AI agents · Built on Microsoft

AI agent development

We build AI agentsthat do yourrepetitive work.

Typing in orders, matching payments, chasing replies. Our agents do it inside your ERP and CRM. Your team approves, and we keep the agents running.

See our AI agents

Fixed price. You keep the findings even if you don't hire us.

01Find
01Find where
the time goes
02Modernize
02Fix what's
in the way
03Automate
03Automate
the hand-offs
04Approve
04Agents work,
people approve
05Run
05Kept running
under one SLA

Payment matched · 3 invoices

waiting for approval

Sync failed · ERP ↔ CRM

triaged · incident written up

Order.pdf

via email · lines extracted

Microsoft Solutions Partner

500+ projects since 2014

Teams in the US, Canada and India

Brands we've proudly worked with

01 · The problem

Right now,
your people are the integration.

A deal closes in the CRM and someone retypes it into the ERP. An order arrives as a PDF and gets keyed line by line.

What you see

Late orders, “sync failed” tickets and an AI pilot that went nowhere.

What's underneath

People moving data by hand between systems that should talk to each other.

CRM deals retyped into the ERPA deal closes, and someone keys it in again.
PDF orders keyed line by lineEvery order, every line, by hand.
The fourth “sync failed” ticketLogged by IT, again, this week.
An AI pilot that never shippedGreat in the demo. Never got access to the ERP.

That's the part we fix.

Maybe you tried an AI pilot too. It looked great in the demo, never got access to the ERP, and quietly died.

Find where the time goes in two weeks

Fix and automate on the systems you run

A person on your team approves the agents' work

02 · What the agents do

Pick the team
that's drowning first.

Most clients start with one team and one agent, then add the next once the first one has paid for itself.

Not sure which team?Book a two-week assessment

Finance

Every payment in its place.

This is where most of our clients start, because the result shows up as cash.

Order-to-Cash

Cash application across email, PDF, portal, bank file and messaging apps
Deductions and short pays traced to a reason
A ranked collections list every morning
Disputes tracked from first contact to credit memo

Procure-to-Pay

Supplier invoices captured and matched to POs and receipts
Approvals routed and chased
Duplicate invoices and changed bank details caught before payment

Record-to-Report

Bank and intercompany reconciliations
Month-end close checklists that run themselves

Agent queue · FinanceRunning

Payment via WhatsApp matched to 3 invoicesWaiting for AR approval

Short pay traced to a pricing reasonDeduction coded

Supplier bank details changedHeld before payment

Collections list ranked for this morningReady for review

Nothing posts until a person approves

Illustrative

Accounts receivable automation Accounts receivable services AI agents for finance

Sales and marketing

You already have a CRM. We don't replace it.

We connect it to your ERP and put agents on top.

A closed deal becomes an ERP order and an invoice without anyone retyping it
Leads captured, enriched and sent to the right rep
Follow-ups, account summaries and CRM updates drafted for your reps
Proposals and quotes drafted from CRM data and your past wins
Voice agents that qualify inbound calls

Works with Dynamics 365, Salesforce, HubSpot and Zoho.

Agent queue · SalesRunning

Closed deal turned into ERP order and invoiceWaiting for approval

Inbound lead enriched and sent to a repRouted

Quote drafted from CRM data and past winsReady for the rep

Inbound call qualified by the voice agentLogged to the CRM

Nothing posts until a person approves

Illustrative

Quote to cash automation AI agents for sales

Operations and supply chain

Orders in the ERP, checked.

Stock questions answered from live ERP data, not last week's spreadsheet.

Orders from email, PDFs and customer portals keyed into the ERP and checked
Supplier follow-ups on late POs
Stock questions answered from live ERP data, not last week's spreadsheet

Agent queue · OperationsRunning

Order.pdf from email · lines extractedWaiting for approval

Late PO · supplier follow-up sentChased

Stock question answered from live ERP dataAnswered

Nothing posts until a person approves

Illustrative

Order entry automation

Customer service

Cases sorted the moment they arrive.

"Where's my order?" and "where's my invoice?" answered from the ERP.

Cases sorted and routed the moment they arrive
"Where's my order?" and "where's my invoice?" answered from the ERP
First-draft replies your team checks and sends

Agent queue · ServiceRunning

New case sorted and routed to billingRouted

"Where's my order?" answered from the ERPAnswered

First-draft reply readyWaiting for your team to send

Nothing posts until a person approves

Illustrative

Customer service automation

IT operations

The ERP, the CRM and now the agents.

Your IT team keeps the ERP, the CRM and now the agents running.

Our IT ops agents triage tickets, answer the common ones, watch your integration syncs and write up incidents.

Anything that changes a system waits for a person.

Agent queue · IT opsRunning

Ticket triaged and routed to the ERP teamRouted

Sync failed · ERP ↔ CRMIncident written up

Password reset question answeredResolved

Nothing posts until a person approves

Illustrative

IT service desk automation

03 · Recent work

Recent work,
running in production.

AI agent · Cash application · Hong Kong

Seven companies, four payment channels, one approval queue

A services group in Hong Kong runs seven companies, from air purification to commercial kitchen cleaning. Customers paid by cheque, bank transfer, payment gateway and WhatsApp (photos, PDFs, even voice notes), and the AR team sorted every payment by hand.

We built an agent that reads each payment, works out which company and customer it belongs to, matches the invoice and checks the bank log for duplicates. The AR team still approves every posting. They just don't key them anymore.

7companies

4payment channels

1approval queue

Read the case study

ERP extension · SYSPRO

SYSPRO, extended without touching the core

Flexible Metal, part of the Hyspan group, runs on SYSPRO. We built barcode receiving, batch tracking and multi-warehouse stock on top of it through SYSPRO's own APIs, and left the core exactly as it was.

Barcode receivingBatch trackingMulti-warehouse stockSYSPRO APIs

3modules live on SYSPRO · inventory, purchasing and approvals

Read the Flexible Metal story

Coming next · Voice agent · HubSpot and ZohoA voice sales agent that qualifies inbound calls

Approval queuePaymentsDuplicatesAudit log

Running

$48,312.50Payment left to apply

0 / 4Invoice lines matched

0Sent to a person

0.0sTime to queue

Incoming payment

Payment_0412.jpgvia WhatsApp

Company4 of 7 · kitchen cleaning

ChannelWhatsApp · cheque photo

Duplicate checkBank log · none found

Referencesreading…

Open invoices · matched customer

INV-20411Open$18,240.00

INV-20418Open$14,960.00

INV-20425Open$9,870.00

INV-20433Open$5,854.50

INV-20440Open · not in this payment$7,115.00

Queued for AR approval · audit trail written

Illustrative data · the AR team approves every posting · every step logged

04 · How we work

First we look, then we build,
then we run it.

Then our team runs all of it under one SLA, with a report every month.

#01 · Process assessment

Your ERP, CRM and service desk already log every invoice, order, deal and ticket with a timestamp at each step. In two weeks we turn those logs into a map of where work waits and where someone re-types it. You get a ranked list of what to fix, with hours and dollars attached, and a fixed price for the first build.

Process assessment

#02 · AI agent development

Agents built on Copilot Studio, Azure AI Foundry, Claude and OpenAI models, running in your own Azure tenant. Each one has an approval queue, a named owner on your side and a log of everything it does.

AI agent development services

#03 · Workflow automation

The plumbing the agents depend on. Your ERP and CRM connected to each other and to your bank, payment providers, online store, EDI partners and 3PL.

Workflow automation services

#04 · Sometimes the system itself is the problem

ERP modernization

On-prem and a few versions behind? We bring it current or move it to the vendor's cloud, and rebuild old customizations so the next upgrade doesn't break them. Leaving Dynamics GP or NAV? We set up Business Central and keep the old system running until you're ready to switch.

ERP modernization

Application modernization

That VB6 tool, the old .NET portal, the Access database that runs half the warehouse. We rebuild them on .NET 8 and Azure in phases, so nobody loses a weekend to a big cutover.

Application modernization services

#05 · Data and AI

Agents are only as good as what they can see. We bring your ERP, CRM and other tools into one Azure data lake or Microsoft Fabric, with Power BI reports people actually open.

Data and AI

Your first project

Two weeks to the answer.
Six to eight to the first build.

The assessment and each build phase are fixed price. Running it afterwards is a monthly retainer.

12 weeks · fixed price

Process assessment

Two weeks of looking at real data tells you whether your first project is an agent, an automation or a system that needs replacing. Guessing usually gets that wrong.

You keep the findings

26 to 8 weeks · fixed price

First agent or automation

We build on the ERP and Microsoft licences you already pay for. ERP moves take longer, and you'll get dated phases before we start.

Dated phases

3Monthly

We keep it running

Our team runs what we built under one SLA, with a report every month.

Retainer · one SLA

05 · Human approval

Human in the loop on every agent we build.

AI agent development services

We don't build agents that post money
or change systems on their own.
Every agent has an approval point, a named owner on your side and a log of what it did and why.

How every agent we build works

That's slower than “fully autonomous” on paper. In practice it's the version your controller, your auditors and your IT director will all say yes to, so it's the version that reaches production.

01
It does the legwork
Agents read, sort, match and draft: payments against invoices, orders out of emails, short pays, CRM records and quotes.
02
It queues the work
Each agent puts its work in a queue with the evidence attached, instead of posting it.
03
A named owner approves
A person on your team approves anything that posts money or changes a system.
04
It logs every step
What the agent did and why. That's the version that ends up in production.

AI and automation we build with

Copilot Studio

Agents inside the Microsoft tools your team already uses.

Azure AI Foundry and Azure OpenAI

Models running inside your own Azure environment.

Claude

Anthropic models, run under your security rules.

Power Automate and Power Apps

The hand-offs between systems, and the screens your ERP doesn't have.

MicrosoftSolutions Partner

AnthropicClaude Partner

OpenAISelect Partner

05 · Human approval

What your auditors
and your IT team will see.

LoggedAgent action record

+LoggedAT-2026-1020-0412 · action, approval, posting

+Approved byAR lead (named owner) · rule CA-04 v3

+ModelAzure OpenAI · your tenant

+Accesssvc-qs-agent · read invoices, queue postings

+ReportingMonthly report · written SLA · DPA on file

Posted to the ERP after approval

Illustrative record

06 · Platforms

We work on what
you've already bought.

We're a Microsoft Solutions Partner, so most of what we build runs in your own Azure tenant. When your business runs on something else, we connect to it.

ERP

SYSPRO Epicor Kinetic Prophet 21 Dynamics GP Dynamics NAV Business Central Infor SyteLine Infor VISUAL Sage 100 Sage 500 SAP Business OneNetSuiteAcumatica

We also build on NetSuite and Acumatica, though we don't implement them.

CRM

Dynamics 365SalesforceHubSpotZoho

Service desk

ServiceNowJira Service ManagementFreshservice

AI and automation

Copilot StudioAzure AI FoundryAzure OpenAIClaudePower AutomatePower Apps

ERP end of support

On GP or on-prem Epicor?
2029 is closer than it looks.

A clean move needs months of data work before cutover, so the companies that start in 2027 will have the easier year. We can give you a cost and a date in two weeks.

Microsoft Dynamics GP

2029

Support ends

Microsoft ends Dynamics GP support in 2029.

Epicor Prophet 21

0days

Active support ends

On-prem Prophet 21, 2029.

Epicor Kinetic on-prem

0days

Active support ends

On-prem Kinetic, 2029.

Best time to start

2027

The easier year

Months of data work come before any cutover.

Plan your ERP move

07 · Industries

Where we do most of our work

Biggest groupManufacturers and distributors

Sell to other businesses
Same ERP for 10+ years
Work keyed by hand

Where we fit

Our clients mostly sell to other businesses and have run the same ERP for ten years or more.

Manufacturers and distributors are the biggest group.

Manufacturing

Distribution and wholesale

Logistics and 3PL

Facility and field services

Banking and financial services

Healthcare

Retail and e-commerce

Insurance

Professional services

Construction

Photos via Wikimedia Commons: Martin Damboldt (CC0), Shixart1985 (CC BY 2.0), Adamhallgmbh (CC BY-SA 3.0 DE), Benchill (CC BY-SA 3.0), Dietmar Rabich (CC BY-SA 4.0), TheVentureStudios (CC BY-SA 4.0), Tupungato (CC BY 3.0), Buiobuione (CC BY-SA 4.0), Blackguard SF (CC BY-SA 4.0), Tessa Bury (CC BY 4.0).

08 · FAQ

Questions we
get asked.

Straight answers. If yours isn't here, ask us on the form.

Where should we start?

With the process assessment, in most cases. Two weeks of looking at real data tells you whether your first project is an agent, an automation or a system that needs replacing. Guessing usually gets that wrong.

Do your AI agents act on their own?

Not on anything that matters. Agents read, sort, match and draft. A person approves anything that posts money or changes a system, and every step is logged.

Do you implement CRMs?

No. You already have one. We connect it to your ERP and build agents that work on it.

Do we have to replace our ERP?

No. Most of our work runs on the ERP you have. If it's time for a new one, we'll set that up too, and the business keeps running while we do.

Which ERP do you implement?

Mostly Dynamics 365 Business Central, especially for companies leaving GP or NAV. On SYSPRO, Epicor or Infor we usually upgrade you or move you to the vendor's cloud instead.

Where does our data go?

It stays in your Azure tenant. The models run there too.

How long until something is working?

Two weeks for the assessment, then six to eight weeks for the first agent or automation. ERP moves take longer, and you'll get dated phases before we start.

What does it cost?

The assessment and each build phase are fixed price. Running it afterwards is a monthly retainer. We'll give you a number after a 30-minute call.

Two-week assessment