ERP Agent
ERP Agent automates the creation of sales quotes for wholesale distributors by reading customer emails and attachments, matching each line to the company's catalogue, and applying customer-specific pricing. The platform drafts quotes for team review or sends confident matches directly into the ERP, achieving over 95% accuracy in quote-line automation. It integrates with any ERP or CRM, with connections set up during onboarding, and can start with a catalogue file the same week.
- AI Agents
- Enterprise Software
- Sales Technology
- Artificial Intelligence
- Software Only
Funding
Founders
Founder details are not available yet.
Product
Problem
Sales teams spend significant time manually transcribing customer email enquiries into quote line items, matching product descriptions to catalogue codes, and applying customer-specific pricing. This process is error-prone, slow, and diverts attention from relationship-building and higher-value sales activities.
Solution
ERP Agent automates the creation of sales quotes by reading customer emails and attachments, matching each line item to the company's catalogue, and pricing it for that specific customer. The agent drafts quotes for team review or sends confident matches directly into the ERP, with over 95% accuracy in quote-line automation. The platform provides AI tools for review, including reasoning on every line, alternative product suggestions, and a chat interface that edits the quote on request. It integrates with any ERP or CRM, with connections set up during onboarding, and can start with a catalogue file the same week.
Target Audience
Primary customers are sales teams and sales operations in B2B wholesale and manufacturing companies that handle high volumes of email-based product enquiries and need to streamline quote generation.
Features
- Automated reading of customer emails and attachments to extract product requests
- AI-powered product matching using descriptions, dimensions, materials, and request context, including handling customer part numbers, competitor codes, and standards
- Customer-specific pricing based on configured agreements, units, and pricing workflows
- Review interface with AI reasoning per line, alternative product suggestions, and chat-based quote editing
- Direct ERP integration for confident matches, with setup completed during onboarding
- MCP server (Model Context Protocol) enabling external AI agents to use the same product-matching and offer-drafting pipeline via a hosted HTTP endpoint
- REST API with organization-scoped API keys and granular scopes for secure access