRM deal and drafts the invoice.
Reminders, same linkThe cadence reproduces one stable link until it expires.

Three money systems, one module.

Invoicing, Budgeting, and Proposals - all live, all in one add-on. The CRM feeding them deals is free on every plan.

Platform The Assistant, CRM, and manual runs, always included
$59/mo
Finance$69/mo
Your starting point$128/mo

Caps at $599/mo for everything · failed actions never cost a credit · 7-day trial with 500 credits.

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Before agents touch the money.

Not unless you tell it to. Sends and reminders default to the Approvals queue; loosen a specific agent to Auto when you trust it, and one tap pauses everything.

Your actual receivables plus your pipeline weighted by stage. Every bar traces back to an invoice or a deal - there is no spreadsheet to keep alive.

All of it. Invoicing, Budgeting, and Proposals are live and self-serve - the quote-to-cash loop on this page runs today.

Like you. They follow a polite escalation ladder you set, and every send is logged in the run log with what it cost.

Stop being your own collections department

Proposals sign themselves into invoices; reminders chase politely. You approve, the loop runs.

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No commitment. Month-to-month, cancel anytime.