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.
Built for advisors first. Available directly to business leaders.
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
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 reviewCommon actions
- Review the combined cash position and obligations
- Confirm payroll remains sustainable under current runway
Choose how you’ll use Orbiant.
I advise clients
Run repeatable client reviews, see which entities need attention and keep a defensible record of advisory decisions across the portfolio.
→I run a business
Your own Orbiant workspace — understand business signals, review threshold-based Priority Issues and keep decisions moving between formal reviews.
→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.
Some business conditions matter more when they happen together.
Orbiant currently includes two defined Connected Risks:
Liquidity pressure alongside payroll pressure
Reduced cash headroom combined with significant payroll commitments. Reviewed as one position, not two alerts.
Margin pressure alongside payroll pressure
Weaker margin performance combined with a substantial payroll load. One conversation, not two separate charts.
The relationships are predefined and visible. AI doesn’t invent connections or make the decision.
Better decisions. Not more reports.
Surfaces Priority Issues
Defined rules and thresholds identify what needs review across five business areas — ranked, not buried.
Shows why it appeared
Every issue comes with the result, threshold, severity and context — not an unexplained score.
Starts with Xero
Connect through secure authorisation. Supported financial information is evaluated against the relevant rules.
Know when something important changes
Daily Xero synchronisation and input updates surface supported changes between reviews.
Records the decision
Accept, assign or defer — with the reason, owner, review date and evidence reference where needed.
Keeps the reasoning
Evaluations, decisions and threshold context stay visible — nothing important is lost after the meeting.
See Orbiant in action.
From your portfolio to a recorded decision — the real product, across the features that matter most.
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.
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 →