🇺🇸 United States feature tour
Every feature United States businesses need
Jurisdiction-aware sales tax via TaxCloud, 1099-NEC and W-9 collection, ACH and card via Stripe Connect, and IRS-compliant retention - built for US SMBs.
US Invoicing Done Right
- Invoices comply with IRS recordkeeping rules and state-level requirements
- EIN, ITIN, and state tax ID validation at customer and supplier entry
- PDF, email, and direct ACH/card payment links from a single workflow
- Multi-currency invoices with USD as functional currency and live rates
- Adjustment notes (credit memos) with linked original invoice reference
Sales Tax via TaxCloud
- Nexus-aware sales-tax determination across all 45+ taxing states
- Address-validated rates per ZIP+4 - no flat-rate approximations
- Quarterly summaries by jurisdiction, ready for state portal upload
- Exemption certificate vault per customer (resale, non-profit, government)
- Marketplace facilitator and SST member-state handling out of the box
1099-NEC and 1099-MISC
- Auto-classify vendor payments by 1099 box (NEC box 1, MISC boxes 1-14)
- Annual generation: bulk PDFs ready by January 31 for vendor distribution
- W-9 collection portal: send link, vendor self-serves, you get a signed PDF
- W-8BEN and W-8BEN-E flows for foreign vendors with FATCA classification
- IRS FIRE / IRIS payload generator for direct e-file via authorised TCC partner
ACH and Card via Stripe Connect
- Customer pays direct from the invoice email link - no third-party portal
- ACH (3-day) and card (instant) supported - choose what to accept per customer
- Stripe Connect onboarding handled by your tenant - funds land in your bank
- Reconciliation: payments auto-marked received and matched to invoices
- Refunds and disputes managed inline without leaving Oris
Automated Payment Reminders
- Configurable reminder schedule: 3 / 7 / 14 / 30 days overdue
- Branded email templates with invoice PDF attachment
- Per-customer opt-out for key accounts
- Reminder history audit trail on every invoice
- Escalation workflow: soft -> firm -> final demand tone progression
7-Year IRS Retention
- IRS requires records kept 7 years - Oris enforces automatically
- Immutable document store: invoices, credit memos, and payment receipts locked
- Purge scheduling: eligible records flagged 60 days before retention expiry
- Deletion audit log for compliance reporting
- Audit-ready package: one-click export of all records for a period
Multi-Currency & FX Rates
- USD as functional currency with live exchange rates updated daily
- EUR, GBP, CAD, MXN, JPY, and 10+ other currencies supported
- Exchange rate captured at invoice date for tax reporting accuracy
- USD equivalent shown on every foreign-currency invoice
- Bulk rate override for hedged transactions
Start issuing IRS-compliant invoices today
Free tier, no credit card required. IRS-compliant from invoice #1.