peekgenticTalk to usGuides · Office automation
Can you automate office work without replacing your ERP?
- No new ERP needed to stop retyping.
- Connects by API, import file or the same screens a person uses.
- A person approves every item.
How it connects to the system you already have
| If your system has… | How the automation fills it |
|---|---|
| An API (most cloud ERPs and accounting tools) | Writes orders, POs and invoices straight in, with the right fields |
| An import (CSV or Excel templates) | Prepares the import file in the exact format your system accepts |
| Only screens (older desktop or browser-only systems) | Fills the same screens a person uses. This takes more care to build, but it works |
What stays the same
- Your ERP or accounting system stays the system of record.
- Your team keeps the screens and reports they know.
- A person still approves every order, PO or invoice before it goes through, and every step is logged.
When a new ERP does make sense
- Your current system can't do what the business needs (costing, inventory, multiple plants), not just "it's slow to type into".
- The vendor no longer supports it.
- You are already replacing it for other reasons. Even then, automating the typing first makes the move easier.
Questions to ask any automation vendor
- Does it write into my system, or does it want me to move to theirs?
- Where does my data live while it works?
- Who approves each item before it posts?
- What happens when a customer sends a format it hasn't seen?
Real example: Atlantic Food Bars. A Dallas-area manufacturer of hot and cold food equipment for national grocery chains, with 8 people in the office and 2 plants, handling dozens of orders a day. The office was about to hire another person (a $60,000+ a year seat) to keep up. Instead, software now reads each order email and fills out the work, and the team checks it in about a tenth of the time. It was built around how their team already worked, and what their veterans knew now lives in the system, so new people get up to speed fast. Read the case study →
FAQ
Do I need a new ERP to use AI for order entry?
No. Automation can read the PO and fill the order into the ERP or accounting system you already run, with a person approving each one.
Does it work with older or desktop systems?
Yes, through an import file or by filling the same screens a person uses. Systems with an API are the quickest to connect.
Where does my data go?
Peekgentic runs the automation where your data already lives: your own cloud account or your own servers.
When should I replace my ERP instead?
When the system can't do what the business needs or is no longer supported, not just because typing into it is slow.
Get more out of every person in your office.
Peekgentic is a Dallas firm that builds custom software around the way your team already works: orders, purchasing, invoices, spreadsheets, email. Not a one-size-fits-all platform you have to bend your process to fit. Your know-how goes into a system that's simple to use, so a new hire gets up to speed fast. We'll come watch how your office runs for 20 minutes and tell you straight where it's worth automating.