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Cases and applications

Real applications we can automate in your operation.

Scopes that solve concrete problems in companies running an ERP. Each application shows the before, the after and the systems involved — and could be the starting point of your pilot.

FinanceApplication

Accounts receivable automation

A collections workflow connected to the ERP, with personalized messages, receipt reading and assisted settlement.

Before

  • Overdue list updated by hand in a spreadsheet
  • Collection by email and phone, case by case
  • Receipts checked one by one

After

  • Receivables read from the ERP every day
  • Reminders by customer profile and days overdue
  • Receipts read and reconciled, exceptions sent for review
ERPEmailWhatsApp Business
Solution
DocumentsApplication

Document processing

Orders, invoices, contracts and receipts classified and extracted automatically, with validation against the ERP.

Before

  • PDFs typed into the ERP
  • Visual check of document × order
  • Files scattered across emails and folders

After

  • Classification and extraction with per-field confidence
  • Automatic cross-check with orders and master data
  • A single review queue for exceptions
EmailDMS / StorageERP
Solution
ProcurementApplication

Order approvals

Purchase and sales orders routed by approval limit, with reminders, escalation and the decision recorded in the ERP.

Before

  • Approvals by email and WhatsApp
  • Stalled orders with no visibility
  • No record of who approved

After

  • Automatic routing by amount and cost center
  • Reminders and escalation by deadline
  • Approval trail recorded
ERPMicrosoft TeamsEmail
Solution
ManagementApplication

Intelligent ERP queries

Managers ask questions in plain language and get answers with ERP data, respecting permissions.

Before

  • Report requests sent to IT or key users
  • Answers that take days
  • Data exported to side spreadsheets

After

  • Questions answered in seconds
  • Source and filters shown with every answer
  • Access limited to the user's profile
ERPMicrosoft TeamsPower BI
Solution
Customer serviceApplication

Email triage

Shared inboxes sorted by topic, customer and urgency, with a suggested reply and ticket creation.

Before

  • Hundreds of emails read by hand
  • Urgent messages missed
  • Repetitive replies typed every time

After

  • Automatic triage with priority
  • Suggested reply with ERP data
  • Routing to the right team
Outlook / GmailHelpdeskERP
Solution
ManagementApplication

Automated report generation

KPIs consolidated from the ERP and spreadsheets, delivered automatically with AI-generated commentary.

Before

  • Reports built by hand every week
  • Numbers that differ between departments
  • Analysis done too late

After

  • A single data model built from the ERP
  • Scheduled delivery to each manager
  • Automatic summary of deviations
ERPPower BIEmail
Solution
TaxApplication

Tax monitoring

Daily validation of inbound and outbound XML files against rules and master data, with an inconsistency dashboard for the tax team.

Before

  • Checks by sampling
  • Discrepancies found at month-end close
  • New rules tracked by hand

After

  • Every document received is validated
  • Daily alerts by type of inconsistency
  • A structured database for analysis
XML NF-e / NFS-eERPPower BI
Solution
Customer serviceApplication

Internal help desk

An assistant for employees to look up policies, procedures, request status and ERP data.

Before

  • The same questions answered over and over
  • Procedures in outdated documents
  • Tickets opened for simple questions

After

  • Answers with the source document
  • Status lookups in the ERP and helpdesk
  • Tickets opened only when needed
TeamsSharePoint / DriveERP
Solution
OperationsApplication

ERP + AI integration

An integration layer between the ERP, satellite systems and AI models, with monitoring and logs of every data exchange.

Before

  • Fragile point-to-point integrations
  • Files exchanged by hand
  • Failures discovered by users

After

  • Monitored API integrations
  • Automatic reprocessing of failures
  • Alerts before the operation is affected
ERPAPIsWMS / TMS / CRM
Solution

The applications above describe automation scopes, not results from specific clients. Cases with names, figures and testimonials will only be published here with real data and client authorization.

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