Solutions · Inventory

Inventory Agent

Enter the counts, trace the variances, suggest the reorders, just like your inventory controller.

Works using screen+ mouse+ keyboard

No new system.No integrations.

See how it works

counted today, posted today ↗

Excel · zoneB-count.csvDemonstration data
  • Bins counted120
  • Matches116
  • Variances4
  • Value at risk$2,310
Epicor Kinetic · Inventory adjustmentMain warehouse
  • B-14 · move RCV-8812 to bin (no adjustment)0.00
  • B-22 · V-belt A42 · reason: damaged-36.40
  • B-31 · hose clamp kit · pending recount0.00
TotalAdjustment −$36.40
✉Sent to Warehouse leadZone B variance report.pdf

Do we need to reorder the bearings?

Yes. After today's count we're at 140 against a minimum of 150. A purchase suggestion for 200 is waiting for the buyer.

  1. 01Count
  2. 02Enter
  3. 03Compare
  4. 04Explain
  5. 05Reorder
The biggest win

Variances explained the day they're counted

A variance found a week later can't be traced. Your agent posts counts and explains differences the same day.

Todaythe usual way
  • Count sheets wait on a desk
  • Posted to the ERP Next week
  • Deal lost. The stockout was found when a customer order couldn't ship.
VS
With your agent✦ Instant
  • Picked up the moment it lands
  • Entered, compared, explained same day
  • Accurate stock. No surprise stockouts.

Inventory is messy

  • Phantom stock. On the screen, not the shelf
  • Stockouts. Orders that can't ship
  • Unexplained variances. Written off, not traced
  • Paper counts. Keyed days later

An agent that handles the messy parts your way.

  • 01Any count formatScanner, sheet, photo
  • 02Bin-level compareNot just totals
  • 03Traced variancesBefore write-offs
  • 04Reason codesEvery adjustment
  • 05Reorder suggestionsBelow minimum, flagged
Today

Every count, by hand. Agents should!

  1. ManualAgent Print count sheet
  2. ManualAgent Count bins
  3. ManualAgent Key counts
  4. ManualAgent Compare to ERP
  5. ManualAgent Check receipts
  6. ManualAgent Check shipments
  7. ManualAgent Recount
  8. ManualAgent Post adjustment
  9. ManualAgent Review min/max
  10. ManualAgent Suggest reorder

How many hours can you get back?

Built differently

No new system. No integrations.

You're not buying software. You're adding an agent that uses the software you have.

The whole job

Hand the whole count to an agent

1 agent
  1. Enters the counts
  2. Compares to ERP
  3. Traces variances
  4. Asks for recounts
  5. You approve adjustments
  6. Posts adjustments
  7. Checks min / max
  8. You approve reorders

Agent does itYou decide

How it works

Five steps. One count.

One job, start to finish: Main warehouse, cycle count zone B, 120 bins.

  1. 01

    It enters the counts

    From the scanner file, the photo of the sheet or the spreadsheet.

    Excel · zoneB-count.csv
    • Bins counted120
    • Matches116
    • Variances4
    • Value at risk$2,310

    Cycle count · Zone B · 120 bins

  2. 02

    It compares to your ERP

    Bin by bin, item by item, with your tolerance.

    Epicor Kinetic · Part transactions
    ItemFromPrice
    6205-2RS bearing · B-14ERP 140 · counted 100−40 ea
    Receipt RCV-8812Explains the B-14 varianceReceived, not put away+40 ea
    V-belt A42 · B-22ERP 60 · counted 58−2 ea
    Hose clamp kit · B-31No transaction explains it: recountERP 12 · counted 0−12 kit
  3. 03

    It traces the variance

    Open receipts, unposted shipments, wrong units. Before writing anything off.

    Epicor Kinetic · Inventory adjustment
    No. ADJ-1107Main warehouseDraft
    DescriptionQtyUnitAmount
    B-14 · move RCV-8812 to bin (no adjustment)40ea0.00
    B-22 · V-belt A42 · reason: damaged-2ea-36.40
    B-31 · hose clamp kit · pending recount0kit0.00
    1 recount requested · 1 reorder suggestedAdjustment −$36.40
  4. 04

    It posts the adjustment

    After you approve, with the reason code and evidence.

    Outlook · New message

    ToWarehouse lead

    SubjectZone B: one recount needed

    Zone B is posted. B-14 was a receipt not yet put away, so no adjustment. Please recount B-31 hose clamp kits: the ERP says 12 and nothing explains the gap.

    Zone B variance report.pdf

    Send
  5. 05

    It suggests reorders

    Below minimum? A purchase suggestion for your buyer.

    Teams · Main warehouse

    Do we need to reorder the bearings?

    Yes. After today's count we're at 140 against a minimum of 150. A purchase suggestion for 200 is waiting for the buyer.

    Answered from: Min/max settings, count results

The full process

Inventory & cycle counts: every step

What the agent does, where you decide, and the rules it checks.

you decide every green box

  1. Count file in
  2. Enter counts
  3. Compare to ERP by bin
  4. Within tolerance?
    No → trace variance
  5. Check receipts & shipments
  6. Variance explained?
    No → request recount
  7. Draft adjustment & reason
  8. Over $500?
    Yes → controller approves
  9. Inventory lead approves
  10. Post adjustment
  11. Below minimum?
    Yes → suggest reorder
  12. Buyer approves reorder
  13. Send variance report
  14. Counts posted

Agent does it You decide Rule check

Your process

Built around how you work

Not a template. Your steps, your rules, your approvals.

  1. 01

    Explain it once

    Talk or type, like training a new hire. Hand over your SOP, price book and a few past quotes.

    When a request comes in, first check: within tolerance? If not, trace variance.

    Quoting SOP.pdf Price book 2026.xlsx 3 past quotes
    Describe your process…
  2. 02

    Watch it work

    It works a real job on your screen. You correct it the way you'd correct a person.

    Use the 2026 price book, not last year's.

    Got it. Switched to 2026 and re-priced 4 lines.

    Read requestDrawingPricing
  3. 03

    Save your process

    A written procedure and a flowchart. Every run follows the version you approved.

    1. Enter counts
    2. Compare to ERP by bin
    3. Within tolerance?
    4. Check receipts & shipments
    5. Variance explained?
    6. Draft adjustment & reason
    v1 · approved
Fully yours

Change anything. Any time.

Any step, any rule, any approval. Say what changed. Approve the new version.

Inventory & cycle counts processv3 → v4
  1. Check receipts & shipments
  2. Check this customer's historyAdded
  3. Variance over 5%?Changed
  4. Draft adjustment & reason
  5. Buyer approves reorderRepeat customers: skip
  6. Over $500?

Add a step after “Check receipts & shipments”: check this customer's history and flag anything unusual.

Step added

New rule: Variance over 5% → trace it first.

Rule changed

Repeat customers under the limit don't need my approval anymore.

Approval changed

Saved as version 4. You approved it. The next run follows it. The last runs keep the version they ran on.

Your controls

Your rules. Exactly.

Written once in plain English. Followed every time.

  • Variance over 5%? Trace it first
  • Still unexplained? Recount
  • Adjustment over $500? Controller approves

Never, on any run

  • Write off without approval
  • Post without a reason code
  • Place a purchase order
  • Change min / max levels

Approvals, where you want them

It stops and asks you.

What it built, what it checked, what looks off and what it suggests. Approve, edit, reject, or take the wheel.

from your desk or your phone ↘

Inventory & cycle counts agentRun #1042Paused at step 09 · AdjustmentWaiting for you
Approval you asked for Medium risk Inventory · step 09 · Adjustment Waiting 0:42 1 of 2 in your queue

Post Zone B adjustments?

The inventory lead approves every adjustment.

Agent suggests: Approve and recount B-31One item needs a look. Everything else checked out.

ZONE B · Cycle count · 11/07

B-14 bearingsReceipt not put away · no adj

B-22 V-belts−2 · damaged

B-31 clamp kits−12 · unexplained

Matches116 of 120 bins

ReorderBearings below minimum

Adjustment−$36.40

Review notes

  • B-14 explained by receipt RCV-8812
  • B-31 needs a recount before any write-off
  • Reason codes from your list
Talk Take control Reject Edit Approve ↵
The difference

Your team, before and after

Your team today and with the agent
TodayWith your agent
Count to posted Next week Same day
Inventory team Keying counts Fixing causes
Variances Written off Traced
Stockouts Found at shipping Flagged at count
Your numbers

How many hours can you get back?

Your volume, your times, your labor cost. Estimates, not results.

83staff hours per month returned to the warehouse floor
$2,667labor capacity per month
$32,000labor capacity per year

Bin counteds × (minutes today − minutes with the agent) ÷ 60 × hourly cost

These are example assumptions, not results. Example for a distribution warehouse: minutes per bin cover keying, comparing and tracing. Use your own numbers.

FAQ

Questions owners ask us

Do we have to buy new software or connect anything?

No. The agent works in the software you already use, with the same screens, keyboard and mouse your team uses, under logins you give it. Nothing to replace and nothing to integrate.

How is the agent built?

You explain the job the way you'd train a new hire: talk or type, and hand over your SOP and a few real examples. Then it does a real one live while you watch and correct it. Your process is saved as a flowchart and a written procedure, and every run follows the version you approved.

Will it write off inventory?

No. It explains what it can, asks for recounts on the rest, and drafts adjustments with reason codes. A person approves before anything posts.

Can we change the process later?

Any time. Add a step, change a rule, move an approval or drop one. Tell the agent what changed, review the new flowchart and save it as a new version.

Where does it run, and is it safe?

On your computers, in your signed-in sessions. Logins are kept in a vault and never shown to the AI. Every run is recorded with screenshots, values read and approvals given.

Counts right · Shelves full

Which zone should we count first?

Bring last month's count files.

Get demo

no new system. no integrations. ↗