By the work · Bookkeeping
Keep the judgment. Automate the routine.
Orchard records how your business actually runs its books, line by line and field by field, until the routine is separable from the judgment. What repeats becomes a supervised Playbook you own. What needs a person stays with your people.
The shape of the problem
Where the hours actually go
The books run a week behind
Reconciliation happens when someone finds the time, which means the numbers describe last week, not this one.
Expensive hours, mechanical work
The person who understands your finances spends their hours matching lines and copying totals between windows.
Receivables slip because chasing is awkward
Overdue invoices age because following up is uncomfortable and never urgent, until it is.
What the record holds
Everything above is already happening. None of it is written down.
- Every ledger screen touched, and whether it was worked in seconds or held open while someone decided
- The order the close actually runs in, month over month, and where it drifts
- Which invoice records are re-opened for follow-up, by whom, and after how many days
- What is copied out of the bank portal and precisely where it is pasted
- The steps that never vary, separated from the ones that always do
What the record holds after a month of watching the books being kept.
The work
Bookkeeping and the close
Learned from how your business actually keeps its books, not from a chart of accounts.
- Reconciling ledgers on a cadence, not a whim
- Preparing the month-end close the same way each month
- Following up on overdue invoices in your wording, on your schedule
- Keeping the paper trail filed where it belongs
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
- Excel
- Your bank portals
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.