Get the whole story behind any customer, load or invoice.
Savvy Intel connects Command Cloud, your ERP, and the systems your business runs on to the AI assistant your team already uses. Ask about a short-paid invoice, a disputed load or a promised credit, and get one answer that cites the documents behind it.
4 customers match. Ridgeline Builders has 6 loads booked for Thursday and $38,420 more than 30 days past due.
One load, ticket T-5531 (7.5 yd³), was delivered after the invoice posted. The signed ticket is on file and ready to bill.
$126,300 received in October. $18,750 is still open across 3 invoices, 2 of them on the Route 9 job.
Sample data for illustration
The old way VS. The better way
Without Savvy Intel, one billing question can take four screens to answer.
Your billing team pulls delivery tickets from Command Cloud, the posted invoice from your ERP and the signed ticket from wherever it’s stored, then reconciles yardage and dates in a spreadsheet before anyone can answer the customer.
The old way: hunt across every system
The Savvy Intel way: ask once
Why doesn't invoice 10482 match what we delivered?
One load, ticket T-5531 (7.5 yd³), was delivered on 10/14, the day after the invoice posted. The signed ticket is on file and ready to bill.
With Savvy Intel, billing asks once and gets the answer back with every source record attached.
The real problem
The answer already exists. It's just spread across four screens.
Orders live in Command. Invoices and payments live in your ERP. Signed tickets live in OnBase. Getting one answer means opening all of them, or asking the one person who knows where to look.
Today
One question, four systems
Someone opens dispatch, then the ERP, then the document archive, then a spreadsheet to stitch it together.
With Savvy Intel
Ask once
Type the question in plain language. Savvy Intel pulls what it needs from each connected system and returns one answer.
Today
It depends on who you ask
The best answers sit with a few experienced people. When they’re busy or out, everyone waits.
With Savvy Intel
Answers show their sources
Every answer names the orders, invoices and tickets it came from, so anyone can check it and act on it.
Today
Another AI tool to learn
New AI products usually mean a new interface, new logins and another rollout.
With Savvy Intel
Works in the AI you already use
Built on MCP, an open standard for connecting AI assistants to business data. Your team keeps the assistant they know.
Today
Insight stops at the edge of Command
Tools inside Command answer Command questions well. Questions that touch finance or documents still go manual.
With Savvy Intel
Reach across the business
Connect operations, finance and documents so questions that cross systems get answered too.
How Savvy Intel works
From a plain-language question to a sourced answer
Savvy Intel sits between your AI assistant and the systems you already run. It knows which system owns which record, matches records on the ticket, order and invoice numbers you already use, and returns one answer with the records attached.
Example: Why doesn't invoice 10482 match what we delivered?
Step 1 · Ask
Ask in plain language
A billing clerk or dispatcher types the question into the AI assistant they already use, without requesting a report or writing a query.
Step 2 · Connect
Savvy Intel pulls the records
It pulls tickets from Command Cloud; invoices, payments and credit memos from your ERP; and signed tickets and approvals from wherever they’re stored.
Step 3 · Answer
Get one answer, with sources
Each answer lists the ticket, invoice and document numbers it used, and your team can ask follow-up questions from there.
Questions your team can ask
Hard questions usually need records from more than one system
Integrations and standard reports cover routine billing, but every short-pay, disputed credit or account review still has to be pieced together from delivery, billing and document records.
“Why is Ridgeline Builders short-paying the Route 9 invoices, and what supports our charges?”
The answer lines up unpaid invoices with the loads and signed tickets behind each charge.
Follow-up: “Was a credit ever approved for those loads?”
Command Cloud · Acumatica · OnBase
“Henderson Paving says we promised a credit for late loads. Was it approved, and did it post?”
The answer separates an approved credit from a posted credit memo and shows what’s still owed.
Follow-up: “Did the same late deliveries affect their other jobs?”
Command Cloud · Acumatica · OnBase
“Which past-due accounts have pours scheduled this week, and do any have an open dispute?”
Credit sees the exposure and any payment arrangement before the trucks are dispatched.
Follow-up: “What did we agree to the last time this account went past due?”
Command Cloud · Acumatica · OnBase
“Which loads on the Carver job were late or rejected this month, and were any credited?”
The answer connects each delivery exception to the dispute or credit that followed it.
Command Cloud · Acumatica · OnBase
“Ridgeline says three loads on Route 9 arrived late. What do the tickets show, and was any standby time or credit discussed?”
The answer pairs each ticket’s delivery times with any standby charges billed and the correspondence about them.
Command Cloud · Acumatica · OnBase
“Is anything unresolved on Ridgeline's account before I schedule their Thursday pours?”
The answer flags credit holds, open disputes and pending approvals tied to the account.
Command Cloud · Acumatica · OnBase
“I meet with Carver Construction tomorrow. What service problems, open balances and commitments should I know about?”
You get one account briefing built from delivery history, open AR and signed agreements.
Command Cloud · Acumatica · OnBase
“Carver is disputing the pricing on their last two invoices. What did we agree to, and what changed?”
The answer compares the signed agreement and any later changes against the pricing on each invoice.
OnBase · Acumatica · Command Cloud
“Which of my accounts have an unresolved complaint or a credit that hasn't posted yet?”
You can call those accounts before the issue turns into a short-pay.
OnBase · Acumatica
“Disputed AR went up this quarter. Which customers and jobs are driving it, and what do the records say caused it?”
The answer traces the increase to specific customers, jobs and causes, with the records behind each one.
Command Cloud · Acumatica · OnBase
“Which customers received the most credit memos this year, and which deliveries caused them?”
The answer ties each credit memo back to the tickets and service problems behind it.
Acumatica · Command Cloud · OnBase
“Before we expand access, what does Savvy Intel retrieve from each system, and how are user permissions enforced?”
IT can review what each connection reads and confirm that answers follow the access rules in each system.
All connected systems
These examples use sample customer names, and what Savvy Intel can answer depends on which systems you connect.
Questions your team can ask
Hard questions need records from more than one system
Your integration and reports handle the routine work while disputes, credits and account reviews come up one at a time and need records from every system.
“Which of our top 20 customers have open orders and a balance over 60 days?”
Flags accounts to review before the next pour is confirmed.
Command Cloud · Acumatica
“How many yards did we deliver to the Route 9 job, and how much has been billed?”
Compares delivered volume to invoiced volume for one project.
Command Cloud · Acumatica
“Which plants had the most returned concrete last month?”
Surfaces waste trends without building a report.
Command Cloud
“Is Ridgeline Builders on credit hold before I schedule Thursday's loads?”
Checks account status in the ERP from the dispatch desk.
Acumatica · Command Cloud
“Show me the signed ticket for load 5531 on the Henderson job.”
Pulls the signed proof of delivery when a customer calls.
Command Cloud · OnBase
“Which customers changed their delivery address in the last 30 days?”
Catches record changes before a truck heads to the wrong site.
Command Cloud · Acumatica
“Why doesn't invoice 10482 match what we delivered?”
Lines up tickets, invoice lines and signed documents in one view.
Command Cloud · Acumatica · OnBase
“Which delivered tickets from last week haven't been invoiced yet?”
Finds unbilled revenue before month-end close.
Command Cloud · Acumatica
“What did Henderson Paving pay in October, and what's still open?”
Gives a full account picture before a collections call.
Acumatica · Command Cloud
“What's our delivered volume versus billed revenue by plant this quarter?”
Cross-system visibility without waiting on a custom report.
Command Cloud · Acumatica
“Which customers have the longest gap between delivery and payment?”
Connects operations timing to cash flow.
Command Cloud · Acumatica
“Which systems does this answer come from, and who can see it?”
Answers stay traceable and follow existing access rules.
All connected systems
Example questions. Available questions depend on your connected systems and setup.
Where it fits
Built to work alongside Command Intelligence
Command Intelligence brings AI to your Command data. Savvy Intel extends that reach to the rest of your business, so questions that cross dispatch, finance and documents get answered too.
- Complements what you have. Keep using Command Intelligence for Command questions.
- Uses the AI you already pay for. Connect Savvy Intel to the assistant your team already works in.
- Grows with your stack. Add systems as you go, starting with the questions that matter most.
Your AI assistant
Where your team asks questions
Command Intelligence
AI inside the Command ecosystem
Command data
Savvy Intel
AI access across connected systems
Command Cloud · Acumatica · OnBase · More ERPs
For your controller and IT team
Every answer traces back to a record your team can open
An answer about billing or credits has to hold up when a customer disputes it or your controller asks where a number came from. Here is what that looks like in a single answer.
Henderson Paving says we promised a credit for late loads in October. Was it approved, and did it post?
Four October loads on the Henderson job arrived more than 30 minutes late. A $1,850 credit was approved on 10/22, but no credit memo has posted, so invoice INV-10466 still carries the full balance.
Sample data for illustration
Every answer cites its records
Ticket, invoice, credit memo and document numbers come with the answer, and records are matched on the customer, job, ticket and invoice numbers your team already uses.
Approved and posted stay separate
An approved credit request and a posted credit memo are reported as different stages, so nobody tells a customer a credit was applied before it posts.
Gaps are reported, not filled in
When a record can’t be found or two systems disagree, the answer says so and shows what the conclusion rests on.
Your access rules still apply
Answers are limited to what the user can see in each connected system, and Savvy Intel reads records without changing them.
Built for business data
Answers you can trust, access you control
Respects your permissions
Access follows the rules already set in your systems. People see what they're allowed to see.
Every answer is sourced
Answers name the orders, invoices and documents behind them, so your team can verify before acting.
Your systems stay the source of truth
Savvy Intel retrieves information from your systems when asked. Your records stay where they live today.
Configured for your setup
Connectors are built around your systems and your team's questions, not a one-size template.
FAQ
Questions producers ask before connecting their systems
Your integration should stay as it is, because it moves tickets into invoices and payments back into Command. Savvy Intel answers questions about those transactions afterward, such as why an invoice went unpaid or whether a promised credit ever posted. If a question comes up every week with fixed rules, it belongs in a report or workflow, and we’ll recommend that instead.
Command Intelligence works with your Command data. Savvy Intel works across Command Cloud, your ERP and your other systems, so it can answer questions that also depend on invoices, payments or signed documents. Many producers will use both.
Savvy Intel supports Command Cloud and can be optimized to work with any ERP your business relies on. Your document management system such as Hyland OnBase is also able to be integrated. Whatever LLM platform you use, ChatGPT, Claude, Gemini, or others can be configured as your platform of choice.
We review the AI provider, data handling and retention terms with your IT team before anything is connected, and your records stay in the systems where they live today.
Your IT team grants access to the connected systems and confirms which users and roles should see which records, and we handle the connector setup and testing.
We start with the questions your team spends the most time answering today, connect the systems that hold those records, and test with your team against answers you already know before expanding.
FAQ
Questions we hear most
No. Savvy Intel is designed to work alongside it. Command Intelligence focuses on Command data; Savvy Intel connects Command Cloud with your ERP, document system and other applications.
Savvy Intel uses MCP, an open standard for connecting AI assistants to business systems. That lets it work with AI platforms your team may already use. We confirm compatibility for your setup during scoping.
Command Cloud and Acumatica are connected today. Hyland OnBase is next, and additional ERPs are on the roadmap. Tell us what you run and we’ll tell you where it stands.
Access follows the permissions already set in your systems, and your records stay in the systems where they live. We review security requirements with your IT team before anything is connected.
Every answer names the records it came from, so your team can verify it before acting. Connectors are built and tested against your real questions during setup.
It depends on your systems and the questions you want answered. We start with a focused set of questions so you see value early, then expand.
See it with your data
What would you ask your business?
Send us the question your team spends too long answering. We’ll show you how Savvy Intel answers it from your own systems.