AI Revenue Operating System

One platform.
Every revenue workflow.

Quotes, invoicing, CRM, automation, decision intelligence, and AI business operations — unified into one platform built for modern revenue teams.

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Starter

For freelancers & solo operators

$24/mo

$290/year · billed annually

Start Free

1 user

500 AI actions/mo

Includes

Quotes & invoices
Payments
Client management
Basic CRM
Voice to Quote
AI Assistant (limited)
1 workspace
Email sending & PDF export
AI Decision Engine
AI Liquidity Analyzer
Advanced automations
Team collaboration

7-day free trial · No credit card required

Built to drive outcomes

3×

faster quote-to-close

AI-assisted proposal scoring

40%

reduction in payment delays

AI payment risk analysis

2×

more deals won

AI Deal Intelligence & follow-ups

100%

cash flow visibility

AI Liquidity Analyzer

Compare

Choose by capability

Every tier is built for a specific stage of growth. Start lean, scale with AI.

Feature	Starter	GrowthPopular	Scale	Enterprise
Core
Quotes
Invoices
Payments
CRM	Basic	Advanced	Full	Full
Client portal
Voice to Quote
AI Capabilities
AI Assistant	Limited	Standard	Full	Custom
AI Decision Engine
AI Liquidity Analyzer
AI Automation		Basic	Full	Custom
AI Routing				Dedicated
AI actions/month	500	10,000	100,000	Unlimited
Collaboration
Team members	1	5	15	Unlimited
Collaboration
Approval workflows
Multi-workspace
Governance & Security
Audit logs
RBAC	Basic	Basic	Advanced	Full
API access
Webhooks
SSO
White label

Add-Ons

Extend your AI stack

Add specialist AI modules to any Growth or Scale plan.

AI Finance Copilot

$49/mo

Deep cash flow intelligence, payment prediction, and proactive financial risk alerts.

AI Sales Copilot

$39/mo

Win-probability scoring, deal coaching, and AI-generated follow-up sequences.

Client Portal Pro

$29/mo

Branded client portal with e-signature, payment links, and real-time document status.

FAQ

Common questions

An AI action is any operation powered by AI — generating a quote, running a deal analysis, triggering a decision rule, producing a liquidity insight, or sending an AI-crafted follow-up. Each interaction with the AI layer consumes one or more actions depending on complexity.

Yes. Plan changes take effect immediately and are prorated. Upgrading unlocks new capabilities instantly. Downgrading takes effect at the end of the current billing period — your data is preserved.

Yes. Every plan includes a 7-day free trial with no credit card required. You get full access to all features in your chosen tier during the trial.

Orchid Office routes AI requests intelligently across providers including OpenAI and Google Gemini. Enterprise plans support custom AI provider configuration and dedicated routing for compliance or latency requirements.

Annual plans are billed once per year at a discounted rate. You save approximately 17% compared to monthly billing. You can switch from monthly to annual at any time from your billing settings.

All data is encrypted in transit and at rest. We enforce row-level security at the database layer, full audit logging, and org-scoped data isolation. Enterprise plans include compliance controls, data residency options, and SSO.

You will be prompted to add a payment method. If you do not upgrade, your account moves to a limited read-only state — your data is never deleted. You can upgrade at any time to restore full access.

Contact our sales team via the "Contact Sales" button. We typically respond within one business day. Enterprise onboarding includes a dedicated onboarding call, custom configuration, and a tailored deployment plan.

Ready to run your business on AI?

Join the teams using Orchid Office to close deals faster, collect payments sooner, and operate with total clarity.

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7-day free trial · No credit card required · Cancel anytime

One platform.Every revenue workflow.