Free Webinar March 26, 2026: AI-Powered Collections for B2B Companies.

Every department. One platform.

Once your systems are connected to Able, every team gets deep intelligence, operational dashboards, and AI agents, tailored to how they work.

Deep IntelligenceOperational ViewsAgentic Operations

Finance & Revenue

Billing lives in one system, your ERP in another, CRM in a third, payments somewhere else. Able sits on top of all of them so finance and revenue teams can close faster, collect smarter, and forecast off actual numbers instead of stale exports.

Accounts Receivable

Collections teams work dozens of accounts a day. Able prioritizes those accounts by actual impact, automates the follow-through, and puts the full picture in front of collectors before they pick up the phone.

Deep Intelligence

Your ERP knows the invoice. Your CRM knows the relationship. Your payment system knows the history. Able lets you ask questions across all of them at once, so you stop switching tabs and start getting answers.

  • Which accounts over $50K are 60+ days past due with no collector activity in the last two weeks?
  • What's our weighted DSO trend by customer segment, and which segments are deteriorating fastest?
  • Show me all accounts with open disputes where the original invoice was tied to a PO discrepancy.

Operational Views

AR aging, collector performance, promise-to-pay tracking, and cash application, all updating on their own from every connected billing and payment system. No more Monday morning spreadsheet pulls.

  • Aging buckets by entity, segment, and collector with drill-down to individual invoices and payment history.
  • Collector worklists ranked daily by expected recovery value, urgency, and relationship sensitivity.
  • Promise-to-pay tracker showing commitments, due dates, and breach rates by account and collector.

Agentic Operations

The agents draft the escalation emails. They route the disputes with documentation already attached. They match incoming payments to open invoices. Your collectors handle the conversations that actually need a human.

  • Draft escalation emails for invoices untouched at 30, 60, and 90 days based on account context and communication history.
  • Route dispute claims to the right handler with invoice, PO, and delivery confirmation already assembled.
  • Match incoming payments to open invoices and flag unmatched remittances with suggested matches for manual review.

Finance & Accounting

Month-end close still runs on checklists, emails, and someone chasing down the same people every cycle. Able orchestrates the close, runs reconciliations, and shows you where the variances are coming from.

Deep Intelligence

Instead of building a report to figure out why COGS is off, just ask. Able pulls from your GL, sub-ledgers, and operational systems and gives you the answer with the supporting detail.

  • What's driving the $180K unfavorable variance in COGS this month versus forecast?
  • Which close tasks are blocking the consolidated P&L, and who owns them?
  • Show me all journal entries over $25K posted in the last 48 hours that weren't part of a recurring template.

Operational Views

Close task boards, variance analysis, rolling cash forecasts, and approval queues. All of it pulls from your GL and sub-ledger data, so the numbers stay current without manual exports.

  • Month-end close tracker with task status, blockers, dependencies, and escalation timers across all entities.
  • Rolling 13-week cash forecast aggregating AR, AP, payroll, and open PO commitments automatically.
  • Budget-to-actual dashboard with drill-through to GL account drivers and trend-line comparisons.

Agentic Operations

Agents calculate recurring accruals each period, pull invoice details from email, suggest GL coding, and route approvals using your delegation rules. They also flag anomalies before they turn into audit findings.

  • Calculate recurring accruals each period and flag amounts that deviate materially from prior periods.
  • Extract invoice details from email and attachments, suggest GL coding, and route for approval using delegation rules.
  • Draft plain-English variance narratives with supporting GL drivers for management review packages.

Sales & Revenue

Reps spend hours updating CRM records, chasing stale leads, and building proposals manually. Able handles the admin and gives sales teams the pipeline intelligence they actually need to close.

Deep Intelligence

Pipeline health, deal velocity, engagement signals, renewal risk. The data is scattered across CRM, email, billing, and support. Able lets you ask one question and get the whole picture.

  • Which deals over $100K have had no activity in 14+ days and are forecasted to close this quarter?
  • What's our average stage-to-stage velocity for enterprise deals, and where are deals getting stuck?
  • Show me all customers whose support ticket volume has doubled this quarter. Are any of them up for renewal?

Operational Views

Pipeline dashboards, lead scoring boards, activity tracking, and revenue forecasts. CRM, billing, and engagement data in one view instead of three browser tabs.

  • Pipeline dashboard with stage distribution, weighted forecast, and deal age heat map by rep and segment.
  • Daily lead priority board ranked by fit score, engagement signals, and likelihood to convert.
  • Win/loss analysis view showing competitive presence, deal cycle length, and discount patterns.

Agentic Operations

Agents update CRM records from calls and emails, score and route inbound leads, and draft re-engagement messages when deals go cold. Reps spend time selling.

  • Update CRM records from rep calls and emails with stage changes, contact updates, and next steps automatically.
  • Flag untouched deals approaching close date and draft context-aware re-engagement messages for rep review.
  • Generate tailored proposals with relevant case studies and ROI framing based on the opportunity profile.

Operations & Supply Chain

Production schedules, inventory, vendor performance, and logistics data all live in different systems. Able ties them together so operations teams can see problems forming and act before they hit the floor.

Operations

Schedules, inventory, quality data, and equipment events are in different systems. Able puts them in one place and lets AI agents handle the handoffs, alerts, and follow-through.

72-hour advance warning

Supply risks flagged before line stoppages. Downtime events auto-opened with cause codes and work order triggers.

Deep Intelligence

Your MES knows what's running. Your ERP knows what's ordered. Your CMMS knows what's broken. Able lets you ask across all of them so you can spot problems before they cascade.

  • Which production lines had the highest unplanned downtime this week, and what were the top cause codes?
  • What's our OEE trend by cell for the last 90 days, and which shifts are underperforming?
  • Are there any supplier delivery risks likely to create line stoppages in the next 72 hours?

Operational Views

Production boards, OEE scorecards, downtime trackers, and shift performance views. They pull from your MES, ERP, and CMMS directly instead of someone keying numbers into a spreadsheet.

  • Production board showing order progress, line status, yield, and next-up queue by cell.
  • Downtime Pareto dashboard by line, cause code, and shift with trend comparison to prior periods.
  • KPI threshold monitor that shows which line, shift, or cell is driving the deviation.

Agentic Operations

Agents reconcile orders against capacity, write shift handoff briefings, open downtime events with cause codes, and trigger work orders when failure patterns repeat. This runs around the clock.

  • Generate shift handoff briefings with output, delays, incidents, escalations, and next-shift priorities.
  • Open downtime events, capture cause codes, and trigger preventive work orders when failure patterns repeat.
  • Reconcile orders, materials, capacity, and labor to recommend an optimized production sequence each day.

Procurement & Supply Chain

Vendor scorecards get built quarterly if someone has time. Contract renewals slip. Maverick spend goes unnoticed. Able monitors all of it continuously so procurement can act on problems, not discover them after the fact.

Deep Intelligence

Vendor performance, contract exposure, spend patterns, and pricing compliance. The data sits across procurement, AP, and inventory systems. Able lets you query all of it in one place.

  • Which vendors have on-time delivery rates below 85% this quarter, and what's the impact on production schedules?
  • Show me all contracts expiring in the next 90 days where we're spending more than $100K annually.
  • Where are we buying outside approved vendors or above contracted pricing?

Operational Views

Vendor scorecards, contract lifecycle views, spend analysis, and PO status boards. Procurement data from every source system consolidated into views your team can actually act on.

  • Vendor scorecard with on-time delivery, rejection rates, pricing compliance, and responsiveness.
  • Contract renewal timeline showing expiration dates, spend volume, and assigned review owners.
  • PO lifecycle tracker from creation to invoicing with alerts on missing acknowledgments and late deliveries.

Agentic Operations

Agents kick off contract review workflows 90 days before expiration, flag maverick spend weekly, and catch invoice-to-PO pricing variances before payment goes out.

  • Start contract review workflows 90 days before expiration with spend history and performance summary attached.
  • Flag invoice price variances against PO or contract terms and route for buyer review before payment.
  • Detect purchases outside approved vendors or approval limits and report maverick spend patterns weekly.

Logistics & Warehouse

Receiving, picking, inventory, shipping, and returns each have their own workflows and their own data. Able keeps them in sync and puts AI agents on the exceptions.

Deep Intelligence

Inventory accuracy, receiving discrepancies, shipment status, warehouse throughput. The data is spread across WMS, ERP, and carrier systems. Able brings it together for a single question.

  • Which SKUs have cycle count variance above 5% in the last 30 days, and is it concentrated in specific locations?
  • What's our average receiving-to-putaway time this month, and how does it compare to last quarter?
  • Show me all shipments due this week where the carrier tracking shows a delay risk.

Operational Views

Inventory variance dashboards, receiving exception boards, pick productivity trackers, and shipment status views. All connected to your WMS and carrier systems.

  • Inventory variance dashboard by location, product category, and handler with recount priority ranking.
  • Daily pick productivity tracker showing throughput, travel time, and error rates by zone and picker.
  • Shipment consolidation view grouped by destination and shipping date for cost optimization.

Agentic Operations

Agents flag receiving mismatches on arrival, build optimized pick paths, apply allocation rules when inventory is constrained, and send customers updated ETAs without anyone having to remember.

  • Flag receiving mismatches on arrival with PO and shipment context attached, and trigger buyer follow-up.
  • Build optimized daily pick paths to reduce travel time and improve warehouse throughput.
  • Apply allocation rules for constrained inventory and send affected customers updated ETAs.

Service & Support

Ticketing, CRM, knowledge base, and billing data are in different systems. Support teams toggle between them to get context on a single customer. Able pulls it all together and lets agents handle the repetitive volume.

Customer Service & Support

Most support tickets are the same 20 questions with the same 20 answers. Able handles those automatically, assembles full customer context for the hard ones, and flags high-risk conversations before they escalate.

Tickets resolved before your team wakes up

Common inquiries handled with full account context. Complex issues pre-triaged with customer history already assembled.

Deep Intelligence

Customer health, ticket trends, SLA performance, and churn risk. The data lives in your ticketing system, CRM, billing platform, and product usage logs. Able queries all of them.

  • Which customers have submitted 3+ tickets this month and also have a renewal coming up in the next 60 days?
  • What are the top 5 ticket categories by volume this quarter, and how has resolution time changed?
  • Show me all escalated tickets where the customer's account is in the top 10% by ARR.

Operational Views

Ticket queues prioritized by SLA urgency and customer value, not just arrival order. Customer health views that combine ticket volume, sentiment, usage, and billing into one card. SLA trackers with breach prediction.

  • Agent queue prioritized by SLA urgency, severity, wait time, and customer tier instead of simple FIFO.
  • Customer health scorecard combining ticket volume, sentiment trend, product usage, and billing status.
  • SLA performance tracker with breach prediction and automated escalation triggers.

Agentic Operations

Agents respond to common inquiries with full account context, escalate conversations based on tone and churn-risk signals, and assemble handoff packages when a ticket needs to move up.

  • Respond to common inquiries using account history, order status, and knowledge base content.
  • Escalate frustrated customer conversations early based on tone analysis and churn-risk scoring.
  • Prepare escalation handoff packages with full history, actions taken, and recommended next steps.

IT & Service Management

Half the IT ticket queue is password resets and access requests. Able auto-resolves those, routes the rest by workload and expertise, and spots the recurring patterns that point to bigger infrastructure issues.

Deep Intelligence

Ticket patterns, SLA trends, asset lifecycle, infrastructure health. Your ITSM, CMDB, and monitoring tools each have a piece of it. Able lets you ask across all of them.

  • What are the top recurring incident types this quarter, and do any of them cluster around a specific infrastructure component?
  • Which SLAs are we most at risk of breaching this week based on current queue depth and resolution velocity?
  • Show me all assets approaching end-of-life or end-of-support in the next 6 months.

Operational Views

Ticket routing dashboards by issue type and technician workload. Asset lifecycle views with warranty and license expiration dates. Incident pattern boards that cluster recurring issues by root cause.

  • Ticket routing dashboard showing assignment by issue type, affected system, urgency, and technician workload.
  • Asset lifecycle view tracking warranties, licenses, and end-of-life dates with renewal action queues.
  • Incident pattern dashboard clustering recurring issues by root cause, affected system, and time pattern.

Agentic Operations

Agents handle Tier-0 tickets (password resets, access provisioning), predict SLA breaches before they happen, and flag root-cause clusters so infrastructure teams can fix the source instead of the symptoms.

  • Resolve repeatable Tier-0 issues like password resets and standard access provisioning requests.
  • Predict likely SLA breaches and trigger escalation or reassignment before deadlines pass.
  • Detect recurring incident patterns and flag likely root-cause clusters for infrastructure review.

People & Compliance

HRIS, payroll, compliance tracking, and policy documents are managed separately. That means HR and compliance teams spend their time cross-referencing systems instead of acting on what they find. Able connects all of it.

HR & Workforce

Onboarding touches IT, facilities, payroll, and benefits. Compliance certifications expire in spreadsheets nobody checks. Attrition risk hides in data nobody combines. Able runs all of it across HRIS, payroll, and IT in one flow.

Deep Intelligence

Workforce trends, attrition risk, compliance gaps, labor cost drivers. The data is in your HRIS, payroll system, time tracking tool, and engagement platform. Able lets you ask across all of them.

  • Which departments have attrition rates above 15% this year, and what's the average tenure of departing employees?
  • Show me all employees with overdue required certifications, grouped by department and risk level.
  • What's our projected headcount gap for Q3 based on open requisitions, historical fill rates, and forecasted attrition?

Operational Views

Onboarding progress by new hire, certification compliance by department, headcount forecasts by role, and payroll exception boards. All connected to your HRIS and payroll systems.

  • Onboarding checklist dashboard tracking provisioning, access, equipment, and enrollment completion by new hire.
  • Certification compliance tracker with overdue items, upcoming expirations, and escalation status by department.
  • Headcount forecast combining open reqs, fill rate trends, and projected attrition by role and location.

Agentic Operations

Agents run onboarding workflows across IT provisioning, badge access, equipment ordering, and benefit enrollment. They score attrition risk from multiple signals and flag payroll exceptions before processing.

  • Run onboarding steps across IT provisioning, badge access, equipment ordering, and benefit enrollment.
  • Score attrition risk from engagement survey data, manager changes, PTO patterns, tenure, and compensation signals.
  • Flag payroll exceptions including overtime spikes, missing timesheets, and unapproved rate changes before processing.

Quality & Safety

Non-conformance data sits in the QMS. Supplier quality sits in the ERP. Safety incidents sit somewhere else. Able connects them so quality teams catch trends early, manage CAPAs on schedule, and stay audit-ready.

Deep Intelligence

Non-conformance trends, CAPA status, inspection results, supplier quality. The data is in your QMS, MES, and ERP. Able lets you ask across all of them instead of running separate queries in each.

  • What are the top non-conformance categories this quarter, and are they concentrated on specific product lines or suppliers?
  • Which open CAPAs have missed their target completion date, and what stage are they stalled at?
  • Show me supplier quality trends for our top 20 vendors: rejection rates, field failures, and complaint volume.

Operational Views

Non-conformance Pareto charts, CAPA lifecycle trackers, risk-based inspection frequency boards, and supplier quality scorecards. All connected to your QMS.

  • Non-conformance Pareto dashboard trending by product, line, shift, and supplier with drill-down to individual events.
  • CAPA lifecycle tracker showing stage progress, overdue milestones, and owner accountability across all open actions.
  • Risk-based inspection frequency dashboard adjusting sample rates by product criticality and recent quality history.

Agentic Operations

Agents watch for non-conformance patterns across products, lines, and suppliers. They escalate overdue CAPA stages and notify owners. They launch incident investigations with the required notifications and deadline tracking.

  • Watch non-conformance events across products, lines, shifts, and suppliers to catch systemic issues early.
  • Escalate overdue CAPA stages and notify responsible owners before actions stall.
  • Launch incident investigations with required regulatory notifications and deadline tracking built in.

Leadership & Strategy

Revenue, operations, finance, workforce, and compliance data each live in their own world. Leadership teams shouldn't have to wait for someone to assemble it all into a slide deck. Able gives them the connected view.

Executive & Leadership

Executives ask a question and get a synthesized answer from across ERP, CRM, HRIS, support, and financial systems. No waiting for someone to pull the data. No stale slide decks.

One question. Every system.

Ask in Slack, get answers from ERP, CRM, HRIS, support, and financial systems. Synthesized, not raw.

Deep Intelligence

Questions that span departments are the hardest to answer because the data lives in different systems owned by different teams. Able lets leadership ask those questions directly.

  • What are the three biggest risks to hitting our Q3 revenue target, and what's driving each one?
  • How does our current attrition rate compare to last year, and which departments are contributing the most?
  • Show me a cross-functional health check: revenue pipeline, cash position, operational throughput, and open headcount.

Operational Views

Cross-functional briefing dashboards, strategic initiative trackers, and organization health scorecards. Every number pulls from your connected systems, not last week's export.

  • Daily cross-functional briefing that shows changes, emerging risks, and pending decisions across all departments.
  • Strategic initiative tracker showing progress, dependencies, budget consumption, and schedule drift by workstream.
  • Customer concentration dashboard that alerts when top accounts show revenue decline signals.

Agentic Operations

Agents build daily briefings, assemble board reporting data across departments, and track organization health indicators. No spreadsheet consolidation required.

  • Build daily cross-functional briefings that flag material changes, risks, and decisions needing leadership attention.
  • Assemble board reporting data across departments into one package without manual consolidation.
  • Track organization health: attrition, overtime trends, open requisition load, and engagement scores.

Project Management

Project status gets collected manually, assembled into a report, and is already outdated by the time anyone reads it. Able monitors schedule, budget, dependencies, and risks continuously across every project.

Deep Intelligence

Project health, resource conflicts, budget trajectory, dependency risks. The data is in your project management tool, time tracking system, and financial platform. Able queries them together.

  • Which projects are trending toward budget overrun based on current burn rate versus remaining scope?
  • Where do we have resource conflicts, people assigned to multiple projects with overlapping critical-path milestones?
  • Show me all projects with dependencies on the infrastructure team. Are any of those dependencies at risk of slipping?

Operational Views

Portfolio dashboards, resource allocation heat maps, budget burn trackers, and risk register views. Project management and finance data consolidated into one place.

  • Portfolio dashboard showing status, budget health, schedule variance, and risk level for every active project.
  • Resource allocation heat map showing over-assigned team members and upcoming capacity gaps by skill area.
  • Budget burn tracker with forecasted completion cost versus approved budget by project and workstream.

Agentic Operations

Agents catch resource conflicts before timelines slip, watch burn-rate trends for budget overrun signals, and escalate risk register items when trigger conditions are met.

  • Detect cross-project resource conflicts and over-allocation before they cause timeline slippage.
  • Alert on burn-rate trends that indicate likely budget overrun, with remaining scope and forecast to complete.
  • Escalate risk register items from watch to active status when trigger conditions are met.

Risk Management

Most enterprise risk registers are snapshots that get updated quarterly. Able connects financial, operational, compliance, and third-party signals so the risk picture updates continuously.

Deep Intelligence

Enterprise risk exposure, insurance coverage gaps, incident trends, third-party risk. GRC, financial, and operational systems each have their piece. Able lets you ask across all of them.

  • What's our current enterprise risk exposure by category, and which risks have increased in severity this quarter?
  • Do we have any insurance coverage gaps based on our current risk register and recent incident history?
  • Show me all third-party vendors with elevated risk scores. What's driving the elevation for each one?

Operational Views

Enterprise risk dashboards with current scores, coverage gap analysis, incident correlation boards, and continuity plan trackers. All fed by your connected operational and financial systems.

  • Enterprise risk register with scores that update from operational, financial, and compliance signals.
  • Insurance coverage gap analysis comparing current policies against risk register exposure and recent loss history.
  • Continuity plan dashboard tracking testing cadence, overdue exercises, and plan currency by business unit.

Agentic Operations

Agents update risk scores when incidents occur in safety, quality, IT, or financial systems. They compare exposure to coverage, track continuity testing cadence, and flag fraud patterns across AP, expenses, and payroll.

  • Update enterprise risk scores when incidents occur in safety, quality, IT, or financial systems.
  • Detect fraud patterns across accounts payable, expense reports, and payroll for investigation review.
  • Track business continuity plan testing cadence and schedule overdue exercises with responsible owners.

Ready for a walkthrough?

Pick any department above, then book a call and we’ll show you how the platform works.