// PRODUCT
12 MIN READPlatform Info
What ORiON is, what the agents actually do, how the integration layer works, and where it fits for an operations team running 100 to 1,000 people. Written to be read end to end before a call.
What ORiON is
ORiON is an agentic layer that sits on top of the systems your operations team already runs. It connects to your ERP, CRM, payroll, email, banking and communication tools, keeps a unified live view of the data across them, and puts agents on top of that view — agents that can analyze what changed, answer questions in plain language, and take action back in the source systems.
The important structural point: ORiON is not a system of record. It does not want to own your data or become the place your team logs work. Your ERP stays your ERP. Your CRM stays your CRM. ORiON is the layer that reads across all of them and acts on what it finds.
If you can describe the report you build by hand every month, ORiON is the thing that builds it, keeps it live, and does the follow-up work the report used to trigger.
The problem it solves
Somewhere between 100 and 1,000 employees, most companies end up with the same shape of problem. The systems are all in place and they all work. What's missing is any single view across them — so the answer to "how is the business actually running" lives in four tabs, two exports and one person's spreadsheet.
Companies typically solve it one of three ways, and all three have a known failure mode:
Buy a BI tool
Powerful, and it works — as long as someone technical is available to model the data and maintain the dashboards. In practice the dashboards go stale and the questions route back to that one person.
Wire it together with automation tools
Fast to start, and genuinely useful. But you accumulate dozens of small brittle flows that nobody owns, and when one breaks quietly the first sign is a wrong number in a board deck.
Hire the analyst
The most reliable option and the most expensive one. It also means the answer to every recurring question has a human in the loop and a queue in front of it.
Three ways in
Everyone on an operations team works differently, so ORiON exposes the same unified data three ways. They're not separate products — an answer from one becomes the input to another.
Type the question. The answer is drawn from live systems, with the sources attached.
Assemble a dashboard from the widget library, or describe it and have ORiON build the whole board.
Hand an agent a goal. It runs on demand or on a schedule and reports back what it did.
What the agents do
An agent in ORiON is given a goal rather than a script. It plans the steps, reads what it needs across your connected systems, and carries the work through — including multi-stage work that spans several tools. Agents run when you ask, or on a schedule you set.
Broadly they do three things:
Automate the manual workflows
The recurring assembly work — pulling the same figures, reconciling the same two systems, producing the same monthly pack.
Analyze and find the pattern
Trends and anomalies across systems that no single system can see on its own — the kind of thing that only shows up when pipeline, spend and headcount sit in the same view.
Take action in your tools
Update the record, draft the message, create the task — in the connected system where the work already lives, not in a parallel copy of it.
Reading is automatic. Writing is not. When an agent wants to change something in a connected system or send something on your behalf, it stops and surfaces the pending action for a human to approve or reject. You are never in the position of discovering after the fact what an agent sent.
The integration layer
ORiON has native connectors for the systems operations teams most often run — email and files, CRM, ERP, payroll, banking, and team communication — and connects to anything else through the Model Context Protocol, which means any system with an API can be brought in without waiting for a bespoke integration to be built.
Connection is per-user OAuth where the system supports it, so ORiON sees exactly what the connecting person is permitted to see — no more. Nothing is migrated, and no system is asked to change how it's used.
SEE THE FULL INTEGRATION LIST →Dashboards and reports
The workspace is a canvas. You drag widgets onto it from a library of forty, arrange them how you think, and save as many boards as you need — one for the weekly ops review, one for cash, one for pipeline. Widgets read from your live connections, so a saved board is current every time it's opened rather than current as of the last export.
You can also skip the assembly entirely: describe the view you want and ORiON builds the board. Any board exports as a PDF report, which is usually how it ends up in front of a board or an investor.
Trust and traceability
A number nobody can trace is a number nobody will defend in a meeting. The Context Graph shows which systems and which records an answer was drawn from, so any figure can be followed back to its source. If a number looks wrong, you can see why it says what it says.
Underneath, each organization's data is isolated at the database level rather than in application code, and integration credentials are stored encrypted and never exposed to the browser. The Security & Architecture document covers this properly, including a plain list of what we don't claim.
What it is not
Being clear about this saves everyone a bad evaluation.
- ✕Not a replacement for your ERP, CRM or payroll system
- ✕Not a data warehouse — ORiON reads across systems, it isn't where you model your data long-term
- ✕Not a general-purpose BI tool for arbitrary custom modelling
- ✕Not an autonomous system that acts without oversight — writes wait for approval by design
- ✕Not a migration project — if a vendor is proposing you move your data, that's a different kind of purchase
Deployment
Because nothing is migrated, deployment is mostly a matter of connecting accounts and deciding what the first board should show. The sequence is the same for everyone:
Connect the first systems. Usually email, CRM and whichever finance tool holds the numbers people argue about.
Build the board that replaces your current manual report. This is the point where most teams stop maintaining the spreadsheet.
Put the first agent on a schedule — typically the recurring report nobody enjoys producing.
Add systems as the questions get broader. Each new connection makes the existing agents better informed.
Who it's for
ORiON is built for the person who owns how the business runs — a COO, a VP of Operations, a head of business operations, a chief of staff. The common thread is accountability for outcomes across functions without direct ownership of the systems those functions run in.
It fits best in organizations that have outgrown spreadsheets but haven't got a data team — where the systems are real, the questions are cross-functional, and the answers currently take a person a day to assemble.
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