Purpose-built AI agents that handle a defined workflow end to end, connected to your Dynamics 365 data, with a person in the loop wherever it matters.
Reads incoming invoices, matches them to purchase orders and receipts, and flags exceptions for review.
Prioritises overdue accounts and drafts follow-up communication for approval.
Matches bank feed lines to open ledger entries overnight and queues the rest for the morning.
Raises purchase orders against min/max levels and lead time; large spend still waits for sign-off.
Reruns the demand forecast against actual sales history and flags exceptions for the planner.
Posts goods receipts against inbound ASNs automatically; short or damaged deliveries escalate.
Resequences work centre schedules to recover lost capacity; the supervisor confirms at shift start.
Flags lots for inspection against tolerance history; QC always signs off the actual release.
Raises maintenance work orders from run-hours data; the engineer schedules the actual downtime.
Enters and confirms orders received by email; credit holds route straight to finance.
Follows up open quotes past their review date and assembles pricing from current price lists.
Triages and routes incoming tickets by product and severity; true escalations go straight to a person.
Answers how-to questions inside the system, in your own configuration, reducing routine support tickets across every department above.
Run the 5-question AI readiness assessment and get a straight answer, no email required.
Tell us which process is costing you the most manual time. We will tell you honestly which agent, if any, fits.
With someone who has run this before.
Four minutes, no email required.