Agents that act.
Not just alert.
Autonomous intelligence for your operations.
AI SmartAgents observe your data, reason over it, and take action — reconciling AR, resolving exceptions, routing approvals, and closing the loop across systems — without waiting for a human in the middle.
The ReAct loop —
observe, reason, act.
Every SmartAgent runs a continuous ReAct (Reasoning + Acting) loop — grounded in your live data, constrained by your business rules, and traceable at every step.
Pre-built agents for
mid-market operations.
Deploy in minutes — each SmartAgent arrives pre-configured for its domain, with customizable thresholds, escalation paths, and connector targets.
Monitors aging AR, auto-matches payments to open invoices, flags discrepancies, generates dispute summaries, and escalates unresolved items to collections workflows — with a full audit trail per transaction.
Continuously compares record state across CRM and ERP — detecting duplicate customers, orphaned invoices, mismatched account IDs — and auto-merges or flags for review based on confidence scoring.
Monitors every stage of the order-to-cash cycle — catching stalled orders, failed payments, unfulfilled line items, and approval bottlenecks — then routes resolution actions automatically.
Watches for pricing deviations — discounts above threshold, margin compression, contract vs. invoice mismatches — and surfaces alerts with supporting context for sales or finance review.
Guides new customers through CRM setup, ERP account creation, payment profile provisioning, and welcome communications — tracking completeness and nudging stuck steps automatically.
Assembles period-end reports by pulling actuals from Sage Intacct or Sage 100, comparing against targets, annotating variances with plain-language explanations, and distributing to stakeholders.
Every decision
fully traceable.
SmartAgents log every observation, inference, and action to IWSyncRegistry in real time — giving you a complete audit trail for compliance, debugging, and human review.
No code. No IT.
Just configure and run.
Select from the SmartAgent catalog — AR reconciliation, sync monitor, order exception handler, and more. Each arrives pre-wired to its domain.
Point the agent at your Salesforce org, Sage instance, or payment processor. Credentials are stored in the Security Perimeter — never exposed to agent logic.
Define confidence thresholds, invoice aging windows, discount limits, or custom triggers. The agent acts autonomously above threshold — escalates below it.
All agent activity surfaces in the SmartHub monitoring dashboard — decision traces, escalation queue, action history, and anomaly alerts in a single view.
SmartAgents sit at
the top of the stack.
Agents are the intelligence layer — they coordinate SmartFlows beneath them, consuming and acting on everything the platform produces.
From alert-driven to
self-resolving.
See AI SmartAgents in action against your own CRM, ERP, and payment data — running the ReAct loop in a live demo environment in under an hour.