ERP · orders · margin
AI integration
Integration means the tool lives inside the software you already run — reading the same records your people do, writing entries a person approves.
Every engagement starts with the AI Capability Audit: $7,500, fixed.
Scope
The wiring
We connect the tool to where your records actually live, and nothing gets written back without a person's sign-off.
We connect an AI tool to the systems where your records actually live: the ERP, the accounting file, the inbox where orders and invoices arrive. The tool reads what your people read and drafts what they'd type, and nothing is written back without a person's sign-off.
We've built deepest in the Epicor P21 ERP. If you run a distribution business on it, there's a page for you /distribution/. Anything else gets scoped in the audit, and the verdict comes back in writing.
Track record
Proof
Integration isn't a promise here. It's a tool that already runs every morning inside an ERP we didn't pick.
The rebate-and-margin tool we built inside Kelsan, a multi-state distributor in our own group, has recovered over $100,000 in margin the manual process was missing.
It runs every day inside the Epicor P21 ERP, reading rebate terms and checking every line item against them.
There's no vendor login in the middle of that. The tool runs inside an ERP we didn't pick, the one the business already had, and their people open it like any other screen. That's what integration buys: the work happens where the records live, not in a second system someone has to remember to check.
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. Read the Kelsan case study →
Trust
Sign-off
Integration is where trust gets won or lost, so the rule is structural, not a promise.
A person approves anything that writes a record, and every tool reports what it did each morning, in the same format. If your IT people or your MSP want the details first, they get a written rundown before we touch anything.
Keep your MSP — they should get a veto.
Fixed fee · in writing
Inside your ERP
If the records live in the ERP, the tool belongs there too. The audit scopes the wiring and prices it, in writing.
$7,500, fixedfixed durationa build-or-don't-build verdict you keep either way