Order-to-CashAI Agents

Always-on AI agents that run your order-to-cash cycle and grow revenue at every step.

• Every order captured, 24/7, straight into your ERP.
• Quotes out in minutes, with live pricing and stock.
• Every invoice followed until paid. Your DSO comes down.

Book a demo

Works on any channel

Email
Chat
Phone

MorganQuotes

Answers quote requests in minutes, priced to your live catalog.

QT-4042 · Halstead Supply
3 lines · $63,000
Sent

Enterprise-grade security & compliance

Runs on your core tools

+ more

The full order-to-cash cycle. One platform.

We sit on top of your ERP and deploy AI agents that execute your order-to-cash workflows end to end. Your ERP stays as it is. Your business grows without adding headcount.

Order Capture

Orders arrive by phone, email, chat, and WhatsApp.

• Read the way a human would
• Validate pricing, terms, and stock
• Into your ERP without a single keystroke

Quotes

Every request answered fast, priced right.

• Quotes out in minutes, around the clock
• Priced to your live catalog and margin
• Confirmed in stock before it goes out

Cash & Collections

Every invoice watched from issued to paid.

• Relationship-aware reminders for each customer
• Escalation at the right time
• Partial payments and short-pays reconciled automatically

Disputes & Deductions

Disputes resolved with full order and invoice context.

• Every deduction contested
• Backed by order, shipment, and invoice data
• Your margin stays where it belongs

Backoffice

Customer portal

IRONCLAD/OrdersSynced to

Orders

10
OrderAccountItemAdded byStatusValue

SO-7042 Halstead Supply Impact driver × 24 Nina · just now New $4,536

SO-7039 Summit Hardware Circular saw × 40 Sofia · 2m ago Confirmed $12,760

SO-7035 Vanguard Trade Supply Mixed · 6 SKUs Marco · 22m ago In fulfillment $28,400

SO-7031 Ironline Builders Angle grinder × 30 Priya · 1h ago Paid $5,970

SO-7028 Crestview Supply Impact driver × 18 Sofia · 3h ago Paid $3,402

SO-7024 Harbor Tool Co. Drill kit × 25 Marco · Yesterday Paid $6,225

SO-7019 Maple City Hardware Tape measure × 120 Priya · Yesterday Paid $1,560

SO-7014 Northgate Supply Impact driver × 12 Sofia · 2d ago Paid $2,268

SO-7008 Cascade Builders Mixed · 4 SKUs Marco · 2d ago Paid $9,800

SO-7002 Vulcan Trade Circular saw × 22 Priya · 3d ago Paid $7,018

IRONCLAD

Halstead Supply

Time to restock the crew — what's moving?

These two are flying off the shelf:

Impact Driver

18V brushless $189

Mechanic's Kit

42-piece $240

Meet your AI Revenue & Operations workforce

We sit on top of your ERP and deploy AI agents that execute your daily operations end to end. Demand grows. Your team doesn't have to.

Nina

Order Intake

• Takes orders by phone, email, chat, and WhatsApp
• Captures every order in your ERP without a single keystroke
• Reads POs and attachments straight from the inbox

Morgan

Quotes

• Creates accurate, margin-aware quotes in seconds
• Prices every line from your live ERP data
• Follows up on every open quote until it closes

Mike

Lead Generation

• Finds new buyers that match your best customers
• Reaches out and turns interest into real conversations
• Fills your pipeline with sales-ready leads

Maya

Growth Opportunities

• Spots the big project behind a small order and flags it to your rep
• Reaches out first when customers are due to reorder or go quiet
• Preps your reps for every meeting and hands them new business ready to close

Ryan

Support

• Answers customer questions across email, chat, and phone
• Resolves disputes by pulling order, shipment, and invoice context
• Flags delays and keeps customers informed before they ask

Daniel

Collections

• Watches every invoice from issued to paid
• Sends relationship-aware reminders that match each customer's history
• Reconciles partial payments and short-pays automatically

Ron

Procurement

• Follows every purchase order from creation to delivery
• Tracks shipments and communicates with suppliers in their language and time zone
• Detects delays days before they hit production

Eva

Accounts Payable

• Performs three-way match across PO, receipt, and invoice automatically
• Flags discrepancies and routes them for resolution
• Handles supplier disputes end to end

Leo

Product Expert

• Answers specs, compatibility, and lead times in seconds, with the source attached
• Names a valid equivalent when the first choice isn't available
• Adds the parts the job needs before the order closes

Eryn

Analyst

• Answers from all of your data at once: ERP, email, CRM, spreadsheets, and Blocks apps
• Comes back with the number, the trend against your target, and what is driving it
• Runs analytics across every other agent and connects the dots, customer by customer

How we work

We map, build, and deploy. You stay in control.

From first call to live agent in under 30 days.

01

Discovery & Use Case Scoping

We map your ERP and identify the highest-pain workflows.

02

Guided implementation

A dedicated Solution Engineer connects Blocks, configures agents, and tests with your team.

03

Live Monitoring & Iteration

We track performance against agreed KPIs and iterate fast.

04

Expand Across the Back Office

Once one agent is proven, expanding to the next process takes days.

Advanced security, built in

Enterprise-grade protection is built into every layer, so your data stays where it belongs.

• Role-based permissions & SSO

• Enterprise SSO and 2FA with granular, role-based access control for every team member.

• Per-agent guardrails

• Set strict operational boundaries for every agent. Define exactly what data they can access and which actions require human approval.

• Budget & Spend management

• Maintain complete financial control with per-agent budget limits and real-time spend monitoring across your entire AI workforce.

• Full version control

• Complete version history on every agent and workflow. Track every change and roll back instantly if something behaves unexpectedly.

• SOC 2 Type II

• Independently audited and certified compliant. Your data stays protected, meeting the highest regulatory standards.

• API access & Multi-tenancy

• Secure, isolated environments with full API access, ensuring your data never crosses boundaries and integrates safely with your stack.