Custom AI agents for ERP exception handling 90-DAY PILOTS

ERP Systems Process Transactions
They Stop at Exceptions

We build AI agents that handle the coordination work, decision making, and manual follow-ups that your ERP system leaves behind.

agent · ar-collections ERP: ACUMATICA · API SESSION ACTIVE
EXCEPTION QUEUE LIVE
INV-40218 52 days · $8,420 Reminder sent
INV-40155 68 days · $2,180 Escalated
BILL-9902 qty variance 3 ea Resolved
SO-11746 back order · 2 lines Customer notified
TODAY
34
detected
29
resolved
5
escalated
EXCEPTIONS HANDLED · LAST 7 DAYS
14:02 · applied business rule AR-03 → reminder queued · logged to ERP audit trail
Every action logged in your ERP
BUILT FOR ESTABLISHED ERP PLATFORMS
AcumaticaSAP ECC6SAP S4/HANANetSuiteSAP Business OneMicrosoft Dynamics 365Epicor

COMPLIANCE WORK

Compliance work that never ends, read by agents that never stop reading.

The evidence for a batch is spread across many systems, and much of it is on paper. Our agents read it, link it to one batch, and raise every exception with its reasoning and its source. Your most experienced reviewers spend their time on the exceptions, not on the clean pages. The decisions stay with your people.

Read access to your systems, writes only through transitions you approve. A named person confirms every finding.

What Are AI Agents for ERP?

AI agents for ERP are software programs that monitor your ERP system for exceptions (invoice mismatches, aging receivables, back orders, quality issues), apply business rules to make decisions, and take action automatically - such as contacting customers, resolving discrepancies, or escalating to staff.

They work within your existing ERP security model and handle the coordination work that currently requires manual intervention.

20–40
DAILY EXCEPTIONS
Avg volume for a typical ERP environment
02040
20hrs
TIME SAVED
Per week, per process
M
T
W
T
F
6–12months
ROI TIMELINE
Fast return on automation investment
M1M6M12
6–8wks
PILOT WINDOW
For initial pilot
W1W8
Fixedprice
PILOT INVESTMENT
Scoped in the first call, quoted before any work begins
1SCOPE
2FIXED QUOTE
3BUILD
PLATFORMS

We build on what you already own.

ALSO SUPPORT NetSuiteDynamics 365 BCSage IntacctSAP Business One
THE PROBLEM

The Exception Bottleneck

Your AP team resolves invoice mismatches manually. Your AR team chases aging receivables by phone. Your operations team coordinates back orders through email.

The exception becomes manual work - emails, calls, and follow-ups. A typical ERP environment generates 20-40 exceptions per day. At 30 minutes per exception, that's 10-20 hours of daily manual work.

"These aren't process failures. This is how ERP systems work. They handle standard transactions efficiently. They stop when something doesn't match, doesn't align, or requires judgment."

The High Cost of Manual Exceptions

20-40
Daily Exceptions (Typical ERP Environment)
×
30min
Per exception
=
10-20h
Daily Manual Work (@ 30min/exception)

This Work Compounds Over Time.

Exceptions that don't get resolved today become tomorrow's escalations.

Back Order Ignored
TODAYTOMORROW
!Customer Complaint
AP Mismatch Waits
TODAYTOMORROW
!Vendor Issue
Quote Sits Idle
TODAYTOMORROW
!Lost Opportunity
Who This Is For
Who We Work With →

We work with companies running established ERP systems - Acumatica, NetSuite, SAP Business One, Microsoft Dynamics 365, Epicor, or similar platforms - who need custom solutions for specific operational bottlenecks.

We are not the right fit for AI R&D projects, enterprise-wide transformations, or companies still implementing their core ERP.

WHAT WE BUILD

We Build AI Agents That Work Inside Your ERP

We take on exception handling.

These agents handle the judgment calls, coordination work, and follow-up that currently requires human intervention.

Here's What That Looks Like in Practice

We handle the exceptions that consume your team's time
1
Compliance
agent ·
deviation-not-cited
An open deviation that the batch record does not cite
A deviation raised against a batch is open in the quality system. The executed batch record does not reference it.
1
DETECT
DV-24-0391 open · batch record has no citation
2
DECIDE
Named reviewer confirms, with reasoning shown
3
ACT
Follow-up drafted to the deviation owner
4
DOCUMENT
Tracked until record corrected or closed
2
Compliance
agent ·
superseded-artwork
Packing against a superseded artwork revision
A pack order was packed using an artwork revision that had been superseded under a change control before the packing date.
1
DETECT
PO-24-0817 packed on revision C after D took effect
2
DECIDE
Reviewer confirms, rejects or asks for evidence
3
ACT
Follow-up drafted to the packaging owner
4
DOCUMENT
Tracked until a disposition is recorded
3
Finance
agent ·
ar-collections
AR Collections
Manual collections consume 15-20 hours weekly in typical finance teams. Agents monitor aging, initiate systematic outreach, track payment promises, and escalate based on defined thresholds.
1
DETECT
INV-40218 · 52 days past due · $8,420
2
DECIDE
Rule AR-03: tier-2 reminder, no dispute on file
3
ACT
Reminder and payment link sent to customer AP contact
4
DOCUMENT
Logged to ERP · follow-up scheduled in 5 days
4
Sales
agent ·
customer-quotations
Customer Quotations
Quote requests require pricing validation, product configuration, margin analysis, and approval routing. Agents handle standard quotes, flag non-standard situations, and route to appropriate sales staff.
1
DETECT
RFQ from Delta Supply · 14 lines
2
DECIDE
Price list B and volume tier 2 applied
3
ACT
Quote Q-5518 generated for review
4
DOCUMENT
Sent for approval · logged to opportunity
5
Sales
agent ·
customer-returns
Customer Returns
Return authorizations require policy application, exception handling, and coordination across sales, operations, and finance. Agents evaluate eligibility, generate RMAs, coordinate logistics, and process credits.
1
DETECT
Return request on SO-10982 · 3 units
2
DECIDE
Policy check: within window, unopened
3
ACT
RMA-4471 generated · return label sent
4
DOCUMENT
Credit memo queued on receipt · logged
6
Operations
agent ·
po-quality-issues
PO Quality Issues
Quality defects on received goods require documentation, vendor notification, corrective action coordination, and financial resolution. Agents document issues, notify vendors systematically, track responses, and analyze trends.
1
DETECT
PO-8120 · reject rate above threshold at receiving
2
DECIDE
Investigation opened per QA protocol
3
ACT
Vendor notified · corrective action requested
4
DOCUMENT
Inventory hold placed · case logged to vendor
STRATEGIC INSIGHT · A NOTE ON ERP PUBLISHERS

Your ERP publisher/vendor will add AI features over time, designed for broad applicability across all customers. We build agents for your current process, designed for how you work today.

Why Custom AI Agents Beat Generic ERP Features →
THE ALTERNATIVES

How AI Agents Compare to Alternatives

QUESTIONAI AgentsRPA/Traditional AutomationManual Process
ROI timeline6-12 months12-24 monthsN/A
Pilot pricingFixed price, scoped upfrontLarge upfront build and IT projectLabor costs only
Best forException handling with judgmentRepetitive tasks, zero variationComplex strategic decisions
Handles variable exceptions?YesLimited - requires exact process matchYes
Requires judgment?Yes - within defined business rulesNo - follows scripts onlyYes - full judgment
Scales with volume?Yes - 30 or 300 exceptionsYes - but breaks with variationNo - requires headcount
Setup time6-8 weeks3-6 monthsNone
Ongoing maintenanceLow - self-monitoringHigh - breaks with system changesNone
Use AI Agents when:
Volume > 20/week, business rules exist but require judgment.
Use RPA when:
Process is 100% standardized, no judgment required.
Keep Manual when:
Volume < 10/week, strategic judgment required.
BEST PRACTICE
When to use AI agents
Exception volume is high (20+ weekly), business rules exist but require judgment, coordination across systems needed.
ALTERNATIVE
When to use RPA
Process is 100% standardized with zero variation, no judgment required, purely data movement.
STATUS QUO
When to keep manual
Exception volume under 10 weekly, each truly requires unique strategic judgment, automation cost exceeds labor cost.

How This Works

Step-by-step process flow:

1
Monitor
Agent continuously monitors your ERP for defined exception conditions
2
Detect
When an exception occurs (invoice mismatch, aging receivable, back order), agent identifies it
3
Decide
Agent applies your business rules to determine appropriate action
4
Act
Agent takes action—sends email, makes call, updates record, creates task
5
Document
Every action automatically logged in your ERP system
6
Escalate
If situation exceeds thresholds, agent escalates to staff
7
Learn
Agent improves based on resolution outcomes and feedback
TECHNICAL CONNECTIVITY
Integration with your ERP
Agents connect through your ERP's standard APIs. They operate using defined user credentials with appropriate permissions.
GOVERNANCE
Human oversight
You define what the agent handles autonomously and what requires approval. Escalation rules determine when situations move to human staff. Every action is logged in your ERP. You maintain complete control and can pause, modify, or stop agents at any time.
The Stack We Build On

Built on the Models and Frameworks
Your Team Can Audit

Agents are assembled from established model providers and orchestration frameworks, evaluated before they touch production, and run inside your ERP's own permission model.

ERP AI Agent, Practical | Affordable
MODEL-AGNOSTIC BY DESIGNEVALUATED BEFORE PRODUCTIONRUNS UNDER YOUR ERP CREDENTIALS
GOVERNANCE

Built for Control and Oversight

AI agents operate within your ERP's existing security and approval framework. Every action is logged. Every decision is auditable. Human oversight is built into the workflow, not added afterward.

Governance and Control →
AGENT · RUNNING
GOVERNANCE · SYSTEM SECURE Escalation rules determine when situations move to human staff.
1
Access Scope
You define exactly what the agent can access.
2
Approval Gates
Require approval for adjustments, write-offs
3
Escalation Logic
Define precise triggers for when to involve staff.
4
Audit Logging
Full performance trails for every action taken.
HUMAN OVERSIGHTYou maintain complete control and can pause, modify, or stop agents at any time.
REAL RESULTS

Real Results

Representative results from recent implementations:

$180M WHOLESALE DISTRIBUTOR
AR Collections Agent

Implementing an AI agent for AR collections on invoices under $10,000. Within 90 days:

DSO Decrease
52 → 38 Days
52d
38d
Staff Time Saved
60%
Working Capital Freed
Up to $0.0M

Team now can focus on high-value accounts and credit analysis

$240M MANUFACTURER
AP Matching Agent

Automating three-way matching exception resolution. Results after 60 days:

Processing Time
-45%
before
after
Resolution Speed
Hours (was Days)
DAYS→HOURS
Month-End Close
-3 Days
BEFORE−3 DAYS

Improved vendor relationships through faster payment cycles

FIT

Is This Right for Your Situation?

AI agents make sense when:
✓Exception volume exceeds 20 per week
✓Process follows defined business rules
✓Team spends 10+ hours weekly on coordination
✓Working capital or relationship impact is quantifiable
✓You have 6-8 weeks available for pilot implementation
Keep manual processing when:
—Exception volume is under 10 per week
—Each situation requires unique strategic judgment
—Cost of automation exceeds labor cost
—Planning major ERP replacement in next 12 months
—Current process lacks defined business rules
GETTING STARTED
Most companies begin with a 90-day pilot

Focused on one agent and one process. This approach lets you validate results before expanding.

WHAT A PILOT INCLUDES
One specific processERP IntegrationDefined success metricsPerformance monitoring
90-DAY PILOTWeek 1
W1W4W8W12
WEEK 1-2
Discovery and process documentation
WEEK 3-6
Development and testing
WEEK 7-8
Pilot deployment
WEEK 9-12
Monitoring, refinement, validation
Investment: Every pilot is scoped in the first conversation and given a fixed price before any work begins. No long-term contracts required.
INDUSTRIES

Industries we work in

AI deployment looks different in every sector. The coordination gaps, the regulatory context, and the systems involved are specific to each industry. So is the work we do.

Live
Pharmaceutical and Life Sciences
Batch record review, market document applicability, deviations and inspection readiness, read across your quality, manufacturing and packaging systems.
Explore 
Pharmaceutical and Life Sciences
 →
Live
Food and Beverage
Supplier certificates, allergen changeovers, preventive control records and lot traceability, assembled for your next audit.
Explore 
Food and Beverage
 →
Live
Nutraceutical and Dietary Supplements
Component identity, master and batch production records, and label claim support, checked against specification.
Explore 
Nutraceutical and Dietary Supplements
 →
Live
Chemicals
Safety data sheet currency, hazard classification and customer compliance questionnaires, tracked without a spreadsheet.
Explore 
Chemicals
 →
Live
B2B eCommerce
Resolving order exceptions, pricing discrepancies, and fulfillment gaps across sales channels.
Explore 
B2B eCommerce
 →
Live
Construction
Reducing manual work across subcontractor coordination, project billing, and compliance documentation.
Explore 
Construction
 →
Live
Financial Services
Automating transaction reconciliation, compliance reporting, and client onboarding workflows.
Explore 
Financial Services
 →
Live
Distribution
Handling back orders, shipment exceptions, and warehouse coordination without manual intervention.
Explore 
Distribution
 →
Live
Manufacturing
Closing the gap between production exceptions, quality issues, and supplier response times.
Explore 
Manufacturing
 →
Live
Insurance
Automating claims triage, policy exceptions, and underwriting coordination workflows.
Explore 
Insurance
 →
Live
Healthcare
Cutting the manual work out of clinical documentation, prior authorizations, and patient follow-up.
Explore 
Healthcare
 →
Live
Senior Care and Living
Reducing manual coordination across care, billing, and staffing in multi-community operations.
Explore 
Senior Care and Living
 →

Do not see your industry listed? Most coordination problems cross sector lines. Book a call and we will tell you within the first conversation whether we are a fit.

FEATURED
FAQ

Common Questions

Practical answers on ERP compatibility, timeline, governance, auditability, and how pilots work.

All FAQs →
How much does exception handling currently cost?
+

Direct labor costs typically run $40,000-$75,000 annually per exception process (at 15-20 hours weekly, $50-75/hour fully loaded). Companies with multiple exception processes can spend $200,000+ annually on coordination work.

Which ERP systems work with AI agents?
+

AI agents integrate with any ERP that has API capabilities, including Acumatica, NetSuite, SAP Business One, Microsoft Dynamics 365, Epicor, Oracle NetSuite, IQMS, Plex, Deltek, and others.

How long until we see results?
+

Most companies see measurable results within 30-60 days of pilot deployment. Full ROI typically achieved within 6-12 months.

Can we start with just one process?
+

Yes. We recommend starting with one high-volume exception process - typically AR collections or AP matching. Validate results, then expand to additional processes.

What happens to our staff?
+

AI agents free staff from repetitive coordination work. Teams typically redirect time to credit analysis, vendor negotiations, customer relationships, and process improvements - work that requires human expertise and judgment.

Do we need to change our ERP system?
+

No. AI agents integrate with your existing ERP through standard APIs. No changes to your core ERP system required.

Start a Conversation

Book a 30-minute discussion about your specific situation. No sales process. No commitment required. Just a conversation about whether AI agents make sense for your ERP environment.