Your data, your team, and AI.
One app.

ToolPlex watches your sales, stock and cash, answers from your own data, and handles routine work, bringing you in when needed.

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How it works

  1. 01 · Watch

    Tell it what to watch.

    Describe what matters in plain English. ToolPlex watches your sales, stock and cash around the clock, and alerts the right people before something goes wrong.

    A watch rule set in ToolPlex on the laptop, with sales, stock and cash alerts on the phone
  2. 02 · Ask

    Ask anything.

    Get answers from your company's own data in seconds, on desktop or mobile. Each person sees only the data their role allows.

    A question about top customers answered with a table from the company's own data
  3. 03 · Act

    Approve, and it's done.

    ToolPlex drafts the work, like the reorder before stock runs out. Nothing goes out until you approve it, and every action is logged.

    A drafted purchase order approved and sent from the phone, marked as approved by Ron and logged
What ToolPlex does

From operational data to useful action.

ToolPlex connects the systems your business already uses, makes the information reliable, and turns it into answers, forecasts, alerts, and approved work.

01

Bring the business together

Connect sales, inventory, orders, finance, customer data, databases, and spreadsheets without replacing the systems that hold them.

Works across systems and file formats
02

Understand what is happening

Ask questions, review live reports, reconcile conflicting records, and uncover patterns across customers and operations.

Answers from live company data
03

Decide what comes next

Forecast demand, identify risks and opportunities, and compare recommendations with the plans and methods your team uses today.

Recommendations you can inspect
04

Move the work forward

Notify the right people, prepare recurring work, route sensitive actions for approval, and preserve a record of what happened.

Approvals and complete activity history
Selected Client Work

What we’ve built for clients.

Six examples from current and completed client work.

Apparel manufacturing

Burlington Industries Philippines

Burlington Industries Philippines

ToolPlex client · Philippines

Connected operations

for reporting, planning, and forecasting

A leading Philippine apparel manufacturer and distributor with decades of industry experience. ToolPlex unified its operational data to strengthen reporting, planning, and forecasting.

Matching distributor records

Consumer Goods Company

Live · monthly reporting

4 weeks → 3 days

to reconcile a full month of distributor data

The system reads differently formatted sales files from dozens of distributors and automatically matches 99% of customer records. It flags duplicates and missing sales, and staff can trace every number back to its source.

Customer analysis

Retail Property Operator

Analysis of historical customer data

11% of revenue

came from a customer group the old method missed

The analysis grouped more than 25,000 customers using over 300,000 purchases. It showed which customers returned, which tenants they visited, and how spending differed between groups.

Demand planning trial

Grocery Retailer

Client trial · store-level planning

34% lower

forecast error than the retailer's existing method

The trial forecast weekly demand for each product at each store, then turned those forecasts into suggested purchase quantities and warnings about likely stockouts or excess stock.

Inventory & purchasing

Wholesale Distributor

Client trial · multi-branch planning

20–32% lower

forecast error than the distributor's existing method

The system combines sales and stock across branches into a five-month import plan by product line, a weekly reorder list, and warnings about excess stock.

Operations assistant

Foodservice Distributor

Live · daily operations

Stock to payment

staff can follow an order without opening several screens

Staff use ToolPlex to check stock across warehouses, look up customer orders, review overdue invoices, and see what still needs to be fulfilled.

Why ToolPlex

ToolPlex works with
your current systems.

We connect ToolPlex to your current software and data, then configure it around your security requirements, approved AI providers, and access rules.

01

Use the AI provider that fits your requirements

Use an approved hosted provider, your preferred cloud platform, or a model hosted in your chosen region. You can change providers later without rebuilding the rest of your system.

02

Connect the software you already use

We build around your actual systems and data, including older software and files that do not follow a standard format.

03

Your company gets its own environment

It is not shared with another client. Your data and encryption keys stay separate.

04

Fit your security requirements

Choose a suitable deployment region. We can also support stricter data-hosting requirements when needed.

05

No system replacement required

ToolPlex works with your current software. You keep those systems unless replacing one is already part of your plan.

Desktop and mobile

Use ToolPlex on desktop or iPhone.

Use the same ToolPlex workspace from Mac, Windows, Linux, or iPhone. Reports, alerts, conversations, permissions, and activity history stay consistent across devices.

  • DesktopReview forecasts and reports, investigate live data, manage alerts, and share dashboards from Mac, Windows, or Linux.
  • iOSReceive alerts, inspect the records behind them, ask the AI, and handle approvals away from a desk.
  • ApprovalsSensitive actions wait for the right person, with a record of the request, decision, and outcome.
  • AccessEach person sees only what their role permits. Field teams get focused views while leadership can see the wider operation.
ToolPlex desktop orders dashboard with revenue, order status, notifications, and detailed records
ToolPlex on iPhone answering a question about top customers from live company data
FAQ

Frequently asked questions.

ToolPlex connects to your company's data and existing systems for forecasting, reporting, reconciliation, alerts, recurring work, and questions about live operations. It can watch for important changes, notify the right people on desktop or mobile, and preserve the underlying records and notification history for review. Role-based access and approval rules control who can see or act on what. We configure the AI assistants, rules, connections, and automations behind it, and maintain everything after launch.

We start with a real problem in your business, test the solution with your data, then deploy and maintain it on ToolPlex. Demand planning, reporting, reconciliation, operational alerts, inventory decisions, and recurring work are common starting points.

We connect to databases, ERP and inventory systems, cloud software, spreadsheets, shared drives, email, and internal APIs. Older systems and inconsistent files are common in our client work. We review the actual systems before confirming scope.

We need a project owner from your team, access to the relevant systems or sample files, and time with the people who do the work today. That input helps us understand exceptions, check the outputs, and decide what is ready to use.

We usually aim to put the first working version in front of your team within 60 days. Timing depends on access to data, the condition of the source systems, and how quickly your team can review it.

Usually not. ToolPlex sits on top of the systems you already use and gives your team a better way to work across them. You only replace an existing system if that is already part of your plan.

Only when you want it to. A deployment can be read-only, or it can perform specific actions such as drafting an order or updating a record. Sensitive actions can require approval, and every action is logged.

Your company gets its own environment. Data is encrypted in storage and while moving between systems, access follows each person's role, and system activity is logged. We do not use your data to train shared AI models. You can choose a suitable deployment region, and we can support stricter data-hosting requirements when needed.

We monitor and maintain the systems and connections in your subscription. If something we operate breaks, we fix it. We can also add more work over time. A major addition is scoped separately before we begin.

Discovery is free. A proof of concept has a project fee based on the work involved. The ongoing subscription is priced by the work ToolPlex handles, not by the number of users. It includes AI usage, support, and ongoing maintenance. Major additions are agreed and priced before work starts.

Tell us what
you’re working on.