Orion
AI Finance Employee
Meet Orion.
AI Finance Employee.
Processes financial workflows, audits compliance, and manages records. Onboard Orion as a full-time digital employee to secure 24/7 workflow coverage and eliminate manual operations overhead.
Who Hires Orion
Built for teams that need faster qualification, scheduling, and follow-up without increasing headcount.
What Orion Owns
Understanding a team member's role and outcome ownership.
Accounts Reconciliation
Reconciles ledger transactions, matching invoices and bank statements automatically.
Compliance Auditing
Reviews spending limits, flags anomalies, and ensures compliance with financial policy guides.
Accounts Payable
Ingests invoice docs, parses line items, routes for approvals, and manages payment runs.
Financial Reporting
Compiles balance sheets, cashflow reports, and margin calculations in real time.
Billing Operations
Integrates with Stripe/merchant accounts to manage customer subscriptions and invoice sync.
Tax Preparation
Categorizes business expenses, extracts tax codes, and compiles standard ledger summaries.
How Orion Operates
A real-time visual execution loop showing node triggers and database syncs.
How Orion Works
Capture Intent
Actively monitors inbox channels, voice gateways, and chat webhooks to filter noise and lock on customer intent.
Evaluate Context
Retrieves context maps, contact CRM history, and company parameters to structure the operational frame.
Take Action
Formulates responses, generates structured cost calculations, or executes targeted phone engagements.
Coordinate Systems
Triggers notifications, registers calendar slots, and synchronizes cross-channel schedules.
Update Records
Ensures systems are updated by logging conversation logs, transcripts, and transaction outcomes.
Deliver Outcome
Completes the workflow execution: registers a qualified lead, bookable meeting, or resolved ticket.
Works with your existing stack
Connects with 1,000+ tools and platforms.
Salesforce
Zoho
Google Workspace
Twilio
Zendesk
Intercom
MondayQuickBooks
Notion
WhatsAppSalesforceZohoGoogle WorkspaceTwilioZendeskIntercomMondayQuickBooksNotionWhatsAppSalesforceZohoGoogle WorkspaceTwilioZendeskIntercomMondayQuickBooksNotionWhatsApp
HubSpot
Pipedrive
MicrosoftSlack
ShopifyStripe
Freshdesk
Calendly
ClickUp
AirtableXeroHubSpotPipedriveMicrosoftSlackShopifyStripeFreshdeskCalendlyClickUpAirtableXeroHubSpotPipedriveMicrosoftSlackShopifyStripeFreshdeskCalendlyClickUpAirtableXeroAI Employee vs Traditional Software
| Dimension | Traditional Administration | Luvana AI Employee (Orion) |
|---|---|---|
| Audit Timelines | Reconciliation runs monthly, causing delayed financial visibility. | Continuous. Checks balance sheets and transactions in real time. |
| Invoice Capture | Bookkeepers manually type invoice details, leading to typos. | Automated OCR extraction. Ingests item lines in under 1 minute. |
| Policy Controls | Invoices approved without checks, leading to budget leakage. | Automatic rules validation. Pauses and flags violations. |
| Reporting Speed | Accounting closes take 1-2 weeks after the quarter ends. | Instant. Dynamic cashflow updates are available in 1 click. |
| Bookkeeping Cost | High hiring fees for dedicated billing and ledger assistants. | Cost-effective. Runs 24/7 with zero overhead cost. |
Frequently Asked Questions
Ready to Deploy Orion?
Start qualifying, nurturing, and booking meetings with an AI Finance Employee custom-trained to your workflows.