AI & Automations

Smarter systems, less manual work.

Custom AI tools, intelligent automations, and real-time reporting, built for mid-market teams running NetSuite and SAP ByDesign. Your ERP and business tools already collect the data you need. We put it to work.

Schedule a consultation See the automations running ↗
ERPCRMMicrosoft 365TeamsEmailReports
Overview FlashpointBI Automations

What we do

Put the data in your ERP and Microsoft 365 to work.

Most mid-market companies have years of data in their ERP, CRM and collaboration tools. We build natural-language reporting in Microsoft Teams, employee onboarding workflows and scheduled email reports on top of the systems you already own.

Introducing FlashpointBI

Your ERP data, one question away.

Our AI-powered business intelligence assistant connects directly to your ERP and lets anyone on your team query live data through Microsoft Teams. Every query runs with the asking user’s own credentials, so data access respects your existing roles and permissions automatically.

Learn more about FlashpointBI ↗

What we build

AI products, custom automations, and reporting tools, tailored to your business.

AI business intelligence Natural language queries against your ERP data, delivered in Microsoft Teams with charts and tables.
Workflow automation Custom-coded automations that connect your ERP, Microsoft 365, and communication platforms.
Automated reporting Scheduled email reports with AI-powered summaries, filtered by role or department.
Enterprise security Per-user credential propagation, role-based access, no shared service accounts.

How we work

Discovery, design, build and deployment.

1 Discovery Map your systems, data flows, and pain points. Identify where AI and automation will have the biggest impact.
2 Design Architect the solution with your security requirements, data sources, and team workflows in mind.
3 Build & test Develop, integrate, and rigorously test with your live data in a sandbox environment.
4 Deploy & iterate Go live with monitoring in place. Refine and expand based on real usage and feedback.

Automations in action

Real automations we’ve built for customers, now running live.

Team membership automation Automatically update Teams chat and group memberships as employees are hired or depart.
  • Syncs with employee lifecycle events
  • Creates and updates Teams channels
  • Removes access on termination
  • Less manual IT work
Company directory builder Publish an always-current company directory from your MS365 directory, complete with photos and contact details.
  • Auto-syncs from Azure AD / Entra ID
  • Publishes to SharePoint or intranet
  • Real-time updates as people change
Opportunity notifications Real-time notifications to Teams channels when opportunities are won or lost, so the whole team stays informed.
  • Triggered by ERP/CRM status changes
  • Rich card format in Teams
  • Configurable by deal size or region

Want to see how these actually work? Watch them run, live ↗

Ready to put your data to work?

Talk to us about automating reports, onboarding and other recurring work.

Schedule a consultation