Orbis Agents
An early-access suite for finance, revenue and risk. Orbis Agents are designed to connect information, prepare work and surface exceptions within your existing processes. Our consulting approach defines where they can contribute, with the enterprise retaining ownership of decisions.
AGENT.CFO
Support finance operations with clearer reconciliations, close preparation and cash-flow insight.
Early access
AGENT.CRO
Bring pipeline information, deal risks and forecast inputs into a consistent view for sales leaders.
Early access
AGENT.INSURE
Keep changes in business exposure visible to the people responsible for risk and coverage decisions.
Early access
How an agent works
01
Bring together relevant updates from approved finance, customer and operational systems.
02
Apply agreed rules to propose matches, draft outputs and identify items that need attention.
03
Pass prepared work and supporting evidence to the next authorised step or process owner.
04
Refer exceptions and decisions to the responsible people, with the context needed to act.
The agent suite
AGENT.CFO
Designed to help finance teams prepare accounting work, reconcile records and coordinate the close. Proposed matches, forecast inputs and exceptions are brought together for review, with controllers retaining approval over financial decisions.
AGENT.CRO
Designed to help revenue teams maintain reliable pipeline information and identify deals that need attention. Sales leaders receive relevant risk signals and forecast inputs, while account owners remain responsible for customer relationships and commercial decisions.
AGENT.INSURE
Designed to help risk teams organise policy information, monitor changes in business exposure and prepare for renewal reviews. Items requiring judgement are directed to risk owners and qualified advisers for assessment.
Handoffs
A change in one function can affect decisions elsewhere. In this illustrative workflow, a revenue risk informs a finance review and prompts an exposure assessment. Each handoff carries context to the team responsible.
Orbis · illustrative workflow
Designed for control
01
Define who reviews and approves financial postings, payments and customer communications before deployment.
02
Maintain a record of inputs, proposed actions and handoffs so teams can review how work was prepared.
03
Configure policies, thresholds and approval responsibilities around the requirements of your organisation.
04
Begin with a defined workflow. Assess reliability and business value before extending the scope.