AI Agents

Agentic AI

Always-on agents that protect every dollar.

SmartRevIQ runs a library of 40+ autonomous AI agents across margin, discounts, rebates, quotes, deals, commissions, and pricing. Each one watches for a specific way revenue leaks — then explains it, recommends the fix, and (with your approval) writes it back into your ERP.

40+ agents13 familiesAlways-onHuman-in-the-loop

How agents work

1

Detect

Each agent continuously monitors your unified pricing, deal, and rebate data for one specific failure mode.

2

Explain

It surfaces the issue with the evidence and the drivers behind it — no black box.

3

Recommend

It proposes the corrective action — a corridor change, a re-accrual, a price update.

4

Act

On your approval — from suggest-only to fully automated — it writes the fix back to your ERP, e.g. SAP condition records.

The agent library

40 agents across 13 families — each watching for one specific way revenue leaks.

Margin

Margin Loss Detector

Below-floor / below-cost line margin.

Cost Erosion Tracker

Hidden cost creep — freight, allowances, scan, returns.

Account Profitability Watchdog

Accounts trending unprofitable on a rolling quarter.

Discount

Discount Drift Monitor

Customer discount % drifting up vs peer baseline.

Discount Volume Misuse Detector

Customers fragmenting POs to game volume tiers.

Discount Off-Policy Detector

Discounts exceeding approval-authority thresholds.

Rebate

Rebate Cross-Type Stacking Detector

Same line under two or more rebate types.

Rebate Duplicate Accrual Detector

Same rebate type across multiple active programs — over-accrual.

Rebate Stranded Accrual Detector

Accruals aging past threshold without matching settlement.

Rebate Settlement Variance Detector

Predicted vs actual settlement gap over threshold.

Rebate Tier Boundary Risk Monitor

Customers about to drop a tier.

Quote

Quote Cycle Tracker

Quote-to-order cycle-time outliers.

Quote Win-Rate Watchdog

Win-rate decline by rep, segment, or product.

Quote Accuracy Reconciler

Quote-vs-order mismatch.

Quote Discount Approval Speed Watchdog

Slow discount approvals delaying quotes.

Deal

Deal Policy Breach Detector

Off-guideline deals that bypassed approval.

Deal Approval Bypass Detector

High rate of just-below-threshold deals.

Account

Account Discount Drift Monitor

Strategic accounts receiving deeper discounts over time.

Account Renewal Pricing Advisor

Renewal pricing suggestions vs peer.

Account Retention Risk Watchdog

Churn signals on key accounts.

Renewal Price-Elasticity Advisor

Elasticity-based renewal pricing.

Cross-Sell Readiness Detector

Accounts ready for cross-sell.

Commission

Commission Payout Anomaly Detector

Rep payout swings vs trailing baseline.

Commission Sandbagging Detector

Reps under-quoting then over-delivering at close.

Commission Margin Erosion Detector

Reps consistently closing below floor.

Pricing

Price Waterfall Leak Finder

Invoice-net-to-pocket-margin gap.

Price Geographic Drift Monitor

Same product/channel price spread across regions.

Price Freight-Margin Drift Monitor

Freight cost eroding net margin.

List Price Freshness Monitor

Stale list prices needing a refresh.

Channel Pricing Parity Detector

Price-parity violations across channels.

FX Exposure Watchdog

Currency exposure affecting margin.

Portfolio

Inventory Clearance Detector

Slow-moving SKUs ripe for clearance.

Bundle Cannibalization Detector

Bundles eroding standalone product margin.

Dead Stock Pricing Advisor

Markdown guidance for dead stock.

Segment Mix Drift Monitor

Sales mix shifting unfavorably.

Competitive

Market-Position Defense Monitor

Competitor moves threatening position or win-rate.

Industry Benchmark Drift Monitor

Prices drifting vs industry benchmark.

Governance

Contract Compliance Detector

Invoices and deals off contract terms.

Trade Promotion

TPM Scan Allowance Audit Detector

Scan / allowance discrepancies in trade promotions.

TPM Effectiveness Reconciler

Promo spend vs realized lift reconciliation.

Agents you can trust to act

Agents only earn autonomy when they’re transparent and governed — so every action is explainable and reversible.

Evidence on every flag

Each agent shows the drivers behind what it caught — not just an alert.

Human-in-the-loop

Set each agent from suggest-only to fully automated; approve or override anytime.

Auditable & monitored

Every action is logged, versioned, and traceable, with bias and drift monitoring on the models.

Built for your data — and your ERP

Agents run on the SmartRevIQ Unified Data Hub — one governed source of truth across ERP, CRM, and finance — and write approved fixes straight back to your ERP, including SAP condition records. No separate data lake, no re-keying.

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