# 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](/content/website/book-a-meeting?from-lp=true/index.html) 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.