Connected systems & reporting
Connect the systems you already use, clean up agreed data, and create useful operational views of customers, jobs, orders, and exceptions.
Practical examples for your business.
01
Customer POs → sales orders
Incoming POs are read, the customer and part numbers are matched against the ERP, and draft sales orders are created. POs that don't match cleanly go to a person to check.
The problem: Purchase orders arrive as email attachments and PDFs. A customer service rep reads each one and keys it into the ERP line by line.
02
Shipment → ERP and invoice
Ship confirmations update the ERP order with quantities and tracking, and the invoice is created from what actually shipped.
The problem: When an order ships, tracking numbers and quantities are copied from the WMS or carrier site into the ERP before the invoice can go out.
03
Purchase order → vendor
Approved POs are sent to the vendor automatically, confirmations and promised dates are recorded against the PO, and missing confirmations are flagged.
The problem: An approved PO is emailed to the vendor by hand, and the confirmation is tracked in a spreadsheet.
04
Low stock → purchase requisition
Items that fall below their reorder point create a purchase requisition for approval, with the usual vendor and quantity filled in.
The problem: Nobody notices an item is below its reorder point until an order can't be filled.
A practical approach
Connect the tools your team already uses.
The right starting point depends on your people, information, and business goals. We agree the scope together.
- Common systems: Epicor, Plex, Oracle NetSuite, Microsoft Dynamics 365, SAP, Sage, Acumatica, Infor, Odoo
- Create and update sales orders, purchase orders and invoices
- Read from and write to the ERP through its API, database or import tools
- Match customers, items and prices against ERP master data
- Send unclear records to a person instead of guessing
- Agree on data access and review steps before implementation
- Define a clear scope, price, and handoff together
Systems around the workflow
Build around your existing erp tools.
Get orders, shipments and invoices into and out of your ERP without retyping them. We identify the source of truth, permitted access, field mapping, and a safe way to handle failed or repeated requests.
- Epicor
- Plex
- Oracle NetSuite
- Microsoft Dynamics 365
SAP- Sage
- Acumatica
- Infor
Odoo
The records and rules
Use the ERP's approved customer, item, unit, price, and order records. Define supported entry points and how an incoming request matches those records.
The staff decisions
Route unknown items, inconsistent quantities, and price or delivery exceptions to the responsible team before creating or releasing an order.
What the pilot should prove
Reconcile sample orders line by line. Test duplicate purchase orders, partial shipments, unmatched references, and failed imports with an agreed recovery path.
When a connection fails
Keep a traceable record of what was requested, what completed, and what needs review. Agree retry limits, duplicate protection, staff fallback, and the owner who resolves a failed update before launch.
Everyday business, practical AI
See the complete workflow.
These are proposed implementations we can scope around your business. Explore the steps, the staff decisions, and a sensible first pilot.
Manufacturing & distribution
Purchase orders into reviewed sales orders
Convert customer purchase orders into structured drafts. Match customers, parts, quantities, and agreed pricing against the ERP rather than letting AI invent missing product or commercial details.
Manufacturing & distribution
Purchase orders into reviewed sales orders
Convert customer purchase orders into structured drafts. Match customers, parts, quantities, and agreed pricing against the ERP rather than letting AI invent missing product or commercial details.
From request to completion
- 1A purchase order arrives through the designated intake channel.
- 2The workflow extracts customer references, item lines, quantities, and requested dates.
- 3ERP lookups validate customer identities, part numbers, units, and applicable prices.
- 4Mismatches and unsupported items enter an exception queue for customer service.
- 5An authorized employee approves the sales-order draft and the system records its source and outcome.
Your team stays in control
Require review of price discrepancies, unknown items, and delivery commitments. Prevent duplicate order creation when messages are retried.
What connects
Customer order intake, document processing, ERP master data, and sales-order review queue.
A practical first pilot
Start with a few repeat customers and known part formats; reconcile every draft against the original before increasing volume.
How to evaluate it
Review order-entry time, first-pass match rate, corrections, and time spent resolving exceptions.
Implementation, end to end
A working process your team can operate.
01
Understand the current work
Walk through a real request with the people doing the job. Identify the source records, decisions, bottlenecks, and exceptions before choosing software.
02
Build a useful pilot
Define a limited starting scope and create a working version. Test representative requests alongside difficult cases, missing data, and failed connections.
03
Launch with clear ownership
Agree access, approval steps, acceptance checks, and a release plan. Show staff how to use the system, review exceptions, and contact the responsible owner.
04
Maintain and improve
Provide the agreed documentation and handoff. Review usage, operating costs, and issues; define support coverage and future changes in the engagement.
Connect the rest of the workflow.
Documents & administrative workflows
Turn incoming forms, invoices, orders, and documents into organized records and review queues. Keep a link to the original information so staff can check the result.
Before we begin
The questions that shape your project.
Bring the business problem. We can help translate it into a practical technical plan.
Can you work with our existing software?
We review the systems you use, available APIs or supported imports, subscription requirements, and access permissions. The scope identifies which connections can be implemented and which need an alternative.
What do you need from our team?
A process owner, examples of the current work, and access to the systems included in the scope. Your staff help confirm the business rules, review a pilot, and decide whether the result is ready to use.
How are cost and success agreed?
The proposal defines deliverables, assumptions, responsibilities, acceptance checks, and pricing. Third-party subscriptions and usage costs are identified separately. We choose meaningful measures from your existing process rather than promise an untested result.
What happens after launch?
The agreement defines code and account ownership, documentation, training, deployment responsibilities, and any ongoing support. Staff get a clear way to handle failures and requests for changes.
Let’s talk about what you want to improve.
A short conversation can help you decide where AI and better systems would make a useful difference.