For finance teams
who write the rules, not the payments
You write the mandate: positions, budgets, signing rules and policies. Orla pays inside it, brings you only what does not fit, and closes the month on a checklist with every payment's signer on file.
The matrix
Your approval matrix
as a page the company signs
- $1,000 to $10,000
- Mira or Alex signs
- Over $10,000
- Both founders sign
- A new payee
- Sanctions check, then an owner
- Bank details changed
- A person, always
- Rules in bands
- Each band with its own accounts and named signers. A payment between two bands is refused, never sent unsigned.
- A policy on every record
- Not only on payments.
Exceptions
Only what does not fit
comes to you
- Past a budget
- The position that issued it signs once.
- The stricter of two
- Where a rule asks for two people, two sign, whatever the budget says.
Brakes
Brakes no budget can lift
and loosening that waits
- Raise Tools to $5,000Waits for the second founderWaits
- Let Marketing pay by itselfWaits for the second founderWaits
- Lower Delivery to $15,000Applied nowApplied
- Pause every paymentApplied nowApplied
- $2,000 a payment and $10,000 a day
- By default, on what Orla pays by itself, whatever the mandate says.
- Loosening waits
- For a second person and from 24 to 72 hours, with a veto. Tightening applies at once.
- One pause
- Stops every payment.
Close
A month that closes on a checklist
and says what still holds it
- Rows without a category
- 0
- Waiting for a signature
- 1 · holds
- Balances match the bank
- Yes
- Receipts missing
- 3 · noted
- What holds the close
- Rows without a category, payments waiting for a signature and balances that differ from the bank.
- Closed is closed
- Reopening a month takes an owner or an admin and a reason.
Handover
Every payment with its signers
handed over as files
- Journal
- Xero, QuickBooks
- Bank statements
- 4 accounts
- Payments with their signers
- 38
- Invoice PDFs
- 12
- Manifest
- What is inside
- A journal and an archive
- Double entry, mapped to your chart of accounts for Xero or QuickBooks, and the whole month in one archive with who signed each payment.
- A seat for your accountant
- Free, and unable to move money.
On autopilot
What goes by itself
and what still waits for you
Goes by itself
- A bill or a payout inside its budget in the mandate
- From Revolut Business, Airwallex, PayPal or the account inside Orla
- An agent's card or API spend inside its cap
Waits for you
- A new payee, and bank details that changed
- Anything past a budget or a limit
- Every payment from Mercury, Slash, a Safe or a wallet you sign
The brakes above both
- $2,000 a payment and $10,000 a day until you change them
- Loosening a limit waits 24 to 72 hours
- One pause stops every payment at once
Questions
Finance teams ask
the short answers
Can we keep our approval matrix?
Yes. Signing rules run in amount bands with named signers. We copy yours on the first call.
Who can loosen a rule?
Anyone may propose it. It waits for a second person and from 24 to 72 hours, and can be stopped.
Does it replace our ERP or our books?
No. ERP and CRM connect by key beside the books, and the month leaves as files for Xero or QuickBooks.
Can we see why a payment went out?
Yes. Every row names the line of the mandate that let it go and who signed.
In the cabinet
- The space
Decide who signs and what connects
- Month and checks
Hand the month to your accountant
- Inbox and the ledger
File every bill and receipt, with its paper
Read next
- The mandate
One page that says what the autopilot may pay
- Month-end for the accountant
The month closed and handed over
- For founders
Who still run the money at night
- Who it’s for
Growing companies that pay many people
Bring your approval matrix
and leave with it as a mandate
On a thirty minute call we turn your signing rules and budgets into a mandate on your own accounts.