Orbit is a simple all-in-one CRM for accountants and bookkeepers, with one AI assistant, Hiro. It drafts chasers for clients who never sent their documents, writes and sends invoices with drafted reminders, keeps annual clients warm between filings, and turns your inbox into a task list. You approve every message. Free for 250 contacts, no card.
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.
Hiro is one assistant inside the app. Between deadlines it can:
Monday: you ask Hiro for a Monday summary of what got collected, and it turns the inbox into tasks. Tuesday: it 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: the day-14 reminder finally shakes loose the invoice you dreaded mentioning. Friday: Hiro drafts a note to a client you only hear from in the spring, about the new business they mentioned on their timeline.
Tax season ends in April. Client relationships should not.
Orbit fits accountants and bookkeepers who run their own book of clients. Its AI assistant (Hiro) drafts document chasers, writes invoices with reminders on day 3 and day 14, and keeps annual clients warm in the off-season, all subject to your approval. Free for 250 contacts.
Yes. Ask Hiro to draft a bump for any thread that has gone quiet, which covers most document chases. You edit or approve each draft, so the tone always stays yours, and email is built into Orbit so it all shows on the contact timeline.
Yes. Orbit includes invoices and a simple money ledger, with 10 invoices on the free plan and unlimited on Pro. Ask Hiro to draft a polite reminder on day 3 overdue and a firm one on day 14, and it never touches paid or voided invoices.
AI is included on every plan, running on free monthly credits with no API key to paste and nothing to configure. Workspaces are isolated, MCP access uses revocable per-workspace keys, and Orbit is approval-gated, so nothing is ever sent without you.
The free CRM needs no credit card: 250 contacts, one pipeline, unlimited tasks, calendar, notes, a built-in email inbox, and 10 invoices. Pro is $14/mo for unlimited invoices and contacts, and AI is included on every plan with free monthly credits.
Free for 250 contacts, 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.