How It WorksStep-by-step

From connection to structured
review in one session.

Orbiant explains the values and thresholds behind every Priority Issue, giving you a transparent understanding of the outcome and a consistent way to review it—while keeping the important decisions in your hands.

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The Workflow

Five steps. One structured review.

From connection to decision — a clear, repeatable workflow for every review.

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1

Connect Xero

minutes, not months

Link a Xero organisation through secure authorisation. Orbiant imports supported financial information and evaluates it against the relevant rules for cash runway, receivables, gross margin, payroll load, customer concentration and more.

2

Add governance & operating context

2 minutes

Complete a short structured questionnaire covering governance, business model, delivery model and industry. These inputs help relevant governance rules flag as the business scales and support Connected Risks as financial, sales, workforce and operational data sources expand.

3

Review Priority Issues

Eligible Priority Issues surface using the applicable rule, threshold, severity and priority logic. Each one explains what triggered, why it matters and the approved Common Actions available.

4

Record a decision

Accept, assign or defer the issue. Record the rationale, owner, review date and evidence reference where relevant, so the outcome and follow-up remain visible.

5

Know when something important changes

Xero synchronises daily at 8am. Notifications highlight supported events such as new Priority Issues, severity increases, approaching review dates and relevant data-quality gaps.

The Rule Set

What Orbiant evaluates. And why it matters.

Orbiant evaluates defined business conditions across financial, commercial, governance, statutory and safety domains. Each result is based on a documented rule and threshold — not a hidden score.

Financial

7 conditions evaluated

01

Cash Runway

Understand how long available cash may sustain the business.

02

Overdue Receivables

Identify when unpaid invoices may be placing pressure on cash flow.

03

Gross Margin

Review whether current margins may be limiting profitability.

04

Margin Deterioration

Highlight when gross margin has weakened over time.

05

Customer Concentration

Identify significant reliance on one customer or revenue source.

06

Committed Cost Pressure

Review whether committed costs may be placing pressure on available capacity.

07

Financial Visibility

Flag missing or incomplete information that may affect the quality of the review.

Connected Risks

Some conditions matter more when they happen together.

Most tools evaluate signals in isolation. Orbiant brings related conditions into one structured review.

Liquidity
+Payroll

Liquidity and Payroll Pressure

Reduced cash headroom while payroll takes a significant share of revenue — reviewed as one position.

Margin
+Payroll

Margin and Payroll Pressure

Weaker margin while payroll load is elevated — one conversation, not two separate charts.

The Connected Risk library will continue to expand.

As supported integrations are added, Orbiant will bring more relationships across finance, CRM, workforce, operations and support into one structured review.

What Orbiant Is Not

No AI-made risk decisions.

No black-box scoring.

The rules engine determines results, thresholds, severity and Priority Issue eligibility. Where AI-generated summaries are introduced, they will be clearly labelled, validated against Orbiant's structured outputs and subject to human review. AI does not invent figures, change outcomes or make the final business decision.

See the rules fire on real data.

The fastest way to understand Orbiant is a 20-minute walkthrough.

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