Integrations
Works with the tools you already use.
Messages and files come in from the apps your team already uses. Our AI and our team turn them into work that goes out to your warehouses, trucks and customers.
- Comes inA trader sends Margin AI an 8-second voice note on WhatsApp.
- Our AIIt understands what’s needed and turns it into a task.
- Goes out“Task: find a buyer for pork legs.” Saved, with an Undo button.
- Our teamWe connect Margin AI to WhatsApp and to the tools your traders already use.
- Comes inA buyer emails an order in Italian: two trucks of pork shoulder.
- Our AIIt reads the order and checks stock and the buyer’s credit limit.
- Goes outThe order is created, stock reserved, a truck booked and the confirmation sent.
- Our teamWe set the rules with your sales team and connect your email and ERP.
- Comes inA supplier emails a 46-line price list as a PDF.
- Our AIIt reads every line and matches each product to your own names.
- Goes outYour prices are updated, ready to quote.
- Our teamWe map your products once, then keep the matching sharp.
- Comes inAn invoice sent by email is now ten days overdue.
- Our AIIt writes a polite reminder in the customer’s language.
- Goes outThe reminder goes out, and the payment is matched when it arrives.
- Our teamWe agree the reminder rules and tone with your finance team.
- Comes inSomeone asks in Slack: which orders loading this week still miss documents?
- Our AIIt checks every order and its documents in your system.
- Goes outThe answer comes back in Slack in seconds.
- Our teamWe decide with you who can see what, and connect the right systems.
- Comes inEmails, chats, voice notes and files from your team, customers and suppliers.
- Our AIIt works out what each one means and what needs doing.
- Goes outWarehouses, trucks, customers, your team and your ERP get the work.
- Our teamWe advise on what to automate, build it into your tools, measure what it saves and keep improving it.
The connections
Slack and Office 365
Ask in Slack or Teams and get answers from your company software. Emails in the shared Outlook inbox are filed to the right order.
Slack · #sales
Maria /boss ask which orders loading this week still miss documents?
BOSS assistant 2 of 7: SO-1182 needs a CMR, SO-1191 a health certificate.
Outlook · orders@
“Health certificate for SO-1191 attached”
Filed to SO-1191 · documents complete
- BOSS
Traders send voice notes, photos and messages to Margin AI. Offers pasted from WhatsApp become clean price lists.
- Margin AI
- BOSS
Orders and offers are read from your inbox. Invoices forwarded by email start their reminders.
- BOSS
- Ledgvero
PDF and Excel
Price lists and spreadsheets are read for you. Nobody retypes them.
- BOSS
Voice notes
Ten seconds after a call becomes a deal and a reminder.
- Margin AI
ChatGPT and Claude
Ask about orders, stock and customers. Everyone sees only what they’re allowed to.
- BOSS
Your ERP and accounting
We connect the software you already have, so answers use your real numbers.
- Margin AI
- Ledgvero