Skip to content
← All solutions

Industrial operations · ERP agent layer

Move operational work across the systems you already run.

The system handles order entry, quoting, supplier follow-up, and reconciliation around your ERP while operators review exceptions.

Job shops, custom manufacturers, and distributors running the office out of the inbox.

Show us the workfloworder desk · example below
Workflow handled
Quote intake, order entry, supplier follow-up, document handling, and three-way reconciliation.
Systems involved
Your ERP, inboxes, customer and supplier documents, portals, price lists, and operating reports.
Human control
Operators approve commercial exceptions, promise dates, allocation choices, and financial thresholds.
Target outcome
Less re-keying, faster order flow, earlier exception visibility, and lower processing cost.

What we keep seeing

The ERP went live three years ago; the shop still runs on the planner’s personal spreadsheet because nobody ever trusted the routings.

Quotes wait two days for the one engineer who knows tooling costs, while POs get rekeyed line by line from PDFs. Dozens of chances to fat-finger each one.

Month-end is a week of three-way-match archaeology across the ERP, the inbox, and a shared drive called FINAL_v7.

68% of ERP projects miss objectives · 189–215% overruns · consulting at 1–2× license, annually

Business as Code

Your ERP stores the business. We encode how it runs.

The same purchase order, seen twice. We turn raw ERP state into an executable operating model: objects, relationships, rules, actions, and the authority to use them. Every desk on this page runs against that model.

What your ERP sees · ME23N

EBELNPO-19441
MATNRHX-441
MENGE1,200 EA
EINDT09/05/2026
STATUSOPEN

A row in a table. Correct, and silent.

What Monte Carlo knows · PurchaseOrder(PO-19441)

SUPPLIERAcme Castings · confirms late 38% of Q3
FEEDSWorkOrder WO-2214 · Line 4 · Sep 12
COVERAGE11 days · below the 14-day floor
RULEShouldExpedite() → true
OPTIONDelta Metals · Sep 10 · +$4,280
AUTHORITYplanner approves · >$25k → VP Ops
ACTIONSExpeditePO() · AllocateInventory()

Purpose-built applications and AI operators execute against this model, with write-back to the ERP and an audit trail on every action. The ERP stays the system of record. Monte Carlo becomes the system of action above it.

What the solution runsFour workflows. One approval queue.

Quote desk

RFQs arrive by email and PDF. The agent reads them, matches parts against your catalog and quoting history, prices to your margin rules, and returns a professional quote the same hour.

your team · Anything novel or under your margin floor routes to your estimator with the work already assembled.

Order entry

Customer POs are read line by line, validated against catalog, price list, and terms, then entered into the ERP with zero rekeying. Discrepancies get flagged before they become invoices.

your team · Your CSR approves flagged lines. Clean orders go straight through.

Supplier chase

Every open PO is followed up on schedule. Confirmations are logged, slips are escalated with days-of-cover math, and the planner hears about a problem while there is still time to fix it.

your team · Planners see exceptions with evidence, not a morning of status calls.

Three-way match

Invoices are matched to POs and receipts automatically. Price and quantity variances route to the buyer with the documents attached. Month-end stops being archaeology.

your team · AP approves the exceptions. Everything else posts itself.

Operating targets and illustrative benchmarks

1 hr

quote turnaround, target

0

order lines rekeyed

100%

open POs chased

30

days to first-production target

Configured workflows · 4 in this solution

Every workflow runs a signed process. Here it is, step by step.

Before a workflow goes live, you sign the blueprint it runs: the steps, the rules, and exactly where it stops for your people. This is that document, in plain language. Nothing below is aspiration — it is the contract.

order-01

Order intake desk

POs from email, PDF, or EDI become posted sales orders in minutes — validated the way your best clerk validates them.

  1. 01Extracts every PO — email body, PDF, Excel, or EDI 850 — with per-field confidence scores.
  2. 02Resolves the customer, bill-to, and ship-to; new addresses are proposed, never silently created.
  3. 03Screens for duplicates — a gate your ERP doesn't have: neither Dynamics nor Odoo blocks a re-sent PO number.
  4. 04Cross-references customer part numbers to your SKUs; converts units; applies MOQ policy.
  5. 05Reconciles the PO's price against your price lists — never over-bills, never silently under-bills.
  6. 06Checks real availability and honest dates before promising anything.
  7. 07Posts the order — then a separate verifier re-reads it from the ERP and halts on any mismatch.

Where it stops · your call, not the agent's

Order above your ceiling (you set it — default $5,000)

Your approver, one click, from Slack or the console

Price fight beyond tolerance (>2% and >$25/line)

Your pricing owner, with both prices side by side

Credit-held account

Your credit manager — the desk parks the order and never releases holds

Contracted numbers

80%+

of clean POs posted untouched

≤0.5%

line error rate (manual keying: 1–3%)

≤$2

per order processed (manual: $8–15)

quote-01

Quoting desk

RFQs answered in minutes with policy-safe pricing. Quotes answered same-hour win orders that die in day-three inboxes.

  1. 01Parses the RFQ — line lists, drawings referenced, need-by dates.
  2. 02Prices from your agreements and quantity breaks, checked against margin floors.
  3. 03Checks availability for honest lead times; flags anything needing procurement.
  4. 04Drafts the quote with a validity window and sends after approval.
  5. 05Follows up every open quote inside 3 business days. None go quiet.

Where it stops · your call, not the agent's

Discount beyond 10% off list, or below margin floor

Your sales manager — the approval ladder, enforced

New account with no pricing history

Your sales team sets the relationship price

Contracted numbers

≤15 min

RFQ to quote, clean requests

0

pricing-policy violations sent

100%

of open quotes followed up in 3 days

ap-01

AP match desk

Vendor invoices three-way matched and posted at best-in-class cost. Duplicates blocked cold.

  1. 01Captures every vendor invoice from the AP mailbox with field confidence.
  2. 02Blocks duplicate invoice numbers outright — the classic double-payment loss, closed.
  3. 03Matches invoice to PO to receipt within your tolerances (2% or $25/line by default; zero on contracted prices).
  4. 04Posts clean matches with terms and early-pay discount dates; never pays for goods not received.
  5. 05Routes every exception with the three-way evidence pack attached.

Where it stops · your call, not the agent's

Any match exception

Your AP lead, with invoice, PO, and receipt side by side

Invoice above $10,000

A second set of eyes, even when matched

Vendor bank-detail changes

Humans only — the desk never touches them. That's the fraud surface.

Contracted numbers

35%+

straight-through (industry average: ~25%)

≤$3

per invoice (industry average: $12.88)

0

duplicate payments

asn-01

EDI & chargeback desk

The swivel-chair between your EDI portal and your ERP, retired. ASNs built from what actually shipped, before the truck arrives.

  1. 01Pulls retailer POs from SPS/TrueCommerce portals into the ERP through the order desk's gates.
  2. 02Acknowledges every document inside the retailer's window — 997s and 855s never age out.
  3. 03Builds ASNs from pick-confirm data, never from the order as planned — the #1 cause of accuracy fines, eliminated.
  4. 04Submits before the truck reaches the DC; escalates the moment a window is at risk.
  5. 05Sweeps for new chargebacks, matches each against shipment evidence, and drafts the dispute.

Where it stops · your call, not the agent's

Can't fill an order in full

Your ops lead — short-accept vs reject is a fill-rate call

Every drafted dispute

Your team sends it; the desk builds the evidence file

Contracted numbers

≤1%

chargebacks as % of revenue (industry: 2–5%)

100%

of ASNs before DC arrival

100%

of evidenced deductions disputed (industry: 20–30%)

No rip-and-replace

Your systems stay. The solution works across them.

ERPs & business systems

Dynamics 365 Business Central
Dynamics 365 F&O
NetSuite
Odoo
SAP Business One
Epicor
Prophet 21
JobBOSS²
QuickBooks

EDI networks & retail portals

SPS Commerce
TrueCommerce
Walmart Retail Link
Amazon Vendor Central
Target Partners Online
Cleo

All product names and marks are the property of their respective owners and are used to identify compatibility only. No endorsement or partnership is implied. If a person can work it on a screen, an AI system can work across it — these are the systems we know well.

Watch it run

product demo · in production

order desk demofilming

  • The average mid-market ERP implementation runs 18 months and blows its budget. We deploy against your existing system in weeks.

  • Ops teams spend the majority of their ERP time re-keying and reconciling. That is work agents should do.

Example operations view

order deskthu · 14:31 · agent erp-02

11m

example · quote turnaround

0.3%

example · entry error

100%

example · POs followed up

  • RFQ-2210Acme Metals · 40× flange kits · quoted $18,420 in 9msent
  • PO-8841314 lines validated → entered to NetSuite, 0 rekeysentered
  • PO-88301supplier slip +6d · line 3 → planner, 11 days coverflagged
  • INV-55023-way match ✓ · posted to APmatched
  • INV-5493price variance +4.1% → buyer w/ quote historyexception

2 exceptions in queue, evidence attached, buyer pinged

You will see

  • Quotes back the same hour, priced from your history.
  • POs entered with zero rekeying, validated line by line.
  • Every open PO chased before the line stops.

Works inside

NetSuite · SAP Business One · Epicor · Dynamics · the inbox and PDFs beside them

No migration, no rip-and-replace. We operate the systems you already run, including the ones without APIs.

Humans keep

Your planners approve reorder points, allocations, and anything with money or promise dates attached.

Asked by every erp agent layer buyer