Agents that do the work
Quote 10482 for Hartwell Supply
Checked stock in SAP96 in Pittsburgh
Pulled the contract price$45.70 each
Checked margin31.4%, on targetQuote 10482 is ready for your review. Stock, contract price and margin are checked.
Grow revenue
Can you quote 400 of the ¾″ brass ball valves, delivered to our Columbus yard by Friday?
SAP stockSalesforce contractSnowflake margin| Qty | Item | Unit | Amount |
|---|---|---|---|
| 400 | BV-075 ¾″ brass ball valve | $45.70 | $18,280.00 |
| 1 | Freight to Columbus yard | $640.00 | $640.00 |
Sales and quoting
Quotes drafted from live stock, contracts and margin in minutes.
- The hard part
- Every quote pulls from stock, contract prices and margin rules kept in different systems.
- What it does
- Reads the request, checks stock and contract price, drafts the quote and sends it to a rep to approve.
Pricing
Prices that move with cost, demand and competitors.
- The hard part
- Thousands of prices updated by hand, while costs change every week.
- What it does
- Tracks cost and competitor changes, proposes prices inside your margin rules and updates the ERP once approved.
Where is order 7731? We need it on site Thursday.
Hi Dan, order 7731 shipped on Monday and arrives Wednesday by noon, a day before you need it. Tracking: 1Z 84A 7X0.
Send replyCustomer service
Order status, delivery and returns answered from your own systems.
- The hard part
- Customers wait while someone looks up the order across three systems.
- What it does
- Answers from your ERP, shipping and inbox in seconds, and hands anything unusual to your team with the details attached.
Run operations
Order processing
Orders and documents entered into your ERP without retyping.
- The hard part
- Purchase orders arrive as PDFs, emails and phone calls, and someone keys in every line.
- What it does
- Reads each order, matches parts, prices and the customer PO, enters it into the ERP and flags anything that doesn't match.
Forecasting and planning
Demand and inventory plans that refresh every day.
- The hard part
- Plans rebuilt each month from spreadsheet exports, out of date before they are shared.
- What it does
- Pulls orders, stock and seasonality every day, forecasts demand by product and location, and flags what to reorder.
Finance
Invoices matched, books closed and reports written as the month runs.
- The hard part
- Close takes weeks because every mismatch is chased by email.
- What it does
- Matches invoices to orders and receipts, explains each exception, drafts the entries and writes the monthly report for review.
Every system, built the same way
On your systems
Connected to your ERP, CRM, data warehouse, inbox and files.
From your knowledge
Uses your history, documents and rules, so it works the way your best people do.
Under your control
Your team approves the work, and every action is logged.
Your data stays yours
Never used to train models
Our model providers are bound to zero data retention and no training.
Isolated and logged
Each company is its own boundary, and every access is recorded.
Hosted in the United States
Kept for the life of the work, deleted on your instruction.
SOC 2 Type I
Type II underway.