Order to cash
Customer orders go from inbox to invoice without being retyped.
- Reads the PO from email
- Checks credit and stock
- Creates the sales order
- Sends the confirmation
- Approves credit overrides
We build agentic AI systems that run whole business processes: several AI agents working as a team, passing work between them and asking your people when a decision matters.
Goal
Onboard a new supplier, from first email to first purchase order
Intake agent
Read the supplier's email and six attached documents
DoneCompliance agent
Checked tax ID, bank details and certificates
DoneSetup agent
Created the vendor record in the ERP
Checking its workYour buyer
Approve 45-day payment terms
Needs youThe basics
Most AI tools wait for a prompt and give one answer. An agentic AI system is given a goal. It works through a loop of planning, acting and checking until the job is finished, and it knows when to stop and ask.
A single agent handles one job. Agentic AI connects several of them into a process. If one job is all you need, our AI agent development service is the better fit.
Breaks the goal into steps and decides which agent or tool should handle each one.
Carries out a step: reads a document, queries a system, drafts a message or updates a record.
Compares the result with the rules and the goal. If something is off, it tries again or changes the plan.
Moves to the next step, or brings in a person when a decision is outside its limits.
Repeat until the goal is met, or a person is needed.
Example processes
Agentic AI is at its best on processes that cross several systems and several desks. Each one below ends with the decision that stays with your team.
Customer orders go from inbox to invoice without being retyped.
Supplier invoices are matched and queried before anyone opens them.
New accounts are set up in hours, with every check recorded.
Tricky tickets arrive with the investigation already done.
The first draft of the monthly pack is ready on day one.
What we deliver
We take a process from a whiteboard sketch to a system your team relies on, and stay to keep it working.
Talk to an EngineerWe map one process end to end, measure how it runs today and show which steps agents can take over, with an honest business case.
Learn more about Agentic Process AssessmentA coordinating layer that plans the work, passes it between specialist agents, keeps track of every case and recovers when a step fails.
The individual agents inside the system, each built for one job with only the tools and permissions that job needs.
Learn more about Specialist Agent DevelopmentAgentic workflows that work inside the systems you already run, including older ERPs, without replacing them.
Learn more about Agentic AI for ERP & CRMApproval screens, exception queues and clear hand-offs, so your team sees what the agents did and steps in only where it matters.
Dashboards, audit trails, cost controls and regular tests against real cases, so the system stays reliable as your business changes.
Learn more about Monitoring, Evaluation & GovernanceArchitecture
Four layers, with guardrails running through all of them. This separation is what lets us test, change and trust each part on its own.
Sets goals, approves key decisions and handles the exceptions.
Plans each case, assigns steps and keeps track of where everything is.
Each does one job well and hands the result on.
The systems the agents are allowed to use, and nothing more.
Is it a fit?
A quick way to judge before you talk to anyone, including us.
In those cases we will usually suggest starting with simpler AI workflow automation or sorting out the data first.
How we work
We start small on purpose. One process, measured properly, tells you more than a company-wide plan ever will.
We map one process end to end, measure time, cost and error rates today, and agree which steps agents will take on.
You getProcess map and business case
The agents run in shadow mode next to your team on real cases, so we can compare their work with yours before they touch anything.
You getWorking pilot and test report
The agents take over the agreed steps. Your team approves exceptions from a single queue and can see every case.
You getProduction system, dashboards and runbook
We add steps, give more freedom where the results have earned it and reuse the same agents in other processes.
You getRoadmap for the next processes
Industries
Almost every industry has processes that move paperwork between systems and people. These are the ones we see most often.
Purchase orders, supplier follow-ups, quality reports
Order problems, returns, product catalog updates
Shipment exceptions, customs and delivery documents
Customer onboarding checks, reconciliations
Referral intake, claims paperwork, scheduling
Proposals, timesheet checks, client reporting
Agentic AI describes AI systems that can work toward a goal with some independence. Instead of answering one prompt, they plan the steps, use tools and business systems, check their own results and adjust, bringing in a person when a decision is outside their limits.
An AI agent is a single piece of software with one job, such as reading invoices. Agentic AI is the wider approach, and usually means several agents working together on a whole process, with a coordinating layer, shared rules and human approvals. If you only need one agent, see our AI agent development service.
Generative AI creates content, such as a summary or a draft email, when someone asks. Agentic AI uses generative models as one part of a system that also takes actions: it can draft the email, check it against your rules, send it through your CRM and follow up if there is no reply.
RPA bots follow fixed click-by-click scripts and tend to break when a screen or document changes. Agentic systems can read unstructured content and decide the next step, so they cope with variation. Many businesses use both: RPA for rigid, high-volume steps and agents for the parts that need judgement.
Each agent gets only the permissions its job needs, costly or irreversible actions need human approval, and every step is logged. You get a queue of exceptions, dashboards showing what the system did and a way to pause it at any time. Autonomy is increased only when the results justify it.
We measure the process before we start: time per case, cost, error rate and how long customers wait. The pilot is judged against those same numbers on real cases, so the decision to go further is based on evidence rather than a demo.
No. Agentic AI works through the systems you already have, using their APIs, email, shared folders or a small integration layer where there is no API. Infilon has been building ERP and business software since 2009, so this is familiar ground.
An assessment of one process usually takes a couple of weeks. A pilot on real cases typically follows within a few weeks after that. Going live depends on the number of systems involved and your security reviews, and we agree the plan with you after the assessment.
In a 30-minute call we will walk through the process with you, point out the steps agents could take over and tell you honestly if it isn't a good candidate.
Book a CallNone of it is required. We can work it out together.