Orchestra Bio

Create financial models for planning, fundraising, or budgeting

Create financial models

Estimate costs related to tasks or objectives, including milestone payments or CRO expenses

Add costs to Programs and Projects

Use a Budget to capture operating expenses such as personnel, G&A, facilities.

Create and manage a Budget

The Chart of accounts allows all financial data in Orchestra to be aggregated, regardless of origin

Manage the Chart of Accounts

Introducing the Orchestra Financial Suite

Pull Actual spend from QuickBooks into your Orchestra financial models

Connect to QuickBooks Online

Perform BvA analysis on your financial data across multiple dimensions

Compare estimates to actuals

Tara Lee

Financial planning

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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