An AI agent for any ops job you train it on. It does that job well.
Audit one workflow. Ship a pilot agent. Keep it on retainer.
We train it with the people who already do the job, on any ERP or CRM you run. The list below is a few of those jobs. Yours can be a different one. The evidence stays attached. A person still commits anything that isn’t safe to write.
The agent reads the case and leaves a proposal. A match writes the record when the fields already agree.
The same agent can run in the cloud, or on a machine on your network. Local hardware is for when the documents, the email threads, and the ledger cannot leave your building.
The agent
Remittance and NetSuite
Short pay
A payment that doesn’t line up gets a proposal, with the evidence attached.
The payment is short
The case is read
AR sees the proposal
Cash is applied
AR posts the cash. The proposal names the invoices, the credits, and the pages it read.
A payment lands short, or the remittance names invoices that aren’t open.