The CRM for accountants tired of chasing documents
Orbit is a CRM for accountants and bookkeepers with 16 AI agents included. Tess drafts chasers for clients who never sent their documents, Ray follows up on unpaid invoices, June keeps annual clients warm between filings, and Noa turns your inbox into a task list. You approve every message. Free to start.
The accountant problem
Half of busy season is not accounting. It is asking the same client for the same documents a third time, nicely. Every unsent reminder becomes a later night in March, and writing chase emails is the worst use of a professional hour.
Then the season ends and the silence starts. Annual clients drift toward whoever talks to them in the off-season, and receivables age because following up on your own fee feels small. The work that protects the practice is exactly the work that never gets scheduled.
The agents doing the work
The agents that carry an accounting practice between deadlines:
- Tess scans your inbox each morning and drafts bumps for any thread quiet 3 or more days, including the client who never sent the documents.
- Noa pulls real to-dos out of your email daily, so a casual mention of a missing W-2 becomes a task.
- Ray sends invoice reminders, polite on day 3, firm on day 14, and never touches paid or voided invoices.
- June drafts a personal check-in for clients quiet 30 days or more, at most one a month each, always specific.
- Ava opens Monday with real numbers from your workspace: meetings booked, money collected.
A week with Orbit as an accountant
Monday: Ava's report shows what got collected last week, and Noa's triage turns the inbox into tasks. Tuesday: Tess drafts three document chasers for returns stuck waiting on clients. You soften one and approve all three.
Wednesday: two review calls book themselves through your booking page. Thursday: Ray's day-14 reminder finally shakes loose the invoice you dreaded mentioning. Friday: June drafts a note to a client you only hear from in the spring, about the new business they mentioned on their timeline.
Set it up for accounting work
- Pipeline stages: Inquiry, Proposal, Onboarding, Active, Annual.
- Tags by service: tax, bookkeeping, payroll, advisory.
- Custom fields for year-end, entity type, and fee.
- A booking page for review calls, busiest in the weeks before deadlines.
Tax season ends in April. Client relationships should not.
Keep exploring
Frequently asked questions
What is the best CRM for a small accounting firm?+
Orbit fits accountants and bookkeepers who run their own book of clients. AI agents draft document chasers, send invoice reminders on day 3 and day 14, and keep annual clients warm in the off-season, all subject to your approval. Free to start.
Can Orbit chase missing client documents?+
Yes. Tess scans your inbox each morning and drafts a bump for any thread quiet 3 or more days, which covers most document chases. You edit or approve each draft, so the tone always stays yours.
Does Orbit handle invoicing?+
Orbit includes invoices and a simple money ledger, with 10 invoices on the free plan. Ray watches for overdue ones and drafts a polite reminder on day 3 and a firm one on day 14.
Is client data safe in Orbit?+
Agents run on an AI key you bring, so model usage sits in your own provider account, and voice runs on your own number if you ever enable it. Workspaces are fully isolated, and nothing is ever sent without your approval.
How much does Orbit cost for an accountant?+
The free plan is free forever, no credit card: all 16 agents with your own key, unlimited contacts and tasks, one pipeline, a booking page, and 10 invoices. Providers bill you at cost, usually cents to a few dollars a month.
Let the chasers write themselves
Free to start, no credit card. Document bumps, invoice reminders, and off-season check-ins arrive as drafts you approve.
Free forever plan. No credit card. No spam.