01
Finance
Margin
See the drop while the month is still open.
The intelligent layer on top of the ERP your company already uses.
for running and managing a company
Picture the strongest AI models in the world (Claude, ChatGPT). We make them live inside each company's own system (the ERP): reading your data, they see where the company came from, where it stands and where it should go.
Meet our products
Each one solves a pain. All of them speak the same language.
Independent when you buy them, connected by architecture. Start with whatever limits the company most today.
Module 01
Agents — talk to your data
Ask anything about the company and get the answer with the number in hand.
- 6 specialists
- Advisory Board
The pain
The ERP is full of data and empty of answers. To find the real margin on a customer, somebody exports a spreadsheet, cross-checks it by hand and delivers it two days later — if it arrives at all. The information exists, but it comes late and depends on one specific person being available.
What it does
- Six AI specialists answer in your own language about the company's real data: finance, sales, inventory, purchasing, tax and operations.
- The manager asks the way they would ask a director, and the answer comes from the numbers in the ERP.
- It also works over WhatsApp.
- For big decisions, the Advisory Board gathers five independent opinions generated blind. They challenge each other and produce a verdict with the disagreements left in plain sight.
Under the hood
- The question is routed to the right specialist, and only that one is called. This keeps the answer focused and the cost low.
- Answers are built from queries against the ERP database, not from the model's general knowledge. The number comes from the system.
- The cross-check is fast: 600 customers, 24,000 orders and 600,000 line items in 84 milliseconds.
Who it is for
Owners and managers who today depend on someone building a spreadsheet to know anything. It tends to be the product clients most want to show their partners.
The module in action
Demonstration screens with fictional companies, customers and values.
apex.app / agents
Module 02
Automated P&L — finance
The company's result comes out of the system, not out of somebody's typing.
- Management P&L
- Bank connection
- Cash Flow
The pain
The P&L arrives forty days after the month closes, prepared by the accountants for the tax authority — not for deciding. By the time the owner finds out the margin fell, the quarter is over. And the bank statement is still posted by hand, line by line, from the bank's PDF.
What it does
- Management P&L by company and by period, built on real movement.
- Reads the bank statement and posts it into the ERP on its own, classified against the chart of accounts.
- Connects straight to the bank over API, with nobody downloading a PDF.
- Flags it when the margin drops below the floor the company sets.
- Cash Flow works as an extension of the financial P&L.
Under the hood
- Revenue is recognised on invoicing, not on order entry. That is what separates a real number from an inflated one.
- Statement posting is reviewed before it is written, with a duplicate lock: the same entry never goes in twice.
- The company creates the authorisation inside its own bank and revokes it whenever it wants, without talking to Apex.
- It always starts with read-only permission. Moving money is a separate decision and requires an approval screen.
Who it is for
Any company that closes the month and feels it sees the result too late. It is the most universal product in the line.
The module in action
Demonstration screens with fictional companies, customers and values.
apex.app / finance/pnl
Management P&LSeptember · your company, consolidated
Compared with AugustGross revenue€4,182,900
Gross profit€820,400
Operating expenses€486,200
Bottom line€334,200
LineThis monthLast monthChange
Gross revenue€4,182,900€3,914,500+6.9%
Sales taxes-€618,400-€579,100+6.8%
Cost of goods sold-€2,744,100-€2,602,700+5.4%
Gross profit€820,400€732,700+12.0%
Operating expenses-€486,200-€471,900+3.0%
Result for the period€334,200€260,800+28.1%
Statement read on 18 Sep · 42 entries reconciled1 duplicate blocked before posting
Module 03
Quoting Robot — sales
The request that arrives on WhatsApp becomes a quote with the right price and margin, in seconds.
- Photo, screenshot or PDF
- Price from the ERP
- Human approval
The pain
The customer sends the request as a photo, a screenshot or a PDF on WhatsApp. The sales rep opens the system and types item by item. It is slow, it is tiring and it goes wrong: a similar code gets swapped, the wrong price list is used, an item is forgotten. On busy days the quote goes out the next day and the competitor has already answered.
What it does
- Reads the photo, the screenshot or the PDF.
- Identifies the items and the quantities.
- Pulls the price from the current ERP price list.
- Builds the quote for the sales rep to review and approve.
Under the hood
- The AI transcribes the request from the image. The price then comes from the ERP price list: the AI reads, the system prices. Nothing is guessed.
- It runs on a model sized for the task, keeping the cost at a few cents per quote processed.
- The sales rep always checks before anything is saved. Nothing reaches the customer without a person in the loop.
Who it is for
Sales teams that receive requests in every format and lose hours typing, checking codes and hunting for the right price list.
The module in action
Demonstration screens with fictional companies, customers and values.
apex.app / sales/quotes
Quote ready for reviewRequest received on WhatsApp · Customer Horizon
12 items identifiedItem identifiedQuantityERP price listStatus
Product Alfa · 20 mm40 pcs€38.90Checked
Product Beta · Line 212 pcs€126.40Checked
Product Gama · Model A8 pcs€84.70Review
Product Delta · Kit25 pcs€19.80Checked
File read · prices pulled from the current ERP price listWaiting for the sales rep to approve
Module 04
Control Tower — inventory and purchasing
Stop running out of what sells and piling up what does not move.
- Coverage per item
- Real lead time
- Purchase in currency
The pain
Anyone holding stock lives both pains at once: money frozen in items that do not move and shortages of exactly what sells. The reorder point was set once, years ago, and never revisited. Buying became the buyer's memory and instinct. When they take holiday, nobody knows how to replenish.
What it does
- Real coverage per item: how many days of sales today's stock can sustain.
- Effective lead time for each supplier, together with its variation.
- Purchase suggestion in currency, not a generic low-stock alert.
- Points out the items whose registered reorder point is wrong.
Under the hood
- It reads real history from the ERP through sales orders. It does not use stock movements, which mix adjustments, returns and transfers and distort demand.
- Lead time is measured by comparing what was ordered with what arrived, and the deviation is calculated. A supplier delivering in 17 days with a variation of 12 needs far more slack than one that delivers in a flat 20.
- The method is the same one companies such as RELEX Solutions and o9 Solutions use in demand planning.
Who it is for
Companies that buy to resell or to produce. The more items and suppliers, the sharper the pain — and the more obvious the gain.
The module in action
Demonstration screens with fictional companies, customers and values.
apex.app / inventory/tower
Control towerReal coverage and purchase suggestion in euros
42 reorder points below what is neededItemCoverageStatusSuggested purchase
Item 1042 · Line A7 daysBelow680 pcs · €28,400
Item 2318 · Line B12 daysBelow310 pcs · €16,900
Item 5507 · Line C34 daysHealthy—
Item 6690 · Line A61 daysExcessHold purchase
Item 7712 · Line D4 daysCritical1,140 pcs · €47,250
Effective lead time by supplier
Supplier Vega17.7 days± 12.4
Supplier Atlas9.2 days± 2.1
Supplier Ibis24.5 days± 6.8
Calculation trail · Item 1042
Average daily sales42 pcs
Stock on hand294 pcs
Safety stock186 pcs
Suggested purchase680 pcs
Beyond the modules
We also build for your business.
The modules solve the pains almost every company has. Beyond them, Apex builds tools for the process that is only yours: that repeated work eating hours of people's time — opening an Excel file, opening a PDF, typing the same information into your ERP, line by line, every single day and every single week. Apex builds agents that read, validate and execute that work for you — in seconds, with human approval — on top of the rules and the system your company already uses.
From manual work to assisted execution
The manual way
Open Excel or PDF→Hunt for the information→Check it in the ERP→Type field by field
With the Apex tool
Reads the source automatically→Identifies the data→Queries the ERP→Prepares the execution→A person approves
THE PAIN
The team opens spreadsheets and PDFs, hunts for information and retypes it into the system every day.
WHAT IT DOES
Reads the source, understands the data, queries the ERP and prepares the task according to the company's rules.
THE RESULT
Hours of repeated work become one execution in seconds.
Put the modules together
Alone they solve. Together they start to .
Intelligence with context
The best artificial intelligence on the market, living inside your company's own system, knowing where it came from, where it stands and where it is going.
Claude and GPT work on the history and the rules inside your ERP. They do not answer like an outside AI: they understand the context of the operation before guiding a decision.
MODULE 01
Agents — talk to your data
MODULE 02
Automated P&L — finance
MODULE 03
Quoting Robot — sales
MODULE 04
Control Tower — inventory and purchasing
How they connect
Automated P&L→Cash Flow→Control Tower→Agents read it all together
Foundation
The ERP your company already uses
The P&L feeds its Cash Flow extension. The Control Tower crosses inventory and purchasing. The Agents answer by reading all of it together. No module loses its autonomy; each new one widens the context of the others.
What Apex is about
We do not charge by the screen. It only makes sense if your .
Built by people who close the month
Apex was built by people who have to decide with incomplete data, a tight margin and the month still open.
The ERP is full of data. It is the answer that comes late. Apex reads what already exists to turn data into a decision while there is still time to act.
The operation is lean by choice. That is how Apex gets into the specific process off-the-shelf software will not handle.
ROI without the speech
Every module has to move a profit lever.
The maths is done with your company's numbers, in the conversation. Never with a market average.
02
P&L + Cash Flow
Cost of money
Anticipate the squeeze before emergency interest.
03
Control Tower
Frozen capital
Balance the item that sits with the one that runs out.
04
Collections
Money already yours
Bring the overdue receivable back into cash.
05
Agents
Time to decide
Trade days of spreadsheets for an answer in minutes.
06
Custom tools
Repeated work
Give the team back the hours spent on mechanical tasks.
How Apex works
A layer, not a replacement
Apex works on top of your ERP. It does not sell an expensive, risky migration.
You approve first
The robot prepares. A person approves anything that touches money or the system.
Everything is logged
Every write records who did it, when, and what changed.
The right model
Claude and GPT are chosen by task: efficiency at volume, capability on the hard decision.
How the rollout works
First we understand. Then we connect. The modules come in one at a time.
- 01
Connection
We connect Apex to the ERP the company already uses, with no migration.
- 02
Mapping
We learn the rules, permissions and exceptions of the operation.
- 03
Gradual entry
Each module goes live on its own, validated before the next one.
- 04
Follow-up
We adjust the rules as real usage and the business evolve.
Next conversation
Which pain should become your ?
The investment is defined by the modules and the rules of the operation.
Talk to Apex