// HOW IT WORKS
Connected in days. Nothing migrated, nothing switched off.
There is no implementation project here, because there is nothing to implement. You authorize the systems you already run, ORiON reads them, and your team keeps working exactly where they were working before.
Authorize your systems
Someone with admin rights connects each system from Settings. Most are a standard OAuth consent screen — you authorize ORiON from inside the system itself. The rest take an API key or token that you generate in that system and paste in once.
TYPICALLY
- ·Minutes per system, not weeks
- ·No IT project, no data warehouse to stand up
- ·Connect one system to start and add the rest later
ORiON reads across all of them
Your data stays where it lives. ORiON queries each system through its own API when a question needs it, rather than copying everything into a second warehouse you'd then have to govern.
WHAT THIS MEANS
- ·Answers reflect the systems as they are now
- ·Disconnect a system and its data stops being reachable
- ·Nothing in your source systems is modified by reading
Your team asks, or builds
This is where the value shows up on day one. Anyone with access can ask a question in plain language, or assemble a dashboard from the widget library — no training course, no BI certification, no ticket to a data team.
WHO USES IT
- ·Ops leads, for the weekly and monthly reporting
- ·Finance, for spend and headcount against plan
- ·Executives, for a board-ready view they can trace
Agents take the work off your desk
Once you trust the answers, hand over the recurring work. Set a goal in plain language, choose whether it runs on demand or on a schedule, and review what it wants to do before anything leaves your systems.
GOOD FIRST AGENTS
- ·The Monday morning pipeline summary
- ·Chasing deals that have gone quiet
- ·The month-end report nobody wants to assemble
// THE WRITE PATH
The part most people want to understand before they buy.
Giving software permission to send email from your account is a real decision. Here is exactly what happens when an agent decides to act.
If a particular automation is routine enough that review is friction rather than safety, an admin can configure that one to run without it. The default is always review.
// WHAT WE NEED FROM YOU
Less than you're expecting.
Most ops software asks for a project plan, a data cleanup, and six weeks of someone's calendar. This asks for an afternoon from someone who has admin access to your systems.
One admin, one session
Someone who can authorize each system, or generate an API key in it.
A first question worth answering
The report you dread assembling is usually the right place to start.
No data cleanup first
Your CRM hygiene is what it is. ORiON reads what's there and will tell you where it's thin.
No change to how anyone works
Your team keeps using the same tools. Nobody has to be migrated onto anything.
// COMMON QUESTIONS
The ones that come up on every call.
Do we have to replace our ERP or CRM?
No. That is the whole point. ORiON sits above them and reads through their APIs. Your systems of record stay your systems of record.
What if a system we use isn't supported?
Beyond the native connections, ORiON speaks MCP — so any system with an API can be connected, including something built in-house.
Can an agent email a customer without us knowing?
No. Writes are held for review by default and you see the exact content before approving. Unattended execution has to be deliberately configured.
Who can see payroll or salary data?
Only who you allow. Access is granted by role and by data domain, and organization-level connections can be limited to named users.
Is our data mixed with other customers'?
No. Isolation is enforced in the database itself rather than in application code, so a bug in a request handler cannot widen a result beyond your organization.
How long until it's useful?
The first real answer comes the same session you connect. Agents are worth waiting a week or two for — long enough to trust what you're reading.
// GET STARTED