Finance and compliance operations
FinOrbit
Turn accounting data and compliance work into one operating platform for executive dashboards, branded reports, filing visibility, and cleaner handoffs.
Company dashboard
Finance Report
Revenue
$1.28MGross margin
68.4%Operating profit
$342KBuilt for finance and compliance
From accounting data to boardroom-ready reports and compliance visibility.
- Live Profit & Loss dashboards with cash/accrual finance reporting
- Compliance tracking alongside client and company financials
- Role-based Admin and Viewer accounts with secure setup links
- Branded reports with period, basis, company, and generated date
CRM for finance operations
Keep client context beside the numbers.
Track clients, owners, industry, resources, software stack, entity details, and billing context in one place so finance and compliance work starts with the right operational picture.
| Client | Status | Revenue | Owner |
|---|---|---|---|
| Acme Growth Co. | Active | $1.2M | CFO |
| Summit Lane LLC | Onboarding | $480K | Ops |
| Northstar Labs | Review | $860K | Partner |
Compliance tracker
Stay ahead of filings, due dates, and state tasks.
Organize compliance states, registrations, form numbers, deadlines, filing notes, and internal owners so nothing gets buried in a spreadsheet or inbox. Most reporting tools stop at reports; FinOrbit brings compliance services into the same workspace.
Pricing
Choose the service mix that fits your team.
Pricing depends on whether you need finance reporting, compliance services, or both. We will scope the right plan around your company count, users, and workflow.
Contact us for pricing
Flexible plans for finance, compliance, or a combined platform.