CONNECT THE WORK
Integrate with your stack
Bring together documents, CRM, accounting, core systems and communication channels through governed tools and workflows.
ORBITVALUE™ AGENT FABRIC
SMB Financial Services
Agent Architecture
One managed layer connects AI agents, models, workflows and the systems your team already uses. Start with a focused process, keep people in control and measure the return.
KEEP PEOPLE IN CONTROL
Review before action
Set permissions, approval points, evaluation checks and audit trails for the decisions that matter.
THE FABRIC IN ACTION
From incoming work to a measured result
Each capability has a specific job. The agent coordinates them around your workflow and your approval rules.
Channels + work
Email, voice, web forms and documents enter one managed workflow.
Document AI + GenAI
IDP extracts and checks data; GenAI summarizes, drafts and interprets context.
Agentic AI
The agent chooses the next step, calls tools and routes exceptions by policy.
RPA + APIs / MCP
Approved actions update legacy apps and connected systems without rekeying.
Systems + outcomes
CRM, accounting and core systems record the result; dashboards track value.
Human in the loop across every stepApprovals · Permissions · Audit trails · Evaluations · Security · KPI and ROI tracking
Technology ecosystem examples
AI models
OpenAI
Anthropic
Google Gemini
Meta LlamaAlso: Mistral and open-source models
Cloud / data
Microsoft Azure
AWS
Google Cloud
SnowflakeCRM / workflow
Salesforce
HubSpot
n8n
ZapierAlso: ServiceTitan and Power Automate
Payments / communications
Stripe
QuickBooks
TwilioStart with the simplest viable stack. Change components when ROI or control requires it. Technology names are examples, not partnership or compatibility claims; scope is confirmed during assessment.