Credit utilization increased to 42%
Potential impact
Higher utilization may affect future borrowing.
Recommendation
Reduce your Chase balance by approximately $285.
AI FINANCIAL COMMAND CENTER · DEBT · CREDIT · BUSINESS · TAX
Take Command of Your Financial Future.
Upload bills, bank statements, receipts, credit reports, and tax documents. Orion transforms them into a complete financial strategy — helping you reduce debt, improve cash flow, organize your businesses, improve financial health, and prepare for tax season from one secure AI-powered command center.
Command Center
Health Score842
Debt-Free DateOCT 2026
Total Debt$42,580
Monthly Min.$2,840
Monthly Obligations
$3,420.00 DUEAMEX
Platinum Credit
DUE IN 4 DAYS
$412.50
Auto-Pay Set
RENT
Pacific Heights Mgmt
DUE IN 12 DAYS
$2,850.00
Verified
CHSE
Chase Sapphire
HIGH INTEREST
$148.00
Priority
ORION GRANT
I've analyzed your cash flow. Adding $50 to your AMEX this month saves $1,200 in lifetime interest.
Execute that strategy.
Ask Orion anything...
ORION INTELLIGENCE
What Orion Found This Month
Orion continuously analyzes your financial picture and surfaces opportunities you may never notice on your own.
42%
Duplicate subscriptions detected
Potential monthly savings
$47
Two streaming plans and one cloud storage plan overlap.
Business expenses organized
Entity
JW Innovative Solutions
SoftwareMarketingTravelProfessional Services
Illustrative findings · your own picture is analyzed privately
YOUR PERSONAL CFO
Meet Orion Grant
Your Personal AI Chief Financial Officer
Orion doesn’t simply organize bills. He studies your complete financial picture, identifies opportunities, prioritizes what matters most, helps improve financial health, prepares businesses for tax season, and provides personalized recommendations every month.
"I don't just tell you where your money went. I help you decide where it should go next — across your debt, your credit, your businesses, and your tax year."
Strategic
Private
Always-On
Business-Aware
Tax-Ready
Decision-First
THE PROCESS
From paperwork to a plan you can act on.
Four steps, and Orion keeps working long after the first upload.
01
Upload
Hand Orion the paperwork you already have — no manual data entry.
- Bills
- Bank Statements
- Receipts
- Credit Reports
- Tax Documents
02
AI Analysis
Orion reads every document and maps your full financial picture.
- Balances
- Income
- Cash Flow
- Credit Utilization
- Businesses
- Recurring Expenses
- Subscriptions
- Tax Categories
03
Financial Intelligence
The analysis becomes strategy you can act on today.
- Debt Strategy
- Financial Planner
- Credit Improvement
- Financial Pulse™
- Business Insights
- Tax Organization
- CPA Package
04
Continuous Guidance
Orion monitors progress every month and adjusts recommendations as your finances change.
- Monthly Review
- Adjusted Priorities
- Progress Tracking
WHAT ORION DELIVERS
Outcomes, not another list of bills.
Twelve capabilities, one intelligence. Each one exists to change a decision you are about to make.
Financial Command Center
Every obligation, balance, and deadline in one place — so nothing surprises you again.
Debt Elimination
See the fastest realistic path out and what each extra dollar actually buys you.
Financial Planner
Know what next month looks like before it arrives, not after the money is gone.
Ask Before You Buy™
Get a straight answer on any purchase — and what it costs your bigger goals.
Credit Improvement
Understand the levers that move your profile and work them in the right order.
Business Financial Management
Keep each entity’s money separate, organized, and ready for a real conversation.
Financial Pulse™
One honest read on your financial health, tracked month over month.
Tax Organization
Receipts and expenses sorted into the categories your return actually needs.
CPA Package
Walk into tax season with a clean, organized package instead of a shoebox.
Business Profit & Loss
See which venture earns, which leaks, and where margin is hiding.
Cash Flow Forecasting
Spot the tight week weeks ahead, while you still have options.
Mission Control Dashboard
Open the app and immediately know the one thing worth doing today.
ONE CONNECTED SYSTEM
Your Entire Financial Life. One Command Center.
Every module feeds the same intelligence. Pay a bill and your credit outlook, cash flow forecast, and tax readiness all move with it.
Financial Pulse™
Traffic Light
Bills
Credit
Businesses
Orion
Financial Command Center
Cash Flow
Goals
Tax Readiness
CPA Package
Orion Chat
DECISION SUPPORT
Built For Decisions, Not Just Tracking
Ask the questions that actually keep you up at night. Orion answers with a clear signal, the reasoning, and the number behind it.
Can I afford this purchase?
PROCEED WITH CARE
ORION’S RECOMMENDATION
A $1,200 purchase this month leaves $220 of margin. Waiting two weeks keeps your reserve intact and still hits the same date.
Every answer is grounded in your actual numbers — never a guarantee of a future outcome.
ENTERPRISE-GRADE SECURITY ARCHITECTURE
Built For Financial Confidence
You are handing Orion the most sensitive paperwork you own. Here is exactly how it is protected — in plain language, no asterisks.
Private Storage
Every statement, receipt, and credit report lands in a private storage bucket that is never publicly addressable.
Row Level Security
Database policies enforce ownership on every read and write, so your bills, businesses, and strategy data are visible only to you.
Encrypted Financial Records
Documents and records are encrypted in transit and at rest on protected cloud infrastructure.
Private AI Processing
Orion analyzes your documents to build your strategy — your files are not used to train external models.
No Document Sharing
We do not sell, share, or syndicate your financial documents. There is no data broker in this product.
User-Controlled Uploads
You choose what Orion sees, and you can delete an upload or your account whenever you want.
PRICING
Founding Member Pricing
Join Orion while we’re building the future of AI financial intelligence.
Become one of Orion’s Founding Members and lock in your subscription price while your membership remains active.
Lifetime Price Lock
Your subscription price stays locked as long as you maintain an active subscription.
Future pricing may increase as Orion continues to expand, but your Founding Member rate remains locked.
BASIC
Free
Forever, no card
- Up to 5 bills
- Orion AI bill extraction
- Payoff strategy (snowball or avalanche)
- Financial command center dashboard
RECOMMENDED
ADVANCED
$12/mo
per month
- Unlimited bills
- Full Orion strategy advisor
- Snowball + avalanche comparison
- Credit Improvement Center
- Subscription DetectorComing Soon
MULTIPLE
$19/mo
Up to 5 members
- Everything in Advanced
- Family DashboardComing Soon
- Shared goals & household cash flowComing Soon
- Advanced ReportsComing Soon
Founding Member Benefits
Lifetime locked pricing while your subscription remains active
Early access to new Orion features before public release
Opportunity to help shape Orion through product feedback
Exclusive Founding Member badge displayed inside your account
Priority access to future AI financial tools
We believe our earliest customers deserve to share in Orion’s future success.
Rather than charging more today, we’re rewarding early adopters with lasting pricing protection and early access to future innovations.
THE PATH
Your Founder’s Journey
What being early actually means — from the day you join to the years that follow.
- Step 1
Join Orion
Create your account and step inside the command center.
- Step 2
Become a Founding Member
Join a small group of Orion's earliest customers.
- Step 3
Lifetime Price Lock
Your rate is locked while your membership stays active.
- Step 4
Influence the Product
Your feedback shapes what Orion builds next.
- Step 5
Early Feature Access
New AI releases reach you before public launch.
- Step 6
Retail Pricing Increases
Orion grows and future customers arrive later.
- Step 7
Founding Member Forever
You continue at your original founding rate.
Why Founding Members Matter
Help Shape Orion
Your ideas and feedback directly influence future AI capabilities.
Lifetime Price Protection
Your subscription price stays locked while your membership remains active, even if future pricing increases.
Early Access
Be among the first to experience new Orion tools before public release.
Founder Recognition
Receive an exclusive Founding Member badge inside your Orion account.
Build the Future Together
Join a small group of early customers helping build the next generation of AI-powered financial intelligence.
“Every successful platform began with a small group of believers. Orion’s Founding Members will always be recognized as the customers who helped build the future.”
THE MISSION
Your Financial Future Deserves Better Than Spreadsheets.
Most financial software tells you where your money went.
Orion helps you decide where it should go next.
Whether you’re managing personal finances, multiple businesses, debt reduction, or preparing for tax season, Orion becomes your AI Financial Command Center.