Your back office,
fully automated
Reconciliation, formulas, reporting, and workflow automation — configured to match your exact processes without spreadsheet gymnastics.
The building blocks of automation
Each capability is powerful on its own. Together, they replace the patchwork of spreadsheets, manual processes, and disconnected tools that most operations still rely on.
Custom Data Schemas
Define exactly the fields, types, and validation rules your operation needs. Each data collection connects to forms, formulas, automations, and reports — all configurable without code.
Formula Books & Calculations
Build complex business logic visually. Pricing formulas, volume conversions, commission calculations, tax computations — with lookup tables, variables, and conditional expressions.
Automatic Reconciliation
Compare any two data sources side by side. Match load tickets to invoices, BOL data to terminal receipts, or payroll records to timesheets. Discrepancies flagged automatically.
Custom PDF & Excel Reports
Design pixel-perfect report templates with a WYSIWYG editor. Mail-merge fields pull live data. Schedule reports to generate and email automatically — daily, weekly, or on-demand.
Data Aggregation & Dashboards
Combine records across data sources into summary views. Group by date, region, driver, product — any dimension. Feed aggregated results into reports, emails, and executive dashboards.
Event-Driven Automation
When data changes, actions fire. Send an email when a status changes. Update a related record when a form is submitted. Chain events together for multi-step workflows.
Common configurations
The same platform powers all of these workflows. Each one is configured — not coded — by connecting data schemas, formulas, automations, and reports.
Invoicing & Billing
Capture delivery data, run pricing formulas with rack-plus calculations and surcharges, generate PDF invoices, and email them to customers — all automatically triggered by load completion.
Vendor Reconciliation
Import supplier invoices, match them against your delivery records, identify discrepancies in quantity, pricing, or product — and generate exception reports for your accounting team.
Payroll & Commission Tracking
Calculate driver pay, sales commissions, or contractor payments using configurable formulas. Pull data from completed tasks, apply rate tables, and generate pay summaries.
Inventory & Product Tracking
Track product quantities across locations. Monitor tank levels, blend compositions, and product specifications. Automatic alerts when inventory drops below configurable thresholds.
Multi-Source Reporting
Combine data from across your operation into unified reports. Break down by any dimension — time period, region, customer, product, or driver.
Compliance & Audit Trails
Maintain a complete, timestamped audit trail for every record. Review and approval workflows ensure data accuracy. Generate compliance reports on demand for regulatory requirements.
The spreadsheet ceiling
Every growing operation hits the same wall. Excel becomes unmaintainable. Formulas break. Reconciliation takes a full-time person. Reports are always out of date.
Orchestrate replaces that entire layer with a structured, configurable system that you can change without developers. Your data lives in defined schemas. Your formulas are versioned and reliable. Your reconciliation runs automatically. And your reports generate themselves.
When your process evolves, you update the configuration — not the code.
Ready to replace the spreadsheets?
Tell us about your operation and we'll show you how Orchestrate can automate your specific workflows.