ToolPlex helps your company predict what comes next, understand what is happening now, and cut manual work. We connect to your current systems and give your teams one app for forecasts, reports, and recurring work.
Six examples from current and completed client work.
Live · used across departments
for sales, inventory, production, and planning
ToolPlex refreshes and checks ERP data nightly, runs recurring reports, produces weekly forecasts, and tracks accuracy. When both methods were checked against later sales, store-level forecast error was about 14% for ToolPlex versus 20% for the previous method.
Read the full case studyLive · monthly reporting
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.
Analysis of historical customer data
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.
Client trial · store-level planning
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.
Client trial · multi-branch planning
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.
Live · daily operations
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.
Start with one module, such as Demand & Inventory Planning or Data Reconciliation & Reporting. Add others without setting up a new platform each time.
Plan demand by item and location, account for seasons and promotions, and spot where stock should move before you buy more.
Find useful customer groups, see whose visits or purchases are declining, and improve targeting with the transaction data you already have.
Bring sales, inventory, dispatch, and customer data together even when it lives in different systems and file formats.
Combine files from distributors and operating systems, match the same customer across them, and trace every difference back to its source.
Monitor stock, orders, deliveries, and other operating conditions. Alert the right person and require approval before sensitive actions run.
Let teams ask questions about live company data from desktop or mobile, with access limited to what each person is allowed to see.
Use ToolPlex from Mac, Windows, Linux, or iPhone. Work started on one device is available on the others, with the same access rules and activity history.
We connect ToolPlex to your current software and data, then configure it around your security requirements, approved AI providers, and access rules.
ToolPlex works with Anthropic, OpenAI, AWS Bedrock, and models hosted in your region. You can change providers later.
We build around your actual systems and data, including older software and files that do not follow a standard format.
It is not shared with another client. Your data and encryption keys stay separate.
Choose a suitable deployment region. We can also support stricter data-hosting requirements when needed.
ToolPlex works with your current software. You keep those systems unless replacing one is already part of your plan.
Your company gets a dedicated environment. Data is encrypted, you choose the deployment region, and every automated action is logged.
ToolPlex is software that connects to your company's data and existing systems. It can handle forecasting, reporting, reconciliation, recurring work, and questions about live operations. It includes role-based access, approval rules, and activity logs. We build the models, rules, automations, and AI assistants 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, inventory decisions, and recurring operational 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.