$1.24M▲ 4.1% vs Sep
Open AR14▼ 6 since yesterday
Unreconciled lines9 / 9+3 today
Accruals postedDay 3 of 5
Close progressAI for the work inside your ERP
From data entry to direction.
ORiON automates the manual ERP workflows your finance and operations team runs by hand. Show it a task once, approve what it writes, and get the month back for decisions.
$384Ka year of finance time returned to SpotHopper
<25sper customer setup across HubSpot, NetSuite and Stripe, down from about 10 minutes
0new hires as setups head toward 1,300 a month
Works with the systems you already run
ORiON works across the ERP, CRM, finance, payroll and productivity tools your team already runs, and reaches anything with an API.
See every integration →ERP
NetSuiteSAPMicrosoft Dynamics 365Oracle FusionSage IntacctAcumaticaOdooEpicorInforM3QuickBooksXero
CRM
HubSpotSalesforceDynamics 365 SalesZoho CRMPipedrive
Google Workspace
GmailGoogle CalendarGoogle DriveGoogle SheetsGoogle Slides
Microsoft 365
OutlookExcelTeamsSharePointOneDrive
Finance & payroll
StripeMercuryRampBrexBill.comGustoADPRipplingWorkday
Comms & documents
SlackDialpadPandaDocDocuSignZoom
01The problem
Your ERP is the system of record. Your team is the integration.
Every new customer, vendor bill and journal entry gets typed in by someone who read it somewhere else. Here is one customer setup, done by hand.
A deal closes in the CRM.
Finance now has to set the customer up everywhere else, by hand.
Someone retypes it into the ERP.
Company, subsidiary, terms, tax code. One wrong pick and billing breaks next month.
Then billing. Then back to the CRM.
The new IDs get pasted back so the systems can find each other later.
About ten minutes. Every customer.
SpotHopper's setups were heading toward 1,300 a month. That is a full-time role spent copying fields.
0:00Per setup, by hand
Acme Bistro LLC
Pro · Annual
dana@acmebistro.com
02The product
Watch ORiON do the work. Seven things it handles on an ordinary Tuesday, in a demo workspace.
Ask anything. ORiON reads HubSpot, NetSuite and everything else you've connected, and shows each step it took.
Nothing is written until you say so. Every change is staged as a plain-English card. Approve it, step through it, or cancel it.
Show it once. Record yourself doing the task. ORiON writes the workflow and flags the steps it isn't sure about.
Saved workflows run on their own. On a schedule, or after another workflow. It only stops to ask when there's a change to approve.
A dashboard from one sentence. Ask for the board you need. ORiON builds it from live data and exports it to Slides or PDF.
Every number has a source. The Context Graph shows which systems and records each answer came from.
Inside the tab you already have open. The Companion (in beta) fills the NetSuite form for you, then asks before it clicks Save.
01 / 07 · Ask
03Customer result
A full-time role of finance work, returned without a hire. SpotHopper handed ORiON their new-customer setup.
SpotHopper · time returned per year
$384,000
The finance team connected HubSpot, NetSuite and Stripe and handed over new-customer setup. 160 hours a month × $200/hr × 12.
- Workflow
- New customer setup across HubSpot, NetSuite and Stripe
- Before
- About 10 minutes per customer, by hand
- After
- Under 25 seconds, with two approvals
- Volume
- Heading toward 1,300 setups a month
- New hires
- None
Time per setup · each dot is 15 seconds
160 hours a month · each dot is 4 hours
Run your numbers
1,000
Setups per month160
Hours back per monthTurn the dial or use arrow keys. Uses SpotHopper's numbers: about 10 minutes by hand, under 25 seconds with ORiON.
What the team says
"It's solving problems that we've worked on for years in a few days."
Financial Operations Manager · SpotHopperRead the case study →
4 daystaken out of env0's monthly close within 90 days
<1 weekfrom env0's first connection to ORiON running live
0migrations. ORiON works on top of the systems you already run
04Workflows
The work teams hand ORiON first. Real workflows from the demo workspace, plus common examples.
05Security
An agent with write access to your ERP has to earn it.
Approval before it writes
By default every change waits for a person. You can choose to auto-approve a workflow you trust, and every write is logged either way.
Isolated per organization
Enforced by the database itself with row-level security, so one organization can never read another's data.
Scoped access
Each connection runs with the permissions of whoever connected it, and admins choose who may use a shared connection.
Protected credentials
Credentials are encrypted at rest and never sent back to the browser.
Recordings never stored
The video never leaves your browser. ORiON sends a few still frames, which you can review and remove first, and keeps none of them.
Audit logLast 5 actions
- Created NetSuite customer "GreenLeaf Produce"Approved by priya@meridianrobotics.com
- Approved 3 actionspriya@meridianrobotics.com
- Staged 3 NetSuite changesHubSpot closed-won → NetSuite customers · waiting on Priya Nair
- Ran on scheduleHubSpot closed-won → NetSuite customers
- Changed role → jamie@meridianrobotics.comadmin · priya@meridianrobotics.com
Every write is attributed to a personDemo workspace
06Get started
Bring the workflow that eats the most hours.
We'll connect your ERP in a working session and show ORiON running it on your data.