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AI Agent
It builds and edits Excel, PowerPoint, Word, and PDF documents from ERP data. Nothing to install. It runs in the browser within the caller's permissions.
| Customer | Receivable | Over 30 days | Last payment | Invoices | Rep | Notice |
|---|---|---|---|---|---|---|
| Summit Catering | 128,000.00 | 128,000.00 | 07/25 | 6 | Dana Kim | Draft |
| Bluebird Kitchen | 86,000.00 | 86,000.00 | 08/05 | 4 | Dana Kim | On hold |
| Nakamura Trading | 54,000.00 | 54,000.00 | 08/10 | 2 | Dana Kim | Draft |
| Amazon seller A | 22,000.00 | 22,000.00 | 08/14 | 4 | Dana Kim | Draft |
| Amazon seller B | 19,000.00 | 19,000.00 | 08/12 | 3 | Dana Kim | Draft |
| Amazon seller C | 18,000.00 | 18,000.00 | 08/13 | 3 | Dana Kim | Draft |
| Amazon seller D | 15,000.00 | 15,000.00 | 08/11 | 2 | Dana Kim | Draft |
| Fresh Market PL | 312,000.00 | 0.00 | 09/10 | 6 | Dana Kim | - |
| Harvest Grocers | 38,000.00 | 0.00 | 09/09 | 3 | Dana Kim | - |
| Metro Dining Group | 20,000.00 | 0.00 | 09/11 | 2 | Dana Kim | - |
| Coastal Foods | 16,000.00 | 0.00 | 09/08 | 1 | Dana Kim | - |
Sort out every customer over 30 days, draft the collection notices, and send them for approval.
7 customers · 7 notice drafts awaiting approval
Bluebird Kitchen promised to pay next week, take them out.
Removed Bluebird Kitchen and submitted 6 notices. Payment check reminder set for September 19.
Call it from whatever screen is open, and it works only within the caller's ERP permissions.
One shortcut opens the agent on the screen you are working in.
How much does this customer still owe us?
Summit Catering owes $128K on 6 invoices, 47 days past due. That is over the $100K credit limit.
Set it to approve after payment, then.
SO-2609-0140 is now set to 'Approve after payment'. Dana Kim has been notified.
Send their buyer the list of unpaid invoices too.
Drafted an email to Summit Catering purchasing with the 6 unpaid invoices attached.
Open email draftThe agent sees only what the person calling it can see.
The agent knows the record on screen, so "this one" is enough.
Wasn't this a client lunch?
Account changed · Meals and entertainment
Check August for the same thing.
Found one: Aug 22, Edison Deli, $84.00, booked as employee meals. Bluebird Kitchen meeting that day, so the same edit is drafted.
How much does this customer still owe us?
Summit Catering owes $128K on 6 invoices, 47 days past due. That is over the $100K credit limit.
Set it to approve after payment, then.
SO-2609-0140 is now set to 'Approve after payment'. Dana Kim has been notified.
Send their buyer the list of unpaid invoices too.
Drafted an email to Summit Catering purchasing with the 6 unpaid invoices attached.
Open email draftAsk, then instruct, then turn the result into a document without moving between screens. Creates and edits come back as drafts and a person approves them.
The agent answers questions with tables and charts from ERP data.
| Item | Shipped | Revenue | Unit cost | Margin |
|---|---|---|---|---|
| Teriyaki glaze 16 oz | 120,000 | $590K | $1.95 | 25% |
| Korean BBQ sauce 32 oz | 38,000 | $350K | $3.43 | 30% |
| Sesame dressing 12 oz | 53,000 | $185K | $1.41 | 24% |
| Beef bone broth 16 oz | 25,000 | $120K | $2.12 | 17% |
| Spicy beef soup 20 oz | 10,300 | $55K | $2.41 | 18% |
The agent reads the card and registration and builds the customer record for approval.
The agent writes quotes, letters, and filings in your own templates from ERP data.
Quotation
QT-2609-044| Item | Qty | Unit | Amount |
|---|---|---|---|
| Beef bone broth 16 oz · HF-R-3010 | 4,000 | 2.55 | 10,200.00 |
| Spicy beef soup 20 oz · HF-R-3022 | 2,000 | 2.90 | 5,800.00 |
| Export packaging · Japanese labels | 1 lot | 360.00 | 360.00 |
| Shipping documents · health certificate | 1 lot | 180.00 | 180.00 |
| Samples · Beef bone broth 16 oz | 40 | 0.00 | 0.00 |
| Item | Shipped | Revenue | Unit cost | Margin |
|---|---|---|---|---|
| Teriyaki glaze 16 oz | 120,000 | $590K | $1.95 | 25% |
| Korean BBQ sauce 32 oz | 38,000 | $350K | $3.43 | 30% |
| Sesame dressing 12 oz | 53,000 | $185K | $1.41 | 24% |
| Beef bone broth 16 oz | 25,000 | $120K | $2.12 | 17% |
| Spicy beef soup 20 oz | 10,300 | $55K | $2.41 | 18% |
Hand it several steps in one request, like sorting overdue receivables and drafting the notices. The same agent runs reconciliation, closing checks, and deadline alerts on a schedule.
The agent runs several steps in one request and stops at approval.
Pull the customers over 30 days, draft a collection notice for each, and submit for approval.
7 customers · 7 notice drafts
7 customers sorted. 7 notice drafts are in the approval queue.
Bluebird promised to pay next week, leave them out.
Removed Bluebird Kitchen, 6 notices now. A payment check reminder is set for Sep 19.
The agent runs reconciliation, stock checks, and deadline alerts on a schedule.
The agent follows the rules your staff write down and applies them when it drafts.
| Rule | Module | Condition | Owner | Added | Last applied | Applied | Status |
|---|---|---|---|---|---|---|---|
| Call Fresh Market at D-2 before delivery | Orders · Shipping | Customer = Fresh Market PL | Dana Kim | Mar 2026 | Sep 15 | 38 | Active |
| Bluebird direct ships in 20-case units | Shipping | Customer = Bluebird Kitchen · direct | Dana Kim | Apr 2026 | Sep 14 | 62 | Active |
| Sesame backup supplier order | Purchasing | RM-133 · Valley Farms out of stock | Sarah Lee | May 2026 | Sep 8 | 4 | Active |
| Export quotes list packaging separately | Quotes | Incoterms = FOB | Proposed | Sep 2026 | Sep 13 | 1 | Review |
| Credit hold until payment | Orders | Open AR > credit limit | Rachel Choi | Feb 2026 | Sep 15 | 9 | Active |
| Meals with customers are meals and entertainment | Accounting | Corporate card · customer meeting on calendar | Rachel Choi | Jan 2026 | Sep 15 | 27 | Active |
| Confirm Summit fax orders by phone | Orders | Source = fax · customer = Summit Catering | Dana Kim | Jun 2026 | Sep 11 | 14 | Active |
| Nakamura invoices in English with JPY reference | Quotes · Invoicing | Customer = Nakamura Trading | Dana Kim | Sep 2026 | Sep 13 | 2 | Active |
| Hold the lot when soup defects exceed 1% | Production · Quality | Defects / output > 1% | Jamie Han | Jul 2026 | Sep 12 | 3 | Active |
| Under 20 cases ships by parcel | Shipping | Cases < 20 · customer not Fresh Market | Tom Oh | Mar 2026 | Sep 15 | 118 | Active |
| Payroll questions answer for the asker only | HR | Requester not in HR | Chris Jung | Feb 2026 | Sep 15 | 41 | Active |
| Auto-match deposit fee differences under $1 | Accounting | Difference <= $1.00 | Proposed | Sep 2026 | - | 0 | Review |
Pull the customers over 30 days, draft a collection notice for each, and submit for approval.
7 customers · 7 notice drafts
7 customers sorted. 7 notice drafts are in the approval queue.
Bluebird promised to pay next week, leave them out.
Removed Bluebird Kitchen, 6 notices now. A payment check reminder is set for Sep 19.
It reads mail and portals and pulls results from the bank.
A 30-minute call covers your AI readiness assessment and rollout plan.