The Advisory Operating System
Elevate your practice with
AI-powered advisory.
Advisory for every client on your book.
One subscription per client, three ways to deliver it, 33% off list for your firm. You set what your clients pay.
Applying sets up your firm and unlocks firm pricing. Or talk to us first.
Trusted by forward-thinking firms
33% off list, applied automatically.
List price is $300 a month. Your firm pays a third less on every client subscription and on one-time reports. You set what your clients pay.
Every subscription is delivered whichever way fits the client. You see your rate the moment you're approved.
Your firm rate
33% off list
You price your advisory engagement. Orca bills your firm at your rate.
Applying sets up your firm and unlocks firm pricing. Or talk to us first.
Your clients stay yours.
Orca sells through firms, not around them. That only works if the rules are plain.
We never solicit your clients.
Clients you enroll are your clients, in every delivery model, DIY included. Orca does not market to them, upsell them, or route them to other advisors.
You own the relationship and the price.
You bill your clients for your advisory service at the price you set. Orca bills your firm at your discounted rate.
Your clients see you, not a vendor.
In Assisted and Full Advisory engagements, the insights arrive in your meetings, under your guidance. Orca is the engine, your firm is the advisor.
One subscription per client. Three ways to deliver it.
The full methodology and the Business Insights Report, included in every Orca Advisor subscription. The only thing that changes is who does the work.
DIY
The AI advisor guides them. You check in.
The client works through the assessment, tools, and methodology with Orca on their own schedule. You stay in the picture with periodic check-ins.
- Your team's time
- Periodic check-ins
- Best for
- Cost-sensitive clients
Assisted
They work in Orca. You guide the decisions.
The client works inside Orca, and you meet on a regular cadence to interpret the output, guide decisions, and keep them accountable to the plan.
- Your team's time
- A recurring meeting; you interpret the output
- Best for
- Clients who want a partner
Full Advisory
Your team runs it all. They just talk to you.
Your team runs the whole engagement behind the scenes, reaching past the financials into strategy, people, risk, legacy, and tax. Advisory scales beyond the one person who lives and breathes it.
- Your team's time
- Your team runs the engagement
- Best for
- High-need clients
Ready to use Orca with your clients?
Firm advisory training, included.
Advisory should not depend on one person who holds the whole methodology in their head. Orca gives your team a repeatable way to sell, prepare, lead meetings, prioritize the work, coordinate specialists, and follow through.
Recognize the moment a client is raising a hand for help, and turn it into an advisory conversation.
Prepare and lead meetings that go beyond compliance to the decisions that move the business.
Turn managers and senior accountants into capable advisors, with structure and oversight.
Every engagement starts with the Business Insights Report.
A business valuation, grades across 22 areas, 16 financial ratios with trends, and a 12-month action plan your firm can deliver against.
Give them the advice that goes with the numbers.
Your clients already come to you for the numbers. With Orca Advisor, your firm can tell them what to do next.
Expand beyond compliance
Add advisory to the compliance work you already do, with finished deliverables your firm reviews and stands behind.
Identify growth opportunities
Recommendations drawn from each client's own financial data, so your team walks into every meeting with something specific to say about cash, costs, and growth.
Keep clients engaged year-round
The methodology gives every check-in an agenda: progress on the plan, new risks, and the next decision that moves the business.
Deliver it with your whole team
Firm advisory training turns managers and senior accountants into capable advisors, so you can serve more clients well without leaning on one person.
Built to be reviewed, not just believed.
Orca is a holistic advisory operating system that helps you see needs, guide priorities, and coordinate expertise. Current-year tax planning, forecasting, bookkeeping, and other specialized work stay with your firm. Firm advisory training, shared context, and manager review keep every engagement under your firm's oversight.
Client data is encrypted and protected with two-factor authentication. Our architecture is built to SOC 2 standards, and we are working toward completing a SOC 2 audit.
Questions firms ask.
Bring connected, high-quality advisory to your firm.
Apply to set up your firm, unlock firm pricing, and start delivering advisory your clients will pay for.