Architecting Autonomous AI for Systems of Record.
Eliminate unstructured transactional friction across Order-to-Cash, Procure-to-Pay, and Resolution workflows without replacing your ERP/CRM infrastructure.
80%
Unstructured data in POs & Invoices
Zero
Vendor or software reseller bias
100%
Governed Human-in-the-Loop workflows
3 Weeks
From initial audit to executive roadmap
Engineered for Friction-Heavy Operations
We target the high-variance touchpoints where front-office unstructured communications collide with back-office transactional rigor.
Sales Order & Intake Reconciliation
Automate incoming PDF purchase orders, contract variance verification, and line-item mapping directly against master price books.
- Unstructured PDF & Email PO line extraction
- ERP SKU normalization & unit-of-measure checks
- DSO compression via unbilled exception clearing
Autonomous 3-Way Match & Dispute Desk
Resolve line-item discrepancies between POs, Goods Receipts, and vendor invoices before payment runs are stalled.
- Automated tolerance validation & line matching
- Contextual vendor discrepancy correspondence
- Prevention of uncaptured duplicate/fraudulent invoices
Tier-2/3 RMA & Ticket Orchestration
Unify CRM ticket context with real-time ERP inventory, warranty entitlements, and logistics records for one-click resolution.
- Context synthesis across siloed ERP/CRM tables
- Pre-populated warranty & RMA draft transactions
- Direct reduction of resolution cycle hours
The Three-Phase Engagement Model
A structured progression from strategic alignment to architecture blueprints and technical governance—without payroll or dev agency bloat.
Fractional AI Architect
Act as the trusted internal owner’s representative for executive leadership. Vetting vendor software claims, establishing compliance guardrails, and defining technical scope.
- Neutral vendor & integration vetting
- AI governance & privacy framework design
- Executive alignment (COO, CIO, CFO)
Data Hygiene & Readiness Audit
Deep-dive forensic evaluation of operational master data, dark data conduits, and recurring exception patterns across core Systems of Record.
- Master data hygiene & duplicate audit
- Exception taxonomy & root-cause matrix
- Target agentic blueprint & ROI roadmap
Delivery Oversight & Architecture
Direct your internal developers or third-party engineering contractors to implement schemas, API contracts, and human-in-the-loop validation triggers.
- Technical schema & API validation design
- Human-in-the-Loop exception desk routing
- Sprint direction & sign-off acceptance
Transactional Data Hygiene & Agentic Readiness Audit
Enterprise AI initiatives collapse when applied directly to uncurated data. In 3 weeks, we audit your dark data, profile core master entities, and deliver a production-grade blueprint ready for engineering execution.
Week 1: Profiling
Master data entity audits & dark data surface mapping.
Week 2: Taxonomy
Exception classification & API constraints analysis.
Week 3: Architecture
Target agentic blueprint, HITL design & executive ROI.
Fee Credit
20% credited toward Phase 3 oversight engagements.
Engineered for the Stakeholder Triad
Every engagement aligns operational volume, technical safety, and financial velocity across executive leaders.
| Role | Primary Bottleneck Solved | Architectural Deliverable | Target Business Impact |
|---|---|---|---|
| Chief Operating Officer | Manual transactional rekeying & capacity bottlenecks | Autonomous Exception Handling & Intake Orchestration | Scale order & case volume without linear headcount expansion |
| Chief Information Officer | Shadow AI risks, dirty master data, hallucination liability | Strict Schema Guardrails & Clean Master Data Layer | Zero-hallucination API boundaries protecting core tables |
| Chief Financial Officer | Uncaptured credit memos, invoice disputes, inflated DSO | Automated Reconciliation & 3-Way Match Verification | Accelerated cash collection & reduced working capital drag |
Schedule an Initial Architecture Assessment
Discuss your enterprise data architecture, system landscape, and primary process bottlenecks directly with a Principal Enterprise AI Architect.
- Direct discussion on O2C, P2P, or Case Resolution bottlenecks
- Sanitized data evaluation & preliminary scope assessment
- Review of the standard 3-Week Audit Statement of Work