Step 2 · Data exchange
Automated Data Exchange Between Systems
We replace manual re-entry between CRM, ERP, accounting and spreadsheets with reliable automatic exchange. This is the route along which data later reaches the AI and the results return.
- Format
- Pilot, then ongoing support
- Timeline
- 4–8 weeks to pilot
The configurator gives you an estimate before any conversation.
A conventional integration breaks the moment two systems disagree about the same record. We design the exchange so that disagreement is a normal situation: rules decide what they can, and for everything else a person sees both versions side by side and chooses.
This step is the condition for everything after it. An AI agent that cannot receive data automatically has nothing to work with, and an agent that cannot write results back has nowhere to put the outcome of its work.
What you get
- Matching of fields between the two systems
- Rules for resolving conflicts, and a queue for a person where the rules are not enough
- Safe repeated runs: running the exchange again never creates duplicate records
- A screen showing what disagrees right now and since when
- Alerts when one of the systems changes its structure
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