Ask questions about your firm in plain English. Every answer shows its sources.
Orkestra is the AI assistant in KPilot. It reads your P&L, projects, timesheets, invoices, deals, cash and people with your permissions, links every figure to its record, and asks before it changes anything.
Why is Lone Star losing money?
- Reading an activity’s P&LACT-2025-H01
- Reading an activity’s budget300 md, sold at 28.0%
- Reading the team’s timesheets395 md logged
Lone Star’s margin at completion is −9.7%, against 28.0% sold 1. Two things moved it:
- 95 days above the 300 planned, mostly the eight extra regional workshops 2 3
- Four change requests delivered inside the fixed price, none billed 4
A change order of $58,400 would bring it back to 10.1%.
Madeline ChoRecorded only after you approve.Recorded as your decision, at 9:41.
What you can do with Orkestra
Five examples on Mesabrook’s data.
Get answers based on what you can access
Orkestra only reads data you have permission to see. It lists each source as it reads it, and tells you when something was left out.
- Each data source listed
- Limited to your companies and departments
- Extended reasoning for complex questions
What moved the operating margin since October?
Check every number
Answers include tables, charts and numbered sources. Each source links to the invoice, project or person behind the number.
- Numbered sources
- Export tables to CSV
- Same figures as the rest of KPilot
Who is late paying us?
- Adding up what clients owe5 open invoices
Two clients, $220,413 overdue. Ironwood holds $166,600 of it: both milestones wait on a hold in their procurement receiving.
Approve changes before they happen
When you ask Orkestra to do something, it prepares the change and shows you a preview. You approve, reject or edit it.
- Preview of every change
- Approve, reject or edit
- Recorded under your name
Move Hannah Goldstein to Strategy & Digital Advisory from December 1.
Update an employeeHannah Goldstein · EMP-011PreviewPreview only. Approve to apply the change.Changed by Lawrence Bennett, on his approval.
Find the right person for the job
Ask for the skills you need, and Orkestra ranks your people by skill level and availability.
- Matched by skill level
- Checked against workload
- Salary scenarios as previews
Who could own the KPI dashboards on Lone Star? Power BI, KPI design, ideally transit.
- Searching internal talent3 skills, minimum 70%
- Reading the workloadnext 6 weeks
Charlotte KimSenior Strategy Consultant · San FranciscoKPI design 4Power BI 4Transit ops 392%Free from Nov 23
Julia ReyesSenior Consultant · San FranciscoKPI design 4Power BI 3Transit ops 285%Free now, 50%
William ZhaoSenior Consultant · San FranciscoKPI design 3Power BI 4Transit ops 178%Free from Dec 7Ask questions about your files
Attach a contract, spreadsheet or scan and ask about it, or import it. Orkestra maps the columns and you confirm them.
- PDF, Word, Excel, CSV, images and text
- Columns mapped with a confidence score
- Import report with any rows left out
Bring in the open invoices from our old tool.
Documents in your brand
Orkestra uses your company profile and brand kit for the decks and PDFs it creates. The AI persona tab shows exactly what it knows about your firm.
Plain, short sentences. Figures first, then what to do. No jargon with clients.
## Company Mesabrook Advisory LLC · Consulting · 51 to 200 people Headquarters: Austin, TX · Subsidiary: Guadalajara, MX ## Current strategic priorities Win back margin on fixed-price work. Grow the nearshore team. ## Brand voice Plain, short sentences. Figures first, then what to do.
Questions
What can Orkestra read?
The P&L and its versions, activities, timesheets, invoices, deals and the sales forecast, cash and bank lines, and the people file. Always with your own rights.
Does it change anything on its own?
No. Every change is prepared as a preview and waits for you to approve, reject or modify it.
How do I know where a number comes from?
Each read is named in the answer’s steps, and each figure links to its record.
Can it read our files?
Yes: PDF, Word, Excel, CSV, images and text. Attach them to a conversation, or import them.
Does it remember me?
At your request, it keeps short notes on how you like answers. Notes hold preferences only. Figures are always read live.
Ask Orkestra about your firm.
Press ⌘J in the Mesabrook demo, or on your own data.