AI Integration & Automation

Connect AI to the systems you run on — and automate the busywork.

We wire AI into your ERP, CRM, WMS and Zoho so data flows without re-keying, decisions happen faster, and your team stops copying information between screens.

Order-to-cash, automated

illustrative

Re-keying

Removed

Exceptions

Routed

Systems

In sync

The challenge

Hours lost every day moving data between systems.

Re-typing orders, reconciling spreadsheets, chasing approvals by email. AI can help, but only when it’s connected to the systems where that work happens. Bolt-on tools outside your ERP just create another place to copy data into.

What we do

Integration at the data level, AI for the judgment calls.

ERP and CRM integration

Connect AI to ERP, CRM, WMS, TMS and accounting through APIs and secure connectors.

Zoho One integration

As a Zoho partner, we connect and extend Zia, Creator, Flow and Analytics.

Microsoft integration

Power Automate, Power Apps, Copilot Studio and Azure, connected to the rest of your stack.

Intelligent document processing

Pull data from PDFs, emails and scans, validate it, and post it straight into your systems.

End-to-end workflow automation

Order-to-cash, procure-to-pay and returns, with AI handling the judgment steps.

Approval and exception routing

Send the right cases to the right person, with context. Routine ones flow through.

System-to-system sync

Inventory, orders, customers and pricing kept consistent across every platform.

IoT and equipment data

Sensor and machine data brought into your business systems for alerts and decisions.

How it works

Most workflows live in four to ten weeks.

1

Map the process

The workflow, the systems involved and where time is lost.

2

Design

What’s automated, what AI handles, and where people stay involved.

3

Build

Secure integrations with error handling and logging.

4

Test

Run against live scenarios and edge cases before go-live.

5

Launch and measure

Track hours saved, error rates and cycle times.

What you get
Working integrations between your AI and business systems
Automated workflows with exception handling
Before-and-after process maps
Monitoring, alerts and error logs
Documentation and handover for your IT team
Measured time and cost savings
Systems we connect
Zoho One Microsoft 365 Dynamics Salesforce NetSuite SAP Business One QuickBooks WMS & TMS LogiTrac360 Legacy systems via API
Example automations
Email orders into ERP Invoice-to-PO matching Warehouse and e-commerce inventory sync Shipment status updates Equipment alerts to service tickets Month-end reconciliation
FAQ

Common questions

Our systems are old. Can you still integrate them?

Usually, yes. We work with APIs where they exist, and with databases, file exchanges or our Legacy Modernization service where they don’t.

How is this different from RPA?

Traditional RPA copies clicks and breaks when screens change. We integrate at the data level and use AI for the steps that need judgment, so automations are more reliable.

Do we need to replace our ERP?

No. We make the systems you already have work better together.

How quickly do we see results?

A single workflow is typically live in four to ten weeks, with savings measurable from the first month.

Tell us where your team re-types data.

We’ll show you how to automate it.

Find your automation opportunities →
LET'S TALK

Start with an AI readiness conversation.

Tell us what you'd like AI to change in your business. We'll come back with an honest view of where to start — and where not to.

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