Operations
Order intake into the ERP
Purchase orders that arrive by email, PDF or spreadsheet are read, checked against your catalog and entered into the ERP for a quick review.
Industry
AI takes customer orders, supplier quotes and quality paperwork off the office team's desk, and puts the right work instruction in front of people on the floor.
known issues
Purchase orders arrive by email and PDF and are rekeyed into the ERP line by line.
Supplier quotes in different formats make it hard to compare price, lead time and terms.
Operators hunt through binders or wait for a supervisor to find the current work instruction.
A shortage of one component can stop a whole production run.
start here
The jobs we would usually look at first for manufacturing, best first.
Operations
Purchase orders that arrive by email, PDF or spreadsheet are read, checked against your catalog and entered into the ERP for a quick review.
Operations
A purchasing tool that pulls supplier quotes from email into one like-for-like table, with freight, lead times and terms side by side.
Operations
Inspection checklists, photos and readings from the floor become clear reports, with failures raised as actions and trends shown to managers.
Finance
Supplier invoices are matched to purchase orders and goods received, line by line, so only mismatches need a person before payment.
Operations
Staff on the floor, in the kitchen or on site ask how to do a task and get the steps from your own procedures, on their phone.
Operations
Watches stock levels and sales across your channels, warns you before items run out and drafts reorders that take lead times into account.
Company-wide
Search contracts, manuals, specs and past files by asking a question, and get an answer that quotes the exact page it came from.
31 more entries
Sales
Turns call notes and site details into a priced first-draft proposal using your own templates, rate card and past wins, ready for a salesperson to check.
Sales
Before each sales call, reps get a one-page brief on the account: who is attending, past emails, open deals, support issues and recent company news.
Sales
A plain-English pipeline summary lands every Monday: what moved, what stalled, which deals slipped their close date and where the forecast looks shaky.
Marketing
Tracks competitor pricing pages, product launches, ads and reviews, then sends a short weekly digest of what changed and why it might matter to you.
Marketing
Adds company size, industry and role details to new contacts, sorts them into the right segments and routes them to the right nurture list or salesperson.
Marketing
Supplier spec sheets and rough product data become complete listings: titles, descriptions, attributes and tags, ready for your store and marketplaces.
Customer service
Finds questions your team answers again and again, then drafts help-center articles from the best solved tickets for an editor to approve.
Customer service
Return requests are checked against your policy and the order, labels and refunds are prepared, and only the edge cases reach your team.
Operations
Prepares commercial invoices, packing lists and customs forms from your order and product data, ready for a person to check and sign off.
Operations
Technicians speak a quick voice note and take photos; a tidy job report, parts list and invoice draft are ready before they reach the van.
Operations
When a quote is accepted, the job is created with scope, materials, deposit and site notes, so the crew turns up knowing what was promised.
Finance
Supplier invoices are read from the inbox, matched to the right supplier and account, and drafted as bills in Xero or QuickBooks for a person to approve.
Finance
Overdue invoices are sorted by risk and each customer gets a reminder that fits their history, written in your tone and sent after a person signs off.
Finance
A close workspace that tracks every task, flags odd balances and drafts accruals and variance notes, so the month closes on time with fewer surprises.
Finance
A rolling forecast of the next few months of cash, rebuilt each week from your ledger, bank and pipeline, with a short note on what changed and why.
Finance
New suppliers send forms, tax IDs, insurance and bank details once; everything is checked against public registers and your rules before set-up.
HR and people
Staff ask leave, benefits and policy questions in Slack or Teams and get an answer from your own handbook, with a link to the exact section.
HR and people
Each new hire gets a first-weeks plan built for their role, with accounts, equipment, intros and training booked across your tools before day one.
HR and people
Your written procedures become short training modules, checklists and quizzes, kept in step with the SOPs as they change.
IT
A purpose-built dashboard that matches every software charge to real logins, flags unused seats and duplicate tools, and lists renewals before they bill.
IT
Checks every email staff report as suspicious, explains the verdict, and pulls matching copies from other inboxes once your IT lead agrees.
IT
An assistant that answers staff questions from your wikis, shared drives and old tickets, links to the source, and says so when it does not know.
Legal and compliance
Reads incoming contracts, compares each clause with your playbook, and drafts tracked-change redlines and a risk note for your lawyer to approve.
Legal and compliance
Pulls renewal dates, notice periods and key duties out of signed contracts and leases, then reminds the owner well before each deadline.
Legal and compliance
A simple form that builds a ready-to-sign NDA from your approved template, fills in the parties from your CRM and sends it out through DocuSign.
Leadership
Each morning, AI pulls yesterday's sales, cash, jobs and support figures from your systems into one short brief that flags what needs a decision.
Leadership
Ask questions like 'Which product lines lost margin last quarter?' in Slack or Teams and get an answer from your own data, with the working shown.
Leadership
AI gathers the month's financials, KPIs and department updates into your board pack template, drafts the commentary and tracks what is still missing.
Leadership
Every decision and action from your leadership meetings is logged with an owner and a due date, then chased in your task tool until it is done.
Company-wide
A private assistant in Slack, Teams or the browser that answers staff questions from your own policies, files and wikis, with a link to the source.
Company-wide
Experienced staff answer guided interviews; their know-how becomes searchable notes and how-tos the rest of the team can ask questions of.
integrations
Systems businesses like yours commonly run. Wherever it can, the AI works inside the tools your team already uses. If yours is not listed, ask: most tools with an API can be connected.
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A free 30-minute call. You talk, we ask questions, and you leave with a few concrete ideas — or an honest answer that AI isn't the right fix yet.
Working with teams in the United States, United Kingdom and Australia.