Vector

From ERP datato your next decision.

Connect operational records to financial insight, cash-flow forecasts and grounded answers. Review every action before it writes back.

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Which customers bought over ₪200,000 in March?

Start with the business record.

Vector reads the systems your business already uses, including Priority and other ERP sources.

A dashed vector crosses a grid from an ERP origin to a decision arrow, with a business question beneath it.

Financial intelligence, cash flow and control
Hebrew questions with source and reasoning
Approval before ERP write-back

Made for the work.
Changes the way.

Three places where Vector turns complexity into a clear next step.

01 / 03

See the gap.Plan the next move.

The challenge: A finance leader wants to know whether scheduled payments precede expected receipts.
The product at work: Review the 13-week forecast, inspect source records and compare scenarios. Finance checks assumptions and records its prioritization decision.
What changes: The discussion uses reviewable dates and records, distinguishing known information from forecast assumptions.

02 / 03

From the inboxto a reviewed entry.

The challenge: A supplier invoice arrives by email and accounts payable needs to enter it into the system.
The product at work: The agent extracts the data and prepares the entry. An authorized employee compares it with the document, corrects fields if needed and approves ERP write-back.
What changes: The document, reviewed data and approval step remain part of the same workflow.

03 / 03

Turn a questioninto a considered offer.

The challenge: A customer requests a quote whose response depends on product records and ERP information.
The product at work: The sales agent helps collect details and prepare a quote. A salesperson checks the terms and approves the action before the quote is recorded in the system.
What changes: The quote stays linked to the customer request and business record, with a clear owner for the approved terms.

Illustrative scenarios and imagery.

A focused system.
Part of a bigger picture.

An intelligence layer above the ERP for finance leaders, management and sales teams. Vector connects data to financial visibility, cash-flow forecasting and control, and prepares business actions for approval before they are recorded in the system of record.

The business intelligence layer.

Vector connects Titans’ work inside the organization to the business decisions supported by its records. The ERP remains the operational system; Vector adds questions, forecasts and prepared actions above it. Titans teams define the meaning of the data and the approval path with finance, sales and operations, so insight has a clear next step.

The complete workflow

This illustrative journey contains no live financial data or customer results. The connected inbox, required fields and approval responsibilities are agreed for the organization.

Receive the document
A supplier invoice arrives through the connected email or WhatsApp account. The team identifies the company and accounting process that should receive it.
The invoice becomes the source document for an entry; receiving it does not authorize a change to the ERP.
Extract the proposed entry
AI extracts the supplier, amount, line items and VAT. Accounts payable compares those fields with the document and the organization’s required information.
A structured proposal is available for review. Missing or inconsistent details require clarification before the invoice moves forward.
Check the business context
The reviewer checks the supplier and financial context against the connected ERP information. Finance can use budget and cash-flow views to assess the planned expense.
The team can distinguish the source invoice, existing records and forecast assumptions. Their freshness depends on the connection’s synchronization schedule.
Approve the write
The authorized person reviews the proposed record and approves the ERP action within their permissions. Changes to amounts or commercial terms are resolved before approval.
The approved action can proceed to the ERP. An extracted field or AI recommendation alone is never permission to write.
Check completion and follow through
The team checks that the approved entry reached the ERP and uses the activity record to follow the action. Implementation defines how a rejected or incomplete entry is reported.
A completed record can enter the next financial review as data synchronizes. An unresolved handoff remains a task for its designated owner.

The useful outcome is a reviewed financial record connected to its source and approval, together with a clearer basis for the next decision. Payment and forecast accuracy remain separate matters.

The capabilities inside

Financial intelligence

A dashboard connects revenue, metrics and trends to ERP data. Visible synchronization status lets the reader understand how current the picture is.

Input: ERP revenue, sales and financial records within the agreed company and data scope.
Output: Dashboards, business metrics and revenue trends. Synchronization status helps the reader judge freshness; consolidation requires consistent company, period and account definitions.

A 13-week cash-flow forecast

ERP data supports a cash position and an updating forecast. Review cash gaps and scenarios using payment dates and assumptions that finance can assess.

Input: Financial records, expected receipts and payments, with agreed dates and assumptions.
Output: A rolling forecast with cash gaps and scenarios to examine. A predicted receipt is a planning assumption, rather than confirmation that a customer has paid.

Control and plan-versus-actual analysis

Compare budget with actual performance by project or department, identify variances and route them to an owner. Alerts and approval controls connect each variance to a follow-up process.

Input: Budget or plan information alongside actual activity, by project or department.
Output: Comparisons and variances that can be brought to the responsible person. Thresholds, review frequency and the required response are established around the organization’s control process.

Invoice ingestion

An invoice arrives by email or WhatsApp; AI extracts supplier, amount, line items and VAT. A user reviews the data and approves it before the invoice is recorded in the ERP.

Input: A supplier invoice from connected email or WhatsApp, within the agreed document and accounting scope.
Output: Extracted supplier, amount, line items and VAT for review. An authorized user approves the entry before it is written to the ERP.

Business questions in Hebrew

Ask natural-language questions about customers, orders, suppliers, invoices and cash flow. Answers connect conclusions to source information and reasoning so they can be reviewed before a decision.

Input: A natural-language question about connected customers, orders, invoices, suppliers, revenue or cash-flow information.
Output: An answer with source information and reasoning. Users can examine its basis before acting; access is limited by the data and permissions available to the workflow.

Sales agents

An email or WhatsApp agent can assist with responses, quote preparation and order intake. Permissions and approval determine what can be written back to the ERP.

Input: A customer request in a configured communication channel, together with the relevant product, customer and commercial information.
Output: Assistance with a response, quote preparation or order intake. The organization defines allowed terms and actions, and ERP write-back still requires approval.

Recurring reports and alerts

Configure daily reports, alerts and updates around business workflows. When an action writes to the system, approval remains part of the process even if preparation is automated.

Input: Connected business data, a reporting schedule and the conditions or events the team wants to monitor.
Output: Recurring reports, alerts and configured updates. Distribution and escalation are scoped to the workflow; a recurring preparation task does not remove approval from an ERP write.

Context across information sources

Connect ERP records to Excel, CRM and business communications. Define field meanings and business entities so questions and control use consistent definitions.

Input: ERP information alongside selected Excel files, CRM data and business communications that the organization permits the platform to use.
Output: A broader context for questions and control. Field meanings, identifiers and the authoritative source for conflicting values must be agreed before combined information is relied on.

The information that stays connected

Business definitions connect to available records, distinguishing existing transactions from proposed actions and forecasts.

ERP records

Customer, supplier, invoice, order and other connected records carry the organization’s identifiers and financial context. Their availability depends on the integration scope.

Checking the source behind a dashboard, answer or proposed transaction.

Plans and forecast assumptions

Budgets, expected payment dates and scenario assumptions describe what finance expects, separately from recorded activity.

Comparing planned and actual performance and discussing a cash gap without presenting a forecast as a completed transaction.

Documents and customer requests

An invoice, email or WhatsApp conversation supplies the original request or document from which fields or a sales action are prepared.

Reviewing extracted details and commercial intent before information becomes an approved ERP entry.

Approved actions and activity records

The proposed change, authorized approval and reported result provide the context for following a business action. Public policy describes activity logging.

Reviewing responsibility and completion; implementation confirms the available audit detail and retention.

Connections to your existing systems

The ERP system

Priority and other ERP systems are the integration focus. Compatibility is assessed by system, version, entities and read/write operations; a specific system requires fit confirmation.

Excel and CRM

Map tables, customers, projects and identifiers to business concepts. Define an authoritative source for each value and how conflicting values are handled.

Email and WhatsApp

These channels support invoice ingestion and sales workflows. Define organizational inboxes and accounts, document types and permissions before enabling an agent.

Identity and synchronization

Map user roles and read/write permissions and assess identity-provider connectivity. Agree synchronization cadence and failure handling for each source; the integration focus is the ERP and business workflow.

Permissions, control and exceptions

Reading and writing are separate permissions

Viewing a report does not authorize creating an order or recording an invoice. Map roles to actions and limit the data scope available to each user.

Approval before recording

Every ERP write requires approval. Define who reviews amounts, customers, suppliers and terms, preserving the link between the proposed action and the approved entry.

Source and freshness

A useful answer must support source and synchronization checks. Forecasts distinguish existing records, assumptions and scenarios so projections are not presented as facts.

Audit and environment separation

Activity logs and role-based permissions support oversight. Implementation defines organizational separation, data retention and access paths for the required environment.

When things do not go to plan

Agree responsibilities and recovery paths for incomplete information and unfinished actions. The public pages do not document every failure mechanism.

A source has not updated

Check synchronization status before treating a view as current. Agree how old information may be used and who restores a failed connection. Different sources can have different update schedules.

Extracted details are incomplete or inconsistent

The reviewer compares the proposal with the document and clarifies missing fields. Establish which source takes precedence when records disagree and how possible duplicate invoices are checked.

Approval or ERP entry is unresolved

Keep preparation, approval and completed entry distinct. Define how rejection is shown, who corrects it and how a repeated submission avoids creating a second record; these recovery details require confirmation.

Access or a connection changes

Reassess the workflow when a user’s permissions or a source connection changes. Scope the required access, continuity and data export arrangements before relying on the service for an ongoing process.

Implementation and organizational fit

Choose a business decision
Finance or the process owner defines an initial question: cash flow, control, invoice intake or sales. Agree the sources, ownership and boundaries.
Connect and reconcile data
Validate connectivity and reconcile sample records against the source. Define fields, dates and synchronization cadence before relying on a dashboard.
Validate the approval path
Run a defined module on a sample. For write operations, validate who may prepare a record, who approves it and how the result is presented.
Expand according to usage
Collect finance and business-team feedback, review data quality and add modules or sources once the initial workflow is working.

The deployment environment

System of record: Priority and other compatible ERP systems. Versions, permissions and connections are reviewed against the organization’s system.
Data and deployment: Map data paths, tenant separation and permissions. Hosting and deployment are agreed with the team for the organization’s requirements.
Bring to the conversation: Your ERP, data sources and one business workflow. Map who may initiate, approve and execute each action.

Begin with a defined finance or sales process

Vector adds intelligence above the existing ERP. Select an initial decision, available sources and a responsible owner, then assess additional modules. A cash-flow forecast does not itself establish a direct banking connection.

Confirm each integration in the project

Priority is explicitly named in the public product material. Other ERP and CRM systems require compatibility checks for the version, entities and intended actions. Email, WhatsApp and spreadsheet scope also need an agreed account and data model.

Keep review and approval explicit

Every ERP write requires approval. Define who may read, prepare and approve each action, and how finance checks source data and assumptions. Forecasts and AI answers support a decision; they do not replace its owner.

Agree deployment and information handling

Titans describes on-premises and sovereign-cloud options, but availability of a particular module or connector in those environments must be confirmed. Identity, company separation, retention, export, hosting and support commitments belong in the agreed implementation and service scope.

Questions of fit

Does Vector replace the ERP?

No. The ERP continues to manage records and processes. Vector adds questions, cash-flow planning, control and agents, returning approved actions to the system.

Do we need every module to start?

No. Start with a workflow and suitable module, then expand once data and ownership are clear. Insights can be assessed before enabling write operations.

Is a direct bank connection required?

Vector focuses on ERP and business-workflow sources. Cash-flow data scope is assessed against the system; a banking connection should not be assumed.

Are invoices recorded without a person?

No. The agent extracts and prepares data, and an authorized user approves ERP entry. Document details can be checked and corrected before becoming an operational record.

Is an updated view always real time?

Freshness depends on each connection and its configured synchronization cadence. Sync status should remain visible, and the pilot checks the frequency required for the business decision.

How do we work across companies or units?

Define entities, permissions and shared terms before consolidating reports. Currency, period and account-code alignment is assessed against the group structure and available sources.

Documentation and further reading

Connect it to your work.

Start with one workflow, its information and the people who know it. Define the path to implementation together.

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