Invoicing & job software for NZ financial advisors
OraFlows brings quotes, jobs, time, invoices and GST together for New Zealand financial advisors, with e-signing from OraSign built in.
How NZ financial advisors run on OraFlows
Real workflows for financial advisors, not a generic invoicing template.
Client agreements signed online
Send agreements for signature with signer checks and a full audit trail.
Recurring advice and retainer fees
Recurring invoices raise and send themselves on schedule.
Agreement library with key dates
Keep every agreement in one place and see renewal dates at a glance.
The OraFlows toolkit for financial advisors
Time tracking & timesheets
Manual and timer-based time linked to jobs and invoices, with clock in and out.
Projects & profitability
Group jobs, invoices, quotes, time and expenses and see profit per project.
Recurring invoices
Schedules that raise and send invoices automatically.
Agreements (e-sign)
Send PDFs for legally binding signature straight from OraFlows, powered by OraSign.
Client portal
Customers view invoices, quotes, bookings and loyalty balances online.
Invoices with GST built in
Professional GST-ready invoices, QR pay, PDF and payment tracking.
Paperwork that signs itself
E-signatures from OraSign are built into OraFlows, with AI drafting of NZ documents and workflows that cut the admin for financial advisors.
- Engagement letters and client agreements, drafted for NZ with AI
- Authority and consent forms with signer checks
- Agreement library that tracks key dates
Need a website for your financial advisor business?
We design basic websites for NZ financial advisors at no design charge. Custom integrations and bespoke design are quoted separately.
Financial advisor invoicing software for NZ
OraFlows is invoicing and job management software for New Zealand financial advisors. Create quotes, track jobs and time, send GST-ready invoices and get paid, then connect to OraSign to get contracts and quotes signed online.
Looking for a free website for financial advisors? OraFlows also designs free basic websites for NZ businesses and can automate your paperwork and connect your business tools.
Financial Advisors FAQ
What is the best invoicing software for financial advisors in NZ?
OraFlows is built for New Zealand: GST is built in, and it brings quotes, jobs, time, invoices and payments together for financial advisors.
Does OraFlows handle GST?
Yes. GST is built into invoices and reports. Direct IRD filing is coming soon.
Can customers sign quotes and agreements online?
Yes. Send quotes and agreements for legally binding signature through OraSign, straight from OraFlows.
Can I get a free website for my financial advisor business?
Yes. We design basic websites for NZ businesses at no design charge. Custom integrations, bespoke design and extra pages are quoted separately.
Let’s get your financial advisor business sorted
Tell us what you need. We’ll reply with next steps.