OrbIT for Accounting
Client communication, captured where billing happens.
Track client calls, assist with time entries and keep client records in sync so advisory work is documented and billed accurately.
Workflow
- 1Client call
- 2OrbIT
- 3Client record
- 4Suggested time entry
- 5Review
- 6Billing
Advisory calls are valuable — and easy to leave undocumented.
Quick client questions add up across a season. Without a link between the phone system and practice records, that time is rarely captured and client histories stay fragmented across inboxes and notes.
How it works, step by step.
- 01
Client communication is captured
Calls are associated with the client record.
- 02
Time entries are suggested
Prepared from call duration for staff review.
- 03
Client records stay in sync
Interaction history updates in your practice platform.
- 04
Follow-ups are surfaced
Requests for documents or callbacks become tasks.
Business benefits
- Client communication tracking
- A complete history of conversations with each client.
- Time-entry assistance
- Draft entries reviewed by staff before billing.
- Client record synchronization
- Fewer places to update the same information.
- Billing workflow improvements
- Entries arrive in billing with supporting context.
- Administrative automation
- Routine logging handled by the system.
- Operational visibility
- See where client time is going across the firm.
Questions
Which accounting and practice platforms are supported?
Availability depends on each platform's API. Check the integrations catalog or schedule a demo to review your specific tools.
Products used
Other industries
See OrbIT for Accounting with your own systems.
We walk through a live workflow and review which of your phone, CRM and business platforms OrbIT can connect.
Planning a project instead?
For AI strategy, CRM development, custom integrations or governance work, start with a consultation.