Enterprise CRM and ERP Workflows, Unified.
Automate lead management, order processing, and financial reconciliation across Dynamics 365 modules using natural language business rules.
Automate lead management, order processing, and financial reconciliation across Dynamics 365 modules using natural language business rules.
Sync incoming orders from the Dynamics 365 sales module to the finance module; validate credit limits and inventory; auto-confirm or hold orders and notify the sales rep with status.
Automatically validate Dynamics 365 orders against credit limits and inventory, confirming clean orders and holding exceptions for review.
Match incoming payments to open invoices in Dynamics 365 Finance, post the entries, and flag unmatched payments for investigation.
Aggregate data from Dynamics 365 Sales, Service, and Finance to maintain a unified customer profile with real-time health scoring.
Kognitos is a leading US-based artificial intelligence platform designed to transform how businesses operate by automating repetitive tasks and enhancing efficiency. Our AI automation platform allows users to automate complex business processes simply by communicating their goals in plain English. Leveraging advanced technologies like a proprietary LLM-based interpreter, Intelligent Document Processing (IDP), Optical Character Recognition (OCR), and Natural Language Processing (NLP), Kognitos enhances productivity, speed, and accuracy. Unlike traditional automation solutions that require complex coding, Kognitos offers unparalleled adaptability and scalability, empowering businesses to streamline workflows and eliminate manual tasks without extensive technical knowledge.
Process automation refers to the use of technology to automate repetitive, manual tasks within a business or organization. The goal is to streamline and optimize workflows, increase efficiency, reduce errors, and save time and resources. This can be achieved through the implementation of various technologies, such as RPA, Workflow Automation, Machine Learning and Artificial Intelligence.
Security is a core principle of Kognitos' architecture, built on state-of-the-art cloud services with strong security foundations. Critical business processes run on the Kognitos platform, and we prioritize the security of both the processes and their data. Kognitos employs serverless, cloud-based services with the principle of least privilege access. For example, a service without a need to access a database does not have access to it. Kognitos has achieved the SOC 2 Type II certification for our best-in-class security controls and compliance with the AICPA's Trust Services Criteria. Learn more
