Orbit is a simple all-in-one CRM for bookkeepers, with built-in invoices and proposals and one AI assistant called Hiro. Raise an invoice or send a proposal, then ask Hiro to draft the polite reminders and the client check-ins that keep retainers renewing. You approve every message before it sends. Free for 250 contacts, no credit card.
It is the oldest irony in the trade: the person who keeps everyone else paid on time is the worst at chasing their own money. You send a proposal to a new client and it sits unsigned because you hate following up. You finish a month of work and the invoice goes overdue because you feel awkward nudging. And the steady retainer clients, the ones who pay your rent, never hear from you outside the monthly close, so when a cheaper option appears they have no reason to stay.
None of this is a numbers problem. It is a follow-up problem, and follow-up is the work that always loses to actual client work. The fix is an assistant that drafts the awkward, repetitive reminders so you can stay heads-down on the books.
Orbit has one AI assistant, Hiro, that opens with Cmd or Ctrl-J. Ask and it will:
Same practice, two very different cash flows.
| Orbit | Without Orbit | |
|---|---|---|
| Unsigned proposal | Hiro drafts a polite nudge | Sits in an inbox until you remember |
| Built-in invoices and proposals with e-signature | ||
| Overdue invoice reminder | Hiro drafts one you approve | You avoid the awkward email |
| AI assistant (Hiro) that drafts the busywork | ||
| Retainer client between closes | Hiro drafts a real check-in | No contact, easy to churn |
| Free plan, no credit card | Varies |
Orbit has a page for accountants too. This one is for bookkeepers specifically: the practice built on monthly retainers, recurring invoices, and a steady book of small-business clients, where the make-or-break work is getting proposals signed and invoices paid without the awkward chase. Same AI assistant, Hiro, tuned to your cash flow.
Orbit's built-in invoicing means you raise the invoice and ask Hiro to draft the reminders, so collections stays on top of itself. If chasing overdue money is your least favorite hour of the week, here is how AI invoice collection works. Nothing sends without your approval, so you stay in control of the tone with every client.
You keep everyone else paid on time. Orbit and Hiro help you get paid on time too.
Orbit fits bookkeepers who hate chasing their own proposals and invoices. It has built-in invoices and proposals, and its AI assistant, Hiro, drafts nudges for unsigned proposals, overdue-invoice reminders, and retainer check-ins. Free for 250 contacts, no credit card.
Yes. Raise an invoice in Orbit and ask Hiro to draft the reminders, gentle first and firmer later. Every reminder waits for you to approve before it sends, so the tone stays yours. The free plan includes 10 invoices; Pro is unlimited.
Ask Hiro to draft a polite nudge for an unsigned proposal, so a quote does not stall in a client's inbox. You approve each nudge before it goes out. Orbit includes proposals with e-signature: 10 on the free plan, unlimited on Pro.
The CRM is free to start: 250 contacts, one pipeline, tasks, calendar, a built-in email inbox, 10 invoices, and 10 proposals. Pro is $14/mo or $112/yr and unlocks unlimited invoices and proposals. AI is included on every plan with free monthly credits.
Raise invoices and let Hiro draft the reminders. Free plan, no credit card, nothing sends without you.
Free forever plan. No credit card. No spam.