The reliable spine
The non-AI spine is the source-linked workflow: clean records, rules, calculations, integrations, exception queues, approvals and reporting for One clean enquiry, buyer, supplier and commission record.
Exporters & Import Trading Houses
One clean enquiry, buyer, supplier and commission record
For an indenting agent the whole business is a network of buyers, suppliers, past deals and commission arrangements, and it lives in one person's phone and memory. An enquiry sits in a WhatsApp thread, a commission rate is remembered not recorded, a buyer is spelled three ways, and when that person is away the relationship and the deal go cold. Nothing is searchable, nothing reconciles, and the successor inherits a notebook.
Who has it
Indenting and sourcing agents at the core, where the entire asset is the relationship and deal record, and folded into the first build for any segment still running the relationship and deal book in one person's phone and memory.
What we build
One clean master of buyers, suppliers, products, commission terms and deal history, with structured capture so every enquiry and deal is recorded once, cleanly, and is visible to the owner and the successor. This is the groundwork the matching pipeline and the commission reconciliation sit on, usually the quiet first step rather than the headline.
What is automated, where AI helps, who signs off
Automation for the routine. A person on every decision that matters.
Where AI helps
AI is limited to bounded reading, extraction, matching, clustering or drafting from the firm's own data for One clean enquiry, buyer, supplier and commission record; it never owns the number, the approval, the promise or the decision.
Who signs off
A named person signs off anything touching money, stock, a customer promise, a regulated filing, a payment, a price, a credit decision or a people decision.
What changes day to day
Buyers, suppliers, commission terms and deal history sit in one searchable record instead of one person's phone, so an enquiry is followed up by anyone, a commission rate is the recorded number rather than a memory, and the relationship survives when the dealmaker is away or hands over to a successor.
Illustrative outcome
Capture loss and "which buyer asked for what" friction largely removed. Illustrative; final numbers come from your own data.
Illustrative; final numbers come from your own data.
Path to the build
How this one gets built.
Book a free 60-minute call, then a free Blueprint on the firm's own records. Deep-dive and build, followed by run and govern so the workflow keeps paying back.
Related builds
What tends to pair with this one.
Same industryApproval gates on money, documents and commitmentsSee what we buildSame industryAsk your data in plain EnglishSee what we buildSame industryWorkflow automation for the deal cycleSee what we buildAgri-Inputs & AgritechDigitization: one clean stock, customer and rate recordSee what we buildAgri-Processing & CommoditiesDigitization: one clean stock, customer and rate recordSee what we buildAutomotive DealershipsTurning paper and registers into clean recordsSee what we build
Find the one build worth funding first.
A free 60-minute call. No cost, no obligation, just a clear read on what is worth building.