NetSuite, Epicor, Infor, Acumatica
Wholesale Distribution
Purchase orders, order entry, RFQs, quotes, customer questions, and product data, prepared for the ERP your order desk already uses.
Explore Distribution AIModel-independent.
Platforms we build on
Google
OpenAI
Anthropic
Scale AI
Runway
The problem
Your business already has software. Your people are still doing too much manually.
01 / 03
The work still moves by hand
A customer email, PDF, purchase order, or RFQ arrives. Someone reads it, retypes it into the ERP or CRM, updates a spreadsheet, and sends the reply. That is the work we automate.
- Excel
- RFQ
- PO
02 / 03
The gap is between people and systems
Integration complexity and unclear payoff are why these projects stall. We start with one workflow, connect the software you already use, and keep a person on the approval step.
- ERP
- CRM
- Spreadsheets
- Inbox
03 / 03
With Zyene, the document becomes the starting point
Email or a document comes in. AI understands it, checks your business systems, and prepares the action. A person approves when necessary. Then the ERP, CRM, or field system is updated.
- Read
- Check
- Prepare
- Approve
Industries
Three markets. One operations problem.
Different documents, the same pattern: information arrives as files, and people carry it into the systems by hand.
Explore Distribution AI
ERP, MES, quality, purchasing
Manufacturing
RFQ-to-quote work, drawings and specifications, purchasing, quality documents, SOP search, and workflows around ERP or MES.
Explore Manufacturing AI
ServiceTitan, Procore, accounting
Specialty Contractors
Bid and RFP intake, estimating support, RFIs, submittals, change orders, job closeout, and back-office updates into ServiceTitan, Procore, ERP, or accounting.
Explore Contractor AISolutions
What we can build on top of the systems you already run
Unstructured files become business data
Document Intelligence
- PDFs, POs, RFQs, invoices, contracts, drawings, spreadsheets, and email.
- Extract the fields your workflow actually needs.
- Hand structured information to the next system or person.
Request to draft transaction
Order and Quote Automation
- Read the request and validate it.
- Look up customers, products, inventory, or history.
- Prepare the order or quote for review.
Read, check, prepare, escalate
Workflow Agents
- Read the incoming work and research what is missing.
- Check business systems before suggesting an action.
- Update an application or escalate the exception.
The systems you already run
ERP and CRM Integration
- Connect to platforms such as NetSuite, Epicor, Infor, Dynamics, Acumatica, and SAP.
- Also Salesforce, HubSpot, ServiceTitan, Procore, and QuickBooks where the workflow needs them.
- The ERP or CRM stays the system of record. The workflow writes into it the way a person would.
Find the procedure, not another folder
Enterprise Knowledge
- SOPs, manuals, SharePoint, Google Drive, and company documents.
- Answers stay tied to the source.
- People ask an operational question and get a traceable result.
The lead path, before a build
AI Operations Assessment
- Map the current workflow and the repetitive steps.
- Check system and data access, then size the opportunity.
- Recommend an implementation and define the pilot.
Example workflow
Purchase order automation
A purchase order arrives by email. Zyene reads it, matches the customer and items, checks pricing, and stops on anything a person should decide. Try the exception below.
Order desk / Review queue/PO 4471-208
Synthetic data- From
- Dana Ruiz, Northgate Mechanical
- Subject
- PO 4471-208, restock for Oct 14
- Received
- Today, 7:42 AM
Hi team, PO attached for the Riverside job. Same pricing as last quarter please. Need it at dock 3 by the 14th.
PO-4471-208.pdf 2 pages
NORTHGATE MECHANICAL
Purchase Order
No. 4471-208
Ship: Dock 3
Ship: Dock 3
QTYPARTUNIT
24NM-CU-1250118.40
60NM-FT-1250E6.85
12NM-VB-10041.20
200NM-HG-1252.14
Deliver by: 10/14Terms: Net 30Job: Riverside Med. Ctr.Auth: D. Ruiz
Customer
Northgate Mechanical
C-10482
Ship to
1180 Industrial Pkwy
Dock 3
Requested
Oct 14
Ground
QtyItemUnitCheck
- 24Copper tube, type L, 1-1/4 in x 20 ftNM-CU-1250 → matching118.40
- 6090° elbow, wrought copper, 1-1/4 inNM-FT-1250E → matching6.85
- 12Ball valve, lead-free brass, 1 inNM-VB-100 → matching41.20
- 200Clevis hanger, 1-1/4 inNM-HG-125 → matching2.14
Checking items against the customer's price list and on-hand inventory.
Subtotal $4,175.00
This is the pattern. The metric is agreed on your workflow.
Book an AI Workflow AssessmentHow we work
Discover, design, build, integrate, validate, improve
Built for production, not demonstrations.
Six principles decide every engagement, from the first assessment to the workflow your team runs every day.
- Workflow-first
- We begin with how the work actually happens, not with a model demo.
- System-independent
- We connect the ERP, CRM, email, and documents you already run.
- Human-controlled
- People stay in the loop wherever judgment or approval matters. Critical actions can require an employee.
- Model-independent
- We choose the model for the problem. The company is not tied to one provider.
- Measurable
- Every deployment starts with a business metric: hours, touches, exceptions, turnaround, or response time.
- Production-minded
- We test accuracy, permissions, exceptions, and failure cases before a workflow goes live.
Your systems stay yours. Your people stay in control.
Security and control
Approvals, access, and logging sit inside the workflow.
- 01Human approval
- Critical writes can wait for an employee before they reach ERP, CRM, or a field system.
- 02Least privilege
- A workflow receives only the system access that workflow needs.
- 03Data isolation
- One customer's operational data stays separated from another's.
- 04Audit logging
- Prepared actions and approvals can be logged so a decision can be reviewed later.
- 05Provider transparency
- We state which model providers receive data for a deployment, and we are not tied to one vendor.
- 06Scoped deployment
- Work can run in your cloud, ours, or a more private setup, decided with the project.
Frequently asked questions
Wholesale distributors, SMB manufacturers, and specialty contractors that still move work by hand between email, documents, spreadsheets, and business systems.
No. We connect to the systems you already use and prepare actions for your team.
An assessment maps one workflow, the repetitive steps, system access, and a metric. Then we recommend a pilot with a human approval step where it matters.
Only if you want that. Critical actions can require an employee to approve before anything is written to ERP, CRM, or a field system.
Customer operational data is kept separated. A workflow receives only the access it needs. Important actions can be logged so a decision can be reviewed later.
Map one workflow that still moves by hand.
We'll walk through the email, documents, and ERP around that workflow, and recommend a pilot. The systems you already run stay in place.