The CRM for bookkeepers who hate chasing their own invoices
Orbit is a CRM for bookkeepers with 16 AI agents built in. Wes nudges unsigned proposals, Ray chases overdue invoices on day 3 and day 14, and June keeps clients warm so retainers renew. You approve every message before it sends. Free to start, no credit card.
Why do bookkeepers struggle to run their own books?
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 a system that handles the awkward, repetitive chasing so you can stay heads-down on the books.
The agents that fit a bookkeeping practice
Orbit ships 16 agents. Three carry a bookkeeper's admin:
- Wes nudges unsigned proposals, politely on day 3 and again on day 7, so a quote does not die in a client's inbox while you wait awkwardly.
- Ray chases overdue invoices, gentle on day 3 and firm on day 14, and never touches an invoice that is already paid. The awkward part is now automatic.
- June keeps retainer clients warm with a real check-in when they have gone quiet for 30 days or more, so the relationship is more than a monthly statement and the retainer renews.
Your admin, before and after Orbit
Same practice, two very different cash flows.
| Orbit | Without Orbit | |
|---|---|---|
| Unsigned proposal | Wes nudges on day 3 and day 7 | Sits in an inbox until you remember |
| Overdue invoice | Ray chases on day 3 and day 14 | You avoid the awkward email |
| Already-paid invoice | Ray skips it, no awkward chase | Risk of nudging a paying client |
| Retainer client between closes | June drafts a real check-in | No contact, easy to churn |
| Cash flow | Proposals and invoices move faster | Money you earned, sitting unpaid |
How is this different from the accountants page?
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 16-agent team, tuned to your cash flow.
Orbit's built-in invoicing means you raise the invoice and Ray handles the reminders, so collections runs 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 makes sure you get paid on time too.
Keep exploring
Frequently asked questions
What is the best CRM for a bookkeeper?+
Orbit fits bookkeepers who hate chasing their own proposals and invoices. It uses Wes to nudge unsigned proposals, Ray to chase overdue invoices on day 3 and day 14, and June to keep retainer clients renewing. Free to start, no credit card.
Can Orbit chase my overdue invoices?+
Yes. Raise an invoice in Orbit and Ray sends reminders, gentle on day 3 and firm on day 14, and never touches a paid invoice. Every reminder is a card you approve before it sends, so the tone stays yours.
Does Orbit help my proposals get signed faster?+
Wes nudges unsigned proposals on day 3 and again on day 7, so a quote does not stall in a client's inbox. You approve each nudge before it goes out.
How much does a bookkeeping CRM like Orbit cost?+
The free plan is free forever: all 16 agents with your own AI key, unlimited contacts, one pipeline, 10 invoices, and 10 proposals. AI providers bill you at cost, typically cents to a few dollars a month. Gmail sync is part of the upcoming Pro plan.
Get paid without the awkward chase
Bring your own AI key and Wes and Ray move your proposals and invoices for you. Free plan, no credit card.
Free forever plan. No credit card. No spam.