For accounting & bookkeeping firms
Month-end shouldn’t take the month.
Reconcile, chase, tie out, package, send. The same sequence for every client, every month, and nowhere written down as your firm actually performs it. Orchard records it at the field level until it is. What repeats in that record becomes a supervised Playbook you own.
The shape of the problem
Where the hours actually go
The same close, every month
The checklist barely changes; the hours never shrink. It is a procedure, still performed entirely by hand.
The only way to grow is to hire
Every new client brings the same reconciliations, the same chasing, the same packaging, and capacity only comes from headcount.
Chasing documents is nobody’s job
Missing statements and unanswered requests stall the close, and following up is the task everyone deprioritizes.
What the record holds
Everything above is already happening. None of it is written down.
- Which reconciliation screens are worked in seconds and which are held open while someone decides
- The order your seniors actually run the close in, against the order the checklist says
- How many windows and applications one client package passes through
- Which client records are re-opened for a follow-up, by whom, and after how many days
- Where the close stalls, by client and by step, month over month
One close, across one firm, is tens of thousands of recorded observations. This is the kind of thing they hold.
The work
Reconciliation, the close, and client packaging
The repeatable stretch of your firm’s close, learned line by line from your own staff.
- Reconciling accounts the way your best staff do
- Running the close checklist in order, every month
- Following up on missing documents and unpaid invoices
- Packaging client reports the way each client expects
How it learns the work
Watched, learned, proposed, then armed by you
It starts by watching
Install quietly and keep working. Every five seconds Orchard records which application has focus and what was done inside it: the screen, the control, the value in the field, what was copied and where it landed. Never a screenshot, a printable keystroke, or a password.
Repeated work becomes evidence
One desk generates thousands of observations a day. Across weeks they resolve into the shape of the job: the steps, what varies each time, what never does, which exceptions are real rather than noise, and what the whole thing costs in hours. You do not have to know what to automate first.
It asks before it acts
When the evidence is strong enough, Orchard proposes the piece of the work it is ready to take on, with the receipts underneath it. Nothing runs until someone on your team arms it.
Supervised first. Autonomy earned.
Armed work runs supervised: outward writes wait for approval, every run keeps a step-by-step record, and your team decides when a proven Playbook has earned more room.
Where this work happens today
It records in the systems you already use
- QuickBooks
- Xero
- Dext
- Excel
- Karbon
- Outlook
Orchard records at the interface, on the same screens your team already uses. No API, no integration project, and no system that has to expose its data before Orchard can see the work happening in it.
Control before autonomy
Your hand stays on the controls
- Not employee surveillance: Orchard keeps task structure, decisions, and outcomes — never screenshots, printable keystrokes, or passwords.
- Nothing acts unreviewed. Work begins supervised, and approvals sit in front of anything that leaves your systems.
- Autonomy is chosen, not assumed — and your team can pause everything at any time.
- Your business owns the result: the Playbook, its procedures, and the record of every run.