Answers about your money,
not another dashboard
Ask in plain language and get explainable answers grounded in your data—plus a copilot that reads documents, flags changes, and prepares the next action for your approval.
Finance copilot
Can we afford to hire two engineers this quarter?
Yes—with margin. Two senior hires add about $58K/mo. Runway stays above 11 months after payroll and tax reserves.
Runway now
14.2 mo
After hires
11.4 mo
Buffer
Healthy
Reserve $42K for added payroll tax?
AI should make decisions easier, not louder
Most finance AI is either a novelty chatbot or a wall of charts. Ora's intelligence layer reads your data, explains what it finds, and prepares work for your sign-off.
Dashboards, not answers
More charts don't help you decide. The question is simple—can we afford this?—but the tools just show you data.
AI you can't trust
A confident sentence with no reasoning and no sources isn't something you'll act on with real money.
"Your runway is fine."
No reasoning · no sources
Surprises at close
Price increases, duplicate tools, and under-reserved tax only show up weeks later—when it's expensive to fix.
An operator's copilot, not another chatbot.
Ask in plain language and get answers you can trust—with the reasoning shown every time.
Ask anything, grounded in your data
The copilot reads across banking, spend, bills, invoices, and tax—so answers are specific to your business and you can always see where they came from.
Plain-language questions about real numbers
Ask in plain language and get an answer drawn from your actual banking, spend, bills, invoices, and tax data.
Cash is up $84K. Two large invoices cleared; card spend rose 9% on travel.
Sources
- Deposit · Atlas Mfg.+$42K
- Deposit · Cedar & Co.+$26K
- Card · travel category+9%
Reasoning and confidence on every answer
Each answer shows how the copilot got there and how confident it is—so you act on insight, not a black box.
- Plain-language questions
- Runway, spend & reserves
- Weekly finance brief
Sources you can trace back to transactions
Every figure links back to the underlying transactions, so you can verify any number in a click.
- Reads & codes invoices
- Detects duplicates
- Suggests pay timing
A weekly brief on what changed and why
Get a weekly read on what moved across your finances and the reasons behind it—without asking.
- Owner-level summaries
- Risk & next steps
- Decision prompts
One intelligence layer, many copilots
Each copilot works a real finance job—reading, detecting, preparing, and recommending across the whole platform.
Finance Assistant
Ask about runway, spend, reserves, and obligations in plain language—and get a weekly brief on what changed.
- Plain-language questions
- Runway, spend & reserves
- Weekly finance brief
AP Copilot
Reads and codes invoices, matches vendors, catches duplicates, and suggests when to pay based on cash.
- Reads & codes invoices
- Detects duplicates
- Suggests pay timing
Spend Guardian
Flags anomalies and waste, watches subscriptions for creep, and enforces policy before spend lands.
- Flags anomalies & waste
- Watches subscriptions
- Enforces policy
Treasury Copilot
Forecasts cash, suggests reserve targets, and recommends sweeps within the guardrails you set.
- Forecasts cash
- Suggests reserves
- Sweep recommendations
Tax Copilot
Tracks obligations, organizes documents, and triages tax notices so nothing becomes a surprise.
- Tracks obligations
- Organizes documents
- Triage tax notices
From question to confident action
A calm workflow—three steps, with you in control of every decision that moves money.
"How much can I safely distribute?"
Or Ora flags it first
Ask or get alerted
Ask a question in plain language—or let Ora surface the change that needs your attention first.
- Cash forecast · 14.2 mo
- Tax reserve · $96K
- Payroll · committed
Traceable to transactions
See the reasoning
Every answer shows its logic, the data behind it, and a confidence level you can weigh.
Move $42K to tax reserve
Recommended by Tax Copilot
AI never moves money alone
Approve the action
When a step is recommended, you approve it. The copilot prepares the work but never moves money alone.
Intelligence with guardrails
Premium AI means leverage you can trust. Ora explains its reasoning, links its sources, and keeps a human in the loop for anything sensitive.
Cash is up $84K. Two large invoices cleared; card spend rose 9% on travel.
Sources
- Deposit · Atlas Mfg.+$42K
- Deposit · Cedar & Co.+$26K
- Card · travel category+9%
Put an operator's copilot on your finances
Join the waitlist for Ora's AI finance copilot—explainable answers and prepared actions across banking, spend, AP, treasury, and tax.