Every delayed quote is a missed opportunity.
You track won and lost deals. But how many customer enquiries never became quotes? Those missed opportunities rarely appear in reports, yet they often represent the biggest source of lost revenue.
Respond first. Win more orders.
Customers expect suppliers to respond quickly and accurately. Slow quotations create unnecessary waiting, giving competitors more time to step in and win the opportunity.
Respond faster
Win more orders
Reduce lost revenue
Manual work doesn’t scale.
Every RFQ involves repetitive tasks; from reading emails and extracting requirements to checking prices, preparing quotations, and updating your ERP manually.
Reduce repetitive work
Accelerate quote creation
Minimise manual errors
Growth shouldn’t mean hiring.
As enquiry volumes increase, your existing team should be able to handle more opportunities without adding people simply to manage repetitive administrative work.
Handle more enquiries
Maintain team efficiency
Scale without hiring
Is Agentic O2C Right for You?
You're a great fit if you have:
High enquiry volumes
Hundreds of RFQs, emails, and enquiries every month.
Manual quoting
Email-based quote creation and ERP updates.
Existing ERP
Odoo, SAP, NetSuite, Zoho, Microsoft Dynamics, and more.
Scalable growth
Scale quote capacity without adding people.
Slow RFQ response
Long quote TAT that impacts win rates and customer experience.
Global operations
Standardize quoting across regions, teams, and business units.
What Sets Agentic O2C Apart?
Confidence Gate
Every request is scored for confidence. High-confidence requests move automatically, while low ones are routed for review before they reach your ERP.
Governed AI
AI makes decisions within the business rules you define, keeping every discount, approval, and payment term under your policies.
Smart Exception Routing
Only exceptions need human attention. Reviews are automatically routed to the right person with complete context, keeping every order moving.
Specialized AI Agents
Purpose-built AI agents handle pricing, discounts, payment terms, inventory alternatives, and other Order-to-Cash decisions with speed and accuracy.
Our discovery process is built to eliminate guesswork, align teams, and deliver value.
Whether enquiries arrive by email or the Buyer Portal, Agentic O2C follows the same governed workflow, from capture to quote, ERP, payment, and dispatch.
Capture every enquiry automatically
Email, Buyer Portal, and future channels all plug into the same governed workflow.
Keep every customer conversation together
Replies and attachments stay with the original enquiry in one complete record.
Understand every document automatically.
OCR reads data from PDFs, scans, spreadsheets, and other business documents.
Turn unstructured documents into structured data.
Every enquiry is extracted, standardized, and assigned a confidence score.
Keep your ERP clean from the start.
Validate customers and data before creating accurate ERP records.
Your ERP is a milestone, not the finish line.
The governed path continues through the rest of your Order-to-Cash journey.
Above the Confidence Threshold
High-confidence enquiries are written directly into your ERP, creating customers, opportunities, sales orders, and line items automatically.
Below the Confidence Threshold
Low-confidence enquiries are routed to the right person with the original document and extracted data side by side for review before they reach your ERP.
Every decision is accountable
Every routing decision is recorded in a complete audit trail, and a person can step in at any point.
Pricing Agent
Generate accurate quotes in minutes. It creates complete quotations with line-by-line pricing from validated enquiries, helping you respond faster with confidence.
Discount Agent
Protect margins while staying competitive. It applies discounts within your business rules, customer relationships, and inventory strategy without exceeding your defined limits.
Inventory Agent
Keep every sales opportunity moving. It suggests suitable product alternatives from your ERP when items are unavailable, reducing delays, and helping customers decide faster.
Terms Agent
Reduce payment risk with confidence. It recommends payment terms based on your credit policy and routes uncertain decisions to Finance for review.
Proforma & Payment
Get paid faster. Generate proforma invoices, payment links, receipts, and final invoices automatically.
Follow-up & Escalation
Keep every order moving. Follow up on pending actions and escalate delays to the right person when needed.
Dispatch & Tracking
Keep customers informed automatically. Send dispatch notifications and live tracking updates throughout the journey.
Invoice Approval
Review exceptions, not every invoice. Match invoices against sales orders and highlight only the differences that need attention.
Channel-independent
Work from any channel. Email, Buyer Portal, and future channels all follow the same governed workflow.
ERP-agnostic
Connect to the ERP you already run. Nothing is migrated, duplicated, or replaced, only connected.
Governed by your policies
Stay in control. Configure discount limits, approval rules, confidence thresholds, and review policies without changing code.
Statuses
Roles
Audit trail
Boundaries, not vetoes.
AI acts within the limits you define. Discount ceilings, credit policies, and review thresholds keep decisions fast.
One pattern. Every decision.
Every AI decision follows the same model. Automate within your policies, escalate when human judgment is needed.
A flexible pricing model that fits your operations.
Every business processes orders differently. Agentic O2C is priced based on your requirements, integrations, and transaction volumes. You only pay for what your business needs.
Can Agentic O2C work with our existing ERP?
Yes. Agentic O2C is designed to work with your existing ERPs, including Odoo, SAP, NetSuite, Zoho, Microsoft Dynamics, and other business systems. It works alongside your existing systems rather than requiring you to replace them.