See which clients need attention — and contact them before they contact you.
Orbiant applies defined rules and thresholds across financial, commercial, governance, statutory and safety areas — so your firm can spot the clients that need attention and keep a clear record of every review and decision.
Advisory judgement is valuable. Scaling it consistently is the hard part.
Your team already reviews these things — in meetings, spreadsheets, notes and judgement. But without one workflow, three problems keep surfacing.
Decisions are hard to track
Reviews live in meetings, notes and inboxes — with no single record of what was decided or why.
Standards drift between advisors
Without one workflow, each advisor applies their own judgement — and consistency slips as the firm grows.
Context walks out the door
When responsibilities change, the reasoning behind past reviews leaves with the person who held it.
Orbiant makes the review structured, visible, repeatable and defensible.
What your firm gets
Portfolio visibility — see clients with new, changing or unresolved Priority Issues.
Proactive client service — identify meaningful changes and contact clients with a clear reason to engage.
Consistent review standards — apply the same rules and decision process across the firm.
Stronger advisory retainers — create an ongoing review rhythm and make the value delivered between meetings more visible.
Decision history — retain evaluations, decisions, owners, review dates and threshold context.
What your advisors get
Proactive monitoring — daily Xero synchronisation surfaces newly triggered Priority Issues from the latest available data.
Priority Issues across key business areas — financial, commercial, governance, statutory and safety.
Connected Risks — review liquidity and margin pressure alongside elevated payroll load where the defined conditions are met.
Less manual review work — Orbiant brings together rule results, relevant context and predefined Common Actions, so advisors can focus on professional judgement and client conversations.
Decision recording — accept, assign or defer each Priority Issue with a reason, owner and review date.
Controlled client sharing — choose which Priority Issues, commentary and evidence requests clients see.
Review continuity — preserve the reasoning and follow-up behind earlier decisions.
Connect Xero and begin a structured review.
Connect a client's Xero organisation through secure authorisation. Orbiant imports supported financial information and evaluates it against the relevant rules and thresholds.
Statutory, governance and operating-context information comes through short structured inputs. Once the required information is in, the relevant Priority Issues surface for review.
Client access that protects the advisory relationship.
When a business sits inside your firm's workspace, you control what the client sees: selected Priority Issues, shared commentary and evidence requests. Internal thresholds, unshared issues and firm-only decisions stay restricted.
Built for firms that want to deliver proactive advisory more consistently.
Managing multiple SME clients
See which clients have new, changing or unresolved Priority Issues — without opening every entity separately.
Supporting ongoing advisory retainers
Surface relevant changes between scheduled meetings, create timely reasons to contact clients and maintain a visible record of the ongoing review work your firm provides.
Moving beyond spreadsheets
Replace fragmented review notes and manual tracking with one decision workflow.
Standardising advisory delivery
Apply consistent rules, review steps and decision records across the firm.
Working in the Xero ecosystem
Add a decision layer around supported financial information and broader business inputs.
See Orbiant on a live demonstration portfolio.
Walk through portfolio triage, Priority Issues, rule results, client access and decision workflows with the founder.