Every service we build runs live inside your operations — not a pilot, not a proof of concept. A system your team uses from day one, delivering results you can measure by week two.
Our highest-impact deployments. Both are fully custom-built and live within 14 days of engagement start.
Eliminates manual invoice processing end-to-end. Ingests PDFs, emails, and scanned documents — extracts line items, validates against POs, routes for approval, and posts to your ERP automatically. Zero human touch on 90%+ of volume.
Handles inbound and outbound calls autonomously — appointment booking, payment chasing, patient reminders, supplier confirmations. Sounds human, works 24/7, costs £0.05 per minute. Integrated with your CRM and calendar from day one.
Six additional deployments we deliver alongside or independently of our flagship systems. Each is purpose-built, not off-the-shelf.
Bidirectional data sync between your ERP, CRM, and operational tools. Eliminates double-entry, reduces reconciliation time, and ensures every system reflects real-time state.
AI-powered extraction from contracts, compliance docs, medical records, and logistics manifests. Structured output direct to your database — no manual keying, no transcription errors.
Multi-step process automation across departments and systems. Approval chains, exception handling, escalation logic — all triggered automatically based on your business rules.
Real-time visibility across every KPI that matters: cost per transaction, processing volume, exception rate, SLA compliance. Built for your C-suite, accessible from anywhere.
Automated follow-ups, qualification scoring, and pipeline management. Every prospect touched at the right moment — without your sales team lifting a finger on routine comms.
Automated generation of regulatory reports, audit trails, and compliance documentation. Scheduled delivery to stakeholders, with anomaly detection flagging issues before they escalate.
All 29 systems we deploy, organised by tier. Click any capability to see what it does, what changes, and how to try it.
The seven core systems that form the operational backbone of every Orion deployment. Live within 14 days.
Extracts and structures invoice data automatically, eliminating manual data entry entirely.
Feed it a client name and line items — it produces a fully formatted, VAT-correct invoice ready to send in about 30 seconds. It pulls details from your CRM so nothing is typed twice, and every invoice follows your branding and numbering rules.
Instantly sends personalised acknowledgements to every inbound enquiry, 24 hours a day.
Every enquiry gets a personalised, on-brand acknowledgement within seconds of arriving — day or night. Prospects feel handled immediately, and your team picks up warm conversations instead of cold backlogs.
Answers your most common questions around the clock without any human involvement.
A chatbot trained on your actual policies, pricing, and processes answers the questions your team repeats every day. It runs on your website around the clock and hands off to a human the moment a conversation needs one.
Notifies your team the instant a qualified lead arrives — no delay, no missed opportunities.
The moment a qualified lead lands — form, email, or call — the right person on your team gets pinged with full context attached. No more discovering Friday’s hot lead on Monday morning.
Syncs all AI outputs directly into your existing CRM — HubSpot, Salesforce, or equivalent.
Everything the AI touches — enquiries, calls, invoices, documents — lands in your existing CRM automatically, tagged correctly and attached to the right record. HubSpot, Salesforce, or whatever you already run.
Real-time visibility into every automated workflow, metric, and performance indicator.
One live screen showing every automation, metric, and exception across your operation — always current, never compiled by hand. Spot problems while they are still small.
Automates accounts payable matching, routing, and approval workflows end-to-end.
Incoming supplier invoices are read, matched against purchase orders, routed for approval, and queued for payment without a human touching them. Discrepancies get flagged to a person; everything else simply flows.
Eight high-impact systems added on top of the Foundation tier. Designed for businesses ready to automate full revenue and operations cycles.
Handles inbound and outbound calls autonomously around the clock on a dedicated UK number.
A natural-sounding AI answers your dedicated UK number 24/7 — handling enquiries, booking appointments, and taking structured messages. It escalates to your team only when a call genuinely needs a human.
Transcribes every meeting and extracts structured action items, decisions, and follow-ups automatically.
Every meeting is transcribed and distilled into decisions, owners, and deadlines — pushed to your task system before you are back at your desk. Nothing agreed in a meeting gets lost again.
Generates tailored, branded commercial proposals from a brief in minutes, not hours.
Give it a client, a scope, and a budget — receive a branded, structured commercial proposal ready for review in minutes. Consistent quality whether it is your first proposal of the day or your fifteenth.
Qualifies and ranks every prospect automatically based on behavioural and firmographic signals.
Every prospect is scored automatically on behaviour and firmographics, so your salespeople always call the hottest lead first — not the most recent one.
Drafts contextually accurate email replies ready for one-click review and sending.
Replies to routine emails are drafted in your tone with correct context pulled from your CRM, waiting for one-click review. Your team edits instead of composing — cutting inbox time by more than half.
Identifies and acts on at-risk revenue — late invoices, lapsed clients, missed renewals — before it is lost.
The system watches for revenue quietly leaking away — overdue invoices, lapsed clients, missed renewals — and runs polite, persistent follow-up sequences until it is recovered.
Routes approval requests through Slack with automated escalation, logging, and audit trail.
Approvals happen where your team already lives: one tap in Slack, automatic escalation if someone sits on a request, and a full audit trail behind every decision.
Bespoke reporting dashboards built around your most critical KPIs and delivered on your schedule.
A reporting dashboard built around the KPIs your leadership actually reviews — refreshed live, delivered on schedule, and drillable the moment a number looks wrong.
Fourteen advanced systems added on top of the Accelerator tier. For organisations deploying AI as embedded operational infrastructure.
Manages executive schedules, briefings, and priorities — a dedicated AI chief of staff.
A dedicated AI chief of staff that manages diaries, prepares briefings before every meeting, and keeps executive priorities moving between meetings.
A CRM that learns from every interaction and surfaces the right insight at the right moment.
A CRM that remembers every interaction across your whole relationship history and surfaces the right context at the right moment — no more scrolling old threads before a call.
Maps your internal processes and continuously surfaces optimisation opportunities across your operation.
Maps how work actually flows through your organisation and continuously points at the bottlenecks worth fixing next — so improvement is driven by evidence, not anecdote.
Fully self-managing workflows that run, monitor performance, and self-correct without human input.
Entire workflows that run themselves, monitor their own performance, and self-correct — escalating to humans only when genuine judgement is required.
Converts voice memos into structured tasks, client briefs, and follow-up actions automatically.
Speak a voice memo on the move; receive structured tasks, client briefs, and follow-ups filed in the right systems before you have parked the car.
Tracks sentiment across all client communications and flags churn risk before it becomes a problem.
Reads the tone of every client communication and warns you about a relationship drifting toward churn while there is still time to save it.
A unified AI agent operating across email, live chat, voice, and messaging channels simultaneously.
One AI agent handling email, live chat, voice, and messaging with shared memory — customers never have to repeat themselves when they switch channels.
Monitors competitors and surfaces strategic market signals to your inbox on a weekly cadence.
Monitors competitors, pricing moves, and market signals continuously — delivering a strategic digest to your inbox every week.
Forecasts operational and commercial outcomes, surfacing risks before they materialise.
Forecasts demand, cash flow, and operational risk from your own historical data — so surprises stop being surprises.
Matches transactions, flags discrepancies, and resolves differences without any manual input.
Transactions matched, discrepancies flagged, differences resolved — reconciliation that finishes itself every night instead of consuming month-end.
Extracts, classifies, and routes structured data from any document type at scale.
Any document — contracts, PODs, patient forms, compliance packs — read, classified, and its data routed to the right system, at any volume.
Resolves complex support queries autonomously, escalating only what genuinely requires a human.
Resolves the bulk of support tickets end-to-end and escalates only the genuinely complex ones — with full context attached for your team.
Automates client and employee onboarding end-to-end — from signed contract to live operational access.
From signed contract to fully provisioned client or employee — accounts, documents, training, and check-ins orchestrated automatically, on schedule.
A fully branded portal giving your clients live access to their AI systems and performance data.
Your own branded portal where clients watch their systems working — live metrics, reports, and requests in one place, under your name.
Every system is configured to your industry's data formats, compliance requirements, and operational context. This is not generic software — it's built for how your business actually works.
| Service | Finance & Accounting | Logistics & Supply Chain | Healthcare Administration |
|---|---|---|---|
| Invoice Automation Engine | ✦ | ✦ | ◆ |
| AI Voice Agent Platform | ✦ | ✦ | ✦ |
| ERP & Systems Integration | ✦ | ✦ | ◆ |
| Document Processing & Extraction | ✦ | ✦ | ✦ |
| Workflow Orchestration | ✦ | ✦ | ✦ |
| Live Operations Dashboard | ✦ | ✦ | ✦ |
| CRM Automation & Lead Nurture | ✦ | ◆ | ◆ |
| Compliance Reporting & Audit | ✦ | ◆ | ✦ |
✦ Full deployment available ◆ Partial / sector-adapted deployment All services require a discovery call before scoping.
Every engagement includes a contractual commitment: your system is live and operational within 14 days of project start, or we continue working at no additional cost until it is. No enterprise has ever triggered this clause.
We map your operations, identify the highest-value automation opportunities, and deliver a written ROI projection — before you commit to anything. Four slots available this quarter.