NewOrkestra answers with sources

Run a more profitable service business.

Connect your pipeline, people, projects and finances. See what each engagement earns, spot unbilled work and margin risk, and act with the records behind every number.

One platform for the whole engagement. Sales, people, delivery, invoicing and cash share one set of records, so every number can show where it came from.

Win the work, staff it and see what it earns

Finance / ProfitabilityClient profitabilityFull year
EngagementRevenueMargin %
HLHalden LogisticsWarehouse platform rebuild$146,900+$27,30024.6%
BEBrightwater EnergyData platform migration$88,40041.3%
CICorvel InsuranceClaims portal, phase 2$52,10014.5%
MSMistral StudioBrand site retainer$36,00039.0%
NHNorthpeak HealthData platform audit$18,20035.2%
All clients listed$341,600
Invoice requestWarehouse platform rebuildTo reviewApproved
Planned rowMilestone 3, go-live
Planned dateOct 15
Requested byHannah Goldstein
Amount$27,300
Approve and create in accountingCreating in accounting…Created · INV-0431Approve and create in accounting
Follow one engagement in the product tour

Find the money you haven’t billed

Found moneyMargin Guard
$58,700 to recover across 4 engagements
Planned invoice overdueHalden Logistics$27,300
Margin at completion below the sold marginBrightwater Energy$18,900
Units used beyond a bundleMistral Studio$8,400
Retainer served beyond its feeCorvel Insurance$4,100
Request the planned invoice
Explore Margin Guard

See what each client contributes

HLBECIMSHLHalden LogisticsBrightwater EnergyCorvel InsuranceMistral StudioHalden LogisticsWarehouse platform rebuildData platform migrationClaims portal, phase 2Brand site retainerWarehouse platform rebuild
Margin %
36.4%41.3%14.5%39.0%36.4%Full year
Revenue$174,200$88,400$52,100$36,000$174,200
Cost$110,800$51,900$44,550$21,960$110,800
Contribution margin$63,400$36,500$7,550$14,040$63,400
Explore project profitability

Ask Orkestra about your work

OrkestraAsk OrkestraAsk a follow-up…
Which engagements need attention this week?

Two of them. Halden Logistics has a $27,300 planned invoice overdue1, and Corvel Insurance earns a 14.5% margin this year2.

Sources 1Found money, Halden2Client profitability
Read from the pages you can open.
Meet Orkestra

Know your cash 13 weeks out

Closing balance, week 13 $457,100 +$44,500 from today
TodayW4W7W10W13
ForecastWithout receipts from Delivery
Explore invoicing and cash flow

One engagement, week by week.

See how Margin Guard catches the drift
  1. Week 38On planEffort tracks the estimate. The margin you sold holds.
  2. Week 42Senior hours run hotThe same timesheets your team already logs show the drift.
  3. Week 44Flagged with the reasonBefore the month closes, with the records behind it.
  4. Week 45Fixed while it still countsOne change request, approved, and the budget follows the work.
Delivery / ActivitiesWarehouse platform rebuildIn progress
Budget$214,000$214,000
Effort182 of 340 md
Margin at completion38.0%Sold margin 38.0%
Weekly time distributionLoggedOver planPlanned
303336394245
Margin at completion below the sold margin
Halden Logistics31.0% vs 38.0%

Senior engineering logged 162 md against 120 md planned since week 42.

Draft a change order
Change requestProposed by KPilot
Raise of $18,600Waiting for approvalApproved, written to the budget
WhySenior engineering, 42 md over plan

Bring anything in. Orkestra reads the file, you check the columns.

Explore integrations
Choose a file or drop it hereAny spreadsheet or export: Excel, CSV or JSON
Orkestra is working out your import…Orkestra reads your headers and the shape of your values to match the remaining columns.
Orkestra matched some columns. Check them below.
You can leave this page. We tell you when your are in.
Cancel
0

The tools you keep, keep syncing. Their records land where the work is.

Jiratimesheet importSync report42 worklogs
GustoPayroll · United StatesNightly importOctober payroll
QuickBooksIntuit QBO · accounting mirrorInvoice creationINV-0431 paid
Delivery / Activities Warehouse platform rebuildIn progress Halden Logistics
Time logged+42 mdFrom Jira worklogs326368 of 382 md
Cost of closed months+$15,500From Gusto payroll$116,300$131,800
Paid+$27,300From QuickBooks$146,900$174,200 of $174,200 invoiced
Synced 2 hours agoSynced just now
ERPNextinvoice mirrorMyUnisoftFrench accounting booksAzure DevOpswork itemsMicrosoft Entra IDdirectory syncApprove from emailApprove and Reject in OutlookExpleehot leads into Sales

Built for the way your team works. Each person gets their part, and the group sees the whole.

Decisions reach the person who makes them

Inbox4 of 4 items4 of 4 items3 of 3 items3 of 3 itemsWaiting on youWaiting on othersDone
JELeaveAnnual leaveJordan Ellis · Nov 10 to Nov 14 · 5 daysSoon
HGInvoiceINV request, Milestone 3Hannah Goldstein · Halden Logistics · $27,300To review
AGExpenseClient workshop travelAnthony Guerrero · 3 lines · $1,240Today
CMRemoteRemote workClaire Morel · Nov 17 · 1 daySoon
Leave approved. Jordan Ellis is told.
Explore workflows and approvals

Everyone sees what their role covers

MeDeliveryFinanceCashflowPeople
HGDCJEHannah GoldsteinDiane ColeJordan EllisYour access
Department managerFinanceEmployeeDelivery and the 3 departments under itNorthline US, Inc., everything related to itYour own file

You run the work: activities, timesheets, invoices, purchases and the team.You handle the money: invoices, purchases, payments, statements and exchange rates. You can see the rest.Self-service only: your profile, your time and your requests.

You approve leave for 6 people3 invoice requests waitingNothing comes to you to decide.
Explore security and access

Several companies, one group

P&LFiscal year 2026Whole groupNorthline US, Inc.Northline Europe SAS
Revenue$5,135.9k$3,420.4k$1,715.5k
Operating income$961.2k$702.0k$259.2k
Operating margin18.7%20.5%15.1%
Revenue by company
Northline US, Inc. $3,420.4kNorthline Europe SAS $1,715.5k
Intercompany transfers kept apart, at their internal rate
See the group P&L

Any currency, read in yours

Invoices, OctoberUSDHome currency
EURLumen GmbHINV-0412€18,400$20,010€18,400 at 1.0875
GBPSaltmarsh LtdINV-0418£9,800$12,390£9,800 at 1.2643
AUDTidewater PtyINV-0423A$22,000$14,520A$22,000 at 0.6600
Total3 currencies$46,920$46,920
See multi-currency invoicing
Structural diagnosis

Stop the invisible margin leakage in your service firm.

Ten minutes on how your firm runs its work: Visibility, Planning and Capacity. You get your strengths, your weak spots, what to tackle first, and an estimate of what they cost you.

When you finish, a short video walks you through your report
Pricing

Pay for the people who run the work. Everyone else is $8.

Start with 14 days of Growth. No card for a work e-mail.

Essentials
Run projects, time and invoicing for one company.
$291a month
$3,490 billed yearlyBilled monthly
Full users9 included, then $350 a year9 included, then $35 Team members$80 a year$8 each
Start your free trial
  • Projects and delivery
  • Time, leave and expenses
  • Invoicing
  • The people file
GrowthMost chosen
See the margin, the cash and the pipeline, across your companies.
$499a month
$5,990 billed yearlyBilled monthly
Full users10 included, then $590 a year10 included, then $59 Team members$80 a year$8 each
Start your free trial
  • Everything in Essentials
  • Profit and loss, and costs
  • Cash
  • The sales pipeline
  • Approvals
  • Several companies
Enterprise
For a larger team, or your own terms.
Custom
Priced with you
Full usersPriced with youTeam membersPriced with you
Talk to us
  • Everything in Growth
  • Priced for a larger team
  • Your own terms
  • Set up with our team
Orkestra in every planThe assistant answers with its sources, at no extra cost.
Counted every nightSomeone added is prorated. Someone removed lowers the next renewal.
US dollars, before taxYour card, invoices and tax id in one secure place.
Estimate your bill and compare plans

Know where your margin goes. Know what to do next.

Bring your own data, or start with a sample company and trace every figure back to its records.