Supply Chain Agents

From the PO in your inbox to the cash in your bank.

AI agents that quote, enter orders, apply cash, match bills and keep supplier files current — inside the ERP and accounting system you already use.

Book a working sessionFind your top 3 agents (3 min)

Where the hours go

Your order-to-cash runs on copy and paste.

Orders arrive in every format except the one your ERP wants. Quotes wait on someone who knows the pricing. Remittances show up without invoice numbers. Vendor bills sit until someone checks them against the PO and the receipt.

None of it is hard. All of it is constant. And it’s done by the people you’d rather have talking to customers and suppliers.

Where the agents sit

Two lanes, one record.

Order-to-cash on top, procure-to-pay underneath. The agents take the handoffs between the steps — the reading, the checking, the typing and the chasing.

Where the agents sit in order-to-cash and procure-to-payORDER-TO-CASHRFQQuotePOSales orderShipInvoiceCash appliedQuote-to-CashOrder EntryShipment ExceptionsCustomer ServiceAR & APPROCURE-TO-PAYSupplier approvedOnboardedPO to vendorConfirmedReceivedBill matchedPaidSupplier OnboardingProcurement & POAR & APYou approve

Agents sit on the handoffs. Your ERP stays the record.

Four agents most companies start with.

Each one does a single job inside your systems, asks before anything outside your rules, and is measured from day one.

Quote-to-Cash Agent

Turns RFQs into accurate quotes, quotes into orders, and shipped orders into invoices that get paid.

Starts when: An RFQ lands in your inbox, portal or CRM.

Works in

  • NetSuite
  • Acumatica
  • Sage
  • Odoo
  • QuickBooks
  • Zoho
  • Shared inboxes
  • Spreadsheets

What it does

  • Reads the RFQ, including customer part numbers and free-text lines
  • Applies the right price list, contract tier, price breaks and MOQs
  • Checks stock and realistic lead times before it promises a date
  • Drafts the quote in your ERP for a rep to approve and send
  • Converts the accepted quote to a sales order and follows the order through to invoice
  • Chases quotes that went quiet

Where it asks you first

  • Any price below your floor margin
  • New customers or credit limits
  • Lead times it cannot confirm from stock or open POs

What we measure from day one

  • Time from RFQ to quote sent
  • Quotes per rep per day
  • Quote-to-order rate
  • Pricing exceptions escalated
Walk through one job

A 14-line RFQ at 4:52 pm on a Friday

Email from a buyer

“Need pricing on the attached 14 lines, delivery to Dayton by the 28th. Same terms as last time.”

  1. Reads the attached spreadsheet. 12 lines use your SKUs; 2 use the customer's own part numbers.
  2. Matches the 2 customer part numbers using past orders from this account.
  3. Applies contract tier B, the 500-unit price break on line 6, and flags line 11 as below MOQ.
  4. Checks stock: 13 lines ship from stock; line 9 is short until an open PO lands on the 24th.
  5. Drafts the quote in the ERP with a note on line 9 and an MOQ option on line 11.
  6. YouRep reviews on Monday at 8:05, edits nothing, clicks send.
  7. Buyer accepts Wednesday. Agent converts to a sales order and books the line-9 backorder.

What happenedThe quote was ready for the rep first thing Monday, and nobody re-keyed 14 lines.

Illustrative example. Your rules, thresholds and systems decide what the agent does.

Order Entry Agent

Gets purchase orders out of inboxes, PDFs and EDI and into your ERP — correctly, the first time.

Starts when: A PO arrives by email, PDF, spreadsheet, EDI 850 or customer portal.

Works in

  • NetSuite
  • Acumatica
  • Sage
  • Odoo
  • QuickBooks
  • Zoho
  • EDI
  • Shared inboxes

What it does

  • Extracts every line, ship-to and requested date
  • Maps customer part numbers and units of measure to your items
  • Checks prices against the contract or last quote
  • Checks credit holds and stock
  • Creates the sales order and sends the acknowledgement (or EDI 855)
  • Routes anything odd to the right person with the reason

Where it asks you first

  • Price on the PO does not match the contract
  • Customer is on credit hold
  • Unknown item or ship-to address

What we measure from day one

  • Orders entered per day
  • Share of orders entered without a touch
  • Exceptions by reason
  • PO received to order confirmed time
Walk through one job

A PDF PO with a typo and a credit hold

PDF attached to an email

“PO 77812 — 9 lines, ship to new DC in Reno, one SKU typed as "BRKT-2210A" (you sell "BRKT-2210-A").”

  1. Reads all 9 lines from the PDF, including a handwritten note on line 4.
  2. Matches "BRKT-2210A" to "BRKT-2210-A" from this customer's past orders.
  3. Spots the Reno ship-to is not on file and the account is 12 days past due — both need a person.
  4. YouCredit approves the release; CS adds the Reno address in two clicks from the agent's prompt.
  5. Creates the sales order, sends the acknowledgement, and notes the release reason on the order.

What happenedPeople made two decisions. The agent did the reading, matching and typing.

Illustrative example. Your rules, thresholds and systems decide what the agent does.

AR & AP Agent

Applies cash, chases overdue invoices in your tone, and matches every vendor bill before you pay it.

Starts when: A remittance, a payment, a vendor invoice, or an invoice crossing its due date.

Works in

  • NetSuite
  • Acumatica
  • Sage
  • Odoo
  • QuickBooks
  • Xero
  • Zoho
  • Shared inboxes
  • Bank exports

What it does

  • AR: reads remittance emails and matches payments to invoices, including short-pays
  • AR: flags deductions and disputes with the backup
  • AR: sends reminders that match the customer's history — gentle for good payers, firmer for repeat late ones
  • AP: reads vendor invoices from the AP inbox
  • AP: runs the 3-way match against PO and receipt
  • AP: codes the bill and queues it for approval
  • AP: catches duplicates and price variances before payment

Where it asks you first

  • Any write-off or credit memo
  • Variances above your tolerance
  • Every payment run — always approved by a person
  • Any change to vendor bank details — always verified by a person

What we measure from day one

  • DSO
  • Share of cash applied automatically
  • Bills matched without a touch
  • Duplicates and variances caught
Walk through one job

A short-paid invoice and a remittance with no invoice numbers

Remittance email

“Paid $18,940.00 — thanks! (no invoice numbers)”

  1. Finds 4 open invoices totalling $19,212.50 for this customer.
  2. Identifies the gap: $272.50 matches the freight line on invoice 10441.
  3. Applies cash to 3 invoices in full and 10441 partially; opens a deduction note with the freight detail.
  4. YouAR lead approves the deduction follow-up draft.
  5. Sends the customer a short note asking about the freight charge, with the proof of delivery attached.

What happenedCash is applied the same day and the deduction has an owner instead of sitting unapplied.

Illustrative example. Your rules, thresholds and systems decide what the agent does.

Supplier Onboarding & Compliance Agent

Collects, checks and keeps current every document you need from suppliers — before an auditor or customer asks.

Starts when: A new supplier is approved, or a document is about to expire.

Works in

  • NetSuite
  • Acumatica
  • Sage
  • Odoo
  • QuickBooks
  • Zoho
  • Shared inboxes
  • Shared drives

What it does

  • Sends the intake packet and chases it politely until it is complete
  • Checks tax forms, insurance certificates and required certifications for the right dates and names
  • Sets up the vendor record in your ERP for approval
  • Tracks expiries and requests renewals ahead of time
  • Fills vendor questionnaires for your own customers from your evidence library

Where it asks you first

  • Bank details — always verified by a person
  • Missing or mismatched certificates
  • Any supplier flagged by your own rules

What we measure from day one

  • Days to onboard a supplier
  • Share of suppliers with current documents
  • Expiries caught before they lapse
Walk through one job

A new supplier, a week before their first shipment

Buyer's note

“Approved Hartwell Castings — first PO goes out next Tuesday.”

  1. Sends Hartwell the intake packet: tax form, insurance certificate, quality cert, banking form.
  2. Day 2: insurance certificate arrives with last year's dates. Agent replies asking for the current one.
  3. Day 3: all documents valid. Drafts the vendor record with payment terms from the buyer's note.
  4. YouAP verifies bank details by phone with a known contact and approves the vendor.
  5. Sets reminders 45 days before the insurance and quality cert expire.

What happenedThe PO went out on time with a complete file, and nobody had to remember the renewal dates.

Illustrative example. Your rules, thresholds and systems decide what the agent does.

More supply chain agents.

Built on the same layer, so each one is faster once the first is live.

Customer Service Agent

Answers "where’s my order?", ETA, tracking and invoice-copy requests from your ERP and carriers — and drafts the rest.

  • NetSuite
  • Acumatica
  • Sage
  • Odoo
  • +4 more

Procurement & PO Agent

Suggests reorders from min/max and open demand, drafts POs, and chases vendors for confirmations and ETAs.

  • NetSuite
  • Acumatica
  • Sage
  • Odoo
  • +4 more

Shipment Exception Agent

Watches every shipment, flags delays and short-ships, and tells the customer before they ask.

  • Your ERP or WMS
  • Carrier tracking
  • Shared inboxes

Returns & RMA Agent

Approves returns against your policy, issues labels and credits, and keeps restock and refund in step.

  • Your ERP
  • Shopify
  • Amazon
  • Shared inboxes

Customs & Trade Docs Agent

Assembles commercial invoices, packing lists and certificates of origin, and suggests codes for your broker to confirm. Your broker still files.

  • Your ERP
  • Shared drives
  • Broker and forwarder emails

Company Compliance Agent

Tracks licences, permits, insurance and customer-required certifications, and keeps the evidence folder audit-ready.

  • Shared drives
  • Shared inboxes
  • Spreadsheets

ESG & Customer Questionnaire Agent

Collects supplier sustainability data and fills your customers’ CSR and vendor questionnaires from evidence you’ve approved.

  • Shared drives
  • Shared inboxes
  • Customer portals
  • Spreadsheets

Cost & Price Change Agent

When a vendor raises costs, it shows which SKUs and customers lose margin and drafts the price-list update for approval.

  • Your ERP
  • Spreadsheets
  • Shared inboxes

Bookkeeping & Close Agent

Categorises transactions, reconciles bank and card feeds, and hands your accountant a clean month.

  • QuickBooks
  • Xero
  • NetSuite
  • Acumatica
  • +4 more

Don’t see your process? If it follows a pattern — read something, check it against your rules, act in a system — it’s probably an agent. Tell us about it →

We agree the scoreboard before we build.

Every agent ships with a live log of what it did, what it escalated and why. Before the build starts, we agree the measures with you — and the per-outcome fee is tied to the same count.

Quote-to-Cash Agent

  • Time from RFQ to quote sent
  • Quotes per rep per day
  • Quote-to-order rate
  • Pricing exceptions escalated

Order Entry Agent

  • Orders entered per day
  • Share of orders entered without a touch
  • Exceptions by reason
  • PO received to order confirmed time

AR & AP Agent

  • DSO
  • Share of cash applied automatically
  • Bills matched without a touch
  • Duplicates and variances caught

Supplier Onboarding & Compliance Agent

  • Days to onboard a supplier
  • Share of suppliers with current documents
  • Expiries caught before they lapse

These are the metric names, not results. The numbers come out of your own log once the agent is running.

Every agent starts in shadow mode.

For the first stretch it watches the work and drafts what it would do, while your team keeps doing the job. You compare its drafts to what your people actually did.

It only starts acting when you say so — and only on the kinds of work it has proven it gets right. Anything above a limit you set (a dollar amount, a new customer, a price change) still comes to a person.

Where the line sits.

Once an agent has proven itself on a kind of work, it handles that work. Everything else comes to a person. You move the line, not us.

A description of where approvals sit, not a claim about results.
ProcessThe agent does on its own (once proven)It asks a person first
Order entryClean POs matching contract prices and in-stock itemsPrice mismatches, credit holds, new ship-to addresses
QuotesStandard price-list quotes for known customersBelow-floor margins, new customers, uncertain lead times
ARCash application where the amounts matchWrite-offs, credits, disputed deductions
AP3-way matched bills within toleranceVariances, duplicates, every payment run, any bank-detail change
SuppliersChasing documents and renewalsBank details, failed certificates

How you pay.

A build fee, then a fee per job the agent finishes. Nothing per seat.

1. Build fee

A one-time build fee: connecting to your systems, mapping your rules and items, and running shadow mode until you’re confident.

2. Per-outcome fee

After the build, you pay per unit of work the agent actually completes. The unit is agreed up front and it is something you can count.

AgentYou pay per
Order Entry Agentsales order entered
Quote-to-Cash Agentquote drafted
AR & AP Agentpayment applied, or bill matched
Supplier Onboarding & Compliance Agentsupplier onboarded or renewed
Customer Service Agentticket resolved without a person
  • We agree what counts as “done” before we build.
  • Work a person has to redo doesn’t count.
  • No figures here because every business’s volumes are different — we price it in the first working session.
How it's built (for your IT lead)

Connections

APIs where your systems have them — NetSuite SuiteTalk and REST, the QuickBooks and Xero APIs, Shopify, EDI through your VAN or provider. Secure exports, database read replicas or browser-based steps where they don’t.

Reading documents

Agents read PDFs, spreadsheets, scans and email bodies, and check what they extracted against your item master and price lists before acting on it.

Rules, not judgement

Your pricing rules, tolerances, credit policy and approval limits are written down with you and enforced in code — not left to the model to decide.

Memory

Agents keep a record of your customers’ part numbers, quirks and past decisions, so a correction made once sticks.

Logging

Every action is stored with the input, the decision, the rule that applied and who approved it.

Bespoke, with shared scaffolding underneath

The connectors, the logging, the approval queue and the shadow-mode harness are shared across builds. Your rules, your item and customer mapping, your exceptions and your approval limits are built for your process — which is the difference between an agent that fits how you work and one you have to work around.

Works in the systems you already run

  • NetSuite
  • Acumatica
  • Sage
  • Odoo
  • QuickBooks
  • Xero
  • Zoho
  • Shopify
  • Amazon
  • EDI
  • WMS
  • Outlook & Gmail
  • Spreadsheets

Plus bespoke and legacy systems — if your team can log into it, we can usually work with it.

What you’re actually agreeing to

  • Least-privilege access

    Each agent gets its own scoped login with only the permissions its job needs. No shared admin accounts.

  • Every action logged, your limits enforced

    Each action is recorded with what the agent saw and why it acted. You set the approval thresholds — dollar amounts, new customers, price changes.

  • Your data stays yours

    We never use your data to train models. NDAs are standard on every engagement.

Questions & Answers

FAQs

Yes. EDI orders are usually the easy part — an 850 arrives structured, so there is nothing to read off a scan. The agent also sends the acknowledgement (855) and can watch ASNs and invoices (856 and 810) through your EDI provider or VAN. Email, PDF and spreadsheet orders go through the same checks against your item master before anything is entered.

No — mapping them is one of the first things the agent learns. It builds the cross-reference from your own order history, then asks when it is not sure. Every answer is remembered, so the same part number is never queried twice.

No. Payment runs always need a person, and any change to a vendor’s bank details always needs a person. The agent matches the bill to the PO and the receipt, flags variances and duplicates, and stops there.

Here, with the operations agents. Collections and cash application are the end of order-to-cash; bill matching is the end of procure-to-pay. Keeping them together means the AR agent already knows what shipped, what was short-shipped and what was disputed, instead of asking someone.

The agent assembles the commercial invoice, packing list and certificates of origin, and suggests product codes from your past filings. Your customs broker reviews and files. We do not act as a broker.

A one-time build fee, then a fee per completed job — a sales order entered, a quote drafted, a bill matched. We agree what counts as done before the build starts, and work a person has to redo does not count. The Engagement & pricing page walks through both parts.

Pick the job that hurts most. We’ll start there.

Bring one process and a sample of real documents to a working session. You’ll leave with a plain answer on whether an agent can do it.

Book a working sessionFind your top 3 agents (3 min)