01
Reads every order
Compares the customer's confirmation against the ERP order line by line, the moment it is raised in Exact Globe.
Client case study
How Profiltra catches costly order errors before they ever reach a customer.
Profiltra runs its business on Exact Globe. We did not replace it. We added an AI layer on top that reads every customer order, checks it against what was raised in the ERP, and only lets it through when the two match.
The problem
The error that hides until it costs you.
When a customer confirms an order, the details do not always match the original quote. Prices get changed, quantities get edited, delivery or payment terms get tweaked. Someone has to spot that by hand before an invoice goes out.
Miss it, and you bill the wrong amount or ship the wrong thing. Those mistakes are expensive, slow to unwind, and they quietly eat hours of manual checking every week.
The workflow we built
One check, sitting on top of Exact Globe.
Customer
Sales rep
Exact Globe
AI (automatic)
01
Customer sends an enquiry
By phone or email to the sales team.
02
Sales rep creates a quote
Prepared and sent by email.
03
Customer reviews the quote
Checks pricing and terms.
04
Customer sends an order confirmation
May differ from the quote.
Customers sometimes change prices, quantities or terms
05
Sales rep raises the order in Exact Globe
Entered into the ERP as normal.
Automation zone, triggered by Exact Globe
AI two-way check
The customer's confirmation must match the ERP order before anything is sent.
Customer confirmation
What the customer actually sent back
vs
ERP raised order
What was entered into Exact Globe
Checks prices, quantities, product codes, delivery terms, payment details.
If they do not match
Flagged to the sales rep
Nothing is sent to the customer. The rep is notified of the exact discrepancy. Nothing leaves without a human approving it.
If they match
Auto-sent to the customer
Invoice and payment link sent automatically, despatch handled, no human action needed.
06
Customer pays, order complete
The clean ones never needed anyone to babysit them.
What the AI layer actually does
Four jobs, running quietly in the background.
02
Catches the mismatches
Prices, quantities, product codes, delivery and payment terms. The errors a tired human misses at 5pm.
03
Lets the clean ones fly
When everything matches, the invoice and payment link go out automatically. No waiting, no manual step.
04
Never sends a bad one
On a mismatch, nothing reaches the customer. The rep gets the exact issue. Nothing leaves without approval.
Why it matters
The ERP stays. The mistakes do not.
Costly billing and despatch errors get caught before they hit the books, not after. The clean orders move faster because no one has to babysit them. And the team kept Exact Globe exactly as it was. Nothing was replaced, nothing was migrated. We just added a layer of intelligence on top.
For your business