Blocks | Your Business, Running on AI
Sell faster. Collect faster. Grow your revenue.
Always-on AI agents that run your order-to-cash cycle, from order placed to invoice paid, so revenue keeps moving.
- 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.
AI agents across your stack
RFQ automated
Rapid response, end to end
50% faster
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
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
Orders
| Order | Account | Item | Status | Value |
|---|---|---|---|---|
| SO-7042 | Halstead Supply | Impact driver × 24 | New | $4,536 |
| SO-7039 | Summit Hardware | Circular saw × 40 | Confirmed | $12,760 |
| SO-7035 | Vanguard Trade | Mixed · 6 SKUs | In fulfillment | $28,400 |
| SO-7031 | Ironline Builders | Angle grinder × 30 | Paid | $5,970 |
| SO-7028 | Crestview Supply | Impact driver × 18 | Paid | $3,402 |
| SO-7024 | Harbor Tool Co. | Drill kit × 25 | Paid | $6,225 |
| SO-7019 | Maple City Hardware | Tape measure × 120 | Paid | $1,560 |
| SO-7014 | Northgate Supply | Impact driver × 12 | Paid | $2,268 |
| SO-7008 | Cascade Builders | Mixed · 4 SKUs | Paid | $9,800 |
| SO-7002 | Vulcan Trade | Circular saw × 22 | Paid | $7,018 |
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.