Decision Intelligence for Advisors and SMEs

See what your
business data is telling you.

Orbiant helps advisory firms run repeatable reviews across client portfolios. Connect Xero, surface Priority Issues across five business areas, and keep every decision, owner and review date visible.

ADMKSJ
Built for advisors first. Available directly to business leaders.
orbiant/ priority-issues
2 reviewed today
Priority IssuesView all decisions →
1Cash runway pressureCRITICAL

Why it matters: available cash may not cover near-term obligations, increasing pressure on payroll, suppliers and planned commitments.

Common actions
  • Review receivables and collections progress
  • Review committed costs and upcoming obligations
  • Update cash forecast and short-term plan
Owner: ADReview: Friday
2Liquidity + payroll pressureCONNECTED RISK
Cash+Payroll

Why it matters: limited cash headroom combined with a high payroll load leaves less room to absorb delays, unexpected costs or weaker trading.

Combines two defined conditions into one review
Common actions
  • Review the combined cash position and obligations
  • Confirm payroll remains sustainable under current runway
12 decisions recorded this monthExport review record →
The Problem

Your business already has the data. The challenge is knowing what matters, why it matters, and what to do next.

Reports show what happened. Dashboards show what changed. But the important questions stay open: What needs attention first? Who owns the response? When is it reviewed again? What was decided last time?

Orbiant brings your numbers, business inputs and review workflow into one place — so you move from signal to recorded action.

5
Business areas monitored
Cash, payroll, margin, revenue, receivables
1
Place for every decision
Owner, reason, review date — all in one record
Questions answered per review
What matters, why it matters, what to do next
Connected Risks

Some business conditions matter more when they happen together.

Orbiant currently includes two defined Connected Risks:

Two conditions→ One conversation
1

Connected Risk

Liquidity pressure alongside payroll pressure

Reduced cash headroom combined with significant payroll commitments. Reviewed as one position, not two alerts.

Reviewed as one position
2

Connected Risk

Margin pressure alongside payroll pressure

Weaker margin performance combined with a substantial payroll load. One conversation, not two separate charts.

Reviewed as one position

The relationships are predefined and visible. AI doesn't invent connections or make the decision.

What it does

Better decisions. Not more reports.

Six ways Orbiant transforms how you review and act on business data.

01

Surfaces Priority Issues

Defined rules and thresholds identify what needs review across five business areas — ranked, not buried.

02

Shows why it appeared

Every issue comes with the result, threshold, severity and context — not an unexplained score.

03

Starts with Xero

Connect through secure authorisation. Supported financial information is evaluated against the relevant rules.

04

Know when something important changes

Daily Xero synchronisation and input updates surface supported changes between reviews.

05

Records the decision

Accept, assign or defer — with the reason, owner, review date and evidence reference where needed.

06

Keeps the reasoning

Evaluations, decisions and threshold context stay visible — nothing important is lost after the meeting.

Platform walkthrough

See Orbiant in action.

From your portfolio to a recorded decision — the real product, across the features that matter most.

Orbiant
Decision Intelligence
Built for advisors first
Decision intelligence for advisors & SMEs

See what your business data
is telling you.

Orbiant helps advisory firms run repeatable reviews across client portfolios — surfacing Priority Issues, and keeping every decision, owner and review date in one place.

Connect Xero Priority Issues across five business areas Decision, owner & review date
Portfolio Triage

Land on what
needs review first.

Every client with an active Priority Issue — ranked by severity, not buried in a report. See what needs attention across the whole portfolio at a glance.

orbiant / portfolio-triageREVIEWED TODAY
Portfolio Triage
Acme HoldingsCRITICAL
Blue River CoHIGH
Northfield GroupMEDIUM
Summit AdvisoryHIGH
Ranked by severity
Critical → High → Medium
Risk Register

Not just what.
Why.

Every issue comes with the result, threshold, severity and context — plus the next step to consider, the owner and the review date. No unexplained score.

orbiant / risk-registerPRIORITY ISSUES
Priority Issues
1Cash runway pressureCRITICAL
2Liquidity + payroll pressureCONNECTED RISK
3Margin pressureHIGH
Plain-English reason
with the actual figures
Trends

See exactly
what changed.

Revenue, cash, margin and receivables — month on month, with every severity shift flagged. Daily Xero sync surfaces supported changes between reviews.

orbiant / trendsMONTH-ON-MONTH
Month-on-Month Trends
Revenue
Cash
What changed
since the last period
Scenario Planner

Then test
what's next.

Model a what-if in seconds and see how each rule's severity would respond. It runs in preview — never touching your stored month-end results.

orbiant / scenarioPREVIEW MODE
Scenario Planner
Revenue adjustment−10%
Payroll increase+5%
Receivables delay+15 days
Preview only
stored results stay untouched
Connected Risks

Some conditions matter more
together.

Orbiant spots where issues in different domains reinforce each other — reviewed as one position, not two alerts. The relationships are predefined and visible; AI doesn't invent them.

orbiant / connected-risksCROSS-DOMAIN
Connected Risks
CashPayroll
Cross-domain
reviewed as one position
Data & Integration

Your numbers,
always in sync.

Connect Xero through secure authorisation, or add data by CSV or manual entry. Every input is stored as an immutable, audit-ready snapshot.

orbiant / data-inputsCONNECTED
Data & Integration
Xero Connected
Read-only authorisation
LIVE
Immutable snapshots
CSV import available
Manual entry supported
Read-only Xero
immutable snapshots

Better decisions.
Not more reports.

From Xero connection to a recorded decision — Orbiant gives every issue a reason, a path, an owner and a review date.

1/8

Want to see it with your own data?

Book a live walkthrough
The Difference

Where other tools stop, Orbiant starts.

Reporting, forecasting and dashboards help you understand what's happening. Orbiant helps you decide what to do about it — priority, explanation, decision, owner, evidence and history.

CapabilityOther toolsOrbiant
Shows what happened
Explains why it matters
Ranks what needs review
Records the decision
Assigns an owner
Sets the review date
Keeps the full history

Connect a client's Xero and begin a structured review in the same session.

The fastest way to understand Orbiant is to see it.

Book a 20-minute walkthrough