Hexa Agents deploys AI agents that automate high-volume sales, procurement, finance, and customer-service workflows for mid-market industrial distributors and manufacturers. The agents read emails, PDFs, and purchase orders, then act directly inside existing ERP and CRM systems like SAP, NetSuite, and Salesforce, with human approval loops for exceptions. Implementation typically takes 2-6 weeks using a forward-deployed engineer model.
- Artificial Intelligence
- AI Agents
- Enterprise Software
- Software Only
Funding
Founders
Product
Problem
Mid-market industrial distributors and manufacturers handling high volumes of RFQs, purchase orders, invoices, and routine customer inquiries are burdened by repetitive manual data entry and document processing. Workflows are fragmented across ERP systems, email, PDFs, and spreadsheets, forcing staff to spend time on low-value tasks instead of exceptions, relationships, and higher-level decisions. This limits throughput without adding headcount and increases the risk of errors, missed shortages, and delayed responses.
Solution
Hexa Agents deploys custom AI agents that read the documents and messages teams work from—emails, PDFs, spreadsheets, and purchase orders—and act on them directly inside existing ERP and CRM systems. The agents handle quoting, order entry, call capture, inventory monitoring, supplier performance tracking, invoice matching, collections follow-up, and routine customer inquiries using live ERP data. Human approval loops keep teams in control: agents prepare and recommend, while people approve exceptions and judgment calls. Implementation follows a forward-deployed engineer model, where Hexa engineers embed with the customer's team to map workflows, integrate systems, and tune agent accuracy over time. The platform connects natively with major ERP and CRM platforms, including SAP, Oracle NetSuite, Microsoft Dynamics, Epicor, Salesforce, and HubSpot, with bidirectional sync and no data migration required.
Target Audience
Primary customers are mid-market industrial distributors—including PVF, bearings, fasteners, electrical, food service equipment, and industrial supply—and manufacturers selling standard, high-volume products with repetitive workflows and high RFQ/PO volume.
Features
- AI agents that process RFQs, purchase orders, invoices, emails, PDFs, and spreadsheets, then execute actions directly in the customer's ERP or CRM
- Native bidirectional integrations with SAP, Oracle NetSuite, Microsoft Dynamics, Epicor, Prophet 21, QuickBooks, Salesforce, HubSpot, Zoho, and Pipedrive
- Automated procurement workflows that track inventory, flag material shortages before they become problems, and turn vendor SLA breaches into credit claims automatically
- Finance automation that matches invoices to POs and receipts line by line, tracks aging, and follows up on collections automatically
- Customer-service agents that answer routine inquiries—order status, delivery updates, spec questions, and returns—using live ERP data, escalating only when judgment, exceptions, or unverifiable data are involved
- Human approval loops that keep staff in control of exceptions and high-judgment decisions while agents handle high-volume repetitive work
- Forward-deployed engineer implementation model with typical deployment in 2-6 weeks and continuous accuracy improvement through feedback loops