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Frequently asked questions

Trial, plans, AI assistant, data: the short answers.

Trial and subscription

How does the free trial work?

Every plan starts with 14 free days. Your card is asked for when you subscribe, and nothing is charged before the trial ends. Cancel anytime before it ends, at no cost.

How much does Orbinance cost?

Solo $29, Pro $59 and Cabinet comptable $149 a month, before taxes. The Entreprise plan is on quote. Paying yearly, you pay 10 months instead of 12.

Can I change plans or cancel?

Yes, anytime in Settings › Subscription plan. When you move to a smaller plan, nothing is deleted: whatever goes over the limit becomes read-only.

Can I pause my subscription?

Yes. For $5 a month, your account and data stay available read-only, instead of cancelling.

Who pays when I work as a team?

The owner pays for their plan. Invited viewers are free and unlimited (Pro and Accounting firm). Each editor, someone who can make changes, is a seat at $15/month ($150/year) added to the owner's subscription: up to 5 per company on Pro, unlimited on Accounting firm. Invited people don't need their own subscription.

Financial projection

What does Orbinance produce?

A complete financial projection over 1 to 5 years: sales, salaries, expenses, investments, financing, tax credits and grants, then the income statement, balance sheet and cash flow under ASPE, month by month.

Are my financial statements ready for the bank?

The statements balance on every calculation and export to PDF or Excel, in French or English. The Pro plan adds a complete business plan PDF with your logo.

Does Orbinance work for a US company?

Yes: sales in Canadian or US dollars with exchange rates, and Canadian and US tax and payroll rules.

Can I compare my budget with actuals?

Yes, with budget tracking (Pro plans and up): import actuals from Xero, or paste your figures from Excel or QuickBooks, and see the gaps line by line. QuickBooks sync is coming soon.

AI assistant

What does the AI assistant do?

Describe your business or a change in plain words: the assistant fills in the assumptions, updates the projection and explains the effect on cash. It's included with your account, with a daily limit that depends on your plan.

Can I use Claude, ChatGPT or Codex?

Yes, with the AI connector, on every plan: read-only with Solo, read and edit from Pro. The how-to is on the Connect your AI page.

Is my data used to train models?

No. Orbinance doesn't keep the text of your exchanges with the assistant, and Anthropic doesn't use them to train its models. The details are in the privacy policy.

Data and team

Where is my data?

Your account and financial projections are hosted in Canada, in Montréal.

Can I get or delete my data?

Yes, anytime in Settings › Account › Your data: download everything, or delete your account.

How do I work with my accountant?

Invite them as an editor or viewer (Pro plans and up), or send a read-only link. The Cabinet comptable plan lets a firm follow all its client companies in one place.

Can I go back to an earlier version?

Yes. Every change is kept in the version history, and the owner can restore a version anytime.

Another question? Write to us.