The reliable spine
The non-AI spine is the source-linked workflow: clean records, rules, calculations, integrations, exception queues, approvals and reporting for the clean trading and deal record.
Metals, Foundries & Steel
For a scrap trader especially, the deal book lives in ledgers, loose chits and one or two people's heads: a buy or sell rate is quoted from memory, the same supplier or grade is recorded three ways, weights and short-weights are settled informally, and when the person holding it is away the deal goes cold and nothing reconciles. There is no single, current view of who was bought from, at what grade and rate, what is still open and what was actually realised.
Who has it
Sharpest for scrap and metal traders (getting the deal and ledger off paper) and re-rolling mills (the dealer book); the quiet groundwork that serves every segment.
What we build
Clean masters (one supplier/buyer master, one grade/product master, one rate record), structured capture for deals and enquiries, and a shared record everyone updates, so the trading or dealer book is captured once, cleanly, and is visible to the owner and the successor rather than locked in one person's ledger. This is the quiet groundwork the dashboards, reconciliation and connected data layer all sit on.
What is automated, where AI helps, who signs off
The reliable spine
The non-AI spine is the source-linked workflow: clean records, rules, calculations, integrations, exception queues, approvals and reporting for the clean trading and deal record.
Where AI helps
AI is limited to bounded reading, extraction, matching, clustering or drafting from the firm's own data for the clean trading and deal 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
A deal or enquiry is captured once, cleanly, and is visible to the owner and the successor; the firm stops depending on one person's ledger, the same supplier and grade stop being spelled three ways, and what is open and what was realised can finally be seen whole.
Illustrative outcome
Capture loss and "where is that deal" friction largely removed, with one current view of the trading book. Illustrative; final numbers come from your own data.
Illustrative; final numbers come from your own data.
Path to the build
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
A free 60-minute call. No cost, no obligation, just a clear read on what is worth building.