Introducing the Orbiant decision layer

Structured Business Reviewfor Modern Accountants

Connect to Xero in seven minutes. Surface priority risks across financial, commercial, governance and statutory domains — with owners, evidence and a full audit trail.

orbiant.co / portfolio / priority-risks
Synced 8:02am
Priority risks — 24 client entities
Cross-domain triggers
Critical
Cash runway < 60 days
Northwind Consulting Pty Ltd · FIN-04 · Operating cash / burn rate
High
BAS lodgement overdue
Baker & Yates · STAT-02 · ATO obligation window
High
Debtor days > 68 (trend ↑)
Meridian Trades Group · COM-07 · AR ageing threshold
Medium
Director loan movement unexplained
Orbit Interiors · GOV-03 · Related-party flow
Low
Gross margin drift −2.4%
Cedar Foods · COM-02 · Margin variance
Decision logged · AD reviewed FIN-04 ·deferred action, evidence requested
08:14
Xero connected·18 deterministic rules·Cross-domain triggers·Advisor-controlled portal
Two paths

Choose the surface that fits your role.

Orbiant is used inside accounting and bookkeeping firms to manage portfolios of client entities — and directly by business leaders who want a structured view of what's drifting before it becomes a problem.

For Advisors

Structured client review for accounting and bookkeeping firms.

  • Portfolio view across all client entities
  • Daily 8am Xero sync, decision logging, evidence requests
  • Advisor-controlled client portal
  • From $750/month for 5 entities
For SMB Leaders

Decision intelligence for 20–100 person businesses.

  • Priority risks across cash, receivables, margin, payroll, governance
  • Log decisions with owners and evidence
  • Email notifications when something drifts
  • $250/month — one entity
Cross-domain

A risk that fires in one domain rarely stays there.

Orbiant evaluates every entity across four connected domains at once. Where a commercial signal collides with a financial one, the rule that connects them surfaces too — not just the symptom.

FinancialFIN

Cash runway · working capital · margin drift

CommercialCOM

Debtor days · concentration · pricing

GovernanceGOV

Related-party flows · director loans · controls

StatutorySTAT

BAS · WHS · super · ATO obligation windows

Orbiant18 rules
Live cross-domain triggers
COM-07FIN-04

Debtor days ↑ + shortening runway = elevated cash risk.

GOV-03FIN-06

Related-party movement + WC contraction = governance flag.

STAT-02COM-02

Overdue BAS + margin drift = ops pressure in compliance.

What it does

A decision layer — not another dashboard.

Six things Orbiant does out of the box, on day one.

Connects to Xero in 7 minutes

Standard OAuth. Financial rules fire on live data immediately. Governance and statutory rules layer in over the first review cycle.

Syncs daily at 8am

Every entity re-evaluated overnight. Priority risks in your queue before you open your laptop — same time, every day.

Deterministic, not AI

Every risk has a documented rule and a calculated trigger. No hallucinated commentary. Every threshold is inspectable and adjustable.

Decisions with owners and evidence

Log the call, assign the owner, attach the evidence. Reviewable, exportable, timestamped — a real audit trail.

Advisor-controlled client portal

Clients see only what you deliberately share — priority risks, commentary, evidence requests. Never thresholds or internal logic.

Adjustable thresholds

Advisor Admins tune thresholds at firm or entity level. Changes are forward-looking; the record of past evaluations is preserved.

Interactive

Take the Business Risk Check.

Answer six short questions. See an illustrative snapshot of which risk types would surface for a business like yours. No account, no obligation.

How it works

Five steps. One review cycle. Every day.

From first connection to first client conversation, in the same week.

01

Connect

Xero OAuth in about 7 minutes per entity.

02

Configure

Confirm thresholds and ownership at firm or entity level.

03

Sync

Daily 8am evaluation across all 18 rules and four domains.

04

Review

Priority risks in one queue. Decide, log, assign, request evidence.

05

Share

Publish curated risks and commentary to the client portal.

Founding cohort

Apply for early access.

Join the first firms using Orbiant. Get priority onboarding, direct input into the product roadmap, and pricing locked at early-adopter rates.

orbiant.co / founding-cohort
Synced
Priority risks — founding cohort
critical
Cash runway < 60 days
Northwind Consulting
high
BAS lodgement overdue
Baker & Yates
medium
Debtor days > 68
Meridian Trades
Early-adopter pricing locked
PRIORITY-01
  • Priority onboarding and white-glove setup
  • Direct access to the founding product team
  • Pricing locked at early-adopter rates
  • Input on the roadmap for your workflow

Request an invitation.

Tell us a little about your firm and we will be in touch within one business day.

FAQs

Common questions.

Everything you need to know before booking a walkthrough. If your question is not here, reach out and we will answer it directly.

Orbiant runs 18 deterministic rules across four domains — financial, commercial, governance and statutory. It reads your Xero data each morning and surfaces priority risks with calculated triggers, not generic commentary.

critical
Cash runway < 60 days
Northwind Consulting Pty Ltd
FIN-04 · Operating cash
low
Gross margin drift −2.4%
Cedar Foods
COM-02 · Margin variance
Xero
Get in touch

Ready to see it run on your data?

Book a walkthrough with the founding team, or send a note about early access. We reply within one business day.

Send a message.

Tell us about your firm and what you are hoping to review.

Xero connected
18 deterministic rules
Daily 8am sync
Full audit trail
Cross-domain triggers
Advisor-controlled portal
Australia-ready statutory pack
Xero connected
18 deterministic rules
Daily 8am sync
Full audit trail
Cross-domain triggers
Advisor-controlled portal
Australia-ready statutory pack