Document handling
Agents can ingest and manipulate any document format without training your partners:
- Next‑gen OCR – Understands PDFs, images and emails, extracting text and structure.
- Classification – Supports taxonomies with over 10 000 categories. Automatically tags documents to the right process.
- Document editing – Create and modify Excel, CSV, PDF, XML or JSON files to match your systems.
- Non‑text recognition – Reads handwriting, signatures, stamps and logos so nothing gets missed.
Material handling
Logic for materials and orders ensures nothing gets misinterpreted:
- Date parsing – Interpret US and non‑US formats, weeks, months and relativedates.
- Units – Convert quantities and prices across any unit of measure.
- Entity resolution – Resolve partial or inconsistent mentions of customers, suppliers, products or materials to the correct IDs in your ERP.
- Duplicate handling – Detect duplicate invoices, line items or orders across the entire enterprise.
Communication
Built‑in connectors let agents talk to people and systems:
- Email – Agents readand send email from their own mailboxes. They follow up with customers, suppliers or colleagues to resolve missing context.
- External APIs – Standardized wrappers connect to your ERP or CRM without custom code.
- AI matcher – Fuzzy matching finds the right entity even when names don’t match exactly.
Supply-chain data
These tools validate and match the data flowing through your supply chain:
- Validation – Use regex, database lookups or sub‑agents to verify every field.
- AI matcher – Fuzzy matching finds the right entity even when names don’t match exactly.
Understanding & communicating in any language
Agents read and respond in any language, so nothing gets lost in translation. They adapt to the preferred language of your customers, suppliers and colleagues without you having to set up separate workflows.
Interactive approval workflows
Human approvals happen inside Outlook or Teams – no new tools to adopt. Agents route exceptions, questions and confirmations to the right people and wait for sign‑off before executing actions.
Auto‑coding logic
Automatically assign accounting or GL codes based on your business rules. Agents learn from your existing coding patterns and ensure consistent classification across every transaction.
Custom app building
Use the same platform to build dashboards, forecasting tools or bespoke apps such as demand forecasting, material requirements planning (MRP) and production scheduling. Your custom applications sit on top of the unified data and tools, so they require no additional integration work.
