Your workflows, run end to end.
Each one starts from a file or system of record you already have and ends in your ERP, with your rules applied and your people deciding the exceptions.
How we engage
Three phases, one team. The same people who discover the workflow build it and manage the team that runs it.
Map the workflow
We listen to your team and watch the workflow as it runs today. Then we propose improvements that use technical capabilities you have not tapped yet.
Build and prove it
We build the workflow with AI agents and test it against your past data until the results match your team's needs and current logic. Then we lock it for runtime, supervised by operators.
Run, supervise, adapt
We run the workflow and supervise every cycle. We handle exceptions and edge cases, and adapt the workflow as your team gives feedback.
You stay in control in every phase.
The same commitments apply to every workflow we run.
- Nothing changes on day one. We start from an export you already produce.
- Access you approve. Files, exports, APIs, or the interfaces you already use.
- Every action logged. You see what ran, what was flagged, and what changed.
- Your sign-off. Nothing goes live until you approve it.
Workflow services
Where manual work between systems costs the most today. These are the workflows we run most often, not the limit of what we take on.
Supplier price changes
Dozens of suppliers, each sending price lists in their own format: Excel, PDF, EDI, portal downloads, email attachments. The pricing team keys changes into the ERP by hand. At thousands of changes a month, errors and delays are built in.
- We readEvery file, in any format, and match items to your ERP records.
- We checkEach change against supplier contracts, cost history, and your margin floors.
- We loadApproved changes into the ERP, with a log of every update.
- You decideThe held rows: margin below floor, unknown items, suspicious jumps. Each arrives with the evidence.
In
Excel, PDF, emails, documents
2,184 price records
Verified and updated
ERP, P21, CRM, Zendesk
Power BI, Teams, email
Rebate claims and credits
Rebate programs have conditions spread across agreements, purchase history, and supplier portals. Eligibility is tracked in spreadsheets, claims are filed late, and denied claims are written off because nobody has the time to appeal.
- We trackEligibility continuously against the terms of each program.
- We fileClaims assembled from your data and submitted on time, in the supplier's format.
- We follow upDenials are investigated and appealed with the supporting records.
- You decideDisputed amounts and anything outside the agreed terms.
Pricing and margin
Cost changes land in the ERP but sell prices move weeks later, if at all. Margin leaks between the supplier update and the customer quote, and nobody can see where.
- We applyYour pricing rules so sell prices move with cost, by customer group and product line.
- We flagItems selling below target margin and the reason.
- We publishUpdated prices to the ERP, price lists, and e-commerce where you use it.
- You decideStrategic exceptions: key accounts, promotions, competitive moves.
Is your workflow a fit?
The services above are where we start most often. Any workflow with these four traits is a candidate, and we build it on the same technology.
Crosses systems
It needs data or action in more than one place: ERP, files, portals, email.
Needs interpretation
People apply contracts, policies, history, or thresholds to decide what happens.
Heavy on exceptions
The happy path is easy. The cost is in the unusual cases and the incomplete data.
Has a clear cost/value
Hours saved, margin recovered, days to credit, error rate. Something to measure against.
Common next workflows
Finance reconciliation
Cash application, invoice matching, exception resolution.
Supplier and customer onboarding
Data collection, validation, and setup across systems.
Compliance evidence
Collecting records, applying policy, preparing reports.
Order and quote handling
Validating orders against contracts, stock, and pricing.
Frequently asked questions
Which industries do you work with?
Mostly distributors, manufacturers, and industrial suppliers in the mid-market, where pricing, rebates, and margin run across an ERP, supplier files, and portals.
Do you need clean data first?
No. Supplier files are messy and ERP records are incomplete. The workflow is designed around that reality, and the inconsistencies we find are reported back to you.
Can you work with our ERP?
Yes. We work through files, exports, APIs, or the interfaces you already use, with the access you approve. We have worked with legacy and modern ERPs, SaaS tools, portals, and EDI.
What if our workflow is not one of these?
If it crosses systems, needs people to interpret rules, is heavy on exceptions, and has a measurable outcome, it is a good fit. Finance reconciliation, supplier onboarding, and compliance evidence are common next steps.
Which workflow is costing you most?
Pricing, rebates, margin, or something else entirely. Tell us on a 30-minute call. We will ask for one export and come back with a line-by-line comparison.
Book an intro call →