Resources
The Orivian Resources Hub.
Free toolkits, practical guides, and product resources to help you find operational improvements, automate workflows, and build better internal systems.
Toolkits
Free checklists, scorecards, and worksheets.
Use these tools to find bottlenecks, prioritize automation opportunities, and plan better internal systems — before spending on software or consultants.
Operations Audit Checklist
A practical checklist for finding manual work, reporting gaps, handoff issues, and automation opportunities inside your business.
15–30 minutes
Automation Opportunity Scorecard
A simple scorecard for deciding which workflow is worth automating first.
10–20 minutes per workflow
AI Readiness Checklist
A practical checklist for deciding whether a workflow is ready for AI integration or needs cleanup first.
15–25 minutes
Internal Tool Requirements Worksheet
A worksheet for scoping an internal tool before replacing spreadsheets, manual handoffs, or disconnected workflows.
20–40 minutes
Guides
Practical operations guides.
Answers to the operational questions businesses ask before they know what solution they need.
How to Know When Your Business Has Outgrown Spreadsheets
Spreadsheets are useful until they become the operating system for your business. Here are the signs it is time to move to a better workflow or internal tool.
What Is Business Process Automation? Practical Examples for SMBs
A practical guide to business process automation for small and midsize businesses, with examples like lead response, invoice reminders, reporting alerts, and handoffs.
QuickBooks Dashboard Analytics: What Owners Actually Need to See
Which metrics belong on a QuickBooks owner dashboard, the reports that feed them, and what real dashboard analytics adds beyond a static report — trends, comparisons, and alerts.
7 QuickBooks Dashboard Examples for Small Business Owners
Seven real QuickBooks dashboard examples with screenshots, the metrics on each one, and the decision it's built to drive.
How to Create a Dashboard in QuickBooks (Step by Step)
A step-by-step walkthrough of QuickBooks Online's built-in dashboard, where it stops working, and the three upgrade paths from there.
Power BI vs. QuickBooks Dashboards: Which Do You Actually Need?
An honest comparison of QuickBooks's native dashboard, Power BI, and purpose-built tools like DashEase — setup, cost, maintenance, and best-fit business size.
14 Reports, 4 Decisions: What a Real Reporting Audit Found
An anonymized case study: how a growing service business's 14-report QuickBooks and spreadsheet stack collapsed into 4 decision-driving dashboard views.
Product Resources
Orivian products for specific workflows.
Focused automation and reporting products built for the workflows that matter most to growing businesses.
DashEase
Turn QuickBooks data into clear dashboards for revenue, expenses, cash flow, and owner-level reporting.
InvoiceFlow
Automate invoice reminders, overdue escalation, payment status updates, and recurring AR summaries.
LeadFlow
Instant lead acknowledgment, CRM updates, owner notifications, follow-up workflows, and booking handoffs.
RouteOps
Plan routes, manage stops, assign hubs, and improve operational visibility for delivery and field teams.
Explore services
Ready to take the next step?
The resources here connect directly to Orivian's services. Use the tools and guides to clarify the problem, then bring Orivian in when you are ready to build the fix.
Operations Consulting
Identify the highest-value improvements in your current workflows.
Learn more →Automation
Automate lead response, invoicing, handoffs, and recurring reporting.
Learn more →Custom Software
Replace spreadsheets and manual systems with focused internal tools.
Learn more →AI Integration
Find practical AI opportunities in your existing workflows.
Learn more →Not sure where to start?
A free operations audit identifies the highest-value improvements in your current workflows. No commitment required.
Prefer email? hello@orivian.ai