For finance teams
The reason behind every invoice
Blue Orchid reads invoices, quotes and the conversations around them, reads QuickBooks Online live, and drafts one exception list on request for your bookkeeper, instead of forwarded emails
What it handles
What finance stops chasing.
- 01
Match invoices to quotes
Compare each invoice with the accepted quote and approved changes, and flag what doesn't agree.
- 02
Find the reason for an expense
Pull the receipt, the approval and the conversation that explains it.
- 03
Catch duplicates and gaps
Flag possible duplicate invoices and invoices missing a property, project or department.
- 04
Hand over one exception list
Give the bookkeeper one list of open items, each with its sources, instead of forwarded threads.
One workflow, start to finish
How an unmatched invoice gets resolved.
Follow one vendor invoice from the inbox to a reviewed bill in QuickBooks.
Blue Orchid reads the approved email and the PDF. The original stays linked.
Ask the deal file
Questions finance teams ask it.
Does this invoice match the accepted quote and approved changes?
Which invoices are missing a property, project or department?
Are any of these invoices duplicates, or just revisions and recurring charges?
Which invoices are still unpaid in QuickBooks right now?
Why did this recurring bill go up from last quarter?
Sources
Where the answers come from.
Each source is set up with your team, and you choose what it reads.
Approvals
What waits for a person.
- Every bill it drafts for QuickBooks
- Collection emails and payment follow-ups
- Every category or property it suggests for a transaction
- Any reply to a vendor about a disputed amount
Blue Orchid reads QuickBooks Online live today, in early access. It doesn't read bank accounts yet, and amounts show exactly as each source states them.
FAQs
What teams ask before starting.
Explore the work
Other teams on the same deal file.
Bring one deal your team keeps chasing.
We'll set it up there with your team, then walk you through each answer and approval.