The system of action for your data and operations.
JotVision runs the critical workflows between your ERP, files, and teams. Agents do the routine. Your people decide.
ERP, CRM, files, portals, email. Nothing to replace.
Agents and operators execute the workflow across your systems.
Exceptions arrive with the evidence. Results land in your ERP.
Two operations. One approach.
Data comes from your systems or from the physical world. Either way, agents do the routine, your people decide, and the result lands in your systems.
Workflows across your teams, ERP, files, communication channels, and external systems
Supplier price changes, rebate claims, pricing and margin, and any workflow like them. Commonly used by distributors, manufacturers, and industrial suppliers.
- Starts from an export you already produce
- Nothing changes in your ERP on day one
- Run by our team and agents, decided by yours
Agentic Visual Applications: cameras and robots that turn the physical world into data and action
Operating rooms, labs, warehouses, and inspection lines. Describe what matters, and AVA observes, records, and acts. With PTZOptics and Trossen Robotics.
- Natural-language intent, no fixed taxonomy
- Local or cloud processing
- A person always sets the intent and approves the action
Supporting data workflows for customers and partners
What we did for AFS
Since 2025: automated pricing and sales operations, and delivered an e-commerce channel that fits how their customers actually buy, on a very tight deadline.
The data and workflow problems we solve.
Work that sits between your files, your systems, and your margin, and is done by hand today. This is where we start most often. Our technology is built for any workflow like them.
Supplier price changes
Price files arrive as Excel, PDF, EDI, and portal exports. Someone keys them into the ERP, late and with errors.
Validate every change against contracts and margin floors, load it into the ERP, send the exceptions to a person.
Rebate claims and credits
Eligibility is tracked by hand, claims are filed late, and denied claims are abandoned for lack of time.
Track eligibility continuously, file claims on time, and follow up on denials.
Pricing and margin
Cost changes reach the sell price weeks later, if at all. Margin leaks between supplier update and customer quote.
Move sell prices with cost under your rules, and show where margin is leaking.
Data cleaning and catalog cross-reference
Supplier, manufacturer, and internal catalogs use different part numbers, descriptions, and units. Duplicates and mismatches pile up in the ERP.
Clean and normalize product data, match items across catalogs, and send uncertain matches to a person.
A problem that is not on this list?
If it crosses systems, needs people to interpret rules and has a number to measure, we build a workflow for it on our technology and run it with you. It starts with one workflow and one export you already produce, run beside your team and compared line by line.
Governance and control, built in.
You stay in control in every phase. These are the commitments behind every workflow we run.
Nothing changes on day one
We start from an export you already produce. Nothing is written to your ERP until you say so.
Access you approve
We work through files, exports, APIs, or the interfaces you already use, with the access you approve.
Every action logged
Each update is checked, logged, and measured against your baseline. You see what ran, what was flagged, and what changed.
Decision rights you set
Decision rights are written into every workflow. Nothing goes live without your sign-off.
You get the founders, not a help desk.
Three operators with thirty-plus years each. They learn your business, sit with your team, and own the result.
Soren Harner
Integrations and technologies
Systems integration, data science, and workflow automation. Led engineering and product at MuleSoft, Atlassian, BigCommerce, and Meta Company. M.S. in AI from Stanford; 3 patents.
Etay Gafni
Product and experience
Workflow analysis, user experience, and product design. Led UX and technology innovation at SAP, then founded BrightAct, a product agency for MuleSoft, Gong.IO, and SanDisk. 3 patents.
Art Muir
Hardware and robotics
Robotics, electromechanical systems, and new product introduction. Built hardware at PyrAmes, Artificial Muscle, and Parker Hannifin. BS in Mechanical and Civil Engineering, UC Davis; 10 patents.
Frequently asked questions
Who is JotVision for?
Distributors, manufacturers, and industrial suppliers, and the finance and operations leaders who run work across several systems. Pricing, rebates, and margin are the most common starting points, not the only ones. Most of our customers are mid-market companies with an ERP that is not going anywhere.
Do we have to change our ERP?
No. On day one nothing changes in your ERP. We start from an export you already produce, run the workflow alongside your team, and only write back into your systems when you decide we should.
How do we stay in control of what the workflow does?
Decision rights are written into every workflow. We work with the access you approve, every update is checked and logged, and nothing goes live without your sign-off.
How is this different from an AI tool or a consultant?
You do not get a tool to learn or a plan to execute. You get the founders and their agents running the workflow, with your people making the decisions that need judgment.
Supervised workflows that run themselves.
Your systems hold the data. Your people do the work between them by hand. JotVision turns that into an automated workflow, run for you, with your team deciding what matters. Bring one of yours to a 30-minute call.
Book an intro call →