Order to Cash
44 agents
Sales Order Creation Agent
Automatically creates sales orders from purchase orders, emails, EDI or portal submissions, mapping customer items to internal SKUs and validating pricing. ▶ Watch Demo
Order Promising & ATP Agent
Checks available-to-promise inventory and production schedules to confirm delivery dates in real time during order entry.
Order Change Management Agent
Processes order amendments — quantity changes, date shifts, item substitutions — validating downstream impact before applying.
Contract to Order Agent
Converts long-term contracts and scheduling agreements into individual sales orders based on release schedules. ▶ Watch Demo
Rush Order Prioritisation Agent
Identifies urgent orders, evaluates fulfilment options, and escalates for expedited processing with cost-benefit analysis.
Returns & RMA Processing Agent
Manages return material authorisations, validates return eligibility, generates shipping labels, and triggers credit or replacement workflows.
Order Status Inquiry Agent
Provides real-time order status to customers or internal teams via conversational interface, pulling data from ERP and logistics systems.
Backorder Management Agent
Monitors backorder queues, reallocates inventory as it becomes available, and communicates revised delivery dates to customers.
Sales Quotation Agent
Generates quotes based on customer history, volume discounts, and current pricing rules, routing for approval when thresholds are exceeded.
Order Splitting & Consolidation Agent
Splits orders across warehouses for optimal fulfilment or consolidates multiple orders into single shipments to reduce freight costs.
Blanket Order Release Agent
Monitors blanket purchase orders and automatically generates release orders based on consumption patterns and agreed schedules.
Customer Self-Service Order Agent
Provides a conversational interface for customers to place, modify, and track orders without needing to contact sales or service teams.
Dynamic Pricing Agent
Adjusts pricing in real time based on demand signals, competitor data, inventory levels, and margin targets.
Discount & Rebate Calculation Agent
Calculates volume discounts, promotional pricing, and rebate accruals based on contractual terms and sales history.
Price List Maintenance Agent
Monitors market conditions and cost changes to recommend price list updates, routing changes through approval workflows.
Revenue Recognition Agent
Applies ASC 606 / IFRS 15 rules to recognise revenue at the correct time, handling multi-element arrangements and variable consideration.
Margin Analysis Agent
Analyses order-level margins in real time, flagging low-margin deals and suggesting pricing adjustments before order confirmation.
Trade Promotion Management Agent
Manages promotional pricing, tracks redemption rates, calculates accruals, and reconciles promotional spend against budgets.
Invoice Generation Agent
Creates invoices from delivery confirmations, applying correct tax codes, payment terms, and output formatting per customer preferences. ▶ Watch Demo
Billing Block Resolution Agent
Identifies and resolves billing blocks caused by pricing discrepancies, incomplete deliveries, or missing master data. ▶ Watch Demo
Credit Memo Agent
Processes credit memos for returns, pricing errors, or negotiated adjustments, ensuring correct GL posting and customer account updates. ▶ Watch Demo
Debit Memo Agent
Generates debit memos for undercharges, additional services, or contractual adjustments with full audit trail.
Recurring Billing Agent
Manages subscription and recurring billing cycles, handling proration, plan changes, and automated invoice distribution.
Self-Billing & Consignment Agent
Reconciles customer self-billing invoices against delivery records, flagging discrepancies for resolution.
E-Invoicing Compliance Agent
Ensures invoices meet country-specific e-invoicing mandates (Peppol, FatturaPA, CFDI, etc.) and transmits to government portals.
Intercompany Billing Agent
Automates intercompany invoice creation, transfer pricing application, and elimination entries for consolidated reporting.
Credit Risk Assessment Agent
Evaluates customer creditworthiness using payment history, financial statements, and external credit scores to recommend credit limits.
Collections Prioritisation Agent
Ranks overdue accounts by risk, amount, and likelihood of payment, generating optimised work lists for collectors.
Dunning Management Agent
Executes multi-level dunning strategies, escalating communication tone and channel based on aging and customer segment.
Payment Application Agent
Matches incoming payments to open invoices using remittance advice, bank references, and AI-driven pattern matching.
Dispute Management Agent
Captures, categorises, and routes billing disputes, tracking resolution timelines and automating credits where policies allow.
Cash Forecasting Agent
Predicts cash inflows based on invoice aging, payment patterns, and customer behaviour to improve working capital planning.
Customer Credit Hold Agent
Monitors credit exposure in real time and places or releases order holds based on configurable risk thresholds.
Write-Off Recommendation Agent
Identifies uncollectable receivables and prepares write-off proposals with supporting documentation for approval.
Delivery Scheduling Agent
Optimises delivery schedules based on customer windows, warehouse capacity, and transport availability.
Picking & Packing Optimisation Agent
Generates optimised pick lists and packing plans to maximise warehouse throughput and minimise shipping costs.
Proof of Delivery Agent
Captures and validates electronic proof of delivery, triggering billing workflows upon confirmation.
Freight Cost Estimation Agent
Calculates shipping costs across carrier options in real time, recommending the optimal carrier based on cost, speed, and reliability.
Shipment Tracking Agent
Monitors shipments across carriers, proactively alerting customers and internal teams to delays or exceptions.
Last Mile Delivery Agent
Coordinates last-mile logistics including route optimisation, driver assignment, and customer notification.
Dangerous Goods Compliance Agent
Validates hazardous material shipments against transport regulations, generating required documentation and labels.
Customer Allocation Agent
Manages customer-specific inventory allocation during constrained supply, balancing contractual commitments with strategic priorities.
Trade Compliance Export Agent
Screens export orders against denied party lists, validates export licences, and generates customs declarations.
Service Level Agreement Agent
Monitors fulfilment performance against customer SLAs, generating alerts and penalty calculations when thresholds are at risk.
Procure to Pay
38 agents
Purchase Requisition Agent
Converts demand signals — MRP runs, user requests, stock alerts — into purchase requisitions with correct cost centres, GL accounts, and approval routing. ▶ Watch Demo
Supplier Selection Agent
Evaluates qualified suppliers based on price, lead time, quality scores, and capacity to recommend optimal sourcing decisions.
RFQ Management Agent
Generates and distributes RFQs, collects supplier responses, and produces comparison matrices for buyer decision-making.
Catalogue Requisition Agent
Enables punch-out and internal catalogue ordering with automated compliance checks and budget validation.
Spot Buy Agent
Handles one-off purchases outside contract, finding best pricing and ensuring proper approvals for non-standard spend.
Demand Aggregation Agent
Consolidates similar requisitions across business units to leverage volume pricing and reduce order fragmentation.
SaaS Purchase Agent
Manages software-as-a-service procurement including licence validation, security review routing, and subscription tracking. ▶ Watch Demo
Tail Spend Management Agent
Identifies and consolidates low-value, high-frequency purchases to reduce maverick spending and transaction costs.
PO Creation Agent
Converts approved requisitions into purchase orders, applying contract pricing, delivery schedules, and terms automatically.
PO Change Management Agent
Processes PO amendments for quantity, price, or delivery changes while maintaining audit trail and re-routing for approval when needed.
Blanket PO Management Agent
Creates and monitors blanket POs, tracking spend against limits and generating releases based on demand.
PO Confirmation Agent
Tracks supplier order acknowledgements, flags unconfirmed POs, and escalates delays.
PO Compliance Agent
Validates purchase orders against procurement policies, contract terms, and budget constraints before release.
Emergency PO Agent
Expedites urgent purchase orders through abbreviated approval workflows while maintaining compliance documentation.
Goods Receipt Agent
Records goods receipts against POs, validating quantities, quality, and triggering downstream inspection or putaway workflows.
3-Way Match Agent
Performs automated three-way matching between PO, goods receipt, and invoice, flagging discrepancies for resolution. ▶ Watch Demo
Service Entry Sheet Agent
Creates and processes service entry sheets for service POs, matching against service contracts and timesheets.
GRPO Agent
Handles goods receipt PO scenarios where receipt and invoice arrive together, streamlining the matching process. ▶ Watch Demo
Quality Inspection Agent
Triggers and tracks quality inspections upon goods receipt, routing defective materials to return or rework workflows.
Evaluated Receipt Settlement Agent
Generates invoices automatically upon goods receipt using ERS agreements, eliminating the need for supplier invoices.
Invoice Capture Agent
Extracts invoice data from emails, PDFs, and portals using AI, mapping fields to ERP invoice entry screens.
Invoice Validation Agent
Checks invoices against tax rules, duplicate detection, vendor master, and compliance requirements before posting.
Invoice Exception Agent
Investigates and resolves invoice exceptions — price variances, quantity mismatches, missing POs — through intelligent workflow. ▶ Watch Demo
Non-PO Invoice Routing Agent
Identifies appropriate cost centre owners for non-PO invoices and routes for coding and approval.
Utility Invoice Agent
Processes high-volume utility invoices, validating rates against contracts and flagging anomalous consumption.
Intercompany Invoice Agent
Matches and reconciles intercompany invoices across entities, identifying and resolving discrepancies.
Payment Run Agent
Optimises payment batches by due date, discount opportunity, and cash position, recommending optimal payment timing.
Early Payment Discount Agent
Identifies invoices eligible for early payment discounts and calculates the financial benefit of accelerated payment.
Payment Method Selection Agent
Selects optimal payment method (ACH, wire, card, cheque) based on supplier preferences, cost, and urgency.
Payment Status Agent
Tracks payment execution status and provides real-time updates to suppliers and internal stakeholders.
Payment Reconciliation Agent
Reconciles bank statements against payment runs, identifying and resolving discrepancies and failed transactions.
Dynamic Discounting Agent
Offers suppliers flexible early payment in exchange for discounts, optimising working capital for both parties.
Vendor Onboarding Agent
Guides new suppliers through registration, document collection, compliance checks, tax validation, and master data creation. ▶ Watch Demo
Supplier Performance Agent
Tracks on-time delivery, quality metrics, and responsiveness to generate supplier scorecards and risk alerts.
Business Partner Pricing Agent
Maintains and validates supplier pricing agreements, detecting anomalies and recommending renegotiation triggers. ▶ Watch Demo
Supplier Risk Agent
Monitors supplier financial health, geopolitical risk, and ESG compliance using external data sources.
Vendor Master Data Agent
Maintains vendor master records, detecting duplicates, validating tax IDs, and ensuring bank details are current.
Supplier Communication Agent
Manages routine supplier communications including PO confirmations, delivery reminders, and payment advice.
Supply Chain
38 agents
Demand Forecasting Agent
Generates demand forecasts using historical data, market signals, and ML models, adjusting for seasonality and trends.
Demand Sensing Agent
Captures real-time demand signals from POS data, social media, and weather to adjust near-term forecasts.
New Product Forecasting Agent
Estimates demand for new products using analogous product data, market research, and pre-order signals.
Promotional Lift Agent
Predicts incremental demand from planned promotions based on historical promotion effectiveness.
Forecast Consensus Agent
Facilitates S&OP consensus by reconciling statistical, sales, and marketing forecasts into a single demand plan.
Demand Collaboration Agent
Shares forecasts with key customers and incorporates their input into demand plans through structured collaboration workflows.
MRP Execution Agent
Runs material requirements planning, generating planned orders and converting to requisitions or production orders.
Safety Stock Optimisation Agent
Calculates optimal safety stock levels by SKU-location based on demand variability, lead time, and service targets.
Reorder Point Agent
Monitors inventory against dynamic reorder points and triggers replenishment when thresholds are breached.
Supply Allocation Agent
Allocates constrained supply across channels and customers based on priority rules, contracts, and margin contribution.
Multi-Echelon Inventory Agent
Optimises inventory positions across distribution network tiers to minimise total cost while meeting service levels.
Long-Range Planning Agent
Supports strategic capacity and network decisions using scenario modelling over 1-5 year horizons.
Production Scheduling Agent
Creates optimised production schedules considering capacity, changeover times, material availability, and due dates.
Shop Floor Monitoring Agent
Tracks production progress in real time, flagging delays and recommending schedule adjustments.
Quality Control Agent
Monitors in-process quality parameters, triggering holds and corrective actions when specifications are exceeded.
Predictive Motor Failure Agent
Uses sensor data and ML models to predict motor and equipment failures before they cause unplanned downtime. ▶ Watch Demo
Fillweight Drift Detection Agent
Monitors fillweight trends in packaging lines, detecting drift before products fall out of specification. ▶ Watch Demo
False Downtime Classification Agent
Analyses downtime events to identify and reclassify false alarms, improving OEE accuracy and maintenance focus. ▶ Watch Demo
Batch Record Review Agent
Reviews electronic batch records for completeness and compliance, flagging exceptions for quality review.
Yield Optimisation Agent
Analyses process parameters to recommend adjustments that maximise yield and reduce waste.
Changeover Optimisation Agent
Minimises production changeover times by optimising sequencing and providing guided changeover procedures.
Energy Management Agent
Optimises energy consumption across production assets, scheduling high-consumption activities during off-peak periods.
Warehouse Task Agent
Assigns and sequences warehouse tasks — putaway, picking, replenishment — based on priority and worker location.
Cycle Count Agent
Plans and executes cycle counts based on ABC classification, discrepancy history, and audit requirements.
Slotting Optimisation Agent
Recommends optimal bin locations for products based on velocity, size, and pick frequency to minimise travel time.
Expiry & Shelf Life Agent
Monitors batch expiry dates, enforces FEFO picking, and alerts when products approach expiration.
Cross-Docking Agent
Identifies cross-docking opportunities for inbound goods that can be immediately allocated to outbound shipments.
Inventory Reconciliation Agent
Reconciles physical counts against system records, investigating and resolving variances across locations.
Route Optimisation Agent
Plans delivery routes considering vehicle capacity, time windows, road conditions, and driver hours.
Carrier Selection Agent
Evaluates carrier options by cost, transit time, reliability, and capacity to recommend optimal shipping methods.
Load Optimisation Agent
Maximises trailer utilisation by optimising load plans based on weight, volume, and stacking constraints.
Customs & Trade Compliance Agent
Manages customs documentation, tariff classification, and trade compliance checks for international shipments.
Freight Audit Agent
Validates carrier invoices against contracted rates and actual shipment data, identifying overcharges.
Yard Management Agent
Manages trailer movements and dock scheduling in distribution centres to optimise throughput.
Control Tower Agent
Provides end-to-end supply chain visibility, detecting disruptions and recommending mitigation actions.
Supplier Lead Time Agent
Tracks and predicts supplier lead times, alerting when delays threaten production or customer commitments.
Supply Chain Risk Agent
Monitors external risk factors — weather, geopolitics, supplier distress — and simulates impact on supply chain.
Carbon Footprint Agent
Tracks and reports Scope 3 emissions across the supply chain, recommending lower-carbon alternatives.
Finance & Accounting
26 agents
Journal Entry Agent
Creates, validates, and posts journal entries with correct account coding, ensuring balanced debits and credits.
Accrual Management Agent
Calculates and posts month-end accruals based on POs, contracts, and service periods, reversing in the following period.
Account Reconciliation Agent
Reconciles GL accounts to subledgers and external statements, flagging unreconciled items for investigation.
Intercompany Reconciliation Agent
Matches intercompany transactions across entities, identifying and resolving differences before close.
Period Close Orchestration Agent
Manages the close calendar, tracking task completion, dependencies, and escalating overdue activities.
Trial Balance Review Agent
Analyses trial balance for anomalies, unexpected variances, and missing entries before financial statement preparation.
Currency Revaluation Agent
Executes foreign currency revaluation at period end, posting unrealised gains and losses per accounting standards.
Fixed Asset Accounting Agent
Calculates depreciation, manages asset transfers and retirements, and maintains the fixed asset register.
Cash Position Agent
Aggregates real-time cash positions across bank accounts, currencies, and entities for treasury visibility.
Cash Flow Forecasting Agent
Projects cash flows by combining AR/AP aging, payroll schedules, capital commitments, and revenue forecasts.
Bank Reconciliation Agent
Matches bank statement transactions to GL entries, identifying and categorising unmatched items.
FX Exposure Management Agent
Monitors currency exposures and recommends hedging strategies based on risk policy and market conditions.
Investment Management Agent
Manages short-term investment portfolios, optimising yield within risk parameters and liquidity requirements.
Debt Management Agent
Tracks loan covenants, interest payments, and maturity schedules, alerting to upcoming obligations.
Tax Determination Agent
Calculates correct tax treatment for transactions based on jurisdiction, product type, and customer classification.
VAT/GST Return Agent
Prepares periodic VAT/GST returns by aggregating taxable transactions and validating against filing requirements.
Withholding Tax Agent
Applies correct withholding tax rates to vendor payments based on tax treaties and vendor certifications.
Transfer Pricing Agent
Monitors intercompany transactions for transfer pricing compliance and generates documentation.
Regulatory Filing Agent
Prepares and submits regulatory filings — statutory reports, tax returns, compliance declarations — on schedule.
Audit Evidence Agent
Assembles audit evidence packages by extracting and organising supporting documents for internal and external auditors.
Budget Variance Agent
Analyses actual-vs-budget variances, identifying root causes and recommending corrective actions.
Rolling Forecast Agent
Maintains rolling forecasts by incorporating actuals and revised assumptions each period.
Management Reporting Agent
Generates standardised management reports with commentary on key metrics, trends, and exceptions.
Cost Allocation Agent
Distributes shared costs to cost centres and products using activity-based or rule-based allocation methods.
Profitability Analysis Agent
Analyses profitability by customer, product, channel, or region, highlighting margin drivers and erosion.
Working Capital Optimisation Agent
Monitors DPO, DSO, and DIO metrics, recommending actions to optimise working capital.
Cross-Functional & Platform
30 agents
Approval Routing Agent
Manages multi-level approval workflows with configurable rules, delegation, escalation, and mobile notification. ▶ Watch Demo
Delegation Agent
Handles approval delegation when users are unavailable, respecting authority limits, time windows, and audit requirements. ▶ Watch Demo
Escalation Agent
Monitors pending approvals and escalates overdue items based on configurable time thresholds and business urgency.
Policy Compliance Agent
Validates transactions against configurable business policies, blocking or warning when violations are detected.
Digital Signature Agent
Manages document signing workflows including DocuSign and Adobe Sign integration for contract execution.
Exception Management Agent
Provides a centralised view of exceptions across processes, routing to appropriate resolvers with context.
Customer Master Agent
Manages customer master data lifecycle — creation, change, deduplication, and deactivation — with governance workflows.
Material Master Agent
Maintains material master records including descriptions, units, classifications, and cross-references.
GL Account Master Agent
Governs chart of accounts changes with impact analysis and approval workflows.
Data Quality Agent
Continuously monitors master data quality, detecting and remediating duplicates, incomplete records, and anomalies.
Business Partner Agent
Manages centralised business partner records where customers and vendors share a unified data model.
Data Migration Agent
Validates and transforms data during system migrations, ensuring completeness and integrity in the target system.
HR Fieldglass Agent
Manages external workforce procurement through SAP Fieldglass, handling requisitions, timesheet approvals, and invoice matching. ▶ Watch Demo
Employee Onboarding Agent
Orchestrates new hire onboarding across HR, IT, facilities, and compliance systems.
Time & Attendance Agent
Processes timesheet submissions, validates against schedules, and flags exceptions for manager review.
Expense Report Agent
Validates expense reports against policy, checks receipts, flags anomalies, and routes for approval.
Payroll Validation Agent
Reviews payroll runs for errors, validates against attendance records, and flags unusual patterns.
Benefits Administration Agent
Manages benefits enrollment, life event changes, and annual open enrollment communications.
Process Orchestration Agent
Coordinates multi-agent workflows across process domains, managing handoffs, error handling, and process state.
API Integration Agent
Manages real-time integrations between ERP, CRM, and third-party systems via API orchestration.
EDI Processing Agent
Translates, validates, and routes EDI messages (850, 856, 810, etc.) between trading partners and ERP.
Event Monitoring Agent
Watches for business events across systems and triggers appropriate agent workflows in response.
Document Management Agent
Manages document storage, versioning, and retrieval across business processes with retention policy enforcement.
Notification & Communication Agent
Delivers contextual notifications across channels — email, Teams, SMS, in-app — based on user preferences and urgency.
Ask Me Anything Agent
A conversational UI that lets users query any connected system in natural language. Reads and writes data via MCP (Model Context Protocol) connectors — ask questions like ‘What’s the status of PO 4500012345?’ or ‘Create a requisition for 500 units of packaging material’ and the agent translates intent into system actions across ERP, CRM, SCM, and third-party platforms.
Cross-System Search Agent
Searches across all MCP-connected systems simultaneously — ERP, document stores, email, CRM — to find information regardless of where it lives, returning unified results with context and links.
Report Builder Agent
Generates ad-hoc reports and analyses through natural language conversation, pulling data from connected systems via MCP and presenting results as tables, charts, or downloadable files.
Process Status Agent
Provides real-time status of any business process through conversational UI — ‘Where is invoice 90001234?’ traces the full lifecycle from PO to payment across all connected systems.
Action Suggestion Agent
Proactively surfaces recommended actions based on connected system data — overdue approvals, blocked invoices, expiring contracts — and lets users execute corrective actions through conversation.
Data Entry Copilot Agent
Assists users with complex data entry tasks through guided conversation, validating inputs in real time against business rules and master data across connected systems.
Insurance
18 agents
Policy Issuance Agent
Creates and issues new insurance policies from applications, validating coverage, terms, and rating information. ▶ Watch Demo
Policy Endorsement Agent
Processes mid-term policy changes — coverage additions, address changes, vehicle swaps — recalculating premiums.
Policy Renewal Agent
Manages renewal workflows including risk reassessment, pricing updates, and customer communications.
Policy Cancellation Agent
Handles policy cancellations and non-renewals, calculating pro-rata or short-rate refunds per state regulations.
Quote Generation Agent
Generates insurance quotes by gathering risk information, applying rating algorithms, and presenting coverage options.
Bordereaux Processing Agent
Processes bordereaux files from MGAs and brokers, validating data quality and reconciling against agreements.
First Notice of Loss Agent
Captures loss details through conversational interface, creates claims, and triggers initial assessment workflows.
Claims Triage Agent
Evaluates new claims for complexity, coverage applicability, and potential fraud indicators to route appropriately.
Claims Adjudication Agent
Processes straightforward claims automatically, applying coverage terms and calculating settlements.
Subrogation Agent
Identifies subrogation opportunities and manages recovery efforts against responsible third parties.
Claims Reserve Agent
Sets and adjusts loss reserves based on claim development, severity indicators, and actuarial guidelines.
Fraud Detection Agent
Analyses claims for fraud indicators using pattern matching, network analysis, and anomaly detection.
Risk Assessment Agent
Evaluates submission data against underwriting guidelines, external data sources, and portfolio appetite.
Exposure Analysis Agent
Analyses catastrophe exposure, aggregation risk, and concentration across the portfolio.
Medical Underwriting Agent
Reviews medical records and applies life/health underwriting rules to determine risk classification.
Reinsurance Placement Agent
Manages reinsurance treaty and facultative placements, preparing submissions and tracking responses.
Actuarial Analysis Agent
Supports pricing and reserving with loss development analysis, trend factors, and experience rating.
Portfolio Monitoring Agent
Monitors underwriting portfolio performance, flagging segments with deteriorating loss ratios.
Manufacturing
18 agents
Production Order Agent
Creates and manages production orders from planned orders or sales requirements, validating BOM and routing availability.
BOM Management Agent
Maintains bills of materials, managing engineering changes, effectivity dates, and version control.
Capacity Planning Agent
Evaluates production capacity against demand, identifying bottlenecks and recommending capacity adjustments.
Work Centre Scheduling Agent
Schedules operations across work centres considering setup times, operator availability, and priority rules.
Subcontracting Agent
Manages subcontracted operations including material provision, quality requirements, and cost tracking.
Rework & Scrap Agent
Handles production defects by routing materials to rework or scrap, updating costs and quality records.
Statistical Process Control Agent
Monitors process parameters using SPC charts, triggering alerts when processes drift out of control limits.
CAPA Management Agent
Manages corrective and preventive actions from identification through root cause analysis to effectiveness verification.
Lot Traceability Agent
Provides full lot genealogy from raw materials through production to customer delivery for recall readiness.
Environmental Compliance Agent
Tracks emissions, waste, and environmental metrics against permits and regulatory thresholds.
Certificate of Analysis Agent
Generates certificates of analysis from quality test results, ensuring all parameters meet specification.
GxP Compliance Agent
Ensures manufacturing processes comply with GMP, GLP, and other regulatory requirements in regulated industries.
Predictive Maintenance Agent
Uses IoT sensor data and ML models to predict equipment failures and schedule maintenance before breakdown.
Work Order Management Agent
Creates, schedules, and tracks maintenance work orders, coordinating parts, labour, and equipment availability.
Spare Parts Planning Agent
Optimises spare parts inventory based on equipment criticality, failure rates, and lead times.
Asset Lifecycle Agent
Manages equipment from commissioning through operation to decommissioning, tracking total cost of ownership.
Calibration Management Agent
Schedules and tracks instrument calibrations, ensuring measurement equipment meets accuracy requirements.
OEE Analysis Agent
Calculates and analyses overall equipment effectiveness, identifying availability, performance, and quality losses.
Retail & CPG
18 agents
Assortment Planning Agent
Optimises product assortment by store cluster based on local demand, space, and category role.
Planogram Compliance Agent
Monitors shelf compliance against planograms using image recognition and flags deviations.
Markdown Optimisation Agent
Recommends optimal markdown timing and depth to clear seasonal inventory while maximising recovery.
Private Label Management Agent
Manages private label product development from concept through sourcing, quality approval, and launch.
Category Review Agent
Analyses category performance, market share, and trends to support buyer negotiations and range decisions.
New Item Setup Agent
Onboards new products into the retail system including master data, pricing, allocation, and planogram placement.
Store Replenishment Agent
Calculates store-level replenishment orders based on sales velocity, shelf capacity, and delivery schedules.
Shrinkage Detection Agent
Analyses POS, inventory, and surveillance data to identify shrinkage patterns and high-risk areas.
Labour Scheduling Agent
Creates store labour schedules based on traffic patterns, task requirements, and employee availability.
Store Compliance Agent
Monitors store-level compliance with promotional execution, pricing accuracy, and operational standards.
Fresh Management Agent
Manages fresh and perishable inventory including production planning, waste tracking, and dynamic markdowns.
Customer Service Agent
Handles in-store customer inquiries about product availability, pricing, returns, and store services.
Order Routing Agent
Routes online orders to the optimal fulfilment location — DC, store, or vendor — based on proximity, stock, and cost.
Click & Collect Agent
Manages buy-online-pick-up-in-store workflows including order preparation, customer notification, and handover.
Returns Processing Agent
Handles omnichannel returns — online to store, store to DC — with disposition logic and refund processing.
Marketplace Integration Agent
Manages product listings, orders, and fulfilment across third-party marketplaces (Amazon, eBay, etc.).
Customer 360 Agent
Assembles unified customer profiles from POS, e-commerce, loyalty, and service interactions for personalisation.
Loyalty Program Agent
Manages loyalty point accrual, redemption, tier progression, and targeted offer delivery.
Healthcare & Life Sciences
18 agents
Patient Registration Agent
Validates patient demographics, insurance eligibility, and benefits during registration.
Charge Capture Agent
Ensures clinical services are accurately captured and coded for billing, reducing charge leakage.
Claims Submission Agent
Prepares and submits claims to payers, validating coding, medical necessity, and payer-specific requirements.
Denial Management Agent
Analyses claim denials, identifies root causes, prepares appeals, and tracks denial trends.
Prior Authorisation Agent
Manages prior authorisation requests with payers, tracking status and escalating delays.
Patient Billing Agent
Generates patient statements, manages payment plans, and handles billing inquiries through self-service.
Clinical Documentation Agent
Reviews clinical documentation for completeness and specificity, querying providers for clarification.
Medication Reconciliation Agent
Compares medication lists across care transitions, flagging discrepancies for pharmacist review.
Care Coordination Agent
Manages referrals, transitions of care, and care plan adherence across providers and settings.
Clinical Trial Matching Agent
Screens patients against active clinical trial eligibility criteria to identify potential participants.
Bed Management Agent
Optimises bed assignments based on patient acuity, isolation requirements, and expected discharge times.
Staffing & Scheduling Agent
Creates clinical staff schedules considering skill mix, patient acuity, regulatory ratios, and preferences.
Drug Safety Reporting Agent
Processes adverse event reports, assesses causality, and submits to regulatory authorities within required timeframes.
Clinical Supply Chain Agent
Manages investigational product supply for clinical trials including randomisation, packaging, and distribution.
Serialisation & Track-and-Trace Agent
Manages drug serialisation, aggregation, and track-and-trace compliance (DSCSA, FMD).
Sample Management Agent
Tracks pharmaceutical sample distribution to physicians, ensuring compliance with regulations and policies.
UDI Compliance Agent
Manages unique device identification labelling and FDA GUDID database submissions for medical devices.
Regulatory Submission Agent
Coordinates regulatory submission assembly, managing document lifecycles and submission sequences.
Trade Finance, Shipping & Logistics
38 agents
LC Issuance Agent
Processes letter of credit applications, validating terms against UCP 600 rules, checking credit limits, and generating the LC in SWIFT MT700 format for transmission to the advising bank.
LC Amendment Agent
Handles LC amendment requests — value changes, expiry extensions, document requirement modifications — validating impact on credit exposure and routing for approval before issuing MT707.
LC Document Examination Agent
Examines presented documents against LC terms using AI-powered document reading, checking for discrepancies per UCP 600 and ISBP 745 standards within the 5 banking day examination period.
LC Discrepancy Resolution Agent
Manages discrepant document presentations, communicating with beneficiaries and applicants, tracking waiver requests, and handling document rejection workflows.
LC Settlement Agent
Processes LC settlements at maturity — sight payment, deferred payment, acceptance, and negotiation — coordinating funds transfer and document release to the applicant.
Standby LC & Guarantee Agent
Manages standby letters of credit and bank guarantees including issuance, claim processing, expiry tracking, and auto-renewal monitoring.
LC Advising & Confirmation Agent
Processes incoming LCs for advising to beneficiaries, authenticating SWIFT messages, adding confirmation where requested, and calculating confirmation fees based on country and tenor risk.
Transferable LC Agent
Handles transfer requests for transferable LCs, managing partial transfers, substitution of documents, and price differential calculations between first and second beneficiaries.
Documentary Collection Agent
Processes documentary collections (D/P and D/A) per URC 522 rules, managing document routing between remitting and collecting banks.
Trade Loan Agent
Manages pre-shipment and post-shipment trade finance facilities including drawdown, rollover, and repayment tracking against underlying trade transactions.
Supply Chain Finance Agent
Operates reverse factoring and dynamic discounting programmes, onboarding suppliers, processing approved payables, and managing investor funding.
Forfaiting Agent
Processes forfaiting transactions — purchasing trade receivables at a discount — calculating discount rates, managing documentation, and tracking maturity payments.
Export Credit Insurance Agent
Manages export credit insurance applications, policy administration, premium calculations, and claims processing against non-payment by foreign buyers.
Bank Guarantee Agent
Issues and manages performance bonds, advance payment guarantees, bid bonds, and warranty guarantees with automated expiry and claim tracking.
Trade Finance Compliance Agent
Screens trade finance transactions for sanctions, dual-use goods, trade-based money laundering, and vessel screening against prohibited routes and flags.
Trade Document Digitisation Agent
Converts paper trade documents — bills of lading, certificates of origin, packing lists — into structured digital data using AI extraction with validation against trade terms.
Booking & Space Allocation Agent
Manages container booking requests, allocates vessel space based on capacity and revenue optimisation, and confirms bookings with shipping instructions.
Bill of Lading Agent
Generates and manages bills of lading — master, house, and electronic — validating cargo details against booking and ensuring compliance with carrier terms.
Vessel Tracking Agent
Monitors vessel positions via AIS data, calculates ETAs, detects deviations from planned routes, and alerts stakeholders to delays affecting cargo delivery.
Container Tracking Agent
Tracks individual containers from origin to destination across multiple carriers, providing milestone updates and predicting arrival times.
Demurrage & Detention Agent
Monitors container free time, calculates demurrage and detention charges, generates dispute claims for excessive charges, and tracks resolution.
Vessel Schedule Agent
Maintains vessel sailing schedules, identifies optimal routing options for shipments, and recommends transhipment connections when direct services are unavailable.
Charter Party Agent
Supports voyage and time charter negotiations, manages charter party terms, calculates laytime and demurrage, and tracks vessel performance against charter commitments.
Port Call Optimisation Agent
Coordinates port call activities — berth allocation, pilot scheduling, tug booking, stevedoring — to minimise turnaround time and port costs.
Freight Rate Management Agent
Manages contracted and spot freight rates across carriers and lanes, comparing options and recommending optimal carrier selection for each shipment.
Freight Forwarding Agent
Orchestrates end-to-end freight forwarding including carrier booking, documentation, customs brokerage, and last-mile coordination across air, sea, and road.
Customs Declaration Agent
Prepares and submits customs declarations using HS tariff classification, calculates duties and taxes, and manages customs broker interactions across jurisdictions.
Certificate of Origin Agent
Generates and manages certificates of origin, validating preferential trade agreement eligibility and coordinating with chambers of commerce for certification.
Dangerous Goods Shipping Agent
Manages IMDG, IATA-DGR, and ADR compliance for hazardous cargo, generating required documentation, labels, and placards for each transport mode.
Freight Invoice Audit Agent
Validates freight invoices against contracted rates, actual weights and volumes, surcharges, and accessorial charges — identifying overcharges and generating dispute claims.
Warehouse & CFS Agent
Manages container freight station and bonded warehouse operations including cargo receipt, storage, stuffing/destuffing, and release coordination.
Multimodal Transport Agent
Plans and coordinates multimodal transport combining sea, rail, road, and air segments with seamless handoffs, documentation, and tracking across modes.
Trade Sanctions Screening Agent
Screens all parties, vessels, ports, and goods against global sanctions lists (OFAC, EU, UN) with fuzzy matching, providing real-time screening for every trade transaction.
Dual-Use Goods Classification Agent
Classifies goods against dual-use control lists (EAR, EU Dual-Use Regulation), determining export licence requirements and routing for compliance review.
Country Risk Agent
Assesses country-level trade risk including political stability, sanctions exposure, currency controls, and payment default probability for trade finance decisions.
Incoterms Validation Agent
Validates Incoterms 2020 usage in trade contracts, ensuring consistency between commercial terms, insurance coverage, transport mode, and documentary requirements.
Trade-Based Money Laundering Agent
Detects TBML red flags — over/under invoicing, multiple invoicing, phantom shipments — by analysing trade patterns, pricing anomalies, and counterparty networks.
Free Trade Agreement Agent
Determines eligibility for preferential tariff treatment under FTAs (USMCA, RCEP, EU FTAs), managing rules of origin documentation and supplier declarations.
Banking & Financial Services
18 agents
Loan Application Agent
Captures and validates loan applications, performing initial credit checks and document verification.
Credit Decisioning Agent
Evaluates loan applications against credit policy, scoring models, and risk appetite to recommend approval, decline, or conditions.
Loan Servicing Agent
Manages ongoing loan servicing including payment processing, escrow management, and statement generation.
Collections & Recovery Agent
Manages delinquent accounts through configurable collection strategies, workout arrangements, and recovery actions.
Mortgage Processing Agent
Orchestrates mortgage origination from application through appraisal, title, underwriting, and closing.
Commercial Lending Agent
Manages complex commercial loan structures including syndicated facilities, covenants, and draw management.
KYC Onboarding Agent
Manages customer identity verification, beneficial ownership, and enhanced due diligence for high-risk clients.
AML Transaction Monitoring Agent
Screens transactions against AML typologies, investigating alerts and generating suspicious activity reports.
Sanctions Screening Agent
Screens customers and transactions against OFAC, EU, and UN sanctions lists with fuzzy matching and false positive reduction.
Regulatory Capital Agent
Calculates risk-weighted assets and regulatory capital ratios under Basel III/IV frameworks.
Stress Testing Agent
Executes regulatory stress test scenarios and generates required submissions for supervisory review.
Regulatory Reporting Agent
Compiles and validates regulatory reports (CCAR, DFAST, LCR, NSFR) for submission to banking supervisors.
Trade Settlement Agent
Manages trade settlement across asset classes, matching confirmations and resolving breaks.
Reconciliation Agent
Performs nostro, depot, and position reconciliations across internal systems and external counterparties.
Corporate Actions Agent
Processes mandatory and voluntary corporate actions including dividends, mergers, and rights issues.
Account Opening Agent
Manages new account setup across product types, collecting required documentation and performing checks.
Wire Transfer Agent
Processes domestic and international wire transfers with sanctions screening and fraud checks.
Fee Billing Agent
Calculates and bills advisory fees, custody fees, and transaction charges based on complex fee schedules.
SAP Business One
48 agents
Ask Me Anything Agent (SAP B1)
A natural language conversational UI for reading and writing anything on the SAP B1 Service Layer. Query business partners, orders, inventory, financials — or create and update any supported entity via MCP. Open-ended with no predefined workflow, governed by role-based access. Value: Instant access to SAP B1 data without learning the UI.
B1 Entity Search Agent
Searches across all SAP B1 entities — business partners, items, orders, invoices, journal entries — using natural language queries and returns contextualised results with links to related records.
B1 Quick Create Agent
Creates any SAP B1 entity through guided conversation — business partners, items, journal entries, activity records — validating inputs against B1 business rules in real time.
B1 Dashboard Agent
Generates real-time dashboards and KPI views from SAP B1 data through conversational requests — revenue trends, inventory levels, outstanding receivables, cash position.
B1 Report Builder Agent
Creates ad-hoc reports from SAP B1 data through natural language — aging reports, sales analysis, inventory valuation, profit centre reporting — exportable as Excel or PDF.
B1 Data Correction Agent
Identifies and corrects data quality issues in SAP B1 master data through conversational review — duplicate business partners, incomplete item records, inconsistent GL coding.
Business Partner Creation Agent
Tell the agent to create a new BP or modify an existing one. Detects new vs existing partner automatically, supports multi-record session entry, and handles natural language corrections. Creates and updates directly in SAP B1. Value: Eliminates manual master data entry and accelerates onboarding. ▶ Watch Demo
BP Duplicate Detection Agent
Scans new business partner requests against existing SAP B1 records using fuzzy matching on name, tax ID, address, and contact details to prevent duplicates before creation.
BP Credit Limit Agent
Evaluates business partner credit history within SAP B1 — payment patterns, outstanding balances, aging — and recommends credit limit adjustments.
BP Bank Details Agent
Manages business partner bank account details with verification workflows, ensuring payment information is complete and validated before use in payment runs.
BP Tax Configuration Agent
Configures business partner tax settings — tax groups, withholding tax, exemption certificates — ensuring correct tax treatment on all transactions.
BP Hierarchy Agent
Manages parent-child business partner relationships, shared payment terms, consolidated credit limits, and group-level reporting structures.
Sales Quotation Agent (SAP B1)
Upload a PDF, XLS, email, or text and the agent uses OCR + LLM line item extraction to create sales quotations. Performs item and business partner lookup, handles multi-document support, and converts quotations to orders. Value: Turns unstructured customer requests into structured transactions instantly. ▶ Watch Demo
Sales Order Agent (SAP B1)
Creates sales orders from customer POs, emails, or portal submissions. OCR + LLM extracts line items, maps customer part numbers to B1 item codes, validates pricing against price lists, and checks inventory availability. ▶ Watch Demo
Quotation-to-Order Conversion Agent
Converts approved quotations to sales orders with a single command, carrying forward all line items, pricing, and terms while updating the quotation status.
Delivery Note Agent (SAP B1)
Creates delivery notes from sales orders, validating stock availability by warehouse, generating pick lists, and managing partial deliveries.
Sales Returns Agent (SAP B1)
Processes customer returns in SAP B1, creating return requests, goods receipt reversals, and credit memos with full document flow linkage.
Blanket Agreement Agent (SAP B1)
Creates and manages blanket sales agreements in SAP B1, tracking fulfilment against agreed quantities and prices over the agreement period.
Price List Management Agent
Maintains SAP B1 price lists including volume-based pricing, customer-specific pricing, date-effective prices, and currency-specific rates.
Special Price Agent
Manages special prices and discount groups for specific business partners, validating margin impact before applying.
AR Invoice Agent (SAP B1)
Creates AR invoices from sales orders, deliveries, or standalone. Handles OCR + LLM line item extraction, configurable validation tolerances, and can draft or post live. Value: Intelligent financial validation with automated posting. ▶ Watch Demo
AP Invoice Agent (SAP B1)
Processes AP invoices by uploading vendor invoice PDFs. OCR + LLM extracts header and line data, performs 3-way match against PO and goods receipt, and posts within configured tolerances. ▶ Watch Demo
Credit Memo Agent (SAP B1)
Creates AR and AP credit memos in SAP B1, linking to original invoices and applying correct tax treatment and GL posting. ▶ Watch Demo
Down Payment Invoice Agent
Manages down payment requests and invoices in SAP B1, tracking against sales orders and applying against final invoices.
Recurring Invoice Agent (SAP B1)
Automates recurring invoice generation for subscription and retainer billing, managing schedules and amount adjustments.
Invoice Correction Agent
Identifies and corrects invoice errors — wrong tax codes, incorrect GL accounts, pricing mismatches — before or after posting with full audit trail.
Incoming Payment Agent
Records incoming payments against open AR invoices, handling partial payments, payment on account, and multi-invoice settlement.
Outgoing Payment Agent
Processes vendor payments, selecting invoices for payment based on due dates and discount opportunities, generating payment files for bank transmission.
Service Call Creation Agent
Define your requirements and the agent manages the entire service call process in SAP B1. Supports serialised, batched, and non-serialised items. Updates or creates service calls in seconds. Value: Comprehensive post-sale support automation with flexible precision. ▶ Watch Demo
Service Call Escalation Agent
Monitors open service calls against SLA timelines, automatically escalating overdue calls and reassigning based on technician availability and skill match.
Service Contract Agent
Manages SAP B1 service contracts including creation, renewal, coverage validation, and entitlement checking when service calls are logged.
Knowledge Base Agent (Service)
Searches solution history across past service calls to suggest resolutions for new issues, reducing time to resolve and improving first-call fix rates.
Warranty Tracking Agent
Tracks warranty status for serialised items in SAP B1, validating coverage when service calls are created and alerting when warranties approach expiry.
Service Parts Agent
Manages spare parts consumption against service calls, checking warehouse availability and creating purchase requests for out-of-stock parts.
Purchase Order Agent (SAP B1)
Creates purchase orders from requisitions, MRP recommendations, or manual requests. Validates against vendor pricing, lead times, and budget limits before posting. ▶ Watch Demo
Goods Receipt PO Agent (SAP B1)
Records goods receipts against purchase orders in SAP B1, validating quantities and triggering quality inspection or putaway workflows. ▶ Watch Demo
Inventory Transfer Agent
Processes inventory transfers between warehouses in SAP B1, validating stock availability and updating bin locations.
Stock Count Agent
Manages physical inventory counts in SAP B1, generating count sheets, recording results, and posting adjustments with variance analysis.
Production Order Agent (SAP B1)
Creates and manages production orders in SAP B1, issuing components, reporting completions, and posting finished goods to inventory.
MRP Wizard Agent
Runs MRP in SAP B1 and interprets the recommendations, converting planned orders to purchase orders or production orders based on configurable rules.
Landed Cost Agent
Allocates landed costs — freight, customs duty, insurance — across purchase items in SAP B1 for accurate inventory valuation.
Pick and Pack Agent (SAP B1)
Manages the pick and pack process in SAP B1 warehouses, generating optimised pick lists and confirming packed quantities for shipment.
Journal Entry Agent (SAP B1)
Creates manual journal entries in SAP B1 through natural language, validating account codes, cost centres, and ensuring balanced debits and credits.
Bank Reconciliation Agent (SAP B1)
Imports bank statements and automatically matches transactions to SAP B1 entries, flagging unmatched items for manual review.
Budget Management Agent (SAP B1)
Manages SAP B1 budgets including setup, monitoring actual vs budget, and alerting when cost centres approach budget limits.
Period Close Agent (SAP B1)
Orchestrates SAP B1 period-end close activities — posting recurring entries, running depreciation, checking open items, and closing the period.
Tax Reporting Agent (SAP B1)
Generates tax reports from SAP B1 data — VAT/GST returns, withholding tax certificates, annual tax summaries — formatted for local authority requirements.
Financial Statement Agent
Generates balance sheets, profit and loss statements, and cash flow reports from SAP B1 with drill-down capability through conversational queries.