AI Implementation
Connection
Secure, read-only, permission-aware access into your ERP/CRM (Dynamics 365 F&O/CE) without a custom point-to-point integration for every new question.
Agents
Purpose-built assistants tuned to your actual patterns — starting with the highest-impact opportunities, not a generic one-size-fits-all tool.
Governance
Every agent inherits the permissions of the person using it. Agents can never surface or act on anything the requesting person couldn't already access directly.
Cost control
Usage governed through guided queries, continuous monitoring, and a defined allowance — any overage billed transparently, never an open-ended bill.
Instant Operational Answers — try it
Ask me anything about your operations, financials, supply chain, fulfillment, or workforce data — I'll answer with a source you can verify.
Payables Agent — exception queue
INV-88213
MatchedVentura Parts Co. · PO-40217 · $18,420
3-way match clean — ready to post.
INV-88214
ExceptionEcoHVAC Systems · PO-40219 · $9,260
Invoice qty (500) exceeds PO qty (450) — flagged for review.
INV-88215
MatchedNovaTech Supplies · PO-40221 · $5,310
3-way match clean — ready to post.
INV-88216
ExceptionRadiantFlow Inc. · PO-40224 · $27,750
No matching PO found — escalate to procurement.
INV-88217
MatchedThermoCore Ltd. · PO-40226 · $4,120
3-way match clean — ready to post.
High-Impact Opportunities
| # | Opportunity | What it does | Status / Impact |
|---|---|---|---|
| 1 | Supply-Driven Planning | Feedstock/demand-sequenced planning logic replacing a demand-based third-party tool that doesn't match the business model. | Sizing pending assessment |
| 2 | OEM/Partner Data Harmonization | Normalizes inbound data formats from different partners into one internal schema. | Answers the consistency pain point directly |
| 3 | Payables Agent | Pulls invoice details, matches to PO, flags exceptions for human review. | ERP-native, matches confirmed system usage |
| 4 | Account Reconciliation Agent | Automates subledger and GL matching and exception handling, including intercompany transactions. | Same rationale as Payables Agent |
| 5 | Instant Operational Answers | Plain-language answers to everyday ERP questions, sourced from live data. | Cross-functional intelligence, the second you need it |
| 6 | Data Foundation to Gold Layer | Completes the data platform build from bronze/silver to a curated, business-ready layer. | Prerequisite — everything above depends on this |
| 7 | Sales Intelligence / Marketing Insights | Account and region prioritization and lead-scoring. | De-prioritized pending clarification of CRM usage |
Predictable Cost, by Design
- Usage is actively managed through guided, templated queries rather than open-ended prompts.
- Consumption is monitored continuously, with a defined allowance built into the pricing.
- Any overage is billed transparently, so it stays a line item you can budget against — not a surprise at month-end.