Insights
Insights
Practical guides to finding and automating the repetitive work between your systems, written for operations and finance teams in St. Louis and beyond.
What to automate first: a guide for St. Louis manufacturers and distributors
Start with back-office work that repeats weekly, follows clear rules and moves between email, spreadsheets and the ERP, like emailed purchase orders.
How to stop retyping purchase orders into NetSuite
Give each customer the right intake (EDI, CSV import, an integration or an AI agent), then match items, units and prices and send exceptions to a person.
How to choose an AI consulting firm in St. Louis: 10 questions to ask
Ask each firm what it would automate first, what the AI can access, what happens when it’s wrong and what you keep if you stop. Get it in writing.
Zapier, RPA or an AI agent: which fits your workflow?
Use an integration platform like Zapier for structured data between apps, RPA when the only way in is a screen and an AI agent when the input is messy.
Is it safe to give an AI agent access to your ERP?
It can be, if its access works like a new hire’s: its own narrow role, every action logged, a person approving what matters and fast revocation.
Invoice follow-up without the chasing: a practical guide
Check and sort overdue accounts before any reminder goes out. Automate the clear cases, and send disputes, short payments and key accounts to a person.
New customer setup across four tools, and how to automate it
Make one system the source of truth, agree on a complete record, approve credit, check tax certificates, then automate the copying into your other tools.
What can AI automate in a distribution business? Six places to look
AI can take on order entry, supplier confirmations, vendor bills, invoice follow-up, account setup and order status replies. People handle the exceptions.
What drives the cost of AI automation for a small or mid-sized company
The cost of AI automation depends on the systems involved, data quality, input variety, exceptions, review and upkeep. Here’s how to compare quotes.
What an AI-native consulting firm does differently
An AI-native consulting firm delivers through AI: an agent maps how your work moves and drafts the automation, while people set limits and approve it.
Microsoft 365, QuickBooks and NetSuite: the handoffs worth automating first
Start with the handoff that repeats most and has clear rules: emailed bills, Excel price lists, approvals or order-status emails. Here’s what each needs.
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