Create a PO
See the demand, supplier, inventory, and approval context together, then start the purchase order from the same workspace.
Free course · Built for business leaders
Built from automation work across 200 companies.
Learn how companies are using AI.
We know the patterns that make financial systems easier to understand, reduce manual work, and give leaders control. Build your Company AIOS with OPERIS: one seamless interface for your existing apps, information, and actions.
Start with one problem.Prove one win.Build from there.
The operating surface
One view for the work that moves the business.
Create a PO, make a deal, submit a quote, or respond to an email without bouncing between applications.
Make a deal
Bring customer history, open orders, opportunities, pricing, and the next action into one sales view.
Submit a quote
Gather the product, customer, pricing, and delivery details needed to move a quote forward.
Respond to email
Read the conversation with the business context beside it, then draft and send the response without changing screens.
Fewer windows and fewer round trips between systems can reduce screen switching, resource use, and perceived latency. Actual performance depends on each connection.
The CEO case
Turn expensive manual work into a controlled operating flow.
These are observed opportunities from comparable automation workflows. Results depend on transaction volume, process design, and system connections.
Automate capture, coding, matching, approvals, and exceptions around each transaction.
Escalate the right notifications, keep the history together, and drive the next attempt.
Use proven workflow patterns to make complex financial systems easier to understand.
See the difference
One workspace. Every app your role needs.
OPERIS keeps the work together. Select a role to see how the same operating surface changes around the person using it.
Executive workspaceAsk OPERIS anything ⌘ K
OEHM+
Today
Company pulse
What needs your attention3 decisions readyOrders, pipeline, and operating exceptions in one view.
Connected work12 itemsAcross ERP, CRM, email, and files.
Next best actionReviewOPERIS brings the context with it.
The employee works in OPERIS. The connected systems remain behind the experience, while each action stays in context.
ERPCRMEmailHRFiles
Your Company AIOSOPERISOne seamless workspace
The OPERIS interface
Multiple apps. One place to work.
Your Company AIOS brings connected apps together inside OPERIS. Each person gets one seamless workspace for their role—where they can find answers, make decisions, and complete work across systems.
- Information and actions together in one interface
- Workflows that span apps without switching windows
- Existing systems and permissions behind the experience
The core pattern
One purchasing lifecycle. Every team in context.
OPERIS turns signals into cases, cases into decisions, and decisions into action while people keep approval and financial control.
Signal
Requisition, inventory need, quote request, credit issue, email, or another business event.
Case
The work is organized with its people, documents, history, deadlines, and related transactions.
Decision
The system assembles context, recommends the next step, and routes the approval to the right role.
Action
Create the PO, submit the quote, notify the customer, update the record, or escalate the exception.
The agent handles coordination and preparation. Your team retains control of decisions and commitments.
The free course
Four short lessons. One useful outcome.
- 01
See the possibilities
Real ways companies are applying AI now.
- 02
Find your friction
Identify the work worth improving first.
- 03
Design your first workspace
Bring one workflow’s information and actions into a single interface.
- 04
Build your AIOS roadmap
Connect the first win to a larger operating plan.
Practical by design
“I don’t replace the systems your company already invested in. I make them work like one system.”
Human decisions stay in controlPermissions remain respectedStart with measurable value