AI and agentic integration

We build AI into the systems the business already runs, where the records are, with a person approving every action. That is different from a chat window beside the business, and it is where the hours actually come back.

How an agent works in your system

1. Trigger. An event in the system: an invoice goes overdue, a stock level crosses a threshold, a document arrives.
2. Read. The agent reads the live records it needs, with the permissions of a named user, no more.
3. Propose. It drafts the action: a reminder in the customer's language, a purchase order, a reconciliation match, a journal entry.
4. Approve. A person reviews the proposal with the context attached and approves, edits or rejects it.
5. Post. The approved action is written back to the system and logged with who approved it and when.

The agents we build first

Collections. Reads the receivables ageing, drafts reminders by customer and stage, escalates to a person when a promise is broken.

Reordering. Watches stock, lead times and open orders, proposes purchase orders and posts them when a buyer approves.

Reconciliation. Matches bank lines to invoices and payments, leaves the exceptions for the accountant with a suggested match.

Approvals. Routes requests with the records attached, so approvers decide from one screen and nothing waits in email.

In-house proof

Dinzo, our own accounting product, runs this pattern for paying customers: agents categorise expenses, forecast cash flow and flag errors before they post. Client projects are listed here once each client agrees to be named.