/ Features
The All-In-One Financial Planning Platform for Businesses
Plan cash flow, budgets, hiring and profitability in one simple platform powered by AI.
Orcheo brings everything — cash flow, budgeting, forecasting and insights — into one platform built specifically for businesses
What's inside the platform:
What's inside the platform:
Orcheo AI
Bank Connectivity
Security
Mobile App
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Orcheo AI
Instant insights and explanations powered by AI
Get clear explanations of your financial data in plain English
Identify risks, trends and opportunities instantly
Receive proactive suggestions to improve performance
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Bank Connectivity
Real-time data through secure bank connections
Sync transactions automatically from your bank accounts
Eliminate manual data entry and reduce errors
Keep forecasts and dashboards always up to date
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Security
Bank-level protection for your financial data
Enterprise-grade encryption to protect sensitive information
Secure authentication and controlled access permissions
Built to meet modern data security standards
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Mobile App
Access forecasts and alerts wherever you are
View cash flow, budgets and insights on the go
Receive real-time alerts for important financial changes
Stay connected to your business anytime, anywhere
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What you can do with Orcheo
Orcheo is designed to support every core financial workflow — from planning to decision-making without switching between tools
Plan cash flow with confidence — See cash in and out month-by-month and spot gaps early
Build budgets & forecasts — Create annual or rolling forecasts without spreadsheets
Test scenarios — Understand the impact of growth, hiring or pricing instantly
Track profitability — Identify your most profitable clients, projects or products
Plan hiring — See how new hires affect budgets and runway before committing
From insight to action — faster, clearer decisions every day across your business.
Get Started/ Feature
Built for businesses — not corporates
While competitors like Pigment and Agicap focus on complex enterprise use cases, Orcheo is designed for real businesses that need clarity, speed, and usability.
Designed for businesses, not corporates
Plain English — no finance jargon
Fast setup and easy onboarding
AI that guides your decisions
One shared source of truth for every team
Powerful enough to scale — simple enough to use from day one without heavy implementation.
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How the platform works
Getting started with Orcheo is simple. The platform is designed to move from setup to insight quickly without requiring technical expertise.
1. Set up your model:
Add revenue, expenses, salaries and starting cash
2. Import or sync data:
Connect your bank or upload existing data
3. Build forecasts & budgets:
Model different outcomes in minutes
4. Get AI guidance
Orcheo AI highlights risks, trends and opportunities
5. Access anywhere
Use Orcheo on desktop or mobile
Get Started1. Set up your model:
Add revenue, expenses, salaries and starting cash
2. Import or sync data:
Connect your bank or upload existing data
3. Build forecasts & budgets:
Model different outcomes in minutes
4. Get AI guidance
Orcheo AI highlights risks, trends and opportunities
5. Access anywhere
Use Orcheo on desktop or mobile
/ FAQ
Everything You Need to Know
What are autonomous finance operations?
They use AI to automatically organise, categorise, and manage financial data without manual work.
How does Orcheo categorize transactions automatically?
It detects patterns in your transactions and assigns categories instantly across all banks and entities.
Do I need to set up rules or templates?
No, Orcheo creates and applies rules automatically based on real transaction behaviour.
Does the system improve over time?
Yes, it learns from activity and corrections, becoming more accurate and consistent.
Can I still control or override the automation?
Yes, you can edit any transaction or rule at any time with full transparency.
/ testimonials
Teams Love Using Orcheo—And It Shows
/ 01
We switched from a bulky legacy CRM to Flowis and immediately saw reps actually using it. It’s intuitive, fast, and has made our pipeline reviews 10x clearer.
Maya Chen
VP of Sales, RevPilot
/ 02
Flowis gave our team the visibility we were missing. Our follow-ups are on point, forecasting is finally accurate, and the UI is just smooth
Julian Cross
Head of RevOps, AxisLoop
/ 03
What used to take a week of updates and chasing reps now happens in real time. Flowis keeps our sales team focused and our data clean
Aisha Karim
Sales Enablement Lead, ClarityOps
/ 04
Flowis helped us go from scattered spreadsheets to a clean, centralized sales process. Our reps adopted it in days—no training, no pushback.
Leah Torres
Sales Director, BrightLedger
/ 05
With Flowis, we finally have a CRM that supports how we sell—not the other way around. Forecasting and reporting are now instant and accurate.
Greg Sumner
CRO, NovaStack
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