Discovery
Define use case, success metrics, and data sources. Feasibility assessment.
AI-Powered Acumatica Solutions
Intelligent Automation & Integration
We don't just connect systems, we make them intelligent. By integrating AI capabilities into Acumatica, we automate complex tasks that traditionally require human judgment, transform unstructured data into actionable insights, and enable natural interaction with your ERP data.
As an Acumatica service provider with AI expertise, we bridge the gap between cutting-edge artificial intelligence and enterprise resource planning, delivering solutions that learn, adapt, and improve your operations.
Proven AI Capabilities
What We've Built and Deployed
AI Agent Integration
What It Does: Connect intelligent AI agents (Claude, GPT, custom models) directly into your Acumatica workflows. These agents can read context, make decisions, and execute actions within Acumatica based on natural language instructions or triggered events.
Real-World Applications:
- Customer service AI that analyzes support emails and routes to appropriate teams
- Sales AI that reviews opportunities and suggests next actions
- Operations AI that monitors inventory levels and generates requisitions
AI-Powered Reporting
What It Does: Transform raw Acumatica data into executive-ready insights. AI analyzes your financial, operational, or sales data and generates natural language summaries, identifies trends, flags anomalies, and provides actionable recommendations.
Real-World Applications:
- Monthly financial performance summaries with variance analysis
- Sales pipeline health reports with win probability predictions
- Inventory optimization recommendations based on trends
Intelligent Document Processing
What It Does: AI reads unstructured documents (emails, PDFs, scanned forms) and automatically extracts data to populate Acumatica fields. Eliminates manual data entry and reduces errors by 70%.
Real-World Applications:
- AP Vendor invoice processing
- Customer purchase order conversion to Sales Orders
- Contract term extraction into vendor records
Email-to-Opportunity
What It Does: AI-powered email processing that reads inbound customer communications, understands intent and context, extracts structured data, and automatically creates or updates Acumatica opportunities, cases, or sales orders.
Real-World Applications:
- Natural language understanding of customer intent
- Sentiment analysis to prioritize urgent issues
- Automatic CRM record creation from email body
Custom AI Solutions
Research-Driven Approach
We integrate ANY AI capability into your Acumatica environment. Our research-driven approach means we don't need prior experience with your specific AI use case, you provide the requirements, we research current AI technologies, architect the optimal solution, and deliver production-ready integration.
Predictive Analytics
Demand forecasting, customer churn prediction, sales pipeline scoring, and cash flow forecasting.
Natural Language Interfaces
Voice-activated warehouse operations, conversational reporting, and natural language ERP search.
Intelligent Automation
Dynamic pricing, credit approval workflows, smart inventory allocation, and automated vendor selection.
Computer Vision
Visual inventory counting, quality control image analysis, and document verification.
Data Quality & Governance
Duplicate detection, data cleansing, and intelligent validation rules that learn from patterns.
Our AI Integration Process
From Discovery to Deployment
01
02
Architecture
Select AI models, design integration, plan security & compliance (GDPR/HIPAA).
03
Proof of Concept
Build prototype to validate accuracy and value (for complex projects).
04
Development
Production-grade build, model training, validation & testing.
05
Deployment
Go-live, monitoring, and ongoing optimization.
Ready to Make Your Acumatica Intelligent?
Whether you have a specific use case or want to explore opportunities.