Orion reads from the software you already use to work out what would stop if you were unavailable. Connecting is optional — everything here can be entered by hand instead.
2 tools connected. 6 findings need a decision.
1 connection stopped updating.
Orion still cannot answer
Ranked by what each would tell Orion about running without you.
Accounting
What does the business owe while you are away?
Understand recurring obligations, critical vendors, and which financial steps only you take.
Accounting data is a complete financial picture of the business.
Communication
Does anyone else answer when something goes wrong?
See whether an escalation path exists that does not end at you.
Orion never requests message history. Channel contents stay private.
Point of sale
Findings from this tool are current.
Payroll and HR
Some access was not granted. Findings from this tool have named gaps.
Documents
The connection expired. Findings are frozen at the last successful sync and are going stale.
Accounting
Understand recurring obligations, critical vendors, and which financial steps only you take.
Accounting data is a complete financial picture of the business.
Communication
See whether an escalation path exists that does not end at you.
Orion never requests message history. Channel contents stay private.
Accounting
Understand recurring obligations and critical vendors, the same as QuickBooks.
The adapter is not built yet. Scopes and data model are mapped.
Commerce
See whether orders are still being fulfilled when you are not watching.
The adapter is not built yet. Scopes and data model are mapped.
Payments
See which customers your revenue depends on and what happens to payouts in your absence.
The adapter is not built yet. Connection will use OAuth — Orion will never ask you to paste a secret key.
Orion connects to Stripe through OAuth only. If anything ever asks you to paste a Stripe secret key into a form, it is not Orion.
Email and calendar
Verify that procedures and calendars are reachable by someone other than you.
The adapter is not built yet. Scopes and data model are mapped.
CRM
Find the key accounts where you are the only person the customer knows.
The adapter is not built yet. Scopes and data model are mapped.
Payroll and HR
Workforce roster, payroll responsibilities, and time and attendance.
ADP requires an accepted partner agreement, a mutual TLS certificate, and a security review before any API access. Orion has not completed this.
Payroll and HR
Employee lifecycle, role assignments, and which systems each person can still get into.
Rippling requires an approved app registration before API access. Orion has applied for nothing yet.
Point of sale
Restaurant locations, orders, labor, and whether service continues without you.
Toast requires a signed partner agreement plus compliance, privacy, security, and legal approval. Orion has not completed this.
Banking
Bank balances and cash obligations across accounts.
Plaid requires partner onboarding and a compliance review. Bank data carries the heaviest obligations in the catalog and Orion will not shortcut them.
Commerce
Order flow and fulfillment obligations on Amazon.
The Selling Partner API requires developer registration and review.
Payments
Transaction activity and payment dependencies.
The adapter is not built yet.
Documents
Whether operating procedures and contracts are reachable by a backup operator.
The adapter is not built yet.
Documents
Contract and procedure access concentration.
The adapter is not built yet.
Communication
Team and channel structure, and where escalation actually happens.
Built on the Microsoft 365 connection. Connect Microsoft 365 first.
CRM
Account ownership and customer relationships that route through one person.
The adapter is not built yet.
Scheduling
Which bookings land on you personally and cannot be taken by anyone else.
The adapter is not built yet.
Scheduling
Shift coverage and attendance — direct evidence for who covers a weekend without you.
The adapter is not built yet.
Project management
Which recurring work has only one owner.
The adapter is not built yet.
Project management
Task ownership concentration across your boards.
The adapter is not built yet.
Project management
Which boards nobody else is watching.
The adapter is not built yet.
Documents
Whether your written procedures exist and who can reach them.
The adapter is not built yet.
Project management
Recurring operational tasks and their single points of failure.
The adapter is not built yet.
Automation
Automations that would silently stop if your account were disabled.
The adapter is not built yet.
Automation platforms hold credentials for every tool they touch. Orion prefers a direct connection wherever one exists.
Communication
Whether customer issues get answered when you are not the one answering.
The adapter is not built yet.
Communication
Customer conversations that depend on one responder.
The adapter is not built yet.
Commerce
Order flow and fulfillment on your own storefront.
The adapter is not built yet.
Commerce
Marketplace obligations and fulfillment deadlines.
The adapter is not built yet.
Scheduling
Hourly staff, schedules, time clocks, and shift coverage.
Orion has not been able to confirm how Homebase grants API access. We will not promise a connector we cannot build.
Scheduling
Staff scheduling and shift availability.
Orion has not confirmed a public API. Register interest and we will look again.
Banking
Account balances and the obligations they cover.
API access has not been confirmed from Mercury's own documentation.
Banking
Card spend and approval dependencies.
API access has not been confirmed.
Banking
Card spend and approval dependencies.
API access has not been confirmed.
Automation
Automations that would stop without your account.
Access model not established.
Automation
Self-hosted automations and who can restart them.
Self-hosted deployments vary; there is no single connection model.
Communication
Support queue ownership.
Freshdesk authenticates with a pasted API key. Orion does not accept pasted credentials, so this needs a different approach.
Point of sale
Location activity and staff on shift.
Access model not yet researched in depth.
Point of sale
Retail and restaurant operating activity.
Access model not yet researched in depth.
Industry specific
Class schedules, staff, and bookings that depend on one instructor.
Access model not yet researched in depth.
Industry specific
Dispatch, jobs, and technician coverage.
Access model not yet researched in depth.
Industry specific
Job scheduling and field coverage.
Access model not yet researched in depth.
Industry specific
Job dispatch and customer commitments.
Access model not yet researched in depth.
Industry specific
Project obligations and approval authority on active builds.
Access model not yet researched in depth.
Industry specific
Project schedules and client commitments.
Access model not yet researched in depth.
Industry specific
Matter ownership and client obligations.
Access model not yet researched in depth.
Legal practice systems hold privileged client records. Orion will not connect one without a written agreement covering confidentiality.
Industry specific
Appointments and provider availability.
Access model not yet researched in depth.