Traceroot FP&A Supply Chain Quality Assurance How it works Security Book a demo

AI that runs your back office.

Deputy handles the shipments, the postings and the paperwork behind a food import and distribution business. You review the exceptions.

Inbound shipment · PF-2291Ran in 4m 12s
Read the commercial invoice, packing list and B/L3 documents
Cross-checked every line against PO-4471matched
Allocated duty, brokerage and drayage to the lot$5,118.60
Drafted the posting to QuickBooks2 lines
Capitalise landed cost to inventory — $37,058.60 ReviewApprove

Works with the systems you already run

Meet your operations team.

The work a coordinator does all week, done continuously, without being asked.

01

It knows your rules

Your payment terms, fee schedules, routing guides and cost drivers are written down as a Blueprint the agents work against — not left to a model's judgement.

02

It does the whole task

Reads the documents, chases the missing one, does the arithmetic in a calculation engine, and drafts the entry with every figure traced to its source.

03

It stops at your desk

Nothing transmits and nothing posts until a person approves it. Every write is logged, attributed and reversible.

One back office. Four functions.

Start with one and prove it, or run them together.

Nothing writes itself.

Every document and every posting passes the same three-stage gate before it exists in the world.

Draft

The agent assembles it

Built from the documents on the record, with every field traced back to where it came from.

Review

A named person approves

In the app or from the email. Approver and timestamp are recorded either way.

Execute

Only then does it move

Only after approval does anything transmit to a trading partner or post to your ERP.

Built for the security review your auditor runs.

We hold write access to your accounting system. That earns a higher bar than a read-only tool.

No training on your dataYour ledger never becomes someone else's model. Zero-retention agreements with every provider.
Per-client isolationSeparate storage and search scope per tenant. AES-256 at rest, TLS 1.3 in transit.
Human-released writesEvery ERP write is released by a person, with approver and timestamp on the record.
Full audit trailInputs, tool calls and outputs logged per run. Any figure traceable to its source document.
Server-side model callsAll model calls originate from our servers, never the browser. Credentials in a managed secrets store.
Compliance-alignedBuilt to SOC 2 Type II and ISO 27001 controls; GDPR and CCPA. Documentation on request.

Pick one function. We'll prove it.

Bring us one workflow that costs you a day a week. Free, non-binding, 30 minutes.