Stop babysitting your ERP.
Breez is the ERP agent for Microsoft Dynamics 365 and NetSuite.
Point it at one SOPNowadays runs its event finances on Breez — client deposits, vendor payments, hotel commissions, and close-outs, end to end — and cut financial-ops cycle time by 90%. Also deployed with operations teams in corporate travel and medical devices. read the case study →
What customers run on it
Your best people are busy being the translation layer.
Your ERP can’t hold the way the business actually runs — so your team holds it in spreadsheets. The AR aging with collections notes and promise dates. The vendor master, maintained before anything gets keyed. The order log that lives between the inbox and NetSuite. Then someone types the spreadsheet back into the ERP, line by line, and does it again next month. Every hour spent being that translation layer is an hour of judgment you’re not getting.
Spreadsheets → NetSuite
Pipeline trackers and order sheets entered into the ERP as they change — every field cited to the cell it came from.
Documents → ERP
Contracts and invoices arriving in email and procurement portals get parsed, matched to the right record, and filed. Ambiguity goes to your queue, never a guess.
Payment chasing
Open invoices chased from the ERP — reminders drafted on your templates, replies parsed, promises tracked, escalations queued for you.
Vendor onboarding — Portal → ERP
New vendors from procurement portals verified, records created, banking details entered — flagged for approval before anything saves.
Sales orders — Inbox → ERP
Orders arriving by email become draft sales orders, matched to customer and price list, cited to the source email.
Three-way match
PO, receipt, and invoice matched before payment; mismatches and ambiguity go to your queue, never a guess.
Playbooks
Encode the procedure once. It runs from then on.
Your SOP document is the spec. Breez compiles it into a typed playbook you review like a document — every trigger, match rule, and stop condition explicit. Edit a step, and the next run follows it.
New procedure? Describe it. The builder drafts the playbook; you tighten it.
Deployment
It runs on your premises. Your data stays home.
Breez deploys inside your infrastructure — your network, your keys, your retention rules. Connectors are read-only until you promote them. The audit log is yours to query.
read → draft → act — promotion is per playbook, and nothing fires without an approval
Talk deploymentthe bar: success criteria written into the contract — items processed, error rate, escalation rate
the price: per workflow — never per seat
Security, plainly: Breez Solutions, Inc. runs inside your infrastructure — your network, your keys, your retention rules. For your deployment, subprocessors are limited to MongoDB Atlas, Anthropic, and Google, each SOC 2 Type II audited. DPA available; BAA supported for HIPAA-covered work. We haven’t completed our own SOC 2 audit yet — which is exactly why deployments keep your data in your environment and every action sits behind your approval.
Pick the procedure everyone dreads. Point Breez at it.
We’ll walk your SOP list and tell you which procedures are automatable — useful whether or not you run a pilot.
two-week paid pilot · one procedure · starts read-only · judge the run logs yourself
You’ll deal with the founders. We deploy Breez against your stack ourselves and answer within one business day.
— Daniel & Akshaj