Using AI Solutions to Enhance your ERP
Manufacturers are under pressure to reduce costs, improve efficiency, and make faster, smarter decisions. The 2025 Global Finance Leaders Survey confirms that AI adoption is accelerating, especially in industries like manufacturing where 31% of finance and operations leaders are already open to using AI to streamline operations.
At WM Synergy, we help manufacturers lead with intelligence by combining deep ERP expertise with a powerful ecosystem of AI-driven solutions and services.
AI-Powered Partner Ecosystem
- Phocas – Dashboards, budgeting, and financial planning tailored for Visual ERP.
- Medius – AP/AR automation with intelligent 3-way matching.
- MachineMetrics – Real-time machine analytics for shop floor performance.
- Unilink – EDI and compliance tools for trading partner connectivity.
AI-Powered Agents
WM Synergy is developing intelligent agents that interact directly with your ERP data—automating reporting, cleaning up data, and eliminating manual tasks to help your teams work smarter and more efficiently.
These agents are ERP-version agnostic and built on Microsoft Fabric, leveraging next-generation AI technologies. They rely on a cleaned and labeled data model on the back end, which is also foundational to our Power BI architecture.
The agents are layered on Fabric just like existing Power BI solutions, and can be built around these data sets using Co-Pilot for basic use cases. For more advanced scenarios, such as cross-platform ERP insights and predictive analytics, Azure AI enables deeper integration and intelligence.
The user interface for these agents is delivered through Co-Pilot, providing a familiar and intuitive experience. Cost considerations include maintaining an extra data set and a dedicated virtual machine for the data gateway, which supports secure and scalable access.
Center of Excellence
Our Center of Excellence offers a comprehensive AI Operational Assessment to evaluate your current state and recommend high-impact AI solutions. We focus on what matters most to manufacturers:
- Cost control
- Efficiency gains
- Real-time visibility
- Scalable automation
WM Synergy is here to guide your AI journey and provide insights and recommendations that work: from assessment to implementation. Contact us today to schedule your AI Operational Assessment Review.
Publisher AI Solutions
In addition to our AI-powered partner ecosystem, as your trusted advisor, WM Synergy is closely tracking the AI roadmaps of the ERP publishers we support—Infor Visual, CSI SyteLine, and Acumatica. Each of these platforms is actively developing embedded AI capabilities designed to enhance reporting, forecasting, and operational automation.
- Infor Visual is exploring AI-driven enhancements to its analytics and planning modules, with a focus on predictive insights and intelligent alerts.
- CSI SyteLine, through the Velocity platform, is integrating machine learning models to improve demand forecasting, production scheduling, and anomaly detection.
- Acumatica is rolling out AI-powered features across its cloud ERP suite, including natural language queries, smart approvals, and automated data classification.
WM Synergy is here to help manufacturers evaluate these evolving capabilities and determine the right time and strategy for adoption. Through our Center of Excellence, we offer tailored assessments and implementation support to ensure these publisher-native AI tools deliver measurable ROI.