ConverSight

Athena is the AI assistant at the center of ConverSight, answering questions, generating insights, forecasting demand, recommending actions and carrying out approved workflows such as supplier outreach and ERP updates. Ask which SKUs are at risk of stockout this week and the answer comes back ranked by severity, with days of cover remaining and a recommended action attached to each item. Athena accepts voice input through the mobile app, which matters for warehouse and field staff who are nowhere near a desk.

Any answer worth returning to pins to a storyboard, where it updates on its own as new ERP data arrives. Adjustments your planners make persist in the platform, and Athena carries that context forward the next time the same topic comes up.

Demand Planner tests a range of statistical models against each item’s own sales history and suggests the one best matching its seasonality, order frequency and outlier behavior. The reasoning behind that recommendation sits alongside the forecast, and a planner can accept it or select a different model for any individual item. Planners then layer in what the data cannot know, including promotions and accounts being actively grown, and publish the adjusted forecast to the rest of your business.

Supply Planner converts that forecast into a buying position across on-hand quantities, supplier lead times, minimum order quantities and open purchase orders. Items approaching a stockout surface first with average daily demand and days of cover attached, and your buyer selects what to order from the same screen. Approved quantities write back to Acumatica as purchase orders, which keeps the ERP the record of what was actually committed.

The Supply Assurance Agent takes over once the purchase order leaves, tracking which vendors run late against their own promise dates. When a promise date approaches without an advance shipping notice, the agent emails the vendor, escalates to a phone call if no reply arrives and logs what was agreed on that call. Revised dates route through your approval workflow before anything writes back, so no delivery commitment reaches the ERP unreviewed.

AI Insights reads your revenue, margin and vendor data daily and sorts what it finds into opportunities, risks, warnings and information rather than one undifferentiated feed. A margin decline arrives with the vendors and product lines behind it and a suggested next move attached, which is the difference between a report and a decision.

Revenue Projection, storyboards covering AR and AP aging and the S&OP Workbench all run against the same connected data as the supply chain agents. Finance and operations stop reconciling two versions of the same figure because both are reading from one source. Project-based businesses track job cost and work in progress against plan while there is still budget left to protect.