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.
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 Infor Velocity Suite, is integrating machine learning models to improve demand forecasting, production scheduling, and anomaly detection. Learn more about the Infor Velocity Suite (download the brochure or watch an overview).
- Acumatica is rolling out AI-powered features across its cloud ERP suite, including natural language queries, smart approvals, and automated data classification. Discover Acumatica’s AI capabilities (download the brochure or watch an overview).
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.
Center of Excellence
Our Center of Excellence offers a comprehensive AI Operational Assessment to evaluate your current state and recommend high-impact AI solutions.
Through our Center of Excellence, WM-Synergy is a strategic partner for customers navigating their AI journey. We’re not just talking about tools; we’re helping you assess where you are, what’s possible, and how to get there. That includes:
- AI Readiness Assessments
- ERP Data Model Optimization
- Custom AI Agent Development
- Ongoing AI Governance and Training
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.
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.
Check Your AI Readiness for Smarter Growth.
