Where we do most of our work.
Our clients mostly sell to other businesses and have run the same ERP for ten years or more. Manufacturers and distributors are the biggest group.
The agents are the same. The documents, deadlines and exceptions are what change.
ManufacturingOrders, OEM chargebacks and SYSPRO or Epicor on the floor.
Distribution and wholesaleEDI, order entry, deductions and rebates at volume.
Logistics and 3PLAccessorials, carrier invoices and proof of delivery.
ConstructionProgress billing, retainage and subcontractor invoices.
Facility and field servicesWork orders to invoices, and payments from every channel.
Professional servicesTime to invoice, WIP and project billing.
InsurancePremium reconciliation and broker statements.
Banking and financial servicesReconciliations, servicing cases and controls.| Industry | A number that matters | First agent, and who approves |
|---|---|---|
| Manufacturing | $1.61 trillion of unfilled orders (Census, Aug 2026) | PO intake; customer service releases |
| Distribution | Wholesale sales up 15.6% year on year (Census, Aug 2026) | Email orders; the CSR approves exceptions |
| Logistics | 72.7% of US freight by weight moves by truck (ATA) | Rate confirmations; the dispatcher approves |
| Construction | $2.2 trillion annual spending rate (Census, Aug 2026) | Pay applications; PM and controller approve |
| Insurance | NAIC AI bulletin adopted in 29 jurisdictions | FNOL intake; the adjuster approves |
| Professional services | 66.4% billable utilisation (SPI Research 2025) | Time capture; the PM approves |
| Facility services | 2.43 million janitors and building cleaners (BLS) | Work order intake; the dispatcher accepts |
| Banking | SR 26-2 replaced SR 11-7 in April 2026 | KYC document checks; the analyst decides |
Sources are listed on each industry page.
Orders, remittances, invoices and statements typed into the ERP line by line.
Customized, trusted and surrounded by spreadsheets and hand-offs.
Agents do the reading and drafting. A named person approves anything that posts money.
Mostly manufacturers and distributors, plus logistics, construction, facility services, professional services, insurance and banking. Most of our clients sell to other businesses.
The agents are the same. The documents, deadlines and exceptions change, so each industry starts with a different first agent.
With the work keyed by hand most often, such as orders, remittances or invoices. A two-week assessment ranks it by hours and dollars.
Find out where your team's week goes, with the hours and dollars attached.
Founder and CEO
Chief Sales Officer
Join our live webinar on Sept 24 and see five
ways to automate meetings, approvals, and
document search with tools already in your
tenant.
