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The AI layer
for your ERP

Your data, in plain English.

Works with any ERP. No migration. No disruption.

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Good morning, Sarah! Ready to dig into some numbers today?

What's our cash position look like?

Looking good. You’re sitting at a net positive of $847K. Here’s the breakdown:

AR Outstanding

$2.1M

AP Outstanding

$1.3M

AP is up 12% from last month — mostly from that Allied Chemical PO. Want me to pull the details?

Message Sophio...

The Problem

Your ERP has the answers. Getting them out is the problem.

The reality today

Your $200K ERP system holds 15 years of business data — every order, every invoice, every shipment.

Getting a simple answer means calling IT, waiting for a custom report, or navigating 47 menu screens you’ve never seen before.

The shipping team checks the same 3 screens every morning. Finance runs the same aging report every Monday. The executive team still asks accounting for revenue numbers.

Everyone knows the data is in there. Nobody can get it out efficiently.

What if instead

Finance types “What’s due for payment this week?” and gets an instant answer with vendor names, amounts, and due dates.

The executive team asks “How’s cash?” and sees AR vs AP with one question — no spreadsheets, no waiting.

Shipping asks “What needs to go out today?” at 6 AM and gets a dock-ready list before anyone else is in the building.

No training. No SQL. No waiting. Just ask.

How It Works

Three steps. Zero training.

1

Connect

We connect to your existing ERP database. Controlled, permission-based access. Your data never leaves your network. Setup takes less than a day.

2

Ask

Any employee asks a question in plain English. No training required — if you can ask a colleague, you can ask Sophio.

3

Get Answers

Instant results formatted for clarity. Tables, charts, single numbers — whatever answers the question best.

Built for Every Department

One platform. Every department.

Sophio adapts its responses to who’s asking. Each department sees the data that matters to them.

Executive

Revenue, cash, KPIs at a glance

Finance

AP/AR aging, payments, invoices

Sales

Quotes, pipeline, follow-ups

Purchasing

PO status, late deliveries, reorder alerts

Operations

Scrap rates, OTD, production metrics

Shipping

Dock schedule, packing, carrier loads

S
Sophio
How did we do last month?

Strong month. Revenue hit $1.4M, up 8% from prior month. Margins held at 34.2%.

Top Customer

Meridian Mfg

$312K

New Orders

47

+12 vs prior

On-Time

94.1%

-1.2%

OTD dipped slightly — two large Apex orders shipped a day late. Want me to dig into those?

What’s coming due this week?

$218K in AP due across 14 invoices. Breakdown:

Allied Chemical Supply $87K · Due Mon
Titan Steel Corp $62K · Due Wed
4 other vendors $69K · Thu–Fri

Allied is 2% early-pay discount eligible if paid by Monday. That’s $1,740 savings.

Which quotes need follow-up?

9 quotes over 14 days with no activity, totaling $423K.

Q-2026-0891 · Apex Industries $156K · 22 days
Q-2026-0847 · Pinnacle Corp $94K · 18 days
Q-2026-0903 · Summit Mfg $71K · 15 days

Apex quoted a repeat order — they bought the same part last quarter. High close probability.

Any POs running late?

6 POs overdue across 4 vendors.

PO-7823 · Titan Steel
4140 Bar Stock · feeds WO-3341
12 days late
PO-7901 · FastPak Inc
Packaging materials
4 days late
+ 4 more (1–3 days late)

Titan Steel PO is critical — WO-3341 ships next Friday. Last status was “in transit.”

How’s the floor running today?

Overall OEE at 82.4%. 23 active jobs, 4 cells running.

CNC Cells

91% OEE

Assembly

74% OEE

Scrap Rate

2.1%

Assembly is down — Cell 2 has been on changeover for 90 min (target: 45 min). Scrap is within tolerance.

What’s going out today?

14 orders scheduled, 3 carriers. Here’s the status:

FedEx Freight · 2:00 PM pickup 6 orders · 4 packed
R+L Carriers · 3:30 PM pickup 5 orders · all packed
Customer pickup · Apex Industries 3 orders · staged

Heads up: 2 FedEx orders still need packing — SO-4412 and SO-4418. Cutoff is 1:30 PM.

ERP Compatibility

Connects to the ERP you already run

Whether your system was installed last year or twenty years ago, Sophio connects. Three connection methods to fit any environment — choose the one that works for your infrastructure.

On-Premise Agent

Install a lightweight agent on your network. It connects directly to your ERP database — your credentials and raw data never leave your premises. Best for legacy SQL-based ERPs.

API Connection

Cloud-hosted ERP? Sophio connects through your system’s API with encrypted credentials. Automatic schema discovery and query generation. No agent installation required.

Direct Database

Cloud-hosted database accessible over the internet? Connect directly with encrypted credentials. Supports SQL Server, PostgreSQL, MySQL, and Oracle. Simplest setup possible.

Contact us to confirm compatibility with your specific system.

Intelligent by Design

Sophio learns your business

Schema Intelligence

Sophio maps your database automatically — every table, every column, every relationship. It understands that cryptic table names are really your AP invoices, and that the custom field your consultant added 15 years ago is the approval status everyone relies on.

Behavioral Learning

The more your team uses Sophio, the smarter it gets. It notices finance checks aging every Monday at 8 AM. Shipping runs the same three queries every morning. After a few weeks, it proposes: “Want me to do this automatically?”

Continuous Improvement

Every query makes the system more accurate. Successful queries strengthen pattern confidence. Failed queries trigger automatic investigation. Your second month is dramatically better than your first.

Enterprise Security

Your data stays yours

Permission-based database access — Every action is logged and auditable. Write operations require explicit admin approval.

On-premise agent — Your credentials and raw data never leave your network. Only processed queries transit.

Site-based access controls — Admins control which connections and tables each user can access. Every employee sees only the data they need.

Full audit trail — Every query logged with user, timestamp, SQL generated, and results. Complete transparency.

Encrypted credentials — Connection credentials are AES-256 encrypted at rest. API keys and database passwords are never stored in plain text.

AI security hardened — Prompt injection protection, SQL validation, and approval workflows built into every query.

Architecture

Your Network

Your ERP

Database

Sophio Agent

Controlled access

Encrypted (TLS 1.3)

Sophio Cloud

AI Processing

Query only — no raw data

Ready to unlock your ERP data?

Book a 20-minute demo. We’ll connect to a sample database and show you how Sophio answers real manufacturing questions.

Or email us at hello@sophio.io