
AI opportunity Audit
Our AI agents will talk to your employees through an interactive interview and gather information about what is happening in your company. It's performed in days and you get a whole picture of your company's most glaring issues





Our AI agents will talk to your employees through an interactive interview and gather information about what is happening in your company. It's performed in days and you get a whole picture of your company's most glaring issues

We map the work and repeating tasks in your company. Then we'll create the process map and identify the highest-cost workflows that save costs or recover additional revenue.

We deploy into the live workflow, measure the result and keep improving the system as your operation changes.
YOUR IT-SYSTEMS STAY UNTOUCHED. AI agents work across your ERP, CRM, data and planning tools — deployed with your permissions, governance and cloud.
AI agents reconcile retailer deductions, shortages and OTIF penalties against relevant orders, invoices, remittances, shipment events and delivery proof. Eligible claims are assembled with supporting evidence, routed for approval, filed through the approved retailer workflow and analyzed to reveal repeat leakage.
Forecasting models reconcile sales history, on-hand inventory, promotions, lead times and local signals for each item and location. They recalculate demand, prepare replenishment, allocation or production actions and surface threshold-based exceptions for review.
SIMTREE agents continuously compare supplier contracts, purchase orders and invoices, closing the gap between what was negotiated and what was actually charged. Every validated overpayment, missed rebate or unclaimed credit is routed to finance and procurement with supporting evidence, recoverable value and a recommended next step.
Simtree's AI opportunity audit maps how work moves across your CPG company and identifies workflows with the strongest cost-saving or revenue-recovery potential. Interactive voice interviews gather input from employees in IT, finance, accounting, legal, engineering and operations. We trace recurring tasks, systems, handoffs, decisions and exceptions, then rank automation opportunities by value, feasibility and risk.
There is no universal deployment timeline. Timing depends on workflow complexity, data readiness, system integrations, security review and approval requirements. After the AI opportunity audit, Simtree divides delivery into visible stages and moves the first useful capability into production as early as the workflow safely allows.
Simtree AI agents can automate high-volume, rules-based workflows across IT, finance and accounting, legal, and engineering. Examples include IT incident and service-request triage; vendor invoices, three-way matching, reconciliations, financial close and trade-promotion claims; contract intake, playbook-based review and obligation tracking; plus maintenance work orders, quality records, CAPA and batch traceability. Agents prepare, route, update and trigger permitted actions while people retain consequential decisions.
Yes. Simtree designs AI agents around the ERP, CRM, MES, WMS, QMS, PLM, planning tools, databases and internal applications already running your business. Agents use approved APIs, connectors and automation layers while your existing platforms remain the systems of record. Controlled integration and configuration may be required, but deployment does not depend on replacing your technology stack.
Your team's involvement is focused on the context and decisions required for a safe deployment. Employees join structured voice interviews, process owners validate the workflow map, and subject-matter experts define data access, approval rules, exceptions and acceptance criteria. Simtree leads the architecture, build, integration, testing and production rollout with the relevant business, IT, security and compliance owners.
Simtree designs each agent with a defined identity, named owner, least-privilege access, approved tools and actions, auditable activity logs and a clear revocation path. Human approval is retained for sensitive decisions involving money, contracts, employees, compliance or production. Employee interview data is handled through agreed privacy, access and retention controls; final compliance obligations remain governed by your policies and jurisdiction.
Yes. Each AI agent is designed around your workflows, standard operating procedures, enterprise systems, master data, approval thresholds and escalation paths. It can reflect financial controls, contract playbooks, quality processes and traceability rules across different brands, plants and markets. The result is a production workflow for your operation, not a generic chatbot.
Pricing depends on workflow scope, integration complexity, data readiness, security requirements, testing and production support. After the AI opportunity audit, Simtree defines the expected business value, delivery phases and acceptance criteria, then provides a clear commercial proposal before development begins.
Let us identify one workflow for enhancement. We'll map the opportunity and show you what AI will own.
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