How it works Pricing FAQ Contact Book Demo

Business operations · AI copilot

You didn't start a business to manage spreadsheets

We replace your disconnected tools with one system, then give your team an AI copilot that manages projects, stock, orders and invoices on command.

Book my free 30-min audit → See how it works

No commitment · Response within 24h · Fixed price before we start

JM
RS
KL
AP
★★★★★  20+ businesses run on Orbeo
Official Partner
O
Orbeo Assistant
online
Hey, do we have everything for the Henderson job tomorrow?
Orbeo auto-reply draft: Hi Mike, here's your week:
Mon — HVAC install @ Greenfield Offices (heavy equip needed)
Tue — Follow-up inspection @ 312 Oak St
Wed — Emergency call buffer (open)
Thu/Fri — Riverdale Plaza rewiring (2-day job)

Heavy equipment confirmed for Monday. Route optimized: 47 min total drive time.
iMessage · Today 2:14 PM
What's the status on batch 52?
Batch #52 — Aluminum brackets
Status: In production (Step 3/4)
28 of 40 units complete
ETA: Tomorrow 11am
Are we going to hit the Friday deadline?
Yes. At current pace, all 40 units will be done by Thursday 3pm. Shipping label already created for Friday AM pickup ✅
# operations Pinnacle Consulting
LS
Lisa Santos 11:32 AM
@orbeo how's the Harrison project looking profitability-wise? Client keeps adding scope
O
Orbeo 11:32 AM
Harrison Project — Q1 Status:
Budget: $34,000 · Spent: $28,400 (83.5%)
Hours logged: 312h of 340h planned
Margin: 16.5% → slipping from 22% target

⚠️ 3 change orders not yet invoiced ($4,200). Want me to generate those invoices now?
Quality Control Chat
RK
Rachel Kim 3:15 PM
@Orbeo pull up the defect rate for the CNC line this month
O
Orbeo 3:15 PM
CNC Line — March 2026:
Total units: 1,240 · Defects: 18 (1.45%)
Down from 2.1% in February 📉

Top issue: dimensional tolerance on Part #A-207 (8 of 18).
Recommend: tool calibration check on Station 3.
Call with Dave (Summit Electric)
Duration: 1:42 · Transcribed by Orbeo
0:04
Dave: Hey, just checking on those three invoices we sent last month?
0:12
Orbeo: I found 3 open invoices for Summit Electric. INV-1041 ($3,200) paid last Tuesday. INV-1055 ($5,800) due tomorrow. INV-1062 ($2,100) due March 28.
0:38
Dave: Perfect. Can you send Dave a reminder for the one due tomorrow?
0:45
Orbeo: Payment reminder sent to dave@summitelectric.com for INV-1055 ($5,800). Friendly tone, includes payment link ✅
Every project includes
✓ Full system configured for your business
✓ Your existing data migrated and cleaned
✓ AI assistant connected to WhatsApp
✓ Team training on go-live day
✓ 3-week go-live guarantee

Sound familiar?

Before
  • ✕ 5 spreadsheets nobody fully trusts
  • ✕ "Where's the Martinez order?" Nobody knows
  • ✕ Manual invoicing, always 2 weeks behind
  • ✕ Month-end close takes a full week
  • ✕ New hire takes 3 weeks to learn "your system"
  • ✕ You're the answer to every question, every day
After
  • ✓ One system, one source of truth
  • ✓ Every order tracked from quote to delivery
  • ✓ Invoices sent automatically when job closes
  • ✓ Month-end close in half a day
  • ✓ New hire productive on day one
  • ✓ Your team asks the assistant, not you
How it works

3 steps. Done.

From first call to your team running at full speed

1 Your expert

We learn your business

You talk to a real person — not a bot. We study your workflows, your data, how your team actually operates. We build your configuration plan. You review it. You approve it. Nothing moves until you say go.

  • ✓ Workflows documented
  • ✓ Data audit complete
  • ○ Plan approved
Approve Plan →
2 Your system

We build everything

Once approved, we configure your system, import your data, and deploy your workflows. You get a plain-language summary of every action taken. Nothing goes live without your final sign-off.

  • ✓ System configured
  • ✓ Data imported
  • ✓ Workflows active
  • ○ Your sign-off
3 Your team

Your team runs the business

Day one, everything is there. We walk them through it live — no week-long training. Your copilot handles the rest: questions, orders, alerts, actions — instantly, 24/7.

We're short on 20A breakers for Henderson
You have 8, need 12.
⚠️ Short 4 units.
Creating PO to Allied Electric now — delivery Thursday. Henderson is covered.
Perfect

Built for businesses growing faster than their systems

🔧

Field Services & Contractors

  • Track jobs and materials in real time
  • Auto-send invoices when jobs close
  • Your team checks stock without calling you
  • Know where every job stands without asking
→ Up and running, fast.
⚙️

Distribution & Wholesale

  • Know what's turning and what's sitting
  • Proactive low-stock alerts before you run out
  • Sales team sees margin before giving discounts
  • Orders tracked from PO to delivery
→ Up and running, fast.
🏭

Manufacturing & Production

  • Production status visible without walking the floor
  • Customers get order updates automatically
  • Lot tracking and compliance built in
  • Material requirements planned automatically
→ Up and running, fast.
After go-live

Your business gets a brain

Your team asks anything, gets answers from your real data, instantly, on any device

📊

Sales & Ops

Pipeline, follow-ups, revenue forecasts, quote status

📦

Inventory & Purchasing

Stock levels, auto-POs, delivery tracking

💰

Finance

Cash position, overdue invoices, month-end reports

🏭

Production

Order status, scheduling, delay alerts, capacity

One assistant. One conversation. Your entire business.

One investment. Everything included.

No hourly billing, no surprises. You know the cost before we start

Traditional ERP implementations cost $40,000–$120,000 and take 6–12 months.

Growing
For 10 to 20 employees
$450/month · all users included
One-time setup · $4,500

Avg. client recovers full investment in under 60 days.

  • Full system configured for your business
  • Your data migrated and cleaned
  • Jobs, orders & invoices connected
  • AI copilot (messaging)
  • Team training on go-live day
  • Go-live guarantee
  • 48h support
Book free audit
Most popular Best value
Scaling
For 20 to 40 employees
$750/month · all users included
One-time setup · $6,000

Most clients recover their setup cost within 8 weeks.

80% of Leading features · $3,500 less upfront
  • Everything in Growing
  • Inventory, purchasing & stock alerts
  • Proactive low-stock alerts
  • Sales margin visibility
  • 90-day weekly results report
  • 24h support
Book free audit
Leading
For 40 to 50 employees
$1,200/month · all users included
One-time setup · $9,500

One compliance incident avoided covers a full year.

  • Everything in Scaling
  • Multi-site configuration
  • Lot tracking & compliance
  • Sales team margin guardrails
  • Executive dashboard
  • 4h support SLA
Book free audit

All prices USD · 12-month minimum · Go-live guaranteed or we work free until it's done · Built on enterprise-grade infrastructure · Your data, your system

Frequently asked questions

Yes for most cases. It depends on your data quality and your availability to validate. We do a free 30-min audit before signing to confirm the timeline is realistic for you. If it's not, we tell you upfront, not after
That's the case for 80% of our clients. We handle it. Cleanup and migration are included in every package. We send you a simple questionnaire, you answer, we do the rest
Zero technical knowledge required. Your team uses WhatsApp, they already know how. The assistant responds in plain language. The technology is completely invisible
For the project, you have a dedicated human from day one to go-live. The AI assistant is for your team's daily questions, and it's connected to your real data
For 90 days, you receive a weekly report measuring your results in real terms: time saved, actions automated, questions answered. After that, monthly check-ins. And if something breaks, our SLA guarantees a response in 4 to 48 hours depending on your plan
No. You keep working normally while we configure. We touch nothing in production without your approval. The cutover happens on a Friday evening, Monday morning everything is in place
We don't stop until you are. If you're not live and running within the agreed timeline, we keep working at no extra cost until it's done. That's not marketing — it's in the contract.

Ready to stop being the answer to every question?

Free 30-min audit. We tell you what we can do, how long it takes, and what it costs. Before you sign anything

Book my free 30-min audit → Watch a 3-min demo

Response within 24h · No commitment · Fixed price before we start