Unlock Your
Business’ Potential
AI business intelligence platform for growth-focused small business owners.
Access intelligent
financial guidance fast!
From tax planning to capital allocation, gain critical insights into the health of your business. Pinpoint opportunities for growth, assess risk, and align your people to the right tasks.
Finally! Strategic business advice in one place.
Financial Clarity
See your complete financial picture and connect the dots between business and personal planning.
Expert Access
Connect to industry experts
when you need them (advisors, insurance providers, and legal counsel).
Benchmarking
Measure your business performance against peers to uncover opportunities for improvement.
Recommendations
Receive advice and actionable recommendations that you can implement today.
Small businesses are the backbone of the US economy, but financial advisory services are often siloed and out of reach.
“The business insights report caused us to start having conversations about our business that we have needed to have for awhile. It correctly pinpointed the areas we needed to work on and helped us have a plan for addressing them.”
Lisa Courter
United Gold Buyers
Get your Insights Report.
Orca Advisor is an AI voice-activated experience that feels and sounds like having a live discussion with a professional advisor. Receive expert insights when you need them, available 24/7.
Get comprehensive insights across 7 key areas:
Tax strategy
Capital allocation
Business strategy
Risk management
Legacy & estate planning
People and operations
CFO
FAQ
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Orca provides real-time visibility into the health of their SMB portfolio so that they can proactively provide services, manage risk, and foster stronger customer relationships.
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Orca Advisor is an AI-powered platform that integrates business and personal finance to assess the complete health of your business to avoid conflicting advice from multiple siloed advisors like a tax professional, CFO, or financial advisor.
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Our architecture is designed for us to be able to get a SOC2 audit completed. This includes things like 2FA, encrypted data and other things. We will be working to get our SOC2 audited completed soon.
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Absolutely! The Orca Advisor platform provides deep insights into the health of your clients and can help you provide comprehensive, actionable advice.
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Orca Snapshot Reports are $200. Orca Insights Reports are $500. Monthly subscriptions to your AI advisor are $200/month.
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Most SMBs will receive exceptional value using the Orca Advisor Platform, but Orca Advisor is especially well-suited to founders looking to build long-term value and are ready to move beyond status quo of business planning.
Make data-informed business decisions with confidence.
Fast, accessible financial guidance when you need it.