Use cases
Different records. Different decisions. Workflows for the work between your systems.
Illustrative examples for distribution, GPO, wholesale, and e-commerce operations.
01 / Document to decision
Order and invoice intake
Orders and invoices arrive as documents, while your ERP needs structured records. Extract the fields, match them against existing records, and send disagreements to the person who can resolve them.
Give finance the source document, the ERP record, and the variance together. Carry the approved values into the next system.
02 / Compare before you publish
Product and master data
Your ERP and storefront can disagree about the same product. Compare the fields, keep the source values, and route ambiguous corrections for review before they reach the catalog.
Scroll sideways to compare all fields.
| Field | ERP source | Catalog | Decision |
|---|---|---|---|
| Material | Stainless steel | Stainless steel | Agrees |
| Length | 42 mm | 40 mm | Review source |
| Pack size | 100 | 100 | Agrees |
Keep both source values with the proposed correction. A person confirms the authoritative value before the catalog is updated.
- 01Compare
Read the same product from each system.
- 02Resolve
Apply the agreed rule or ask a person.
- 03Update
Write the validated value and retain the result.
- Account 14$82,000 belowSettled $2,318,000Committed $2,400,000
- Account 27Commitment metSettled $1,240,000Committed $1,200,000
- Account 36$44,000 belowSettled $756,000Committed $800,000
Follow up with the account owner. Each shortfall links back to the commitment and the accounting records used in the comparison.
03 / Turn a shortfall into a follow-up
Contract adherence
A commitment in the CRM and settled spend in accounting tell different parts of the story. Reconcile them regularly so GPO and distribution teams can see which accounts need attention.
Give the account owner the size of the shortfall and the supporting records. Separate an actual gap in spend from a difference in supplier-reported values.
Other processes, the same engine.
These additional builds use synthetic data to demonstrate different operating requirements.
Approval-gated document processing
A lending example combines extraction, screening, and human approval in an air-gapped deployment.
Scheduled lead qualification
Saved searches resume on a schedule, score and deduplicate listings, and deliver qualifying leads for review.
Bring us the process.
Show us the systems involved, the records that move between them, and the exceptions your team handles. We will map the steps and scope a first workflow.