Order entry · margin
AI automation
If orders still get keyed into your ERP by hand, that's the work we're built for. Doing it by hand is the default, not a failure.
Every engagement starts with the AI Capability Audit: $7,500, fixed.
Built for
The work
This is the work we're built for. What it costs to fix in your shop is the audit's job to price.
Order entry
Orders arrive as emails, PDFs, and portal exports. A tool can read them and enter them in your system, a person approving anything it wasn’t sure about.
Reports
The report your sharpest person runs only when they have time can run every morning instead — same format, same data, no chasing.
Checks
A tool can check prices against quotes and invoices against purchase orders, the daily checks that get done last. Nobody built a job around chasing it — it lands on whoever knows the numbers.
Anchored · #erp
The ERP
Order entry is the plainest version of it: an order arrives, a tool drafts the entry, your person signs off.
ERP automation usually gets sold as a platform sitting between your systems. We build the other way: a tool that lives inside the Epicor P21 ERP or whatever ERP you already run, reads the documents your people read, and writes entries a person approves. Order entry automation is the plainest version — an order arrives as an email or a PDF, the tool drafts the entry, and your person signs off.
This is scope, not a track record with your documents. No two order flows match, and some shouldn't be automated at all. That's what the audit is for: it looks at your actual orders and your actual ERP and comes back with a verdict, in writing. If the exceptions outnumber the rules, the verdict is don't build.
Trust
Sign-off
Automation that can't show its work is a liability in software that runs your money.
So the tools check themselves first: every run produces the same format from the same data, the tool flags what it isn't sure about, and a person approves anything that changes a record.
Anomaly Detector, one of the ten systems our own companies run on, works this way today: it monitors the numbers daily and reports what moved, whether or not anyone reads the output that day.
Running now
Running now
Rebate checks aren't order entry, and we won't pretend otherwise. The pattern is the same one every build follows.
Found, priced, built, handed over — the same order every build follows. The closest thing we have to a brochure is the rebate-and-margin tool we built inside Kelsan, a multi-state distributor in our own group, running daily inside its Epicor P21 ERP.
It has recovered over $100,000 in margin the manual process was missing.
It's one of ten production systems plus an agent platform, built by a team of two or three, running daily inside real operating companies.
FAQ
Questions
What is AI automation?
Software that does a defined piece of work on a schedule instead of waiting for a person to find time. In our hands it's a working tool. It reads the documents you already get, enters or checks records in the systems you already run, and asks a person to approve anything that changes. You own the tool when we hand it over.
Is RPA the same as AI?
No. RPA scripts clicks — it replays what a person does on screen, and it breaks when the screen changes. A tool with AI can read meaning: an order in an email, a term in a contract. Some chores only need the script, and if that's what the audit finds, that's the verdict you get.
What is ERP automation?
Work your ERP could be doing on its own: order entry from emails and PDFs, checks that compare records daily, reports that run every morning instead of month-end. We build these as tools inside the ERP, in your tenant, with a person's sign-off on anything that writes a record.
Fixed fee · in writing
Price the work
The audit looks at your orders, your reports, and your ERP, and comes back with a number and a verdict.
$7,500, fixedfixed durationa build-or-don't-build verdict you keep either way