B2B AI Automations (CRM, ERP)
We eliminate manual document handling and double-entry between your commercial CRM and your operational general ledger.
A mid-market company with 50 to 500 employees routinely spends 120+ hours every week manually cross-referencing supplier PDF invoices against purchase orders in Business Central or Odoo. When line-item prices differ by 2%, payment is delayed, close cycles stretch to nine days, and staff spend hours re-typing numbers between systems.
Capabilities Delivered
Background workers ingest PDF invoices, extract line items, match against purchase orders and goods receipt notes, and post balanced entries to the general ledger with $0.00 variance.
View architecture →Real-time schema mapping between Salesforce/HubSpot and Dynamics 365/Odoo. When a quote closes, sales orders, customer accounts, and tax lines post immediately without human re-entry.
View architecture →Parse executed PDF agreements, map recurring payment milestones, create billing schedules, and trigger invoice dispatch based on verified delivery criteria.
View architecture →Continuous monitoring of carrier webhooks and customs notices. Discrepancies update ERP shipment records and alert warehouse managers before stock runs out.
View architecture →- Production integration daemon deployed in client VPC
- Line-item schema validation and OCR parsing engine
- Exception handling queue with automated Teams/Slack routing
- Automated daily reconciliation audit logs